Application and Case ManagementPurpose
1.2 Streamlines housing application review, status changes, eligibility checks, and document verification using automated dataflows to eliminate manual double-entry.
1.3 Automates consolidation of applicant progress, decision history, and correspondence for comprehensive case files.
1.4 Ensures automated compliance with government data sharing and retention policies, boosting transparency and auditable trails.
Trigger Conditions
2.2 Modification or update of applicant details by staff.
2.3 Case status change (approval, rejection, request for info).
2.4 Receipt of supporting documents (ID, income proof, etc).
2.5 External agency feedback synced to central system.
2.6 Automated time-based scheduled checks for stale or pending applications.
2.7 System alert or escalation trigger for applications exceeding SLA deadlines.
Platform Variants
3.1 Salesforce
• API: REST API ‘Create/Update Record’ to automate application status push and field sync.
3.2 Microsoft Dynamics 365
• Feature: Power Automate connectors for automated case data flow and trigger on field changes.
3.3 SAP S/4HANA
• API: Business Object Integration API for automated housing case record sync.
3.4 Oracle Fusion Cloud
• Feature: Automated Data Exchange module for cross-department case update automator linking.
3.5 DocuSign
• API: Envelope Status webhook to automate signed document ingestion and attach to cases.
3.6 Google Workspace
• API: Google Sheets API ‘Append/Read Row’ for automated spreadsheet updates on applicant progress.
3.7 AWS Lambda
• Function: Automated serverless triggers for data transformation and cross-platform sync.
3.8 ServiceNow
• API: Table API ‘Insert/Update/Query’ for automating support ticket and case integration.
3.9 Zendesk
• API: Ticket API ‘Update’ automatedly logs case escalation workflow progress.
3.10 Jira
• API: Issue Transition webhook automates status movement reporting.
3.11 SharePoint
• REST API: Document Library automated upload and permission management for supporting files.
3.12 Slack
• Feature: Incoming Webhook automatedly alerts department channels for urgent case triggers.
3.13 Twilio
• Feature: Programmable Messaging API for automated SMS updates on application milestones.
3.14 SendGrid
• API: Automated Email Trigger for sending applicant status notifications and requests.
3.15 Microsoft Teams
• Feature: Automated Message API for department-wide notifications on case movement.
3.16 Monday.com
• API: Board Item ‘Create/Update’ automator for cross-department task assignment from cases.
3.17 HubSpot
• API: CRM Object Automation for sync of applicant interactions and case activities.
3.18 Airtable
• API: Base Record Automation for automated repository of case histories and documents.
3.19 Box
• API: File Upload/Download automation to centralize document management for housing applications.
3.20 Zapier
• Feature: Multi-step Zaps for automating cross-app data integration events in case processes.
3.21 M-Files
• Feature: Automated Document Vault Entry creation for case-related records across departments.
3.22 IBM Cloud Functions
• Function: Automated event-driven logic for orchestrating multiple API syncs and enrichments.
Benefits
4.2 Connects siloed department applications for seamless automated tracking and reporting.
4.3 Delivers fully auditable, transparent, and timely housing case management.
4.4 Increases department productivity by automating routine data entry and communication.
4.5 Automatedly improves applicant experience with instant status, eligibility, and next-step notifications.
4.6 Ensures compliance and governance through auditable automation of record integrations.