Skip to content

Update lesson records and package balances after completion

Your lesson completion records and student package balances fall out of sync, delaying reconciliation and invoicing. Keep records current so billing staff and coordinators can act same day.

Update lesson records and package balances after completion

Workflow preview:

Zap details:

Overview

Out-of-sync lesson and package data slows reconciliation and delays invoicing. This workflow keeps lesson records and student package balances current, letting coordinators and billing staff reconcile and bill the same day.

Update lesson records and package balances after completion