Create mentoring records from manual payment entries for projects

When manual payments appear in your finance base, managers miss purchase details for mentoring and onboarding. This creates mentoring records so onboarding can start same day.

Workflow preview:

Zap details:

Overview

Manual finance entries often leave project managers without the purchase context they need, stalling onboarding. This flow turns those rows into structured Mentoring records so program coordinators can start onboarding and scheduling the same day.