1.Detect deposit property change
Integrate HubSpot and CRM workflows to retrieve the deal by ID, fetch the contact, and map deposit fields to the letter data.
Send admission letter and matriculate student record
Automatically monitor deposit property changes across HubSpot and admissions and billing workflows. Create and update when the deposit invoice reference is recorded, so you can generate an admission letter, start signature, and matriculate the student record without manual paperwork.
How this automation speeds up admission and matriculation
When deposit property changes in HubSpot, admissions can stall and billing can wait for manual steps. This automation finds the deal and invoice, fills the admission letter for signature, updates the deal stage, and triggers invoicingβso your team can move students forward without chasing details.
HubSpotor swap with your favorite app
2.Find invoice by reference
Integrate Stripe and accounting tools to look up the Stripe invoice by invoice reference and map amount and line details.
Stripeor swap with your favorite app
3.Lookup pricing and schedule
Integrate Zapier Tables and scheduling data tools to pull instalment months and academic dates from the pricing table.
Zapier Tablesor swap with your favorite app
4.Send admission letter for signature
Integrate Xodo Sign and document templates to populate the admission letter and send it to the applicant for signature.
Xodo Signor swap with your favorite app
5.Update deal stage to matriculated
Integrate HubSpot and CRM updates to set the deal to the configured matriculated stage after the letter is prepared.
6.Trigger invoicing sequence
Integrate Sub-Zap by Zapier and billing automation tools to create the payment plan and invoicing sequence from computed fees.
Sub-Zap by Zapieror swap with your favorite app
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Accelerate student enrollment with automated application routing, record updates, and enrollment confirmations
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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