Skip to content
Create paid enrollment records for coordinators before standup

Create paid enrollment records for coordinators before standup

Your paid enrollments arrive in the payment system causing missing tracker rows and unsigned agreements that delay onboarding. Coordinators get a signed agreement and tracked record so onboarding finishes before the next standup.

Create paid enrollment records for coordinators before standup

Workflow preview:

Zap details:

Create paid enrollment records for coordinators before standup