Skip to content
Send attendee credit confirmations to event coordinators before billing run

Send attendee credit confirmations to event coordinators before billing run

Your continuing education credit requests arrive by form, causing delays in recordkeeping and missed reporting deadlines. Event coordinators receive confirmation emails and cleaned credit rows for same-day reconciliation before the next billing run.

Send attendee credit confirmations to event coordinators before billing run

Workflow preview:

Zap details:

Send attendee credit confirmations to event coordinators before billing run