Purpose
1.2. Automating this flow ensures thorough documentation and client communication without adding to team workload, making update delivery automatable and audit-friendly.
1.3. The process enables an automator to ensure every client gets personalized, trackable, and timestamped updates, making automation traceable and scalable.
1.4. Serves compliance, customer experience, and operational quality, all automatedly managed through a digital chain.
Trigger Conditions
2.2. Automate when a feedback form or checklist is completed.
2.3. Automating the trigger based on a scheduled calendar event, location geofence exit, or device scan for greater automation accuracy.
2.4. Set automation to delay or aggregate if multiple visits occur within a short window.
Platform Variants
3.1. Twilio SMS
• Function/API: SMS API, send automated photo update via MMS; configure webhook for visit completion.
3.2. SendGrid
• Function/API: Mail Send API, automate template emails with image attachments after each check-out event.
3.3. WhatsApp Business API
• Function/API: Send Media Message endpoint; automate sending of update text and image directly to owner.
3.4. Slack API
• Function/API: chat.postMessage, automate sending private photo updates and feedback to designated Slack channels.
3.5. Telegram Bot API
• Function/API: sendPhoto, automatedly dispatch update with photo to user’s Telegram.
3.6. Gmail API
• Function/API: messages.send, automate creation and delivery of detailed emails with attached files or photos.
3.7. Microsoft Outlook Graph API
• Function/API: SendMail, automate sending mail with in-line images or attachment upon visit completion.
3.8. Facebook Messenger API
• Function/API: Send API, automate rich media messages to owners' Messenger accounts.
3.9. Discord Webhook
• Function/API: Execute Webhook, automate photo and update delivery to a pre-set Discord channel.
3.10. Google Drive API
• Function/API: drive.files.create, automate storing visit photos and automating sharing links via chat/email.
3.11. Dropbox API
• Function/API: files/upload + sharing/create_shared_link, automate storage and automating delivery of shareable links.
3.12. Hubspot Workflows
• Function/API: Automated workflow to send email or SMS plus photo; configure trigger as custom event "visit complete."
3.13. Salesforce Flow
• Function/API: Flow Builder for automated sending of photo updates as emails or automated record updates.
3.14. Zoho CRM Automation
• Function/API: Workflow trigger on custom module; automated email/SMS with uploaded image.
3.15. Mailgun API
• Function/API: /messages endpoint, automate transactional email dispatch of visit recaps and media.
3.16. Pusher Beams
• Function/API: Publish To Interests, automate push notifications with thumbnail to client's mobile app.
3.17. SignalWire Messaging
• Function/API: Messaging API, automate photo SMS/MMS updates.
3.18. Viber REST API
• Function/API: POST to/send_message, automate sending media-rich feedback to Viber contacts.
3.19. Line Messaging API
• Function/API: Push Message endpoint; automate post-visit messages with images.
3.20. Intercom Messaging
• Function/API: Conversations API, automate in-app messages with attached photos after each visit.
3.21. Zendesk Automations
• Function/API: Automation rule that sends “visit completed” message with image via ticket to client.
3.22. Google Photos API
• Function/API: mediaItems.upload + share, automate upload of visit photos and automatedly send share links.
3.23. Smartsheet Automated Workflows
• Function/API: Automated actions to notify with update and link after image attachment is logged.
Benefits
4.2. Automate manual reporting, ensuring nothing is missed and all updates are logged and traceable for audits.
4.3. Delivers consistent, automatable, and professional communication, customizable to every owner's preference.
4.4. Boosts staff productivity through optimal use of automation, allowing focus on quality pet care instead of admin.
4.5. Maximizes client satisfaction by automating transparency, strengthening relationships, and creating value.