Send membership contract to new member and update record
Send membership contract to new member and update record
New member records without signed agreements block billing and class scheduling. Send templated contracts and update member records so onboarding finishes same day.
Workflow preview:
Zap details:
Overview
Unsigned contracts stall billing and class placement for new members. This flow sends a templated agreement, captures envelope status back into the member record, and lets program coordinators complete onboarding the same day.