Resident Management & OnboardingPurpose
1.2. Enables seamless onboarding by automatically extracting and processing form inputs submitted by prospective or existing residents.
1.3. Automates initial health profiling, document management, and related resident intake process flow.
1.4. Ensures that all required fields, consents, and legal documents are captured and securely stored in compliance with data protection requirements.
1.5. Automates escalation notifications to relevant stakeholders for follow-ups and assessments.
1.6. Enables real-time status tracking of resident onboarding and providing automated progress reports.
Trigger Conditions
2.2. Form submission events from platforms like Google Forms, JotForm, or Typeform.
2.3. Incoming webhook notification from form system indicating new entry.
2.4. Automated polling intervals set to detect new submissions in data source.
2.5. File upload triggers such as consent documents or ID proofs mapped to automation workflow.
Platform Variants
• Feature: "Form Submit Trigger" — configure webhook to call automation endpoint on every submission.
3.2. Microsoft Forms
• Feature: "Automatic Flow Trigger" — set up with Power Automate using form-submitted event.
3.3. Typeform
• Feature: "Webhook Response" — connect Typeform results to next workflow stage through API.
3.4. JotForm
• Feature: "Webhooks Integration" — send form data on submission to automation endpoint.
3.5. Formstack
• Feature: "Data Routing" — automatedly pushes new entries to connected platforms.
3.6. Wufoo
• Feature: "Webhooks" — automates data delivery whenever the form is filled.
3.7. Cognito Forms
• Feature: "Zapier Integration" — automates transfer and processing of form data.
3.8. Gravity Forms (WordPress)
• Feature: "REST API Feed" — configure automated API call on each submission.
3.9. HubSpot Forms
• Feature: "Workflow Automation" — automates lead and resident contact creation.
3.10. Salesforce Web-to-Lead
• Feature: "Automated Record Creation" — form submission triggers resident record automation.
3.11. Airtable Forms
• Feature: "Record Trigger" — automates resident record creation and status change.
3.12. Smartsheet Forms
• Feature: "Automated Row Creation" — maps online form data directly in sheets.
3.13. Zoho Forms
• Feature: "Flow Connect" — automates field mapping to CRM or third-party platforms.
3.14. Formsite
• Feature: "Integrations" — automated sends data to resident management systems.
3.15. Paperform
• Feature: "Webhooks/Direct Integration" — automates data movement into backend.
3.16. Adobe Sign (for e-signed forms)
• Feature: "Webhook Connector" — automates trigger on completed e-signed onboarding forms.
3.17. DocuSign
• Feature: "Connect" — automated delivery of signed documents to document management system.
3.18. OnTask
• Feature: "Automated Workflow Trigger" — launches automation for every submitted intake packet.
3.19. Monday.com Forms
• Feature: "Item Creation Automation" — incoming forms automatically generate new board items.
3.20. SurveyMonkey
• Feature: "Webhook Endpoints" — automates pushing survey data into onboarding process.
Benefits
4.2. Automated onboarding accelerates resident intake, enhancing satisfaction.
4.3. Automates notifications and task assignments for smoother coordination among staff.
4.4. Enables data automation for compliance monitoring and documentation readiness.
4.5. Automatically scalable for fluctuating data flows and multiple intake sites.
4.6. Reduces workload, frees up administrative resources through workflow automators.
4.7. Achieves higher data integrity and reduces instances of lost information through automation.
4.8. Automates multi-channel data aggregation, streamlining all resident records.
4.9. Provides automated audit trails for onboarding events and entries.
4.10. Enables continuous workflow automation, improving operational reliability.