Customer Relationship & SupportPurpose
1.2. Ensure customers receive up-to-date, branded, and relevant resources for better product understanding and installation efficiency.
1.3. Free support teams from repetitive manual document delivery; enhance post-sales and ongoing relationship management.
1.4. Gather engagement analytics for ongoing materials improvement and targeted outreach.
Trigger Conditions
2.2. Support ticket requesting installation help is received.
2.3. Form submission for instructional material requests on the company website.
2.4. Scheduled maintenance or periodic communication window.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: Send MMS with PDF guides using "Messages API" – Configure to trigger on new order event with media URL.
3.2. SendGrid
• Feature/Setting: "Mail Send API" – Use dynamic templates to attach guides and send personalized emails based on CRM event.
3.3. Mailgun
• Feature/Setting: "Messages API" – Set up automatic sending of attachment-rich messages via API call on trigger.
3.4. Slack
• Feature/Setting: "chat.postMessage" – Auto-post instructional guides in customer channels or direct messages.
3.5. Microsoft Teams
• Feature/Setting: "Send message in a chat or channel" with file attachment using Graph API.
3.6. HubSpot
• Feature/Setting: "Workflows" with trigger on deal stage or form submission, using "Send Email with Attachment" action.
3.7. Salesforce
• Feature/Setting: "Process Builder" or "Flow" to detect Cases or Orders, auto-email attachments via "Send Email" action.
3.8. Zendesk
• Feature/Setting: "Triggers" with email notification and file attachment to requester upon new ticket.
3.9. Intercom
• Feature/Setting: "Outbound Messages" triggered by user action, configured to deliver downloadable guides.
3.10. Gmail API
• Feature/Setting: Use "Users.messages.send" endpoint to send predefined email with PDF attachment.
3.11. DocuSign
• Feature/Setting: "Envelopes: create and send" for instructional agreements alongside guides.
3.12. Dropbox
• Feature/Setting: Use "File requests" or "Share file" API to auto-share guide link with recipients.
3.13. Google Drive
• Feature/Setting: "Permissions.create" to auto-email shareable guide links on trigger.
3.14. ActiveCampaign
• Feature/Setting: "Automations" to email guides as attachments after tag or list update.
3.15. Zoho CRM
• Feature/Setting: "Workflow Rules" to send instructional content via email or SMS integration.
3.16. Freshdesk
• Feature/Setting: "Automations" to attach guides in solution response email from ticket triggers.
3.17. WhatsApp Business API
• Feature/Setting: "Send Document Message" to push installation guides as PDF directly to customer numbers.
3.18. Telegram Bot API
• Feature/Setting: "sendDocument" — auto-sends guide as PDF using customer chat IDs.
3.19. Shopify
• Feature/Setting: "Order fulfillment webhook" triggers custom app to email guides to corporate buyers.
3.20. OneDrive
• Feature/Setting: "Share" API action to auto-send access link for materials post-order.
3.21. Microsoft Power Automate
• Feature/Setting: "When a new item is added" (e.g. SharePoint list), then send email with PDF using Outlook action.
3.22. ServiceNow
• Feature/Setting: "Workflow editor" triggers email action with file attachment upon incident or request creation.
Benefits
4.2. Reduces manual workload for corporate support and sales teams.
4.3. Delivers tailored, timely information increasing correct installation rates.
4.4. Tracks engagement with instructional content for continuous improvement.
4.5. Unifies resource delivery across multiple channels for optimal corporate reach.