Skip to content

Mark contact and notify team on document upload

Your incoming file uploads lack tracking, leaving contacts unmarked and onboarding queues unclear. Coordinators see updated contact status and documents same day.

Mark contact and notify team on document upload

Workflow preview:

Zap details:

Overview

Intake file uploads often leave contact records out of date and slow onboarding. This flow updates contact status, applies the correct subscriber tag, and notifies coordinators so document gaps are closed same day.

Mark contact and notify team on document upload