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This post was originally published in September 2023
Ready to reduce manual processes? Submittable’s API can help. From user-friendly DIY options to sizing up complex scopes of work with our Pro-Services team, you can automate your workflows to effectively meet your goals (and budget) with ease.
Read on to learn about the top requested API automations that your peers rely on to keep their programs efficient, systematic, and headache free.
Most Frequently Requested API Automations
- Update Records & Data Fields in Your External Databases Confidently pass and store the data that you collect in Submittable to the other tech solutions that are most relevant to your organization. From Salesforce and Slack to your trusty accounting software, you can maintain reliable data management and holistic adoption of Submittable by reducing the manual entry of data.
- Here’s an example: Sync your grantee’s provided tax codes directly from their application to your accounting system of choice.
- Here’s an example: Sync your grantee’s provided tax codes directly from their application to your accounting system of choice.
- Design Automated Review Workflows & Assignments Reduce manual tasks and human errors across your multi-stage review process by applying conditional logic that automatically assigns applications to a reviewer or review stage based on your desired requirements.
- Here’s an example: Managing a regionally based grant for environmental conservation? Use your applicant’s provided zip code to assign their application to a reviewer that is licensed to work in a specific region or under a set of policies.
- Here’s an example: Managing a regionally based grant for environmental conservation? Use your applicant’s provided zip code to assign their application to a reviewer that is licensed to work in a specific region or under a set of policies.
- Automate Your Requests for Additional Information Manage high volumes of applications that require specific follow up actions by automating your relevant Additional Forms to be automatically sent based on the applicant’s form responses.
- Here’s an example: When the grantee notes that they are a returning member of last year’s cohort, your program’s conditional logic is triggered to automatically send them an Additional Form.
- Here’s an example: When the grantee notes that they are a returning member of last year’s cohort, your program’s conditional logic is triggered to automatically send them an Additional Form.
- Easily Log In to Submittable via Your Existing Partners Take the burden of logging in to an external platform off of your user’s shoulders, and never forget your password. Single Sign On (SSO) increases usability and security for both your employees and applicants– while employees are enabled to use their existing employee login credentials to access the platform, your applicants can opt to sign in via Google or Facebook. This convenience emphasizes better platform accessibility while prioritizing data security to protect the integrity of each session.
Find the right fit
You can build your own integrations or let us do it for you. With Zapier, you can design and manage automated workflows without any coding necessary, while our API can help you to accomplish unique workflows that are crucial to your organization.
Interested in learning more about API access? Contact your Customer Success Manager to get started–they’ll help you gain immediate access to the API or connect you with our Pro-Services team to begin designing your dream workflows.
Sam is Submittable's Product Marketer focused on Foundations, Non-Profits, and organizations that distribute grants or awards. She is passionate about helping organizations of any size to measure their impact and scale their programs with the platform. When not at work you can catch her in the mountains of Montana with her golden retrievers.