Update screening record from form submission with booking
Update screening record from form submission with booking
Your SDQ submissions arrive without booking context, leaving you unprepared. The workflow links submissions to bookings and updates screening records so coordinators can act the same day.
Workflow preview:
Zap details:
Overview
When SDQ responses land without booking context, coordinator prep and follow-up stall. This workflow ensures each submission is matched and updated into your screening table so coordinators can act the same day.