Skip to content
Templates
Create client profile and enroll them in challenge programs

Create client profile and enroll them in challenge programs

Your challenge orders that miss automated onboarding slow program access and force coordinators into manual enrollment. You get clients enrolled automatically so they can begin programs the same day.

Create client profile and enroll them in challenge programs

Workflow preview:

Zap details:

Overview

Manual enrollment after a paid purchase wastes coordinator time and delays client results. This flow turns each qualifying purchase into a client record and enrolls them in the right program so coordinators can focus on delivery and clients get access the same day.

Create client profile and enroll them in challenge programs