Create enrolment review records from tagged messaging users

Your enrolment requests in messaging leave key details untracked. The workflow creates a single enrolment review record so coordinators can triage and act same day.

Workflow preview:

Zap details:

Overview

Stop enrolment cases from living only in message threads and give program coordinators a single, actionable record to work from. This captures tagged enrolment users into a searchable review entry so teams can triage and follow up same day.