Skip to content

Create student agreement and send PDFs to registrar

You get form submissions without signed placement or training agreements, delaying onboarding. The flow creates and emails final PDFs and saves links for intake same day.

Create student agreement and send PDFs to registrar

Workflow preview:

Zap details:

Overview

When intake forms arrive without ready agreements, coordinators spend hours assembling and emailing documents. This flow turns each qualifying submission into a completed PDF and routes it to the right coordinator, ensuring paperwork is available same day and ready for review.

Create student agreement and send PDFs to registrar