Update onboarding schedule, create record, and notify team
Update onboarding schedule, create record, and notify team
Your onboarding bookings arrive via webhook without record updates, causing schedule drift and missed follow-ups for program coordinators. It keeps client rows and intake forms current same day.
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Zap details:
Overview
When bookings come in, coordinators spend time reconciling dates and intake details; this flow keeps the client roster and intake records current. That means your onboarding coordinators see accurate schedules and intake data in minutes, ready for same-day prep.