Web Form Automation for Bonterra Impact Management (fka Social Solutions Apricot)

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Sidekick Solutions uses Bonterra Impact Management (fka Social Solutions Apricot) and automation solutions to integrate data for business workflows. We believe integration and automation are essential to user experience and the promise of efficient work through technology. Automation is the critical ingredient to realizing that full vision. We develop integration products and services for Bonterra Case Management software to support the deployment of automations for a variety of use cases. This video focuses on the deployment of external web forms using Jotform for Bonterra Impact Management. This solution can be customized to your organization’s needs and deployed to support the common use cases below: - Intake and consent - Assessments - Surveys - Applications - Program registration Interested in deploying web form automations for Bonterra Impact Management? Contact us at sales@sidekicksolutionsllc.com to discuss next steps.

Technology

Web Form Automation
for Bonterra Impact Management (fka Apricot)

Sidekick Solutions is Bonterra and Zapier Certified
experts, working exclusively with nonprofits and
public sector on the Impact Management (f.k.a.
Apricot) platform.
Learn more: www.SidekickSolutionsLLC.com/apricot
Contact: sales@sidekicksolutionsllc.com
Reviews: zapier.com/experts/sidekick-solutions-llc

Integration deployments
3
iPaaS Zapier, Workato, Microsoft Power Automate/Apps, Google Cloud,
Informatica Cloud, AWS Lambda
Apps Airtable, Google Sheets, Mailchimp, QuickBooks Online, Square,
QRTiger, Google Forms, HubSpot, Slack, Outlook Calendar,
Gmail, JotForm, Asana, Twilio, Eventbrite, PoolPass, bLoyal,
BHN Rewards, HelloSign, Office 365, Microsoft Teams, Mailgun,
CodeReadr, Phaxio (eFax), Square, Device Magic
Solutions Apricot-to-Apricot, Salesforce, Yardi, RealPage, Emphasys Elite,
PowerSchool, Qualifacts CareLogic, Tebra Medical Billing, State
of TX DFPS, MdRhythm, ASQ Online, CalOptima Connect

We believe integration and automation are
essential to user experience and the
promise of eﬃcient work through
technology (i.e. less paperwork).
4

5
Challenge Solution
▪ Reduce time on data entry and
quality assurance
▪ Automate work that is repetitive
▪ Resolve user feedback on
Bonterra IM as “click heavy”
▪ Conditional workﬂow rules
▪ Integration that enables Bonterra
IM’s customization
▪ Use automation for data entry
tasks
▪ Expand capability without more
human capital/resource

Central hub for your electronic records
6

Bonterra and Zapier Certified experts, working
exclusively with nonprofits and public sector on the
Impact Management (f.k.a. Apricot) platform.
Learn more: www.SidekickSolutionsLLC.com/apricot
Contact: sales@sidekicksolutionsllc.com
Reviews: zapier.com/experts/sidekick-solutions-llc

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Web Form Automation for Bonterra Impact Management (fka Social Solutions Apricot)

1. Web Form Automation for Bonterra Impact Management (fka Apricot)

2. Sidekick Solutions is Bonterra and Zapier Certified experts, working exclusively with nonprofits and public sector on the Impact Management (f.k.a. Apricot) platform. Learn more: www.SidekickSolutionsLLC.com/apricot Contact: sales@sidekicksolutionsllc.com Reviews: zapier.com/experts/sidekick-solutions-llc

3. Integration deployments 3 iPaaS Zapier, Workato, Microsoft Power Automate/Apps, Google Cloud, Informatica Cloud, AWS Lambda Apps Airtable, Google Sheets, Mailchimp, QuickBooks Online, Square, QRTiger, Google Forms, HubSpot, Slack, Outlook Calendar, Gmail, JotForm, Asana, Twilio, Eventbrite, PoolPass, bLoyal, BHN Rewards, HelloSign, Office 365, Microsoft Teams, Mailgun, CodeReadr, Phaxio (eFax), Square, Device Magic Solutions Apricot-to-Apricot, Salesforce, Yardi, RealPage, Emphasys Elite, PowerSchool, Qualifacts CareLogic, Tebra Medical Billing, State of TX DFPS, MdRhythm, ASQ Online, CalOptima Connect

4. We believe integration and automation are essential to user experience and the promise of eﬃcient work through technology (i.e. less paperwork). 4

5. 5 Challenge Solution ▪ Reduce time on data entry and quality assurance ▪ Automate work that is repetitive ▪ Resolve user feedback on Bonterra IM as “click heavy” ▪ Conditional workﬂow rules ▪ Integration that enables Bonterra IM’s customization ▪ Use automation for data entry tasks ▪ Expand capability without more human capital/resource

6. Central hub for your electronic records 6

7. Implementing automation 7

8. Automation lifecycle 8

9. 9

10. Participant intake and consent 10

11. Household intake 11

12. Bonterra and Zapier Certified experts, working exclusively with nonprofits and public sector on the Impact Management (f.k.a. Apricot) platform. Learn more: www.SidekickSolutionsLLC.com/apricot Contact: sales@sidekicksolutionsllc.com Reviews: zapier.com/experts/sidekick-solutions-llc

Web Form Automation for Bonterra Impact Management (fka Social Solutions Apricot)

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