DreamApply integration with SugarCRM 6.2-5
How to Create new contacts in Sugar CRM after applications are submitted in DreamApply
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create new contacts in Sugar CRM after applications are submitted in DreamApply" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate DreamApply integrations
DreamApply actions
Nekton can use any feature that is available in DreamApply API.
Using our advanced AI, you can easily create custom automations for DreamApply.
Here are some typical actions you can do in your automated workflows.
Create a New Applicant
Creates a new applicant and sends a welcome letter
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.
Application Was Flagged
Triggers 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.
Application Was Submitted
Triggers when an application is submitted for the first time. Note that there is a separate trigger for re-submitted applications.
Invoice Was Collected
Triggers when an invoice was marked as fully paid. This can happen when the applicant makes a payment using a payment gateway (PayPal, Flywire, Mollie, Authorize.net, Simplepay or others) or when the admissions administrator or accountant manually marks the invoice as paid.
Offer Was Confirmed
Triggers when an offer is confirmed and sent out to the applicant.
About DreamApply
DreamApply is a next generation digital admissions and marketing solution used by hundreds of universities and other education institutions worldwide.