Put your process on autopilot

Eligibility screening

Weeding out ineligible applications is time-consuming. With eligibility quizzes, you can configure custom eligibility requirements and pre-screen applications automatically.

Reminders and notifications

Application collection and review involves a lot of communication. With automated reminders and notifications, you can trigger confirmation emails when applications are submitted, send deadline reminders, update applicants when their status changes, and more.

Reviewer assignments

Reviews are often prone to bottlenecks. With automated reviewer assignments, you'll speed up the process. Configure rules to automatically assign applications to individuals or review teams, randomize reviews, and more.

Application routing

Have hundreds, or thousands, of applications to move between stages? With Apply, you can automatically move applications when specific tasks are completed, or when a set of requirements is met.

Data validation

Tired of receiving incomplete applications? Set questions and tasks as required, enforce word minimums or limits, validate emails, and more -- so that every application is as complete as you need it to be.

Dynamic application requirements

Create a personalized experience for every applicant. Show or hide applicant tasks and questions, or change whether they're required or optional, based on previously entered information.

Pre-populated applications

Never ask applicants the same questions twice. Pre-populate forms for applicants based on Salesforce information, or from previously completed applications.

Charity verification

Automatically verify organizations' identity and tax status during the application process. Check 501(c)3 verification statuses or use CRA's registered charity check.

Salesforce data push and pull

Stop copying and pasting. Automatically push Apply data to Salesforce to tighten the feedback loop, or pull data into Apply to enrich applications.