Customer Service & CommunicationPurpose
1.2. Ensure documents are sent via the preferred customer channel (email, SMS, fax, API, or portal), triggered by specific business events (order completion, shipment, payment, or request).
1.3. Reduce manual handling, eliminate errors, and maintain audit trails for regulatory and client requirements.
1.4. Support multi-format delivery (PDF, DOCX, XML) and custom templates to preserve branding.
1.5. Automate follow-ups for undelivered or unopened documents and provide real-time status updates to customer care teams.
Trigger Conditions
2.2. Signed contract uploaded or generated.
2.3. Delivery note created upon shipment dispatch.
2.4. Customer request via portal, call, or email.
2.5. Status update in WMS or logistics platform.
Platform Variants
• Use: “Send an email (V2)” with attachment.
• Sample: Configure when new invoice file is created in SharePoint.
3.2. Zapier
• Use: Gmail “Send Email”; Webhooks “Custom Request”.
• Sample: Trigger on DocuSign envelope completion, send PDF via email.
3.3. Twilio SendGrid
• Use: “Mail Send” API.
• Sample: Configure recipient, body, and attach delivery note PDF.
3.4. DocuSign
• Use: “Envelope Completed” webhook event.
• Sample: Send contract to client when signing complete.
3.5. Dropbox Sign
• Use: “Document Signed” trigger.
• Sample: Send signed contract to client and archive copy to file store.
3.6. PandaDoc
• Use: “Document Sent” webhook.
• Sample: Email PDF invoice to customer and notify sales rep.
3.7. Adobe Sign
• Use: “Agreement Signed” webhook.
• Sample: Mail signed agreement to customer’s preferred email.
3.8. Google Workspace (Gmail / Drive API)
• Use: Insert new file trigger, send with “Users.messages.send”.
• Sample: Auto-attach generated invoice from Google Drive.
3.9. AWS SES
• Use: “SendRawEmail” API.
• Sample: Construct MIME message with invoice PDF attachment.
3.10. SMTP Email Relay (e.g., Mailgun)
• Use: “messages” endpoint.
• Sample: Auto-send delivery note after order marked as shipped.
3.11. Slack
• Use: Incoming Webhook to deliver contract notification.
• Sample: Drop-off signed agreement in client’s Slack channel.
3.12. WhatsApp Business API
• Use: “Send Document” endpoint.
• Sample: Forward contract PDF to client’s WhatsApp number.
3.13. Salesforce Process Builder
• Use: “Send Email Alert” action.
• Sample: Send invoice PDF from custom object.
3.14. HubSpot Workflows
• Use: “Send Email with Attachment” action.
• Sample: Dispatch contract from deal record automatically.
3.15. SAP ERP Integration Suite
• Use: “Business Event” and “Email/Document” service.
• Sample: Auto-send invoice upon order fulfillment.
3.16. Oracle Cloud ERP
• Use: “Report Output” email delivery.
• Sample: Attach and send delivery note on goods movement.
3.17. IBM Sterling Document Exchange
• Use: “Document Routing” rules.
• Sample: Automated dispatch based on transaction event.
3.18. Zoho CRM
• Use: “Workflow Rule” with send email action.
• Sample: Auto-email invoice upon sales order confirmation.
3.19. Freshdesk
• Use: “Automations” to dispatch contract as ticket response.
• Sample: Reply with agreement PDF attached.
3.20. Fax API Providers (e.g., eFax, InterFAX)
• Use: “Send Fax” API.
• Sample: Route signed contract to customer’s fax when required.
3.21. OneDrive
• Use: “File Created” trigger with email dispatch script.
• Sample: When a new delivery note is saved, send email to customer.
Benefits
4.2. Accelerates cash flow with prompt invoice delivery and contract turnaround.
4.3. Enhances customer trust by ensuring timely, reliable, and secure communication.
4.4. Provides full traceability and audit support for compliance and internal tracking.
4.5. Frees customer service teams for higher-value engagements by automating repetitive tasks.
4.6. Enables multi-channel, tailored delivery based on customer preference for higher satisfaction.