Application and Case ManagementPurpose
1.2. Achieve automated data retrieval, population, and validation for repeated or returning applicants, thus minimizing errors and enhancing user experience with seamless automation.
1.3. Automating workflows enables staff to focus on complex tasks, while standard information is auto-filled using intelligent automation algorithms querying previous submissions in secure storage.
Trigger Conditions
2.2. Automated workflow is triggered upon form open/request event in the application portal or CRM.
2.3. API call or webhook triggers automating the fetching of historic submission data for identified users/applications.
Platform Variants
• Feature/Setting: Use Flow Builder to automate querying past records; configure "Get Records" in flow to pre-fill fields.
3.2. Microsoft Power Automate
• Feature/Setting: Use Automated cloud flow and Common Data Service trigger; auto-populate form fields via "Update Row" action.
3.3. Zapier
• Feature/Setting: Trigger: New Form Submission on Typeform; Action: Find Record in Airtable; Action: Update pre-fill field with automation.
3.4. Google Apps Script
• Feature/Setting: Trigger: On Form Open; Script retrieves previous submissions from Sheets and auto-fills fields.
3.5. JotForm
• Feature/Setting: Prefill tab; Automates pre-population by mapping data from prior forms or integrated CRMs.
3.6. HubSpot
• Feature/Setting: Workflows; Automated property mapping between contact records and form fields with prefill tokens.
3.7. Typeform
• Feature/Setting: Hidden Fields API or Recall Information; Set parameters using API for automated pre-filling.
3.8. Cognito Forms
• Feature/Setting: Pre-population via URL parameters or integration; automates based on the respondent’s identification.
3.9. Formstack
• Feature/Setting: Data Routing/Prefill via Lookup; automated matching from Salesforce or Sheets.
3.10. Monday.com
• Feature/Setting: Automations with "When item is created" trigger; uses integration to update item fields with past responses.
3.11. Oracle Service Cloud
• Feature/Setting: WSAPI for custom scripting; automated population of workspace from historical contact data.
3.12. ServiceNow
• Feature/Setting: Workflow automator; "Client Script" or "Business Rule" to fetch and inject previous case details.
3.13. Freshworks CRM
• Feature/Setting: Automation Journeys; auto-populate with webhook targeting existing contact data fields.
3.14. Airtable
• Feature/Setting: Automations for "When record is created"; finds historical submissions by requester, auto-fills new records.
3.15. Smartsheet
• Feature/Setting: Automated DataMesh lookups; auto-copies relevant cell data to new sheets/forms.
3.16. DocuSign
• Feature/Setting: AutoPlace with template tags; automator pulls profile data into new forms.
3.17. Intercom
• Feature/Setting: Custom Bots; automator uses user attributes to predefine new support case fields.
3.18. Kintone
• Feature/Setting: Plug-ins for auto-populate; automation using Fields mapping from related tables.
3.19. Wufoo
• Feature/Setting: Query string pre-population; automate population via dynamic URLs from user profiles.
3.20. Zoho Creator
• Feature/Setting: Deluge script automation to fetch and inject previous data on form load event.
Benefits
4.2. Automator ensures higher data integrity and reduces manual processing errors.
4.3. Automating staff follow-ups as standardized data is always up-to-date.
4.4. Automatable logs and audit trails for compliance and monitoring.
4.5. Boosts applicant trust by automating smooth, consistent experience.
4.6. Automates insight-gathering for policy improvements via analytics on prefilled data usage.