Enable onboarding email button for new practitioner records
Enable onboarding email button for new practitioner records
Your practitioner onboarding rows sometimes don't enable the email trigger, leaving welcome messages unsent. The workflow turns the button on so onboarding staff can send welcome messages same day.
Workflow preview:
Zap details:
Overview
When onboarding rows fail to flip the email trigger, welcome outreach is delayed and new practitioners sit waiting. This flow removes the manual toggle, enabling your onboarding staff to send welcome messages within minutes and complete first touch same day.