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Event and workshop invitation automation

Purpose

1.1. Automates the distribution of event and workshop invitations to parents and guardians tied to a child health care centre, ensuring timely, consistent, GDPR-compliant communications.
1.2. Enables automated invitations via SMS, email, push notifications or calls, optimizing engagement, follow-up, and attendance tracking.
1.3. Automator initiates reminders, confirmations, and feedback collection for workshops on child nutrition, wellness, and immunization drives—automatedly saving administrative time.
1.4. Integrates permission management so that only eligible participants are contacted, while automating opt-outs and RSVP collection.

Trigger Conditions

2.1. Creation of a new event or workshop in the centre's calendar.
2.2. Uploading/adding a list of eligible families or attendees in the EMR or CRM system.
2.3. Pre-set lead time to event date activates the automating workflow.
2.4. Periodic triggers (e.g. monthly wellness event every first Monday) or on-demand by staff.

Platform Variants


3.1 Twilio SMS
• Feature/Setting: Automate messaging with Twilio programmable SMS API; sample: configure messaging webhook to send bulk invitations.
3.2 SendGrid
• Feature/Setting: Use SendGrid Mail Send API to automate personalized invites; configure dynamic templates with replacement tags.
3.3 Mailchimp
• Feature/Setting: Automate via Mailchimp Campaigns API; create automated campaigns, segment lists for event type.
3.4 Slack
• Feature/Setting: Automates reminders using Slack Incoming Webhooks; configure message payload and channel targeting.
3.5 WhatsApp Business API
• Feature/Setting: Set up automating outreach with WhatsApp Business Messaging; configure session messages or template triggers.
3.6 Google Calendar
• Feature/Setting: Automate event creation/invites via Google Calendar API; configure event insert endpoint with guest emails.
3.7 Microsoft Outlook 365
• Feature/Setting: Automates meeting invites using Microsoft Graph API, /calendar/events endpoint.
3.8 Zoom
• Feature/Setting: Use Zoom API to automate workshop scheduling; configure meeting invites and registration links.
3.9 HubSpot
• Feature/Setting: Automate emails with HubSpot Workflow and Marketing Email API integration; configure recipient lists and triggers.
3.10 Salesforce
• Feature/Setting: automates invitation emails using Salesforce Process Builder or Flow; trigger on new campaign registration.
3.11 ActiveCampaign
• Feature/Setting: Automates event invitation using ActiveCampaign Automations and Email Send API.
3.12 Zendesk
• Feature/Setting: Automatedly push event notifications with Zendesk Triggers; configure recipient targeting based on ticket fields.
3.13 Facebook Messenger Platform
• Feature/Setting: Use Messenger Send API to automate event invitation messages; configure payloads for quick replies.
3.14 Telegram Bots
• Feature/Setting: Automate dispatch with Telegram Bot API, sendMessage method to user chat IDs.
3.15 Viber
• Feature/Setting: Automates event invites through Viber REST API, POST /send_message endpoint.
3.16 Freshdesk
• Feature/Setting: Use Freshdesk Automations to automate outbound event notifications via email or SMS.
3.17 Intercom
• Feature/Setting: Automate event updates via Intercom Messages API; configure audience segments.
3.18 OneSignal
• Feature/Setting: Automatedly send push notifications using OneSignal REST API to subscribed parent devices.
3.19 Aircall
• Feature/Setting: Automate outbound reminder calls using Aircall API outbound call endpoint.
3.20 Google Sheets
• Feature/Setting: Use Sheets API to automate event list updates triggering downstream automations for invitations.
3.21 Pipedrive
• Feature/Setting: Automates invitation using Pipedrive Activities API, schedule and remind contacts.
3.22 Eventbrite
• Feature/Setting: Automated event creation/invitations using Eventbrite API, posting event and attendee invites.

Benefits

4.1. Automates repetitive and routine communication, reducing manual workload.
4.2. Enables scalable outreach—thousands of invitations sent in minutes, automatedly.
4.3. Ensures consistent, error-free notifications through automation.
4.4. Facilitates timely reminders and follow-ups to optimize event attendance by automating all timelines.
4.5. Track engagement with automated monitoring, leading to data-driven improvements in future workshops.
4.6. Improves parental satisfaction with instant, reliable communication through automation.
4.7. Frees up staff for patient care by shifting administrative communication tasks to automators.
4.8. Provides auditable logs for compliance due to all automated communication.
4.9. Integrates seamlessly into multi-channel notification strategies by leveraging diverse automatable clouds and platforms.
4.10. Synchronizes attendee lists and responses in real time, automatedly updating records and attendance history.

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