Animal Intake, Care & Adoption AutomationPurpose
1.2. Reduce manual staff workload in providing application updates and prevent delays or missed communications.
1.3. Enhance adopter experience with clear updates (received, reviewed, approved, denied, additional info needed).
1.4. Strengthen transparency and trust in the adoption process for both applicants and the organization.
1.5. Provide a traceable notification log for compliance, follow-up, and process optimization.
Trigger Conditions
2.2. Application status changes (e.g., from “received” to “in review,” “approved,” “denied”).
2.3. Staff updates application notes indicating further information required.
2.4. Scheduled follow-ups based on application inactivity or waitlist movement.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: Use SMS API, set “from” number, format status message, use webhooks for status changes.
• Sample Config: Endpoint—POST /Messages, Fields—to, from, body.
3.2. SendGrid
• Feature/Setting: Transactional Email API, dynamic templates, set recipient, insert application status.
• Sample Config: Endpoint—POST /mail/send, Substitution Tags—status.
3.3. Slack
• Feature/Setting: Incoming Webhook, connect channel with application status payload.
• Sample Config: JSON payload—“text”: “Application [ID] updated: [Status].”
3.4. Microsoft Teams
• Feature/Setting: Incoming Webhook connector, format adaptive card with current application status.
• Sample Config: JSON—card content with status fields.
3.5. Gmail (Google Workspace)
• Feature/Setting: Gmail API, send personalized emails to applicants about status updates.
• Sample Config: Endpoint—users.messages.send, Message—status in email body.
3.6. WhatsApp Business API
• Feature/Setting: Message templates, automate notifications to applicant’s WhatsApp.
• Sample Config: Template name, parameters—application status.
3.7. Mailgun
• Feature/Setting: Email API, dynamic templates for status notification.
• Sample Config: Endpoint—/messages, Variables—status update.
3.8. AWS SES
• Feature/Setting: SendEmail API, use template data with personalization for each applicant.
• Sample Config: Template Data—status, name, application ID.
3.9. Zendesk
• Feature/Setting: Ticket Trigger, automate outgoing emails/notifications on status change.
• Sample Config: Trigger—“application status changed”, Action—notification send.
3.10. Salesforce
• Feature/Setting: Process Builder, Email Alert, or SMS via integration, tied to Application object.
• Sample Config: Criteria—status change; Action—send notification.
3.11. HubSpot
• Feature/Setting: Workflow Automation, send email/SMS on property update (status field).
• Sample Config: Trigger—“status property changes,” Action—email/send SMS.
3.12. Freshdesk
• Feature/Setting: Automated email notification via ticket update event.
• Sample Config: Observer Rule—application status changed.
3.13. Zoho CRM
• Feature/Setting: Workflow Rule, custom email/SMS templates.
• Sample Config: Trigger—on Application Status field, Action—notification.
3.14. Facebook Messenger
• Feature/Setting: Messenger API, send automated status messages.
• Sample Config: POST request with recipient PSID and status text.
3.15. Telegram Bot
• Feature/Setting: Bot API, use sendMessage to push status updates.
• Sample Config: Method—sendMessage, chat_id, text.
3.16. Pipedrive
• Feature/Setting: Workflow Automation, automatic email/notification on deal stage/application status.
• Sample Config: Trigger—stage/status change; Action—automatic email.
3.17. Outlook
• Feature/Setting: Microsoft Graph API, send mail when status field updates in database.
• Sample Config: Endpoint—/sendMail, body—personalized status.
3.18. Intercom
• Feature/Setting: Automated outbound message on contact update (application status).
• Sample Config: “Custom Bot” triggers on status change.
3.19. ClickSend
• Feature/Setting: SMS API, send direct status updates to applicant mobile.
• Sample Config: API endpoint—/v3/sms/send, Message—application status.
3.20. PagerDuty
• Feature/Setting: Event Orchestration, trigger notification when application status is urgent/flagged.
• Sample Config: API—send event, Detail—status, recipient.
3.21. Jobber (for service-based adoptions)
• Feature/Setting: Automate notifications via client communication settings.
• Sample Config: Trigger—job/application status, Notification—email or SMS.
Benefits
4.2. Minimizes manual tasks for staff, reducing errors and freeing resources.
4.3. Ensures consistent and auditable notification process for every application.
4.4. Supports multi-channel communication (SMS, email, chat, in-app) for accessibility.
4.5. Improves applicant engagement and increases adoption completion rates.