Price list and discount policy notifications

Purpose

1. Automate the distribution of real-time updates on price list changes, new discount policies, and individualized offers to wholesale clients and partners in the aluminum frames sector.

2. Ensure regulatory compliance by delivering timely notifications regarding pricing policy revisions or seasonal discounts.

3. Facilitate accurate, tracked communication for audit trails and financial transparency.

Trigger Conditions

1. Manual update of the master price list in ERP or accounting systems.

2. Scheduled review intervals (weekly, monthly, quarterly).

3. Approval of new discount policy by finance management.

4. Upload of revised price sheets to internal document storage.

5. API call from CRM when new client segment is added or policy changes occur.

Platform Variants

1. Microsoft Outlook (Email Notifications)

• Feature/Setting: Use Graph API to send templated emails triggered by SharePoint or Excel changes.
  
• Sample: Configure Microsoft Power Automate to monitor Excel/SharePoint file change and call `/me/sendMail`.
  

2. Slack

• Feature/Setting: Use Incoming Webhooks to post alerts in dedicated channel.
  
• Sample: Configure webhook URL, send JSON payload when discount policy document changes.
  

3. Twilio (SMS)

• Feature/Setting: SMS API to broadcast price updates to registered numbers.
  
• Sample: POST to `/Messages` with predefined template when trigger event occurs.
  

4. SendGrid

• Feature/Setting: Use Transactional Email API for batch email notifications.
  
• Sample: POST to `/mail/send` with dynamic pricing update data.
  

5. Salesforce

• Feature/Setting: Use Process Builder or Flow to email contacts upon price list record updates.
  
• Sample: Trigger Flow on record change, use `Messaging.sendEmail`.
  

6. Google Workspace (Gmail, Drive)

• Feature/Setting: Google Apps Script to email updates when Drive folder changes.
  
• Sample: Script watches folder, sends notifications via `MailApp.sendEmail`.
  

7. Microsoft Teams

• Feature/Setting: Incoming Webhook to post card notifications in Finance/Admin channels.
  
• Sample: Configure webhook, send JSON card on price policy change.
  

8. SAP ERP

• Feature/Setting: Configure SAP Workflow to trigger BAPI for outbound emails.
  
• Sample: BAPI sends notification via external mail connector.
  

9. Zendesk

• Feature/Setting: Trigger Alerts when pricing-related ticket is commented or closed.
  
• Sample: Use Triggers, send notification to client profile.
  

10. HubSpot

• Feature/Setting: Workflow Automation to email/update contacts based on list upload or property change.
  
• Sample: Trigger workflow on price property update.
  

11. Shopify

• Feature/Setting: Use Admin API Webhook to trigger app to notify wholesale clients.
  
• Sample: On product/price update, trigger webhook to custom app.
  

12. Mailchimp

• Feature/Setting: Automated campaigns for pricing updates to specific segments.
  
• Sample: Schedule/update email campaign when price segment tagged.
  

13. Zoho CRM

• Feature/Setting: Workflow rules for client email/SMS on custom field (price) changes.
  
• Sample: Rule triggers email notification on field update.
  

14. Monday.com

• Feature/Setting: Board Automation to send integrations on item (price list) modification.
  
• Sample: Set up automation “When column changes, notify via email/Slack.”
  

15. Dropbox

• Feature/Setting: File request/monitor events to trigger notification flows.
  
• Sample: API monitors folder update, triggers outbound notification.
  

16. Notion

• Feature/Setting: Notion API to update client-facing portal/database on changes.
  
• Sample: API PATCH to client dashboard on doc update.
  

17. Pipedrive

• Feature/Setting: Workflow Automation for price field changes to alert contacts.
  
• Sample: Set up workflow: On field change, send email/SMS.
  

18. Airtable

• Feature/Setting: Script block or Automation to send email/SMS when price table row is edited.
  
• Sample: Triggered on edit, uses SendGrid/Twilio plugin.
  

19. WhatsApp Business API

• Feature/Setting: Outbound template message on price list update.
  
• Sample: POST to `/messages` with new price list content.
  

20. DocuSign

• Feature/Setting: Automated email of updated pricing/discount documents for review/signoff.
  
• Sample: Send envelope when file updated in storage.
  

21. Freshdesk

• Feature/Setting: Automated solution articles or customer notifications on pricing updates.
  
• Sample: Create/update solution and push notification.
  

22. ClickUp

• Feature/Setting: Automation to notify stakeholders when Docs (pricing/discounts) are updated.
  
• Sample: Configure Doc change automation to alert via in-app/email.
  

Benefits

1. Ensures zero-delay dissemination of sensitive pricing data and compliance.

2. Reduces manual process errors, enhancing trust with wholesale clients.

3. Improves regulatory auditability of all communications.

4. Increases client engagement and satisfaction with timely updates.

5. Facilitates scalable, repeatable administrative notifications across platforms.