Skip to content
Create customer records and add family to mailing list

Create customer records and add family to mailing list

Your site registrations can leave parent and billing info unrecorded, delaying invoices and welcome messages. Families get billed and welcomed the same day.

Create customer records and add family to mailing list

Workflow preview:

Zap details:

Overview

Manual onboarding of each youth registration ties up coordinators and delays billing; this flow captures form entries into your database, contact book, billing system, and email audience. The result: families are added to records and queued for invoicing and welcome outreach the same day.

Create customer records and add family to mailing list