Skip to main content

Web Services for Your Organization

Connie provides comprehensive web-based communication solutions designed specifically for nonprofit and community-based organizations to capture and process online interactions seamlessly.

Available Web Features​

Web Forms Integration​

Transform your website forms into automated workflows that create tasks directly in ConnieRTC.

How Web Integration Works​

Web services enable your organization to:

The Complete Process:

  • Online Forms: Visitors complete intake, referral, or application forms on your website
  • Professional Processing: Forms are validated and converted to professional PDF documents
  • Automatic Routing: Form submissions are automatically emailed to ConnieRTC endpoints
  • Task Creation: Each submission becomes a properly labeled task in your ConnieRTC queue
  • Staff Assignment: Tasks are routed to appropriate staff based on form type and content

Key Benefits​

Seamless Integration​

  • No Website Changes: Integrate with your existing WordPress or website platform
  • Professional Presentation: Maintain your organization's branding throughout the process
  • Mobile Responsive: Forms work perfectly on all devices and screen sizes

Automated Workflows​

  • Instant Processing: Form submissions become tasks in approximately 1 minute
  • Complete Data Capture: All form fields preserved and accessible to staff
  • PDF Documentation: Professional PDF documents attached to each task
  • Smart Routing: Tasks automatically assigned to appropriate departments

Proven Success​

  • Real Production Use: Successfully deployed at Hospital 2 Home (hospital2home.org/connie-webform-builder)
  • 100% Data Integrity: All form fields captured and preserved
  • Professional Display: Tasks show organization-specific names instead of "Anonymous"
  • Reliable Processing: Same proven technology used for fax and email processing

Getting Started​

  1. Choose Your Provider: Select from available web forms providers
  2. Configure Integration: Set up your chosen provider with ConnieRTC
  3. Create Studio Flow: Deploy the form processing workflow
  4. Test Your Setup: Submit test forms to verify complete functionality
  5. Train Your Team: Ensure staff understand web form tasks in ConnieRTC

Use Cases​

Client Intake Forms​

  • Service Applications: Streamline program enrollment and applications
  • Eligibility Screening: Collect required information for service qualification
  • Document Collection: Gather necessary paperwork and authorizations

Referral Processing​

  • Partner Referrals: Accept referrals from other organizations and agencies
  • Self-Referrals: Enable clients to refer themselves for services
  • Professional Referrals: Streamline referrals from healthcare and social service providers

Feedback & Surveys​

  • Client Satisfaction: Collect feedback about services and programs
  • Outcome Surveys: Track program effectiveness and impact
  • Improvement Suggestions: Gather input for service enhancement

Technical Requirements​

Website Platform​

  • WordPress: Direct integration with Contact Form 7, Gravity Forms, and similar plugins
  • Other Platforms: Email-based integration works with any website platform
  • Mobile Optimization: Forms must be mobile-responsive for accessibility

ConnieRTC Configuration​

  • Email Channel: Dedicated email addresses for form processing (e.g., forms@connie.host)
  • Studio Flow: Custom workflow for form-to-task conversion
  • ConnieRTC Queue: Proper skill routing for different form types

Staff Requirements​

  • ConnieRTC Access: Staff need active ConnieRTC ConnieRTC accounts
  • PDF Viewing: Ability to view and process PDF attachments
  • Email Access: For backup notifications and confirmations

Compliance & Security​

Data Protection​

  • HIPAA Compliance: Available for healthcare and social service organizations
  • Encryption: All form data encrypted in transit and at rest
  • Access Controls: Role-based permissions for form handling
  • Audit Trails: Complete tracking of all form submissions and processing

Privacy Standards​

  • Consent Management: Built-in consent and privacy acknowledgment options
  • Data Retention: Configurable retention policies for form submissions
  • Client Rights: Support for data access and deletion requests
  • Secure Storage: Professional-grade security for sensitive information

Advanced Features​

Multi-Form Support​

  • Department Routing: Different forms route to different departments
  • Priority Handling: Urgent forms get priority queue placement
  • Conditional Logic: Forms can branch based on user responses
  • Progressive Disclosure: Multi-step forms for complex intake processes

Analytics & Reporting​

  • Completion Rates: Track form abandonment and completion statistics
  • Processing Times: Monitor time from submission to task completion
  • Volume Tracking: Understand form usage patterns and trends
  • Staff Performance: Analyze task completion efficiency

CRM Integration​

  • Client Matching: Automatically match submissions to existing client records
  • Case Creation: Auto-create cases in your CRM system
  • Status Updates: Real-time status updates throughout the process
  • Follow-up Automation: Trigger follow-up actions based on form content

Need Help?​

Implementation Support​

  • Provider Selection: Guidance on choosing the right forms provider for your needs
  • Technical Setup: Assistance with integration configuration and testing
  • Staff Training: Comprehensive training on web form workflows in ConnieRTC

Ongoing Support​

  • Connie Care Team: Available for troubleshooting and optimization
  • Technical Documentation: Detailed guides for administrators and staff
  • Community Resources: Access to best practices and user community

Web services integration enables your nonprofit to capture and process online interactions professionally and efficiently. Contact the Connie Care team to get started with web forms for your organization.