DreamApply + SugarCRM
Create new contacts in Sugar CRM after applications are submitted in DreamApply
Moving contacts between applications can be a tedious challenge, especially if you have to handle everything manually. With this zap, though, you'll easily be able to move data from DreamApply to Sugar CRM, automatically generating a new contact in Sugar as soon as an application is submitted in DreamApply.
Moving contacts between applications can be a tedious challenge, especially if you have to handle everything manually. With this zap, though, you'll easily be able to move data from DreamApply to Sugar CRM, automatically generating a new contact in Sugar as soon as an application is submitted in DreamApply.
- When this happens...Application Was Submitted
Triggers when an application is submitted for the first time. Note that there is a separate trigger for re-submitted applications.
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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.
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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
