Animal Intake & Adoption ManagementPurpose
2. Ensure each potential adopter receives the correct form tailored to animal type, collects responses, and routes them to staff for assessment.
3. Reduce manual workload by digitally distributing, tracking, scoring, and archiving completed questionnaires.
4. Ensure compliance with adoption policies, standardize information capture, and accelerate intake-to-adoption timelines.
Trigger Conditions
2. Triggered by entry of potential adopter data in CRM, shelter management, or booking system.
3. Initiation from staff dashboard for walk-in or phone-based candidates.
4. Automated trigger on new inquiry email or chat within designated channel.
Platform Variants
• Feature/Setting: SMS send with questionnaire link via Twilio Programmable Messaging; configure webhook with unique adopter code.
3.2. SendGrid
• Feature/Setting: Transactional email API; auto-send personalized questionnaire email using dynamic templates.
3.3. Google Forms
• Feature/Setting: Pre-filled form links via API; set auto-assign responder emails and result collection.
3.4. Microsoft Forms
• Feature/Setting: Automated invite via Graph API; push responses to SharePoint or Excel for scoring.
3.5. JotForm
• Feature/Setting: Use JotForm Prefill API; trigger email/SMS delivery and webhook on completion.
3.6. Zoho CRM
• Feature/Setting: Workflow rule; auto-email questionnaire when new lead is created.
3.7. Typeform
• Feature/Setting: Generate Typeform share link via API and send via email or SMS on trigger event.
3.8. HubSpot
• Feature/Setting: Sequence automation; send pre-adoption form and auto-log response in contact timeline.
3.9. Mailchimp
• Feature/Setting: Trigger campaign email based on segment, send unique questionnaire link with merge tags.
3.10. Salesforce
• Feature/Setting: Process Builder or Flow; auto-email custom Lightning survey on new lead/adopter intake.
3.11. Slack
• Feature/Setting: Slack bot API post; DM adopter with link when they inquire via Slack shared channel.
3.12. Zendesk
• Feature/Setting: Trigger automation; email form when ticket tag matches “adoption inquiry.”
3.13. DocuSign
• Feature/Setting: Template send API; send signable questionnaire and auto-return on submission.
3.14. Cognito Forms
• Feature/Setting: Embed Cognito Forms link with dynamic prefill via email/SMS; auto export results.
3.15. Airtable
• Feature/Setting: Form view; personalize link and automate invite delivery, store responses in new record.
3.16. Monday.com
• Feature/Setting: Item creation triggers; auto-send questionnaire via integration column.
3.17. Freshdesk
• Feature/Setting: Automations; ticket field change triggers pre-adoption form email to contact.
3.18. Smartsheet
• Feature/Setting: Request update automation; send form on new row (adopter) entry.
3.19. Mailgun
• Feature/Setting: Email API; programmatically send pre-adoption forms with tracking enabled.
3.20. Pipedrive
• Feature/Setting: Deal creation/workflow automation; auto-email adoption questionnaire via action trigger.
3.21. Asana
• Feature/Setting: Custom rule; task or comment triggers form send via integrations.
3.22. Google Chat
• Feature/Setting: Chatbot API push; auto-message adopter form link on inquiry.
3.23. ActiveCampaign
• Feature/Setting: Automation workflow; send form email/SMS and log completion.
3.24. Intercom
• Feature/Setting: Bot or message trigger; send pre-adoption form on chat event.
3.25. Webex Teams
• Feature/Setting: Bot direct message; send questionnaire link, log responses.
Benefits
2. Ensures consistent, complete candidate vetting across all channels.
3. Minimizes manual data entry error; digital responses directly populate shelter system.
4. Enhances adopter experience with fast, multi-platform communications.
5. Scalable to volume surges during events or campaigns; supports multi-language delivery.
6. Enables workflow auditing and compliance through centralized digital recordkeeping.
7. Automates routing of complete forms to appropriate staff for next action.