Skip to content
Update candidate records for placement coordinators before onboarding starts

Update candidate records for placement coordinators before onboarding starts

Your candidate agreements land completed but placement records lack attached signed files and stage updates, causing onboarding delays and missed billing. Ensure placement coordinators see updated records with attached agreements before the next placement call.

Update candidate records for placement coordinators before onboarding starts

Workflow preview:

Zap details:

Update candidate records for placement coordinators before onboarding starts