**Purpose**
1.2 Enable automated intake, document validation, compliance checking, status updates, reminders, and real-time tracking for applicants and internal officials.
1.3 Ensure all steps (application, reviewing, notifications, status changes, approvals/rejections, record-keeping) are digitized for efficiency, transparency, and auditable compliance.
**Trigger Conditions**
2.2 Receipt of required supporting documents (PDFs, scans).
2.3 Approver or reviewer submits a decision (approve, reject, request info).
2.4 Status changes in backend system (pending, in review, completed).
2.5 Scheduled follow-up or deadline reminders for pending tasks.
**Platform Variants**
• Feature: Trigger workflows on new application form submission
• Setting: Use Form Response trigger and direct payload to connected workflow engine.
3.2 DocuSign
• Feature: E-signature workflow automation
• Setting: Use Envelope Sent/Completed webhook to initiate permit review.
3.3 Salesforce
• Feature: Create/update records for permitting
• Setting: "Create Record" for new application, "Update Record" on status change.
3.4 Zendesk
• Feature: Ticket creation/updates for permits
• Setting: "Create Ticket" for new application; "Update Ticket Status" upon decision.
3.5 Airtable
• Feature: Database entry for tracking
• Setting: "Create Record" for new application, "Update Record" for ongoing tracking.
3.6 Slack
• Feature: Notifications to internal teams
• Setting: "Send Channel Message" for status updates or reminders.
3.7 Twilio SMS
• Feature: Applicant notification via SMS
• Setting: "Send SMS" when permit is issued, delayed, or more info required.
3.8 Microsoft Outlook
• Feature: Email notifications to officials/applicants
• Setting: "Send Email" action for every status change.
3.9 SharePoint
• Feature: Document storage/management
• Setting: "Upload File" on application receipt, "Update Metadata" post-review.
3.10 AWS S3
• Feature: Archive supporting documents
• Setting: "PutObject" for every document uploaded with permit request.
3.11 Asana
• Feature: Task assignments for approval chain
• Setting: "Create Task" for reviewers, "Update Task" for progress tracking.
3.12 Zapier
• Feature: Cross-platform triggers
• Setting: Use "Webhooks by Zapier" to chain third-party APIs per status change.
3.13 Freshdesk
• Feature: Applicant/reviewer helpdesk integration
• Setting: "New Ticket" trigger for inquiries; automate responses/actions.
3.14 Dropbox
• Feature: Cloud file backup
• Setting: "Upload File" for permit documents, "Create Folder" per application.
3.15 Adobe Sign
• Feature: Electronic signatures for approvals
• Setting: "Agreement Signed" triggers next workflow stage.
3.16 Trello
• Feature: Kanban board for permit stages
• Setting: "Create Card" for each new application; "Move Card" for progress.
3.17 Power Automate
• Feature: End-to-end automation
• Setting: Trigger on new submission, use "Approval" actions per reviewer step.
3.18 Jira
• Feature: Track application as issue/ticket
• Setting: "Create Issue" for each application, "Transition Issue" for updates.
3.19 OneDrive
• Feature: Store and share supporting documents securely
• Setting: "Create File" for uploads, "Share Link" for reviewers.
3.20 Mailgun
• Feature: Automated transactional email
• Setting: "Send Email" for status updates, requests for additional details.
3.21 Monday.com
• Feature: Central status dashboard
• Setting: "Create Item" for new permits; "Update Status" as application progresses.
3.22 Xero
• Feature: Invoice/billing for application fees
• Setting: "Create Invoice" after permit submission.
3.23 Notion
• Feature: Central permit process documentation
• Setting: "Append Page Content" with new records or notes per application.
3.24 Google Drive
• Feature: File backup and sharing
• Setting: "Upload File" with permissions for reviewers or applicants.
3.25 Calendly
• Feature: Schedule applicant interviews/inspections
• Setting: "Create Event" triggered on application review stage.
**Benefits**
4.2 Minimizes errors with validation and standardized workflows.
4.3 Provides transparent, real-time status tracking to applicants and administrators.
4.4 Enforces compliance with automated record logs and document management.
4.5 Improves applicant and official experience via timely notifications and status updates.
4.6 Enables audits with full, traceable histories of each permit.
4.7 Ensures scalability and uniform handling across all permit types and volumes.