Skip to content

Create and send convocations then update attendee status

Your participant registrations often lack timely convocation emails, which leaves attendees without session details. You get templated convocations sent and registration rows updated the same day.

Create and send convocations then update attendee status

Workflow preview:

Zap details:

Overview

Manual convocation sends eat up hours for a small training team and risk missed attendees. This flow creates the convocation document, emails participants with the PDF, and updates the registration row so coordinators have accurate records the same day.

Create and send convocations then update attendee status