Automated emergency contact information collection and verification

Purpose

1.1. Collect and verify emergency contact information from participants engaging in aerial sports at an aerial sports center.
1.2. Ensure rapid access to accurate contact data in case of incidents, improving participant safety compliance and operational readiness.
1.3. Minimize manual data entry errors by automating intake and verification of emergency contacts during booking, check-in, and on-site registration.
1.4. Maintain an up-to-date database, synchronize across CRM, communication, and incident management platforms.

Trigger Conditions

2.1. New booking or reservation created for aerial activity.
2.2. Participant online check-in is initiated or completed.
2.3. Manual data entry at in-person kiosk or mobile registration.
2.4. Emergency contact not verified or incomplete in participant profile.
2.5. Scheduled routine verification trigger (e.g., email/SMS prompt before scheduled participation).

Platform Variants

3.1. Twilio SMS
• Feature: SMS messaging API
• Setting: Auto-send verification code or prompt for emergency contact entry, e.g., use “Messages API” to send and receive replies.
3.2. SendGrid
• Feature: Transactional email API
• Setting: Auto-email verified or verification-needed forms, e.g., “Send Email” endpoint.
3.3. Google Forms
• Feature: Form submission webhook
• Setting: Auto-generate and email unique forms for emergency contacts, monitor submissions.
3.4. Airtable
• Feature: API for records
• Setting: Store, update, and verify emergency contact details, e.g., “Create Record” and “Update Record” endpoints.
3.5. DocuSign
• Feature: Agreement/signature workflow
• Setting: Route emergency contact forms for e-signature via “Envelope” API.
3.6. HubSpot CRM
• Feature: Custom property and workflow API
• Setting: Capture and validate emergency contact as custom field during onboarding.
3.7. Salesforce
• Feature: Contact record API
• Setting: Sync/verify contact data with participant records, flag missing details.
3.8. Typeform
• Feature: Form webhooks
• Setting: Collect contact info, push responses via webhooks to automation engine.
3.9. Zapier
• Feature: Multi-platform integration
• Setting: Triggered actions for verification across apps, “Webhooks by Zapier.”
3.10. Microsoft Power Automate
• Feature: Automated workflows
• Setting: Set up flows to request, collect, and verify contact data from multiple endpoints.
3.11. Slack
• Feature: Message and form integration
• Setting: Automated DM prompts for staff to verify participant contact info.
3.12. Google Sheets
• Feature: API integrations
• Setting: Spreadsheet as a live log, use “Append Row” through API when new contact received.
3.13. Mailchimp
• Feature: Email automation
• Setting: Trigger campaigns to collect/verify contacts pre-event.
3.14. Cognito Forms
• Feature: Conditional forms
• Setting: Collect and autoflow contact information to CRM.
3.15. BambooHR
• Feature: Employee/contact database
• Setting: Sync emergency contacts for staff and participants via API.
3.16. Intercom
• Feature: Automated messenger
• Setting: Send chat prompts for real-time input of missing contacts.
3.17. Smartsheet
• Feature: Sheet API
• Setting: Track collection/verification status of all participants.
3.18. RingCentral
• Feature: SMS/voice API
• Setting: Auto-call or SMS for contact collection/confirmation.
3.19. Pipedrive
• Feature: Custom fields
• Setting: Update emergency contact status using API flows.
3.20. Freshdesk
• Feature: Ticketing automation
• Setting: Open tickets for missing/failed verification of emergency contacts.
3.21. Calendly
• Feature: Invitee custom questions
• Setting: Gather emergency contact data at the booking stage.

Benefits

4.1. Reduces manual data entry and staff workload.
4.2. Ensures compliance with safety protocols for all aerial sport participants.
4.3. Improves accuracy and timeliness of emergency contact availability.
4.4. Enables seamless, multi-channel reminders and follow-ups.
4.5. Centralizes emergency contact data for immediate use during incidents.