Skip to content
Create trainee contact records from new registrations before billing run

Create trainee contact records from new registrations before billing run

Your event registrations arrive with incomplete company and contact info, causing billing gaps and instructor confusion. Complete trainee and employer records populate so billing and class rosters are accurate before the next billing run.

Create trainee contact records from new registrations before billing run

Workflow preview:

Zap details:

Create trainee contact records from new registrations before billing run