Add new client to contact list and notify admin
Add new client to contact list and notify admin
You miss contact details when new clients sign up, leaving admin and sitters without context for first-day care. It adds the client record and notifies coordinators so welcome messages go out same day.
Workflow preview:
Zap details:
Overview
New client signups should trigger immediate onboarding, not manual follow-ups. This flow captures the contact, logs the signup, and pings your coordinator so welcome messages and scheduling confirmations go out the same day.