Create referral ledger rows from approved event guests
Create referral ledger rows from approved event guests
Your approved in-person guest records often bury referral details, causing missed credits. Capture each referred attendee into a single ledger so credits are reconciled same day.
Workflow preview:
Zap details:
Overview
When approved event guests include a real referrer, this flow captures and reconciles the referral into your master ledger so program coordinators stop reconciling by hand. That means credits are ready for review same day and the payout process proceeds without surprise delays.