Record paid clinic checkouts and start intake workflows
Record paid clinic checkouts and start intake workflows
Your clinic checkout sessions without intake triggers cause manual handoffs and missed kit pickups. It creates payment records and fires intake steps so coordinators can fulfill kits same day.
Workflow preview:
Zap details:
Overview
Untracked paid checkouts force manual handoffs and missed kit pickups that slow patient onboarding. This flow captures each paid in-clinic checkout and immediately fires intake steps so coordinators can fulfill kits and complete onboarding the same day.