Client follow-up reminders via email/SMS

Purpose

1.1. To automate timely client follow-up reminders via email or SMS, reducing manual tracking and ensuring that accountants maintain strong client engagement for appointments, document collection, payment reminders, and compliance deadlines.
1.2. Streamlines communication workflows, boosts productivity, prevents missed opportunities, and assures adherence to industry schedules by triggering notifications based on events in accounting, CRM, or calendar platforms.

Trigger Conditions

2.1. New client entry or update in CRM or practice management system.
2.2. Specific date/time matches (e.g., upcoming tax deadline, scheduled appointment, invoice due date).
2.3. Inactivity for a defined number of days since the last interaction.
2.4. Change in client status (e.g., "documents required," "awaiting payment").
2.5. Manual trigger by team member for custom reminders.

Platform Variants

3.1. Gmail API
• Feature/Setting: "users.messages.send" — use OAuth2 and configure recipient, subject, and templated message body.
3.2. Outlook/Office365 (Microsoft Graph API)
• Feature/Setting: "sendMail" endpoint — configure sender, recipient, and content payload in scheduled job.
3.3. Twilio
• Feature/Setting: "Messages API" — set up SMS message body, recipient phone number, and schedule via cron-like parameters.
3.4. SendGrid
• Feature/Setting: "Mail Send" endpoint — use dynamic templates; configure API key authentication and payload.
3.5. Amazon SES
• Feature/Setting: "SendEmail API" — set sender, recipient, subject, and use template configuration for bulk notifications.
3.6. Slack
• Feature/Setting: "chat.postMessage" endpoint — direct message clients or staff via scheduled or triggered events.
3.7. HubSpot
• Feature/Setting: "Workflows" — configure automated email follow-ups from CRM events or property changes.
3.8. Salesforce
• Feature/Setting: "Process Builder" or "Flow Builder" — trigger outbound emails/SMS based on record edits.
3.9. Zoho CRM
• Feature/Setting: "Workflow Rules" — set email/SMS alerts using condition and template selection.
3.10. Mailgun
• Feature/Setting: "Messages API" — programmatically deliver transactional reminders via HTTP POST.
3.11. ClickSend
• Feature/Setting: "SMS API" and "Email API" — schedule client reminders using REST endpoints.
3.12. Pipedrive
• Feature/Setting: "Workflow Automation" — trigger messages when deal stages or activities change.
3.13. Freshdesk
• Feature/Setting: "Automations" — auto-send reminders for open tickets or missing documents.
3.14. Intercom
• Feature/Setting: "Outbound Messages" — use event- or time-based triggers for email/SMS.
3.15. ActiveCampaign
• Feature/Setting: "Automations" — configure follow-up message sequences from contact actions.
3.16. Calendly
• Feature/Setting: "Event Reminder Emails/SMS" — set up customized notifications before/after scheduled meetings.
3.17. Stripe
• Feature/Setting: "Webhooks" — trigger reminders for payment events, due invoices, or failed transactions.
3.18. Monday.com
• Feature/Setting: "Automations" — send scheduled follow-ups upon changing board status or date columns.
3.19. Wrike
• Feature/Setting: "Automation Engine" — configure task-based or timeline-based reminder messages to clients.
3.20. Notion
• Feature/Setting: "Integration APIs" — automate email/SMS when deadlines or records are updated.
3.21. Trello
• Feature/Setting: "Butler Automation" — trigger reminders on card due dates or label changes.
3.22. Airtable
• Feature/Setting: "Automations" — schedule email/SMS based on record field values or timing.

Benefits

4.1. Eliminates manual reminder processes, freeing staff time.
4.2. Increases reliability of client communications.
4.3. Enhances client satisfaction and retention.
4.4. Supports regulatory compliance by ensuring time-sensitive follow-ups.
4.5. Enables consistent messaging and brand presentation.
4.6. Scales effortlessly from small firms to large enterprises.