Client Management & CommunicationPurpose
1.2. Automate client engagement, ensuring prompt professional communication, growing client loyalty, driving repeat bookings, and encouraging reviews.
1.3. Automating feedback collection, referrals, and post-session offers for retention and upsell.
1.4. Enable scalable client management by removing manual follow-up, using automation to handle high-volume communications.
Trigger Conditions
2.2. Payment completion for a booked session.
2.3. Manual staff update marking a session as ‘completed’.
2.4. Client status updated to ‘attended’ or ‘participated’.
2.5. Automated calendar event conclusion (Google/Outlook/etc.).
Platform Variants
• Feature/Setting: Automate email send using `users.messages.send` endpoint; configure OAuth and service account.
3.2. Outlook 365 Graph API
• Feature/Setting: Automate thank-you email with `/sendMail` endpoint; configure graph permissions and templates.
3.3. SendGrid
• Feature/Setting: Use Email API v3 `/mail/send`; configure dynamic transactional templates.
3.4. Mailgun
• Feature/Setting: Automate sending via `messages` API; inject variables for session personalization.
3.5. Amazon SES
• Feature/Setting: Use `SendEmail` action via SDK/SMTP; configure verified sender and feedback loop.
3.6. Zoho Mail API
• Feature/Setting: Automate message creation and send; set autoresponder templates.
3.7. Twilio SendGrid
• Feature/Setting: Use marketing campaigns and transactional automation; configure event-based triggers.
3.8. HubSpot
• Feature/Setting: Automate follow-ups via Workflows and template emails after meeting outcome logged.
3.9. Salesforce Marketing Cloud
• Feature/Setting: Automate Journey Builder for triggers post-session; set dynamic email content blocks.
3.10. ActiveCampaign
• Feature/Setting: Automate automation flows for tags like “Session Complete”; send personalized follow-ups.
3.11. Constant Contact
• Feature/Setting: Automate using email journey builder, with triggers from CRM events.
3.12. Mailchimp
• Feature/Setting: Automate Customer Journey with event-based triggers; use personalized merge tags.
3.13. Intercom
• Feature/Setting: Automate outbound messages based on session status properties from workspace data.
3.14. Pipedrive
• Feature/Setting: Automate workflow automation—send emails via ‘activities completed’ event in sales pipeline.
3.15. Airtable Automations
• Feature/Setting: Automate sending records to email using Gmail/Outlook integration when session marked ‘done’.
3.16. ClickSend
• Feature/Setting: Use email API to trigger thank-you emails; configure with CRM webhook.
3.17. Freshdesk
• Feature/Setting: Automate emails using scenario automator; trigger on ticket/session closure.
3.18. Monday.com
• Feature/Setting: Use automation recipes: “When status changes to done, send email”.
3.19. Asana
• Feature/Setting: Automate custom rules—“After task (session) completed, trigger external email via Zapier/Integrations”.
3.20. Brevo (formerly Sendinblue)
• Feature/Setting: Automate transactional email API, use event webhooks from session management to trigger email.
3.21. Slack API
• Feature/Setting: Automate notifications to team upon email sent (via `chat.postMessage`); optional client-side integration.
3.22. Calendly
• Feature/Setting: Automate thank-you/follow-up email with post-event workflows.
3.23. Google Calendar
• Feature/Setting: Automate on “event ends”; integrate with email platforms via automation tools.
3.24. Notion API
• Feature/Setting: Automate on database property update (“Session: Completed”); trigger email send using third-party integrations.
Benefits
4.2. Enhances client experience through timely, personalized communication.
4.3. Increases likelihood of reviews, repeat attendance, and word-of-mouth referrals by automating engagement.
4.4. Optimizes staff workload—automation handles routine client communication, increasing productivity.
4.5. Scales communication as business grows without increasing manual effort.