Skip to content

Enable action button when partner completes a planning request

Partner updates on your planning requests often leave items unready for scheduling. Enabling the action button automatically lets coordinators advance requests same day.

Enable action button when partner completes a planning request

Workflow preview:

Zap details:

Overview

You lose momentum when partner updates arrive without an obvious next step—schedulers spend time checking records manually. This flow turns partner completions into an enabled action button so coordinators can move requests forward same day.

Enable action button when partner completes a planning request