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Automate generation of student profiles

Purpose

1. Enable seamless generation of detailed student profiles upon registration for Aikido schools.

2. Aggregate personal info, contact details, emergency contacts, previous martial arts history, and waiver acknowledgments.

3. Minimize administrative workload, enhance record accuracy, and centralize critical data for instructors and staff.

4. Support compliance, faster onboarding, and improved student engagement from first interaction.


Trigger Conditions

1. New student registration form submitted online or in-person.

2. Enrollment email triggers a webhook.

3. Data entry in a spreadsheet or CRM.

4. Intake form completion via tablet at front desk.

5. Payment confirmation on enrollment portal.


Platform Variants


1. Google Forms

  • Feature/Setting: "Form submission trigger" connects form result to automated profile creation via Google Sheets API.

2. Airtable

  • Feature/Setting: "New Record in Table" automation run to create structures; use Airtable API endpoint `/v0/{baseId}/{tableName}` for data pulls.

3. Zapier

  • Feature/Setting: "New Form Entry" trigger with "Create Spreadsheet Row" or "Send Data to Webhook".

4. Salesforce

  • Feature/Setting: "Lead Created" trigger using Salesforce REST API `/services/data/vXX.X/sobjects/Lead/`.

5. HubSpot

  • Feature/Setting: "Form Submission" event triggers "Contact Creation" via HubSpot Forms and Contacts API `/contacts/v1/contact/`.

6. Microsoft Power Automate

  • Feature/Setting: "When a response is submitted" trigger, with "Create item" in SharePoint or "Add row" in Excel.

7. JotForm

  • Feature/Setting: "New Submission" triggers notification and profile creation via JotForm API `/user/submissions`.

8. Typeform

  • Feature/Setting: "New Response" using Typeform Webhooks API `/forms/{form_id}/responses`.

9. Monday.com

  • Feature/Setting: "Item Created" in boards; Monday.com API `create_item` mutation for automation.

10. Google Sheets

  • Feature/Setting: "On row addition" trigger using Google Sheets API `/spreadsheets/{spreadsheetId}/values/`.

11. Asana

  • Feature/Setting: "Task Created" in Student Profiles project, Asana API `/tasks` endpoint, to record new profiles.

12. Trello

  • Feature/Setting: "New Card in List" processed via Trello API `POST /1/cards`.

13. Notion

  • Feature/Setting: "Database Item Created" in Students database, Notion API `/v1/pages`.

14. Mailchimp

  • Feature/Setting: "List Subscription" creates new profile via Mailchimp Lists API `/lists/{list_id}/members`.

15. Intercom

  • Feature/Setting: "Lead Added" via Intercom Leads API `/leads`.

16. Slack

  • Feature/Setting: "Form Bot submission" notifies/admin via Slack API `/chat.postMessage`.

17. Freshdesk

  • Feature/Setting: "Contact Created" using Freshdesk Contacts API `/api/v2/contacts`.

18. Pipedrive

  • Feature/Setting: "Person Added" event, Pipedrive API `/persons`.

19. ActiveCampaign

  • Feature/Setting: "New Contact" triggers profile workflow, ActiveCampaign API `/api/3/contacts`.

20. BambooHR

  • Feature/Setting: "Employee Added" endpoint can be adapted for students, BambooHR API `/api/gateway.php/{company}/v1/employees/`.

Benefits

1. Eliminates repetitive manual onboarding data entry.

2. Enhances speed and consistency of student records creation.

3. Reduces errors and ensures all critical data is captured.

4. Securely centralizes student information for access control.

5. Frees up staff for higher-value tasks and student engagement.

6. Enables fast, compliant, auditable onboarding workflows.

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