- Application Automation
- Application Management
- Automated application tracking
Create and manage records for application tracking
This automation category streamlines the entire application tracking process by automatically capturing, organizing, and updating applicant records across your systems. It ensures that all new submissions trigger consistent record creation, status updates, and notifications without manual intervention. As a result, teams stay informed, reduce data entry errors, and accelerate decision-making across application workflows.
Filter by common apps:
Cognito Forms
Delay by Zapier
Airtable
Slack
Mailchimp
HubSpot
SugarCRM
Filter by Zapier
Formstack Documents
Salesforce
Formatter by Zapier
monday.com
Jotform
Ontraport
Tally
Attio
Campaign Monitor
Less Annoying CRM
Gmail
Podio
WPForms
- Capture applications from Cognito Forms, delay processing, and create records in Airtable
- Capture messages from Slack, tag subscribers in Mailchimp, and update contacts in HubSpot
Capture messages from Slack, tag subscribers in Mailchimp, and update contacts in HubSpot
- Process updates in SugarCRM, filter data, and create documents in Formstack
Process updates in SugarCRM, filter data, and create documents in Formstack
- Create and organize client service applications in monday.com from new Salesforce records
Create and organize client service applications in monday.com from new Salesforce records
- Capture new Jotform submissions, create records in Airtable, and update contacts in Ontraport
Capture new Jotform submissions, create records in Airtable, and update contacts in Ontraport
- Process new investment applications, filter submissions, and update records in Attio
Process new investment applications, filter submissions, and update records in Attio
- Add new applicants to CRM, create pipeline item, and send confirmation email with instructions
Add new applicants to CRM, create pipeline item, and send confirmation email with instructions
- Create and manage program interest records in Salesforce and Podio
Create and manage program interest records in Salesforce and Podio
- Capture applications from WPForms, find or create contact in Salesforce, create record, and upload file
Capture applications from WPForms, find or create contact in Salesforce, create record, and upload file