DreamApply + Salesforce
DreamApply + Salesforce
Update Salesforce records and create notes for new flagged DreamApply applications
This integration automatically finds and updates the corresponding record in Salesforce CRM when an application is flagged in DreamApply. It updates the record to reflect the flagged status and adds a note detailing the reason and next steps. This ensures data consistency and helps the admissions team follow up efficiently.
- When this happens...Application Was FlaggedTriggers when an application flag was added to an application. A flag is whatever piece of information that is set, often by admission staff, to place applications into various categories.
- automatically do this...Find RecordFinds a record of a specified Salesforce object by up to two fields and values you choose.
- then do this...Update RecordUpdates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
- then do this!Create NoteCreates a new note and links it to a parent record
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More things you can do with DreamApply and Salesforce
Discover other triggers and actions you can use with DreamApply and Salesforce
- Applicant Registered
Triggers when a new applicant has registered (on their own). This is separate from an applicant being imported or entered by an advisor/agent.
Try ItTriggerPolling - Application Was Created
Triggers when an application is created (either fresh, or by cloning an older application).
Try ItTriggerPolling - Application Was Re-Submitted
Triggers when an application is re-submitted (after being submitted and reopened before). This may trigger multiple times as applications can be reopened and re-submitted by applicants at will. Note that there is a separate trigger for catching just the first-time submitted applications.
Try ItTriggerPolling
- Applicant Requested to Be Forgotten
Triggers when an applicant presses the button to request their data to be removed from the system, according to the GDPR right to be forgotten.
Try ItTriggerPolling - Application Was Submitted
Triggers when an application is submitted for the first time. Note that there is a separate trigger for re-submitted applications.
Try ItTriggerPolling - Course Was Added to Application
Triggers when a priority (course, programme) was added to an application. This happens in conjunction with a new application being created, but it may also happen separately when the applicant decides to add another priority.
Try ItTriggerPolling
