Q: Can we use SuperOkay as an alternative to Clust Doc for managing our university application process?
Use Case 1: Student Application Process
Students submit applications via Form. Once reviewed by staff, login credentials are created and sent through Zapier.
Question: Can SuperOkay automate this workflow (review, credential creation, and email notification) with Zapier?
We also need stage-based visibility, where students only see tasks for the current stage (e.g., University or Visa Application).
Question: Can SuperOkay handle this?
Use Case 2: Sub-agencies & External Members
We work with sub-agencies and associates who submit applications on behalf of their students.
We need an efficient way to add these external members to our system.
Question: Can this process be automated with Zapier through SuperOkay? If so, how can it be set up?
General Question:
Can SuperOkay handle both use cases?
Gui_SuperOkay
Sep 23, 2024A: Hi Rupesh, let me try to answer all your questions:
1 - We don't integrate with Zapier at the moment but that's something we want to do. As for automations, we don't offer them currently.
2 - This would be possible using our Tasks Sections. You could create multiple Tasks Sections (one for each stage) and toggle their visibility on the Portal on/off depending on your needs.
3 - We have a robust permissions system that allows you to integrate external people in your team and limit their access and permissions. The process can't be automated with Zapier currently.
Hope that clears some of your questions. I would suggest trying out the free tier so you can see if SuperOkay is a good fit.
Have a great day :)
RupeshPlease share how to implement this, as you mentioned in point 3 - We have a robust permissions system that allows you to integrate external people in your team and limit their access and permissions.
Hi Rupesh, when you invite a new Team Member you can assign a role: Admin, Project Manager or Member. Depending on their role they'll have different permissions. You can see all the permissions for each role by going to "Settings" -> "Team Members".
Any potential timeline for Zapier integration or API availability?