Automated notifications to customers about delivery or installation dates

Purpose

 1.1. Automatically inform aluminum window customers of upcoming delivery or installation dates, minimizing uncertainty.
 1.2. Enhance customer experience by providing timely, proactive updates across preferred communication channels.
 1.3. Ensure operational efficiency and consistency in customer communications, reducing manual workload.
 1.4. Maintain detailed logs of notification delivery for audit and support purposes.

Trigger Conditions

 2.1. New delivery or installation date is set or confirmed in CRM, ERP, or order management system.
 2.2. Updates or changes to scheduled date/time trigger notification resend.
 2.3. Predefined timeframes (e.g., 48 hours or 24 hours before event) prompt automated reminders.
 2.4. Manual override or urgent rescheduling by staff.

Platform Variants

 3.1. Twilio SMS
  • Feature/Setting: Configure Programmable SMS API; set trigger event in workflow; sample: “POST /Messages” with phone, body template, and scheduling.

 3.2. SendGrid
  • Feature/Setting: Use Mail Send API; template engine with dynamic fields; sample: “POST /mail/send” with schedule and customer email.

 3.3. Slack
  • Feature/Setting: Slack Incoming Webhooks; direct DM to customer or internal channel; sample: webhook URL, structured message, schedule.

 3.4. WhatsApp Business API
  • Feature/Setting: Template message endpoint; customer phone, delivery data; sample: “POST /messages” with template_id, recipient.

 3.5. Microsoft Teams
  • Feature/Setting: Webhook connector for Teams channel; send POST with adaptive card containing dates.

 3.6. Salesforce
  • Feature/Setting: Process Builder or Flows; trigger email/sms based on field updates for installation date.

 3.7. HubSpot
  • Feature/Setting: Workflow automation; trigger “Send email” or “Send SMS” on deal property change.

 3.8. Zendesk
  • Feature/Setting: Zendesk Triggers with Email/SMS extension; event: ticket field delivery date update.

 3.9. Shopify
  • Feature/Setting: Order update webhook; connect to notification service for customer alert.

 3.10. Mailchimp
  • Feature/Setting: Transactional API (Mandrill); personalized scheduling emails using merge tags.

 3.11. Google Calendar
  • Feature/Setting: Event creation triggers notification to email/calendar invite.

 3.12. Outlook (Microsoft 365)
  • Feature/Setting: Calendar event programmatic creation; “Create event (V2)” in Microsoft Graph.

 3.13. Pipedrive
  • Feature/Setting: Webhooks on deal stage updated to “Ready to Deliver”; sync to notification routine.

 3.14. Zoho CRM
  • Feature/Setting: Workflow rule “Send Notification” when custom field (delivery date) is updated.

 3.15. ActiveCampaign
  • Feature/Setting: Automation on field update; send SMS/email using “Send Notification” action.

 3.16. Google Chat
  • Feature/Setting: Incoming Webhook notifications in customer space or group chat; payload includes dates.

 3.17. Intercom
  • Feature/Setting: Automated messages triggered from custom attributes or event updates.

 3.18. Line Messaging API
  • Feature/Setting: Push message endpoint; customer ID, message schedule.

 3.19. Freshdesk
  • Feature/Setting: Workflow automator; trigger email based on ticket custom field update.

 3.20. Viber Business Messaging
  • Feature/Setting: Public account messaging API; send templated message on schedule trigger.

 3.21. Telegram Bot API
  • Feature/Setting: “sendMessage” method; automate bot message with delivery time, customer chat ID.

 3.22. Facebook Messenger API
  • Feature/Setting: Send API; programmed message delivery to customer’s Messenger account.

Benefits

 4.1. Reduced manual intervention in customer communications.
 4.2. Higher customer satisfaction via timely, transparent updates.
 4.3. Flexible multichannel delivery for customer-preferred experience.
 4.4. Scalable, auditable notification process across platforms.
 4.5. Decreased missed appointments and rescheduling.