Client and Contract ManagementPurpose
1.2. Increase transparency between provider and client by automating updates.
1.3. Reduce manual workload and human error in communication.
1.4. Support compliance with contract terms requiring notification of rate adjustments.
1.5. Enable clients to quickly make informed decisions regarding ongoing agistment agreements.
1.6. Align communication workflow with internal contract management systems.
Trigger Conditions
2.2. Annual/quarterly review cycle as dictated by contract triggers the scheduled notification.
2.3. Agistment rate indexation event is recorded.
2.4. Manual flag or approval for price change notification is toggled by account manager.
2.5. Bulk update performed on multiple contracts prompts mass notification.
Platform Variants
• Function: "SendMessage" API configured with client phone numbers and dynamic message content.
3.2. SendGrid
• API: "Mail Send" with personalized email templates and dynamic data for price changes.
3.3. Slack
• Feature: Incoming Webhooks API, sending price change alert to dedicated client channels.
3.4. Microsoft Teams
• Feature: "Create Message" in channel via MS Graph API, auto-posts price change updates.
3.5. WhatsApp Business API
• Function: "messages" endpoint with templated price update notifications to client WhatsApp numbers.
3.6. HubSpot
• Setting: "Workflow Email" configured to trigger when the price property in the deal record is changed.
3.7. Salesforce
• Feature: "Process Builder" or Flow Automation, sending email/SMS when agistment rate changes.
3.8. Zoho CRM
• Feature: "Workflow Rule" with webhook/email action on price field updates.
3.9. Mailchimp
• API: "Transactional Email" (Mandrill), dynamic merge tags for client-specific rate changes.
3.10. ActiveCampaign
• Setting: "Automation Trigger" on custom field update, auto-email or SMS to contact.
3.11. Pipedrive
• Feature: Workflow Automation triggers email template or webhooks when price property changes.
3.12. Google Workspace (Gmail API)
• Function: "Users.messages.send" auto-sends draft email with new lease rates.
3.13. Microsoft Outlook (Graph API)
• API: "/sendMail" endpoint, pre-populated with client price and contract info.
3.14. Telegram
• Bot API: "sendMessage" with contract/lease identifiers and new price.
3.15. Facebook Messenger
• Graph API: "send API" with templated message to client FB profiles.
3.16. Intercom
• Feature: Automated message via "Conversations" or event-triggered campaign.
3.17. Zendesk
• Feature: "Trigger" to send notification ticket to client on price update.
3.18. Freshdesk
• Feature: "Automations" sends email or portal message to client segment.
3.19. Aircall
• API: "Outbound Call" triggers IVR announcement or SMS on price change event.
3.20. ClickSend
• API: "SMS send" with CSV upload or API data source for batch lease update messages.
Benefits
4.2. Centralized audit trail of all price change communications.
4.3. Reduced manual errors and missed notifications.
4.4. Strengthened client trust and satisfaction.
4.5. Enhanced operational scalability as client base grows.
4.6. Customizable notification channels to match client preferences.