Send participation agreement for updated retreat contacts now
Send participation agreement for updated retreat contacts now
Retreat contact updates can fail to trigger waiver delivery, leaving attendees unsigned. Automatically send participation agreements so coordinators have signed waivers before the retreat.
Workflow preview:
Zap details:
Overview
When a contact is marked ready, this flow sends the participation agreement and records the send across your roster and CRM so program coordinators stop doing manual follow-ups. That translates into completed waivers in minutes and fewer last‑minute onboarding gaps before the retreat.