Admissions and Enrollment AutomationPurpose
1.2 Streamlines follow-up to referees and ensures documentation is received on time.
1.3 Centralizes reference tracking, reminders, and consolidates referee submission status.
1.4 Reduces manual workload for admissions, eliminates human error, and assures compliance with deadlines.
1.5 Automatedly updates applicant portal status and notifies applicants of reference progress in real-time.
Trigger Conditions
2.2 Application status changes to "awaiting references."
2.3 Reference deadline approaches (configurable timed triggers).
2.4 Referee uploads reference form or email link accessed.
2.5 Application portal receives new activity on referee status.
Platform variants
• Feature/Setting: Automated SMS invites and reminders; Configure SMS API with webhook on application submission.
3.2 SendGrid
• Feature/Setting: Automatedly email requests using Dynamic Templates; Integrate Send Email API upon student submission.
3.3 Gmail API
• Feature/Setting: Automate email dispatch to referees and applicants; Configure watch for "reference" label.
3.4 Google Sheets
• Feature/Setting: Automates referee status tracking; Use Sheets API to update rows on reference receipt.
3.5 Zapier
• Feature/Setting: Automate workflow between CRM, forms, and emails; Multi-step Zap setup for reference request flow.
3.6 Salesforce
• Feature/Setting: Trigger automation on Lead Status change; Use Process Builder to email referees.
3.7 DocuSign
• Feature/Setting: Automates reference document requests and e-sign; Envelope API automation on new applicant trigger.
3.8 Microsoft Power Automate
• Feature/Setting: Automates email and task creation; Configure flow for admissions mailbox.
3.9 Trello
• Feature/Setting: Automates reference workflow tracking; Power-Up automation to move cards upon referee upload.
3.10 Slack
• Feature/Setting: Automates notification messages for admissions; Use Webhook API to post updates in channel.
3.11 Airtable
• Feature/Setting: Automates reference log creation; Configure automations to update "reference received" field.
3.12 Typeform
• Feature/Setting: Automates form-based reference collection; Configure webhook to send responses to CRM.
3.13 HubSpot
• Feature/Setting: Automates email sequences to referees; Configure Workflow to enroll referee on applicant submission.
3.14 Mailgun
• Feature/Setting: Automate customized email invites to referees; Use Messages API with applicant-triggered event.
3.15 Monday.com
• Feature/Setting: Automate reference pipeline board updates; Automations move status on new submission.
3.16 Asana
• Feature/Setting: Automate task generation for references; Create task via API on lead creation.
3.17 Freshdesk
• Feature/Setting: Automates support ticket creation for missing references; Ticket API triggered by overdue reference.
3.18 Intercom
• Feature/Setting: Automate chat prompts to referees; Use Messages API when reference request is pending.
3.19 OneDrive
• Feature/Setting: Automated storage of reference uploads; File API moves new documents to applicant folder.
3.20 Dropbox
• Feature/Setting: Automate cloud storage and sharing of reference files; Automatedly create folder and send invite to referee using API.
Benefits
4.2 Ensures references are submitted timely via automated reminders, escalating if overdue.
4.3 Provides audit trail and compliance with accreditation requirements through automation logs.
4.4 Improves applicant experience via real-time automated updates and instant status visibility.
4.5 Supports scalable, error-free admissions automation—easily extendable to other document types or programs.