Add new client and enroll them in programs
Add new client and enroll them in programs
Webhook signups often produce incomplete client profiles and miss program enrollment, causing manual fixes and delayed welcome outreach. Keep records accurate and enroll clients for same-day onboarding and immediate welcome workflows.
Workflow preview:
Zap details:
Overview
Incoming webhook signups frequently generate incomplete profiles and missed enrollments that slow onboarding. This flow captures each registration, creates or updates the client record, and enrolls them into programs so program coordinators can send same-day welcome messaging and begin nurture.