Communication and Reporting**Purpose**
1.2. Facilitate compliance with regulatory standards, such as court dates, home visit schedules, child placement milestones, and documentation submission.
1.3. Enhance transparency and communication among staff, reducing manual tracking and human error in high-sensitivity social service operations.
1.4. Support multi-channel notifications to accommodate varying preferences and guarantee delivery.
1.5. Maintain audit trails for communication relating to urgent cases for reporting and review.
**Trigger Conditions**
2.2. Updates to case status indicating urgent action required (e.g., safety risk identified).
2.3. Failure to change status or update log within a specified timeframe.
2.4. New case intake flagged as time-sensitive (e.g., emergency placement).
2.5. Supervisor/manual override indicating escalated urgency.
**Platform Variants**
• Feature/Setting: Programmable SMS API — Configure webhook to send case alerts to mobile numbers.
• Sample: POST /Messages with To: [Staff Phone], Body: "Urgent Case Task: [Task Name] due by [Due Date]"
3.2. SendGrid
• Feature/Setting: Mail Send API — Automate templated case alert emails.
• Sample: POST /mail/send with dynamic_template_data: { caseName, deadline }
3.3. Slack
• Feature/Setting: Incoming Webhooks — Channel alerts for team notification.
• Sample: POST message to #urgent-tasks with task details.
3.4. Microsoft Teams
• Feature/Setting: Teams Incoming Webhook Connector — Post adaptive card alert to channel.
• Sample: POST JSON with case task info to webhook URL.
3.5. PagerDuty
• Feature/Setting: Events API v2 — Create incidents for designated users/groups.
• Sample: POST /v2/enqueue with payload { "severity": "critical", "summary": "Case Task Due" }
3.6. Outlook 365
• Feature/Setting: Calendar event API — Auto-create calendar invites for case task deadlines.
• Sample: POST /me/events with start/end and task notes.
3.7. Google Workspace (Gmail)
• Feature/Setting: Gmail API Send — Trigger time-sensitive emails.
• Sample: POST /users/me/messages/send with subject "Urgent Case Task".
3.8. Salesforce
• Feature/Setting: Workflow Rules — Auto-generate task alerts or email notifications.
• Sample: Rule: “Case Task Deadline < 24h” triggers notification.
3.9. HubSpot
• Feature/Setting: Workflows — Automate internal email/SMS or task creation on case triggers.
• Sample: Workflow step on case property update.
3.10. Asana
• Feature/Setting: Rules — Auto-assign tasks/comments on imminent deadlines.
• Sample: Rule: Due Date Approaching triggers @mention.
3.11. Trello
• Feature/Setting: Butler Automation — Send alerts on card due dates.
• Sample: "when a card is due in less than 1 hour, send an email to [list of users]"
3.12. Monday.com
• Feature/Setting: Automations — Notify users on item deadlines or status change.
• Sample: When status changes to "Urgent", notify team.
3.13. Zoho CRM
• Feature/Setting: Workflow Alerts — Time-based alerts on case records.
• Sample: After 12 hours of no update, send notification.
3.14. RingCentral
• Feature/Setting: SMS API — Send urgent SMS alerts to staff.
• Sample: POST /restapi/v1.0/account/~/extension/~/sms
3.15. Discord
• Feature/Setting: Webhook integration — Post urgent tasks to mod channel.
• Sample: POST with {content:"💬 New urgent adoption case: [ID]"}
3.16. Zendesk
• Feature/Setting: Triggers — Send alerts when ticket flagged as time-sensitive.
• Sample: Trigger: When tag "urgent-task", email assigned agent.
3.17. Freshdesk
• Feature/Setting: Automations — Escalate notifications for overdue/adoption case tasks.
• Sample: Rule: "If ticket not updated in 12h, alert supervisor"
3.18. Google Chat
• Feature/Setting: Webhook bot — Auto-post time-sensitive alerts in specific spaces.
• Sample: POST JSON payload with alert message.
3.19. Notion
• Feature/Setting: Database reminders — Schedule reminders for key deadlines.
• Sample: Reminder set for “Case Due Date”.
3.20. SAP SuccessFactors
• Feature/Setting: Workflow Email Notifications — Configure alert on workflow step/time.
• Sample: Notify case manager if “Case Review” not approved in 24h.
**Benefits**
4.2. Reduces manual work, freeing staff to focus on client interaction and decision-making.
4.3. Enhances accountability and traceability with automated audit trails of communications.
4.4. Supports staff across multiple communications channels, increasing reach and reliability.
4.5. Enables proactive rather than reactive response to critical situations.