CommunityForce and Salesflare

How to connect CommunityForce

Automate the tedious, repetitive tasks in your application review and workflow process. Save time and focus on maximizing your impact.

Start a workflow when this happens

Applicant and Agency Referrals Notification to the Applicant — Referral Invitation email inviting the applicant to apply.
Application Invitation Notifications to the Applicant — As soon as the applicant is assigned to the application, an email is automatically sent to the applicant notifying them that they can apply.
Application Submit — Triggers when a new application is submitted.
Award Submit in CommunityForce — The purpose of this trigger is to automatically create a bill in QuickBooks Online whenever an award is submitted in CommunityForce.
Decline Award — Triggers when Applicant declines the award.

Show 8 more triggers

Forgot Password — Triggers when a user clicks on Forgot Password Button on the Login Screen.
New Registration — Triggers when a new user registers.
Nominate Section — Triggers When an applicant nominates a section
Notify Donor — Allows the admin to send the Thank You Letter to the appropriate donor for the fund the applicant(s) was awarded.
Release Section — Triggers when admin user releases a section(s) for an applicant.
Review Submit Notification to Application Contact — This Zap will send an email notification to the application contact person (set up by the administrator/department admin user) whenever a reviewer submits his review for an applicant's application.
Reviewer Assignment — After admin have made the assignments, admin will need to notify the reviewers that they have applicants waiting to be reviewed
SMS Notification — When a new Application or Award is submitted, send an SMS notification.