Housing application processing

Purpose

1. Automate the end-to-end housing application processing for students during onboarding at a Christian college.

2. Automates application intake, validation, document management, status notifications, accommodation assignment, e-signature capture, and system updates.

3. Automation ensures compliance, reduces manual errors, accelerates student processing, and integrates with admissions, student services, and housing departments.

Trigger Conditions

1. New housing application submitted via web form, portal, or email.

2. Updated student status (admitted/confirmed).

3. Submission of required documentation (ID, health forms).

4. API webhook from admissions or CRM platform.

Platform Variants

1. Microsoft Power Automate

• Feature/Setting: Automate SharePoint list updates when new housing application is submitted via Forms; configure with "When a new response is submitted" trigger and "Create item" action.
  

2. Salesforce

• Feature/Setting: Automates intake using Process Builder with "Record Created" trigger on Housing Application Object; configure automated email/record assignment.
  

3. Twilio SMS

• Feature/Setting: Automated notifications for missing documents or status changes with "Programmable Messaging" API.
  

4. DocuSign

• Feature/Setting: Automates sending e-signature requests for housing contracts using "Envelopes::create" API.
  

5. Google Forms

• Feature/Setting: Trigger automation by configuring "On Form Submit" with Apps Script to route data.
  

6. HubSpot

• Feature/Setting: Automates application follow-up emails with "Workflow" automation triggered by property change.
  

7. Zapier

• Feature/Setting: Automates multi-platform workflows via "Webhooks by Zapier" and pre-built app integrations.
  

8. SendGrid

• Feature/Setting: Automate email status updates using "Mail Send" API.
  

9. Monday.com

• Feature/Setting: Trigger automation via "Item Created" to initiate housing workflow.
  

10. Box

• Feature/Setting: Automates storing application documents using "New File" trigger and "Move file" action.
  

11. AWS Lambda

• Feature/Setting: Automate custom processing upon S3 bucket upload or webhook event.
  

12. Google Sheets

• Feature/Setting: Automates housing assignment updates with Apps Script "onEdit" trigger.
  

13. Slack

• Feature/Setting: Automated housing request notifications to counselors with "Incoming Webhook".
  

14. Mailchimp

• Feature/Setting: Automates applicant onboarding campaigns using "Automation" email series linked to form submissions.
  

15. SignNow

• Feature/Setting: Automates document signing with "Create and send Document for signing" API.
  

16. JotForm

• Feature/Setting: Automates intake via "Webhook" integration sending submission data downstream.
  

17. Workato

• Feature/Setting: Automates routing and updating records across platforms with housing data triggers.
  

18. Freshdesk

• Feature/Setting: Automates ticket creation for housing support requests with "New Ticket" webhooks.
  

19. Oracle PeopleSoft

• Feature/Setting: Automates updating student housing status via Integration Broker.
  

20. Trello

• Feature/Setting: Automates creation of cards for each applicant via "Create Card" API.
  

21. Adobe Sign

• Feature/Setting: Automates document signature collection using "Send agreement" API call.
  

22. Notion

• Feature/Setting: Automates new applicant database entries with "Create Page" API for tracking.
  

23. Google Drive

• Feature/Setting: Automates document backup upon submission with "New File in Folder" trigger.
  

24. Intercom

• Feature/Setting: Automated status messages via "Messages" API when student housing status updates.
  

Benefits

1. Automating reduces manual labor, eliminates errors, and ensures consistent communication across all platforms.

2. Automatedly escalates time-sensitive applications and document verification for faster turnaround.

3. Automator handles cross-platform data syncing, so housing staff can focus on student support.

4. Automation ensures compliance with housing regulations and institutional standards.

5. Highly automatable with APIs, enabling integration with admissions, student records, and support systems.