Send CE course reports and customer notices same day
Send CE course reports and customer notices same day
Your customer completion tags and license metadata sometimes fail to reach the licensing portal, delaying CE uploads. You get confirmed reporting and customer notifications same day.
Workflow preview:
Zap details:
Overview
When customer profiles update with completion tags, reporting should be automatic rather than manual. This flow turns those tag edits into verified submissions to the licensing portal and delivers same-day confirmations to customers and the compliance team.