Student Enrollment & OnboardingPurpose
1.2. Automate notifications, data validation, compliance checks, and secure recordkeeping.
1.3. Reduce manual intervention, minimize missing/incomplete document issues, and ensure regulatory standards are met for all student files.
1.4. Enable tracking and escalation for pending or rejected submissions.
1.5. Ensure real-time updates between learners, administrators, and third-party systems.
Trigger Conditions
2.2. Required document fields left incomplete or detected as invalid.
2.3. Admin reviews and marks submission for revision or approval.
2.4. LMS or SIS API call indicates change in applicant status.
2.5. Scheduled periodic audit or compliance check interval reached.
Platform variants
3.1. Google Drive
• Feature/Setting: Google Drive API (create folder, upload files, generate share link); set permissions for automated document receipt and storage.
3.2. Dropbox
• Feature/Setting: Dropbox API (files/upload, sharing/create_shared_link); auto-folder creation per student application.
3.3. DocuSign
• Feature/Setting: Envelopes:create API for sending e-signature requests and receiving completed PDFs.
3.4. Adobe Sign
• Feature/Setting: Agreement creation API to request and retrieve signed documents; webhook to monitor signing status.
3.5. Microsoft OneDrive
• Feature/Setting: Graph API /v1.0/drive/items/{item-id}/children for auto-uploads and permission set.
3.6. Box
• Feature/Setting: Box API ‘folders’ and ‘files’ endpoint to create per-applicant folder and upload documents.
3.7. Salesforce
• Feature/Setting: REST API (Attachments, Case object); upload and attach submitted docs directly to enrollment record.
3.8. HubSpot
• Feature/Setting: CRM Engagements API to log document submission as timeline event; use custom properties for validation status.
3.9. Zoho CRM
• Feature/Setting: API to create custom modules for document linking, validation, and workflow triggers on change.
3.10. Airtable
• Feature/Setting: REST API to create/update per-applicant records; attach documents and status fields.
3.11. AWS S3
• Feature/Setting: S3 API (putObject, getObject, pre-signed URL); automated uploads and access control by folder prefix.
3.12. SharePoint
• Feature/Setting: Microsoft Graph API to create document libraries and automate permissions for each application process.
3.13. Slack
• Feature/Setting: Incoming Webhooks and Files.upload API for notifying staff of new submissions or required follow-up.
3.14. Twilio SendGrid
• Feature/Setting: Email API to send confirmation, missing doc reminders; parse inbound attachments for auto-processing.
3.15. Mailgun
• Feature/Setting: Inbound routes for email/attachments direct-to-system processing; outbound email alerts.
3.16. Jotform
• Feature/Setting: Webhook integration to trigger workflow on form submission with uploaded docs.
3.17. Typeform
• Feature/Setting: Webhooks and Responses API for new document uploads and incomplete form flagging.
3.18. HelloSign
• Feature/Setting: Signature request API; auto-return signed forms to centralized repository.
3.19. Formstack
• Feature/Setting: Submission API triggers based on document upload/field completion.
3.20. Monday.com
• Feature/Setting: Item creation/update API to log document status; file column for uploads.
3.21. Trello
• Feature/Setting: Cards API; attachments automation and comment status when documents are received or validated.
3.22. Freshdesk
• Feature/Setting: Ticket API to track and close tickets upon full documentation received; custom fields for document types.
3.23. ActiveCampaign
• Feature/Setting: Contacts API and custom field updates based on document milestones for segmentation and follow-up.
3.24. Google Sheets
• Feature/Setting: Sheets API for real-time tracking of document status and reviewer comments in structured way.
Benefits
4.2. Reduces manual data entry and tracking errors.
4.3. Ensures complete, verified files—reducing compliance risks.
4.4. Automates reminders and next-steps communication.
4.5. Centralizes documentation—enabling easy audit and reporting.