Skip to content

Create student record from deal enrollment into roster

You miss program enrollments when deal stage updates don't create student records, leaving agents without enrollment context. Onboarding and support get complete records same day.

Create student record from deal enrollment into roster

Workflow preview:

Zap details:

Overview

Missed enrollments create extra support work and delayed student onboarding. This flow turns an enrolled deal into a recorded student registration and audit log, surfacing failures so onboarding teams have enrollments ready same day.

Create student record from deal enrollment into roster