Resident and Application ManagementPurpose
1.2. Automatedly handle applicant intake, eligibility checks, document tracking, status notifications, ranking calculation, priority adjustments, and notifications about list position or selection.
1.3. Automate compliance and audit trails for all updates made to the waiting lists, including timestamping all applicant ranking changes.
1.4. Streamline communication to applicants, staff, and partner agencies via automated multi-channel alerts about list movement and required actions.
Trigger Conditions
2.2. Status change in applicant eligibility or documentation submission.
2.3. Manual or automated triggering of periodic re-ranking (e.g., policy change or time lapse).
2.4. Automatic removal or advancement of applicants due to offer, acceptance, or withdrawal.
2.5. Data update events from external benefits/eligibility verification APIs.
Platform Variants
• API: REST API for applicant record creation/update, automated process using Flow Builder for list ranking logic.
3.2. Microsoft Power Automate
• Trigger: Automated cloud flow upon new SharePoint or Dataverse record, configure ranking calculation and notifications.
3.3. Oracle PeopleSoft
• Module: Integration Broker for automated queue update; use Application Engine for nightly re-ranking jobs.
3.4. SAP S/4HANA
• Function: BAPI_HOUSING_WL_CREATE for intake; BAPI_HOUSING_WL_UPDATE for automated ranking.
3.5. Google Sheets
• API: Apps Script triggers on edits; automate via scheduled scripts to re-calculate rankings.
3.6. Airtable
• Automation: "When record updated" trigger, formula field for rank, send notifications via Airtable automator.
3.7. DocuSign
• API: Bulk send automatedly triggered upon eligibility change for document signature requests.
3.8. Twilio SMS
• Programmable Messaging API for automated applicant notifications of status/rank changes.
3.9. SendGrid
• Automated transactional template for email status changes; API integration for mass applicant updates.
3.10. Monday.com
• Automation rules to update requests; status column change to trigger communication/updates.
3.11. Slack
• Incoming Webhooks automatedly notify staff of queue/rank changes.
3.12. Zendesk
• Workflow automations for applicant ticket status; automatic notifications for status updates.
3.13. ServiceNow
• Flow Designer for case update automation; integrate notifications as part of applicant workflow.
3.14. HubSpot
• Workflow automation with contact property updates triggering sequence of emails/alerts.
3.15. Zoho Creator
• Automated scripted workflows for intake and applicant ranking recalculation.
3.16. Smartsheet
• Automated workflows based on form submission, with status/rank calculated in sheet and notifications sent.
3.17. AWS Lambda
• Automated serverless functions triggered by intake API/webhook to recompute rankings and post results.
3.18. Azure Logic Apps
• Automated logic to connect intake forms, perform ranking computations, and dispatch notifications.
3.19. Workato
• Recipe to monitor applications, automate applicant scoring, update connected CRMs.
3.20. Freshdesk
• Ticket workflow automation; triggers ranks and sends email/SMS updates to applicants.
3.21. Google Forms
• Trigger on new response, script automation to update Google Sheet, recalculate rankings, and send notifications.
3.22. Typeform
• Automated webhook for application submit; integrate with ranking update automation tool.
Benefits
4.2. Automates timely updates and transparent communication to applicants, improving satisfaction.
4.3. Enables rapid scaling, automating hundreds or thousands of applications with consistent logic.
4.4. Automates audit trail and compliance by keeping track of every automated change and notification.
4.5. Frees up staff time for higher-value tasks and policy analysis by automating repetitive ranking and notification actions.
4.6. Centralizes all applicant status changes and rank history in one or multiple platforms, automatedly synchronized.