Customer Communication & SatisfactionPurpose
1.2. Guarantee accurate, timely regulatory compliance communication required in anodizing for surface treatment industries.
1.3. Increase customer satisfaction by providing transparent, traceable best-practice documentation delivery.
Trigger Conditions
2.2. Generation or upload of certificates, test results, or compliance documentation to the internal system.
2.3. Customer order status changes to 'Ready for Dispatch' or 'Completed.'
Platform Variants
• Feature/Setting: use Gmail API's ‘Users.messages.send’ for email with PDF attachment automation.
• Config: Service account authentication, predefined customer template, file upload as message attachment.
3.2. Microsoft Outlook Graph API
• Feature/Setting: ‘/sendMail’ endpoint to dispatch emails with documents.
• Config: Azure app registration, delegated permissions, attachment array.
3.3. SendGrid
• Feature/Setting: ‘/mail/send’ API for transactional emails with reports.
• Config: API Key, dynamic template data with certificate file upload.
3.4. Twilio SendGrid SMS
• Feature/Setting: SMS Attachments via MMS (URL link to doc).
• Config: Auth token, media_url payload in API call.
3.5. Salesforce
• Feature/Setting: Process Builder or Flow to trigger 'Send Email Alert' with attachments.
• Config: Workflow rule on Opportunity stage, attach test result PDF.
3.6. Zoho CRM
• Feature/Setting: Automated mail via Zoho CRM workflow rules.
• Config: Rule on custom module, attachment from File Upload field.
3.7. HubSpot
• Feature/Setting: Workflow Email Action for one-to-one communications.
• Config: Automated attachment inclusion using personalization tokens.
3.8. Slack
• Feature/Setting: Conversations API ‘files.upload’ for certificate sharing in client channel.
• Config: Channel ID, customer-specific notification template.
3.9. Microsoft Teams
• Feature/Setting: ‘chatMessage’ Graph API post with embedded file.
• Config: Group/Channel selection, message card format.
3.10. Dropbox
• Feature/Setting: File request automation and share link API (‘sharing/create_shared_link_with_settings’).
• Config: Trigger on file upload, auto-generate secure customer-only link.
3.11. Google Drive
• Feature/Setting: ‘Files: create’ API with ‘Permissions: create’ for client access.
• Config: Upload pdf, assign customer email only access, auto-email link.
3.12. OneDrive
• Feature/Setting: ‘/content’ endpoint to upload & ‘createLink’ to share.
• Config: User permission, auto-shared link to client address.
3.13. DocuSign
• Feature/Setting: Envelope API, bulk send documents for review/sign.
• Config: Certificate generated as envelope doc, recipient email workflow.
3.14. Adobe Acrobat Sign
• Feature/Setting: ‘transientDocuments’ API for automated delivery.
• Config: Certificate as Agreement document, client email automation.
3.15. AirTable
• Feature/Setting: Record Automation to send attachments.
• Config: When record completed, send email with AirTable attachment field.
3.16. Monday.com
• Feature/Setting: Automations with Email/Docs integration for status change.
• Config: Item status to ‘Done’ triggers certificate delivery.
3.17. Asana
• Feature/Setting: Rules for task completion to email attachments.
• Config: Task with file triggers message to listed client.
3.18. SAP Business One
• Feature/Setting: Workflow and Output Channels (email).
• Config: Stage ‘QC complete’ triggers PDF report email to customer.
3.19. Oracle NetSuite
• Feature/Setting: SuiteFlow workflow for customer communication.
• Config: On transaction status change, attach files to automated email.
3.20. Freshdesk
• Feature/Setting: Automations to send solution notifications.
• Config: Customer ticket close action sends test results as attachments.
Benefits
4.2. Reduces administrative overhead and manual mistakes in sensitive industries.
4.3. Offers instant traceability and reporting for compliance proof.
4.4. Increases transparency, improving the overall customer experience and satisfaction.