Partner event invitation workflows

Purpose

1.1. Automate event invitation workflows for partners, streamlining outreach to corporations, community groups, and charities.
1.2. Automator triggers and distributes invites, automates RSVP management, collects attendee data, and automates personalized follow-ups.
1.3. Ensures automated communication consistency, timely notifications, and minimizes manual event coordination for the food bank.

Trigger Conditions

2.1. New event scheduled in main calendar (Google Calendar, Outlook, etc.).
2.2. Partner roster update in CRM (e.g., Salesforce, HubSpot).
2.3. Partner status changes (e.g., confirmed donor, new sponsor).
2.4. RSVP deadline approaching, no response detected.
2.5. Automated re-invite on non-engagement or bounce detected from email/SMS delivery.

Platform Variants

3.1. Google Calendar
• Feature/Setting: Event creation automation triggers; configure API push notifications on new “Partner Event”.
3.2. Outlook Calendar
• Feature/Setting: Automated event creation and invite via Microsoft Graph API / calendar webhook.
3.3. Salesforce
• Feature/Setting: Automated campaign management; “Process Builder” or Flow API invokes triggers on Partner Contact objects.
3.4. HubSpot
• Feature/Setting: Workflow automation for “Event Invitation” email; triggers via partner lifecycle stage.
3.5. Microsoft Teams
• Feature/Setting: Automated channel message or meeting invite through Graph API.
3.6. Slack
• Feature/Setting: Automated Slackbot notifications via Incoming Webhooks.
3.7. Mailchimp
• Feature/Setting: Automated email series using “Customer Journey Builder”; list update triggers.
3.8. SendGrid
• Feature/Setting: API-powered transactional invites with RSVP tracking.
3.9. Twilio SMS
• Feature/Setting: Automated SMS invites and reminders through Programmable Messaging API.
3.10. Eventbrite
• Feature/Setting: Automated event creation/invite through Event Management API.
3.11. Zapier
• Feature/Setting: Multi-platform automator to connect CRM/calendar to email/SMS invites.
3.12. Microsoft Power Automate
• Feature/Setting: Automated workflow to handle invite data between Office 365, Dynamics, and Teams.
3.13. Airtable
• Feature/Setting: Automated invite status tracking with API/webhook-triggered status updates.
3.14. Typeform
• Feature/Setting: Automated RSVP form distribution and response collection via API.
3.15. DocuSign
• Feature/Setting: Automated signature request for special attendance agreements through eSignature REST API.
3.16. BambooHR
• Feature/Setting: Automated invite push to partner HR contacts via Webhooks.
3.17. Box
• Feature/Setting: Automated distribute event resources to partner folders by API.
3.18. Google Sheets
• Feature/Setting: Automated event and attendee list sync via Sheets API.
3.19. Asana
• Feature/Setting: Automated task creation for invite follow-ups via API.
3.20. Facebook for Business
• Feature/Setting: Automated event creation/invite push via Graph API.
3.21. LinkedIn
• Feature/Setting: Automated event promotions and invites through Marketing Developer Platform.
3.22. Zoom
• Feature/Setting: Automated meeting/webinar creation and invite by REST API.
3.23. ActiveCampaign
• Feature/Setting: Automated invite email sequencing based on Lead status workflow.
3.24. Constant Contact
• Feature/Setting: Automated multi-wave invitations via Event API.
3.25. Monday.com
• Feature/Setting: Automated workflow for event invite coordination using automations and API.

Benefits

4.1. Automatedly reduces manual event coordination effort for corporate partners and community groups.
4.2. Automation ensures no partner is missed for each event cycle, boosting engagement rates.
4.3. Automated RSVP and reminder flows increase participation through timely, repetitive, personalized messaging.
4.4. Automator systems enable consistent, error-free communication and real-time attendee monitoring.
4.5. Automated post-event workflows foster gratitude, feedback collection, and deepen partner relationships.