Skip to content
Send payment reminder messages to onboarding coordinators before seats lapse

Send payment reminder messages to onboarding coordinators before seats lapse

Your updated applicant records sit with missing signed contracts, causing reserved seats to lapse and delaying revenue. Onboarding coordinators receive targeted payment reminders so prospects sign and seats are claimed before the next workday.

Send payment reminder messages to onboarding coordinators before seats lapse

Workflow preview:

Zap details:

Send payment reminder messages to onboarding coordinators before seats lapse