Sacrament request intake and scheduling

Purpose

1.1. Automate sacrament request intake, record management, scheduling, confirmation, notification, and post-service tracking for cathedral staff and congregants.
1.2. Automated request capture, eligibility checks, scheduling, follow-up, and analytics across multiple digital and communication channels.
1.3. Automates seamless coordination between parishioners, clergy, and administration, minimizing manual data entry and scheduling conflicts.

Trigger Conditions

2.1. Automated trigger on online form submission for sacrament requests (e.g., Baptism, Marriage, Confirmation).
2.2. Receive SMS, email, or phone inquiry initiating the automation process.
2.3. Entry of new parishioner or update in CRM automates intake check.
2.4. Receipt of manual staff entry initiates automation sequence.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Automated SMS intake via webhook; configure phone number and webhook URL.
3.2. Google Forms
• Feature/Setting: Form submission trigger; enable "on submit" workflow integration via Apps Script API.
3.3. Microsoft Power Automate
• Feature/Setting: Automated flow upon new response in Microsoft Forms; configure template “When a new response is submitted.”
3.4. JotForm
• Feature/Setting: Automated webhook to send request data; set "Webhook" integration in settings.
3.5. Typeform
• Feature/Setting: Configure webhook for form completion; use “Connect” feature to send data.
3.6. HubSpot CRM
• Feature/Setting: Automator triggers on new contact or deal; configure workflow starter “Contact created.”
3.7. Salesforce
• Feature/Setting: Process Builder or Flow to automate case creation upon new request intake; API endpoint to receive form data.
3.8. Calendly
• Feature/Setting: Automated event scheduling via API; configure “Event Created” webhook for intake and reminders.
3.9. Acuity Scheduling
• Feature/Setting: Automated appointment creation and confirmation using Appointment API endpoint.
3.10. Outlook Calendar
• Feature/Setting: Automated calendar invite via Microsoft Graph API; trigger on addition of eligible request.
3.11. Google Calendar
• Feature/Setting: Automator event creation using Calendar API “events.insert”; map intake details to event.
3.12. SendGrid
• Feature/Setting: Automated email confirmation on intake; configure transactional template and API endpoint to send on trigger.
3.13. Mailgun
• Feature/Setting: Automatedly sends notifications to parishioner; configure domain API and “messages” endpoint.
3.14. Slack
• Feature/Setting: Slack notification channel for staff; configure Incoming Webhook and automate post-intake alert.
3.15. Microsoft Teams
• Feature/Setting: Automated message to channel; use Incoming Webhook or Power Automate Teams connector, action “Post message.”
3.16. Zoom
• Feature/Setting: Schedule online preparatory call; configure “Create Meeting” API endpoint automatically upon request.
3.17. DocuSign
• Feature/Setting: Automate consent/waiver signature via “Envelope” creation API; triggers on valid request intake.
3.18. Dropbox
• Feature/Setting: Automated file upload for documentation; configure folders via API for parishioner files.
3.19. Airtable
• Feature/Setting: Automate request database entry via API “Create Record”; automate status property workflow.
3.20. Trello
• Feature/Setting: Automate creation of tracking card per request; use Trello API or integration endpoint, list mapping per sacrament type.
3.21. Zoho CRM
• Feature/Setting: Automate request logging and reminder task using Workflow Rule, mapped to lead/contact.
3.22. Pipedrive
• Feature/Setting: Automated deal creation per request using “addDeal” endpoint on webhook trigger.
3.23. Asana
• Feature/Setting: Automate task generation for each intake; configure “Create Task” API action on new request.
3.24. Notion
• Feature/Setting: Automated database entry per request; connect via API “pages.create” with mapped data.
3.25. Zapier
• Feature/Setting: Use automation recipes integrating intake channel with scheduling and notifications; configure triggers and actions for each step.

Benefits

4.1. Automates intake workflow, reducing manual labor and scheduling errors.
4.2. Provides automated status updates and reminders to parishioners and staff.
4.3. Enhances data accuracy, auditability, and searchability across platforms.
4.4. Automated confirmations and follow-up reduce no-shows and missed information.
4.5. End-to-end automation enables scalable, professional, responsive religious service preparation.