Add new program purchasers to the active member roster

Your roster and contact records fall out of sync after purchases, delaying welcome outreach. New subscribers are added to the shared roster and contact system automatically so coordinators can act same day.

Workflow preview:

Zap details:

Overview

Manual roster updates slow onboarding and risk missed welcome outreach when customers purchase your program. This flow writes each qualifying purchase to a shared roster and creates or updates a lead record automatically, so coordinators can begin outreach same day.