Case Management & Client IntakePurpose
1.2. Eliminate manual handling by automating document preparation, delivery, reminder management, digital signature capture, and secure storage across diverse digital touchpoints (email, SMS, portals, apps).
1.3. Automator orchestrates seamless, multilingual communications and automated escalation for non-responses, ensuring compliance with humanitarian data protection and privacy policies.
Trigger Conditions
2.2. Automating upon update of case status to "Consent Required".
2.3. Initiated automatically after an intake form submission or referral received.
2.4. Recurring automation on schedule for follow-up or re-authorization cycles.
Platform Variants
• API: Envelopes: createEnvelope; automates sending consent forms and collecting e-signature.
3.2. Adobe Sign
• REST API: /agreements; automate dispatch and retrieve signed documents’ digital trail.
3.3. HelloSign
• API: signature_request/send; automatedly sends forms and captures e-signatures.
3.4. PandaDoc
• API: POST /documents/send; automates workflow via templated consent form sending.
3.5. SignNow
• API: POST /document/send; automate consent form distribution to selected contacts.
3.6. SignEasy
• API: /v1/signrequest/send; automate collecting signatures via mobile/email/SMS.
3.7. Formstack Sign
• API: Envelope creation; automates processing and storing signed forms.
3.8. RightSignature
• API: send_document_with_template; automates templated form distribution and e-signature.
3.9. Zoho Sign
• API: /requests; automate consent form dispatch based on client list.
3.10. OneSpan Sign
• API: /api/packages; automates batch sending and tracking return of e-signed forms.
3.11. Sertifi
• API: POST /ConsentForms; automated signature capture for consent workflow.
3.12. Concord
• API: /contracts; automate document lifecycle from sending to e-signature capture.
3.13. GetAccept
• API: /documents/send; automates consent communication and e-sign automation.
3.14. Dropbox Sign
• API: signature_request/send; automate e-signature flow and reminders.
3.15. SignRequest
• API: /v1/signrequest/send; automates e-signature distribution and collection.
3.16. Microsoft Power Automate
• Connector: Adobe Sign/DocuSign; automates chained actions for consent logistics.
3.17. Google Workspace (Apps Script + Drive)
• Script: Automate PDF generation, sharing, and automate reporting of returned forms.
3.18. Twilio SMS
• API: Messages; automate real-time SMS notifications and remindes for pending e-signature.
3.19. SendGrid
• API: Mail Send; automate email dispatch of consent forms and automate follow-ups.
3.20. Zapier
• Zap: automate integration chain between CRMs, e-signature, and cloud document storage.
3.21. Jotform Sign
• API: /sign/sendDocument; automates custom consent workflows and e-sign delivery.
3.22. Airtable
• Automations: automate consent form status tracking and trigger reminders.
3.23. Salesforce
• Flow: automate e-signature process from CRM events and auto-log results.
3.24. HubSpot
• Workflow: automates e-signature collection as part of client onboarding automations.
3.25. Slack
• Workflow: automate team notification and flagging of unsigned consent forms.
3.26. Box
• API: automate signed document storage and permission setting post-signature.
3.27. SharePoint
• Automated flow for upload and archive of signed consent forms.
Benefits
4.2. Automator enhances compliance with e-signature laws and humanitarian data security via auditable logs.
4.3. Workflow automation lowers risk of missing consents or processing delays in high-volume settings.
4.4. Automatable multi-channel reach (email, SMS, portal) ensures prompt signature turnaround and improved engagement.
4.5. Automated reminders and escalation drive timely completion, supporting robust case management for asylum/refugee services.