DreamApply + PayPal
Create DreamApply applicants from new successful sales in PayPal
This integration automatically creates an applicant profile in DreamApply when a new payment is received successfully through PayPal. It extracts relevant information from the PayPal transaction, such as the payer's name and email address, to populate the applicant's details. By default, the note section includes payer ID and the items paid for, though you can customize this however you'd like.
This integration automatically creates an applicant profile in DreamApply when a new payment is received successfully through PayPal. It extracts relevant information from the PayPal transaction, such as the payer's name and email address, to populate the applicant's details. By default, the note section includes payer ID and the items paid for, though you can customize this however you'd like.
- When this happens...Successful Sale
Triggers when a payment is completed successfully.
- automatically do this!Create a New Applicant
Creates a new applicant and sends a welcome letter
- Free forever for core features
- 14 day trial for premium features & apps
Successful Sale
Triggers when a payment is completed successfully.
Try ItRefunded Sale
Triggers when a payment is refunded.
Try ItApplicant 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.
Try ItFlag
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Successful Sale (Line Items)
Triggers when a payment is completed successfully (with line item support).
Try ItAll Merchant Transactions
Triggers when a new merchant transacation is created, regardless of status.
Try ItApplicant 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 ItApplication 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.
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