Customer Onboarding and ManagementPurpose
1.2. Provide proactive, timely alerts via preferred channels (SMS, email, WhatsApp, push) to reduce support inquiries.
1.3. Ensure compliance with onboarding protocols, contract updates, payment schedules, and regulatory notices.
1.4. Facilitate self-service and reduce manual follow-ups by enabling 24/7 instant notification delivery.
Trigger Conditions
2.2. Order approval and scheduling completion.
2.3. First rental invoice issued, paid, or overdue.
2.4. Scheduled renewal or contract expiry.
2.5. Account suspension, plan change, or closure.
2.6. Manual trigger by support/admin or via API update.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: SMS API; Configure automated SMS trigger for status events, using Twilio Programmable Messaging.
• Sample: Twilio API webhook on "account status" event; send SMS to customer's registered number.
3.2. SendGrid
• Feature/Setting: Transactional Email API; Automate templated, branded emails for onboarding and status alerts.
• Sample: Use SendGrid “Dynamic Template” API, pass customer data and status updates per event.
3.3. Slack
• Feature/Setting: Incoming Webhooks; Notify internal teams of critical customer events.
• Sample: Slack webhook posts when status changes (e.g., account suspended).
3.4. WhatsApp Business API
• Feature/Setting: Automated WhatsApp messages; configure template messages for key triggers.
• Sample: Send status update via WhatsApp to customer's verified number through API integration.
3.5. Microsoft Teams
• Feature/Setting: Webhook Connector; Deliver internal or customer notifications in Teams channels.
• Sample: Account status webhook posts to onboarding channel.
3.6. HubSpot
• Feature/Setting: Workflows; Automate email or SMS outreach upon property/account event via CRM.
• Sample: HubSpot workflow triggered by custom property “Account Status” update.
3.7. Salesforce
• Feature/Setting: Process Builder or Flow; triggers email or SMS upon account or opportunity change.
• Sample: Account record status change triggers outbound notification via Salesforce Flow builder.
3.8. Mailgun
• Feature/Setting: Transactional email triggers; send personalized status notifications at scale.
• Sample: Triggered Mailgun API for “Invoice Sent” event.
3.9. Intercom
• Feature/Setting: Automated Messenger campaigns; in-app and email status updates to customers.
• Sample: Product event triggers outbound Intercom message with status update.
3.10. Zendesk
• Feature/Setting: Trigger and Automations; generate support tickets or notifications on status changes.
• Sample: Zendesk automation sends email to customer on “Account Closed”.
3.11. Pusher
• Feature/Setting: Push notifications to web/mobile apps; inform users instantly on device.
• Sample: Pusher Channels event on account update for real-time client notification.
3.12. Firebase Cloud Messaging (FCM)
• Feature/Setting: Push notifications to Android/iOS apps; integrate with backend triggers.
• Sample: FCM sends push on account suspension or renewal notice.
3.13. Amazon SNS
• Feature/Setting: Multi-channel notification (SMS, email, app push); configure topic for account events.
• Sample: SNS publishes event to subscribed SMS/email endpoints on status change.
3.14. Google Workspace (Gmail API)
• Feature/Setting: Send email directly from business domain; automate on backend trigger.
• Sample: Gmail API sends transactional email once payment is posted.
3.15. ActiveCampaign
• Feature/Setting: Automation; configure status-based emails or SMS, using customer tags.
• Sample: Automation triggers template message mapped to “Renewal Reminder”.
3.16. Freshdesk
• Feature/Setting: Workflow Automations; generate ticket/alert for onboarding events or overdue status.
• Sample: Freshdesk automation emails user when status enters “Pending Renewal”.
3.17. Zoho CRM
• Feature/Setting: Workflow Rules; send emails, SMS, or webhook upon field updates.
• Sample: Zoho workflow sends SMS on “Account Approval”.
3.18. Telegram Bot API
• Feature/Setting: Push account status updates to customers subscribed via Telegram.
• Sample: Bot sends account renewal notice to user on status event webhook.
3.19. ClickSend
• Feature/Setting: SMS/Email/Fax APIs; mass or single notifications on interval or event.
• Sample: ClickSend SMS API fires on payment overdue trigger.
3.20. Oracle Responsys
• Feature/Setting: Program automation; multi-channel journey emails for onboarding status updates.
• Sample: Oracle Responsys program triggers workflow on new account creation.
3.21. MessageBird
• Feature/Setting: Omnichannel API to send account updates via SMS, WhatsApp, or Messenger.
• Sample: API call sends notification on account suspension with personalized template.
3.22. Plivo
• Feature/Setting: SMS and Voice API to inform users of major account events.
• Sample: Automated SMS or TTS call on status change, configured in Plivo dashboard.
Benefits
4.2. Ensures real-time delivery of critical customer communications.
4.3. Enhances customer trust and satisfaction via transparent, regular updates.
4.4. Supports multi-channel notifications tailored to user preference.
4.5. Improves regulatory compliance and operational audit readiness.
4.6. Seamlessly scales with business growth and increased customer volumes.