Save enrolment forms and create customer records for parents
Save enrolment forms and create customer records for parents
Your enrolment emails with forms go unprocessed, leaving documents unfiled and customer records incomplete. Files and customer records are created and stored automatically for same-day billing readiness.
Workflow preview:
Zap details:
Overview
When enrolment emails pile up, admins waste time and billing slips get delayed. This flow extracts form data, files attachments to organized centre folders, and creates customer records so billing staff are ready for the next billing run same day.