Skip to content
Templates
Update payment and enrollment records from incoming wires

Update payment and enrollment records from incoming wires

Your wire payment notifications lack verification context, causing enrollment and billing records to diverge. It centralizes verification, updates CRM and logs so billing resolves issues same day.

Update payment and enrollment records from incoming wires

Workflow preview:

Zap details:

Overview

Incoming wire notifications often land without verification, forcing manual cross-checks that slow billing and enrollment. This workflow turns those webhooks into verified rows and CRM updates, so billing and enrollment coordinators reconcile and onboard students same day.

Update payment and enrollment records from incoming wires