Update client records and membership status after purchase
Update client records and membership status after purchase
Untracked course purchases leave program coordinators unable to provision access or begin onboarding. This keeps membership status and purchase history current so onboarding happens same day.
Workflow preview:
Zap details:
Overview
When purchases don't update your client OS, onboarding stalls and customers wait for access. This flow keeps records accurate and membership status current, so program coordinators can provision access and complete onboarding same day.