Send onboarding message and update ops status record
Send onboarding message and update ops status record
Your onboarding messages are sent manually, leaving the ops table stale and coordinators without delivery context. You get sent emails plus matching table updates so coordinators see delivery same day.
Workflow preview:
Zap details:
Overview
Stop onboarding emails and status updates from being done by hand. This flow sends the right message to the client and writes the delivery timestamp into your ops table so coordinators have context the same day. It keeps follow-ups timely and handoffs SLA-friendly.