Attach internal chat message link to enrollment record
Attach internal chat message link to enrollment record
When contract requests create new enrollment records, you lack a direct internal chat link for reviewers to view conversation context. This gives coordinators context to triage and finalize contracts same day.
Workflow preview:
Zap details:
Overview
Contract reviewers need the original conversation to make fast decisions. This flow pins a direct team chat link to the enrollment record so program coordinators can triage and finalize agreements the same day, reducing follow-up rounds.