How to connect K Factors + DreamApply
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Choosing a widget will trigger on all new notifications on that widget.
Enter key-value pair (ex.: name: Joe Doe)
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 ItTriggerScheduled
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 ItTriggerScheduled
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 ItTriggerScheduled
Choose which flag to include in the trigger. If you leave it empty, this trigger will activate if any flag is added to an application.
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 ItTriggerScheduled
How K Factors + DreamApply Integrations Work
- Step 1: Authenticate K Factors and DreamApply.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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