Skip to content

Update masterlist rows when a client booking is created

Booking intake often misses masterlist entries, leaving coordinators without attendee context. It keeps your masterlist and enrollment data current so staff can follow up the same day.

Update masterlist rows when a client booking is created

Workflow preview:

Zap details:

Overview

When bookings arrive without clean contact or masterlist rows, coordinators waste time and billing can lag. This flow extracts contact details, updates your purchases masterlist, and registers the attendee so staff can follow up the same day and keep billing on schedule.

Update masterlist rows when a client booking is created