Member and Volunteer Management**Purpose**
1.2. Capture, verify, store, and sync member data, send onboarding communications, notify staff, assign roles, and set up access to relevant portals.
1.3. Reduce manual data entry, minimize onboarding delays, ensure accurate records, and initiate welcome sequences.
1.4. Integrate third-party verification, document uploads, welcome kits, survey distribution, and calendar event invitations.
**Trigger Conditions**
2.2. Reception of membership inquiry via website, email, SMS, or phone.
2.3. Database record creation/update for prospective members.
2.4. Manual registration trigger by admin, kiosk, or mobile intake.
**Platform Variants**
3.1. Salesforce
- Feature/Setting: REST API “Create Lead”
- Sample: POST /services/data/vXX.X/sobjects/Lead/ with member data payload
3.2. Microsoft Power Automate
- Feature/Setting: “When a form is submitted” trigger with SharePoint integration
- Sample: Connect to Microsoft Forms > SharePoint Add Row
3.3. Zapier
- Feature/Setting: “New Form Entry” in Typeform to “Create Contact” in CRM
- Sample: Trigger = Typeform; Event = Create Contact in ZenDesk Sell
3.4. HubSpot
- Feature/Setting: Forms API > Contacts API
- Sample: POST /forms/v2/submissions, then POST /contacts/v1/contact/
3.5. Google Workspace
- Feature/Setting: Google Forms onSubmit + Apps Script to Google Sheets
- Sample: Script reads responses, sends registration email
3.6. Airtable
- Feature/Setting: “New Record” trigger in Members table
- Sample: Automate -> When record added, send onboarding email via SendGrid
3.7. Twilio
- Feature/Setting: SMS/Webhook API for confirmation & staff notifications
- Sample: POST /Messages to send “Welcome” SMS to new member
3.8. Mailchimp
- Feature/Setting: Add Subscriber API
- Sample: POST /lists/{list_id}/members with email
3.9. Docusign
- Feature/Setting: Envelope API for registration waivers
- Sample: POST /envelopes with membership PDF
3.10. Slack
- Feature/Setting: Incoming Webhooks for new member alert
- Sample: POST with JSON payload to staff channel
3.11. Trello
- Feature/Setting: “Create Card” API
- Sample: POST /1/cards for onboarding tasks per new member
3.12. Calendly
- Feature/Setting: Create Event API
- Sample: POST /scheduled_events for orientation session invite
3.13. Smartsheet
- Feature/Setting: Add Row API
- Sample: POST /sheets/{sheet_id}/rows with member details
3.14. DocuWare
- Feature/Setting: Forms and Workflow API
- Sample: Ingest form submission, route for approval
3.15. BambooHR
- Feature/Setting: Employee Onboarding API
- Sample: POST /employees/new with member profile
3.16. OneLogin
- Feature/Setting: User Provisioning API
- Sample: POST /users for portal access setup
3.17. Monday.com
- Feature/Setting: Create Item API
- Sample: mutation to boards for new member registration
3.18. Zoho Creator
- Feature/Setting: “On Form Submission” workflow
- Sample: Automated data sync & notification
3.19. Intercom
- Feature/Setting: Create User API
- Sample: POST /users with onboarding message sequence
3.20. SendGrid
- Feature/Setting: Mail Send API
- Sample: POST /mail/send for confirmation and onboarding pack
3.21. AWS Lambda
- Feature/Setting: Trigger serverless logic for data enrichment
- Sample: Automatic enrichment and push to user records
3.22. Cognito Forms
- Feature/Setting: “Form Submission” webhook
- Sample: HTTP POST to downstream platforms
3.23. Notion
- Feature/Setting: API to add page for each member
- Sample: Create page in Members database
3.24. Google Calendar
- Feature/Setting: Events.insert API
- Sample: Add orientation session to member’s calendar
**Benefits**
4.2. Reduces data entry and manual process errors.
4.3. Ensures immediate communications and role assignments.
4.4. Streamlines staff and volunteer notifications for new arrivals.
4.5. Integrates all tools to provide a seamless experience for members and staff.
4.6. Enables scalable onboarding as the institution grows.
4.7. Enforces compliance with verification and consent steps.
4.8. Enables analytics/tracking for onboarding KPIs.