Update booking records and confirm scheduling cards today

Your payment validation form submissions can leave leads missing paid status and visit times. Update rows and move confirmed cards so teams prepare visits same day.

Workflow preview:

Zap details:

Overview

When payment confirmations don't land in your master sheet, schedulers waste time chasing details and visits risk being unprepared. This flow writes validated payment and visit dates into your booking worksheet and updates the scheduling card so coordinators can prep appointments same day.