Create doc for validated participant to aid billing
Create doc for validated participant to aid billing
Your participant records missing convention documents cause billing and onboarding delays. The workflow generates signed convention files and links so coordinators can invoice and onboard same day.
Workflow preview:
Zap details:
Overview
Missing conventions create manual work and slow invoicing; this flow generates the formal agreement and attaches it to the participant record the moment validation completes. Program coordinators and billing staff get the file and link same day, reducing follow-up and accelerating invoicing.