Operations coordinators capture new enrollments in welcome-card tracker

Operations coordinators lose welcome-card sends when completed sales tasks don't add enrollments, causing onboarding delays. Zapier adds the enrollment row so onboarding starts welcome sends quickly.

Overview

Operations coordinators miss welcome-card sends when enrollment rows aren't captured, creating onboarding gaps and unhappy new customers. This workflow ensures every completed sales task creates a tracker entry and alerts onboarding, eliminating manual handoffs and keeping welcome materials going out promptly.

Notable Features

Add enrollment row from tasks
Format names and contact fields
Notify onboarding when row added