DreamApply + Salesforce
Update Salesforce records and create notes for new flagged DreamApply applications
This integration automatically finds and updates the corresponding record in Salesforce CRM when an application is flagged in DreamApply. It updates the record to reflect the flagged status and adds a note detailing the reason and next steps. This ensures data consistency and helps the admissions team follow up efficiently.
This integration automatically finds and updates the corresponding record in Salesforce CRM when an application is flagged in DreamApply. It updates the record to reflect the flagged status and adds a note detailing the reason and next steps. This ensures data consistency and helps the admissions team follow up efficiently.
- When this happens...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.
- automatically do this...Find Record
Finds a record of a specified Salesforce object by up to two fields and values you choose.
- then do this...Update Record
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
- then do this!Create Note
Creates a new note and links it to a parent record
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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.
Try ItFlag
Try ItApplication Was Submitted
Triggers when an application is submitted for the first time. Note that there is a separate trigger for re-submitted applications.
Try ItInvoice 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.
Try It
Applicant 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.
Try ItFlag
Try ItInvoice Was Issued
Triggers when a new invoice is issued. This can happen automatically using the rules engine or the API, but often invoices are also issued manually by the admissions administrator.
Try It
