Case Studies

E-Visa

A closer look at the 247 E-Visa automation workflow we built to improve application tracking, payment follow-ups, customer communication and final visa process management.

E-Visa
Case Study

E-Visa Workflow Built for Better Tracking, Follow-Up and Automation

At Symmetrix Systems, the 247 E-Visa case study shows how we implemented an automated booking and follow-up workflow to manage the complete applicant journey. From web portal application submission and Zoho CRM contact tracking to payment reminders, second-part form communication and final visa confirmation, each step was streamlined to reduce manual work, improve customer communication and ensure every application is properly tracked.

247 E-Visa Booking Automation

Automated e-visa workflow developed for application tracking, payment follow-ups, customer communication and final visa confirmation to reduce manual work and improve process efficiency.

Introduction

We implemented a complete e-visa booking automation workflow using the web portal, Zoho CRM, Zoho Campaigns, and API-based contact synchronization. The system manages the full applicant journey from initial application submission to payment tracking, second-part form completion, and final visa delivery through automated CRM tags and workflow-based email communication.

We built an automated e-visa booking workflow that connects the web portal, Zoho CRM and Zoho Campaigns to manage applications, payments, follow-ups and final visa updates in one streamlined process.

Customer’s Problem

The company needed a structured system to manage e-visa applications, pending payments, follow-up reminders, second-part form submissions, and final visa confirmations. Previously, these steps required manual tracking and communication, which increased the chances of missed follow-ups, delayed responses, and incomplete applicant status updates.

The client needed to reduce manual tracking for e-visa applications, payment follow-ups and final visa updates, while avoiding missed reminders and delayed communication.

Technology

We studied the website requirements and planned custom sections for store search, product browsing, media updates and recipe management.

  • API Integration
  • Web Portal
  • Zoho Campaigns
  • Zoho CRM

Customer Interaction

When a customer applies for an e-visa through the web portal, their contact details are automatically pushed into Zoho CRM through API integration. If payment is not completed, the contact is tagged as Pending, and Zoho Campaigns sends automated reminder emails after 24 hours, 48 hours, and then every 7 days until payment is completed.
Once payment is done, the contact is marked as Paid, and the customer receives an email with a link to complete the second part of the application form. After the form is submitted, a thank-you email is sent automatically. Once the final e-visa is processed and emailed to the customer, the contact is tagged as Visa Sent, and the final confirmation email is triggered.

Final Benefit

The final solution automated the complete e-visa customer journey through Zoho CRM, Zoho Campaigns, API integration, active synchronization, CRM tags, and email workflows. Every applicant can now be tracked properly from application submission to payment, second-part form completion, and final visa delivery. This reduced manual follow-up work, improved customer communication, and ensured that no important stage of the application process was missed.

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