- Application Automation
- Application Process
- Instant application routing
Capture and send application requests to designated agents
Automate the collection and distribution of incoming application submissions by capturing requests from online forms and instantly routing them to the right team members. Store each submission in a central repository for easy reference and auditing. Notify designated agents via email or messaging channels to ensure timely follow-up and reduce manual handoffs.
Filter by common apps:
Webhooks by Zapier
Dropbox
Gmail
Cognito Forms
ActiveCampaign
- Capture form submissions, find application files in Dropbox, and send via Gmail
- Capture new agent applications from Cognito Forms, find or create accounts in ActiveCampaign, and manage contacts
Capture new agent applications from Cognito Forms, find or create accounts in ActiveCampaign, and manage contacts