Animal intake and shelter assignment workflows

Purpose

1.1. Digitally capture animal intake events from field officers or the public via forms, calls, or integrations.
1.2. Classify animals by type, health, and urgency, then assign to appropriate shelter with confirmation and record-keeping.
1.3. Facilitate real-time communication between field teams, dispatch, and shelter staff to expedite intake and reduce manual errors.
1.4. Update relevant databases and case records; notify stakeholders, and track animal status through shelter system integrations.
1.5. Ensure compliance with local, state, and national reporting standards for animal intake and shelter management.

Trigger Conditions

2.1. New animal intake submission from digital field form.
2.2. Inbound call to animal control hotline with case creation.
2.3. Mobile app photo upload and location tagging.
2.4. API webhook from external partner or community portal.
2.5. Scheduled import from legacy or municipal systems.

Platform Variants

3.1. Salesforce Service Cloud
• Feature: Web-to-Case
• Configure intake form endpoint to auto-create animal intake case.
3.2. Microsoft Power Automate
• Feature: Trigger—When a form is submitted
• Connect Power Apps; parse form, push record to Dynamics 365.
3.3. Google Forms + Apps Script
• Feature: On Form Submit trigger
• Script sends JSON payload to shelter management API.
3.4. Twilio
• Feature: Studio Flow, Voice/IVR
• Gather caller data, auto-forward cases via webhook.
3.5. SendGrid
• Feature: Inbound Parse Webhook
• Route intake requests received via email to intake pipeline.
3.6. Smartsheet
• Feature: Update Row Automation
• Each new sheet row triggers shelter assignment Zap/Flow.
3.7. Airtable
• Feature: Automation—When record matches conditions
• Assign shelter and send Slack/SMS via integrated app script.
3.8. Zapier
• Feature: Webhooks & Multi-step Zaps
• Intake data ingest from multiple streams; conditional routing.
3.9. HubSpot
• Feature: Workflow—Form Submission
• Trigger intake ticket, enrich with property mapping, assign shelter.
3.10. ServiceNow
• Feature: Flow Designer, Record Producer
• Custom intake catalog item, logic for shelter matching.
3.11. Monday.com
• Feature: Automations—Item Created
• When new intake logged, notify team and create shelter task.
3.12. Freshservice
• Feature: Automated Ticket Creation
• Intake via Freshservice form → auto-assign relevant shelter group.
3.13. Slack
• Feature: Workflow Builder
• Respond to new channel intake posts; trigger shelter assignment bot.
3.14. Microsoft Teams
• Feature: Power Automate Connector
• New inbound message triggers assignment flow; notify field ops.
3.15. Google Sheets
• Feature: App Script—onChange Trigger
• Intake rows invoke script to update shelter roster via API.
3.16. Dropbox Sign (HelloSign)
• Feature: API Callback
• Auto-process signed intake forms, extract data to shelter system.
3.17. Kintone
• Feature: Process Management
• Intake app with integration plugin; assign shelter by workflow rules.
3.18. DocuSign
• Feature: Envelope Complete Webhook
• On completion, trigger intake case entry and shelter match.
3.19. Zoho Creator
• Feature: Workflow Rules
• Intake app triggers business logic, sends animal to best-fit shelter.
3.20. Pipedrive
• Feature: Custom Field Change Trigger
• New deal/record creation logs animal and automatically assigns shelter based on criteria.

Benefits

4.1. Streamlines data intake, reducing manual entry and time delays.
4.2. Improves accuracy in animal assignment and record-keeping.
4.3. Enhances coordination and response between teams in field and shelters.
4.4. Increases transparency and auditability of animal intake process.
4.5. Ensures regulatory compliance and standardized procedures across all intake channels.