Delivery confirmation messages for appraisal reports

Purpose

1.1. Automatically send a confirmation message to clients, agents, or stakeholders each time an appraisal report is delivered.
1.2. Ensure immediate, verifiable communication for compliance and customer satisfaction.
1.3. Reduce manual effort in notification processes for property appraisal services.
1.4. Maintain a reliable audit trail of all communication events linked to each appraisal.
1.5. Enhance client experience with timely and transparent updates about their reports.
1.6. Minimize risks of delivery disputes and missed messages that could affect business operations.

Trigger Conditions

2.1. The final appraisal report is generated or uploaded to the company’s system.
2.2. A status field (e.g., “Delivered”) is updated for a report in the CRM or business application.
2.3. A workflow or project management stage changes to 'Report Sent'.
2.4. Outbound email containing the report is successfully sent from document management platform.
2.5. Secure portal user downloads or views the appraisal documentation.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Use Messages API to send SMS upon report delivery.
• Sample: Configure webhook to call POST /Messages when “Delivered” status detected.

3.2. SendGrid
• Feature/Setting: Transactional Templates and Mail Send API for email confirmation.
• Sample: Use template_id in POST /mail/send triggered by report upload.

3.3. Microsoft Teams
• Feature/Setting: Incoming Webhook for channel notification.
• Sample: Call Teams webhook with payload detailing report delivered event.

3.4. Slack
• Feature/Setting: chat.postMessage API to alert channels or users.
• Sample: POST message when new report marked as sent in CRM.

3.5. Mailgun
• Feature/Setting: Messages API for sending email confirmations.
• Sample: Triggered via POST /messages with dynamic recipient and status details.

3.6. Salesforce
• Feature/Setting: Process Builder or Flow for automatic email tasks.
• Sample: Configure automation to send Email Alert on record status change.

3.7. HubSpot
• Feature/Setting: Automated workflow email; trigger on property record update.
• Sample: Use Workflow to auto-send email when appraisal “Delivery” date is entered.

3.8. Zendesk
• Feature/Setting: Trigger automated notification ticket or email.
• Sample: Configure trigger on custom field update “Report Delivered”.

3.9. Gmail API
• Feature/Setting: Automated draft/send using messages.send.
• Sample: Script trigger by CRM webhook to send email to recipient.

3.10. Outlook (Microsoft Graph API)
• Feature/Setting: /sendMail endpoint for delivery notifications.
• Sample: App calls Graph API to notify upon appraisal completion.

3.11. Mailjet
• Feature/Setting: Transactional email via Send API.
• Sample: On report status update, use Send API with dynamic template.

3.12. Airtable
• Feature/Setting: Automation script upon record field change.
• Sample: Configure automation to send email via Airtable Script/Integration.

3.13. Pipedrive
• Feature/Setting: Workflow Automations for stage change email or SMS.
• Sample: Auto-send notification when deal moves to “Appraisal Sent”.

3.14. Zoho CRM
• Feature/Setting: Workflow Rule for email alert on field update.
• Sample: Set workflow to email client/agent on report delivered field change.

3.15. ClickSend
• Feature/Setting: SMS/email API to send delivery confirmations.
• Sample: Trigger outbound message using HTTP request.

3.16. Intercom
• Feature/Setting: Automated outbound message via API on event trigger.
• Sample: Send custom message when property record updated to delivered.

3.17. ActiveCampaign
• Feature/Setting: Automation workflow for tag/application update.
• Sample: Auto-email when “Appraisal Sent” tag is applied.

3.18. Freshdesk
• Feature/Setting: Automation rule for notifying clients via ticket/email.
• Sample: Create notification with status automation for report delivery.

3.19. WhatsApp Business API
• Feature/Setting: Template message API for notification.
• Sample: POST to /messages endpoint with client phone and report link.

3.20. Google Chat
• Feature/Setting: Webhook for group notification.
• Sample: Push structured message to chat when appraisal report is finalized.

Benefits

4.1. Enables instant, consistent delivery confirmation for all appraisal reports.
4.2. Improved client trust through transparent, automated communication.
4.3. Compliance-ready audit trail for all sent notifications.
4.4. Significant reduction in manual notification tasks for appraisal teams.
4.5. Enhanced productivity and client service responsiveness.