Skip to content

Alert team, archive signed contract, invite new enrollee

Your signed enrolment contracts sit unfiled, leaving program coordinators without the document or access context. You get the PDF saved, team alerted, and the invite issued same day.

Alert team, archive signed contract, invite new enrollee

Workflow preview:

Zap details:

Overview

Signed enrolment PDFs and invites often fall through the cracks, delaying access and billing. This flow centralizes the signed PDF, alerts operations, and issues the community invite so coordinators can complete onboarding the same day.

Alert team, archive signed contract, invite new enrollee