Keep participant records updated from new program payments

Operations coordinators miss purchasers when payments go unrecorded, delaying onboarding. Payments land in the participant table so coordinators start onboarding with accurate details.

Overview

Missed or unrecorded payments create onboarding gaps and messy participant lists. This workflow captures every purchaser and writes contact plus order details into the participant table so coordinators begin onboarding with accurate records. Customers report faster handoffs and fewer data errors.

Notable Features

Create participant records instantly
Capture contact and order fields
Notify coordinators of new registrations