Invite qualifying clients to course and tidy sheet

Your intake spreadsheet of client emails creates manual work and missed course invites for your success team. Qualifying contacts get invited and rows removed the same day.

Workflow preview:

Zap details:

Overview

Stop wasting VA hours on manual invites and chasing incomplete intake rows. This flow automatically finds tagged client contacts, routes them by onboarding track, and sends community invites the same day, freeing your success managers to focus on high-touch onboarding. You'll see fewer missed invites and cleaner intake sheets within a week.