Purpose
1.2. Automates compliance with data privacy, ensures only authorized recipients receive sensitive financial docs or payout instructions, and tracks sharing logs for audits.
1.3. Reduces manual handling, automates communication workflows, minimizes human errors, and automates notifications for falsified access attempts, benefiting finance teams in busy, seasonal environments.
Trigger Conditions
2.2. Automates payout record finalization, triggers on upload/approval of payout files, or via scheduled batch processing (e.g., every event end day).
2.3. Automates triggers via form completion, finance app webhook, or new payment entry.
Platform Variants
• Feature/Setting: Automated SMS API. Use programmable messaging to send payout links. Example: POST to /Messages with dynamic mobile, payout info, pre-configured template.
3.2. SendGrid
• Feature/Setting: Automated transactional email API. Use dynamic templates and personalizations. Example: POST to /mail/send with payout PDF as attachment, unique tokenized download links.
3.3. DocuSign
• Feature/Setting: Automated envelopes and embedded signing. Configure workflow to send secure payout disclosure, require e-consent.
3.4. Slack
• Feature/Setting: Automated direct messaging via Slack API. Trigger message to performer’s userID; include payout notification and private document link.
3.5. Google Drive
• Feature/Setting: Automated file sharing API. Programmatically generate secure, time-limited share links for payout statements. Send link to recipient's email.
3.6. Dropbox
• Feature/Setting: Automated file request or direct delivery. Use /sharing/create_shared_link_with_settings to automate secure sharing of folders containing payout docs.
3.7. Microsoft Teams
• Feature/Setting: Automated adaptive card or bot message. Send payout details via Teams API; restrict visibility to intended recipients.
3.8. Zapier
• Feature/Setting: Automator for API chains. Connect event payout status to automated delivery workflows—SMS, email, cloud folders.
3.9. Salesforce
• Feature/Setting: Automate via Process Builder or Flow. When a performer’s payment is approved, auto-send secure communication using native or integrated APIs.
3.10. HubSpot
• Feature/Setting: Automate via workflows. On payout approval property change, trigger automated email with secure payout link.
3.11. Mailgun
• Feature/Setting: Automated transactional email API. Configure secured templates, tokenized URLs for files.
3.12. OneDrive
• Feature/Setting: Automated file share API. Set permissions so only specified recipient can access payout spreadsheet or PDF file.
3.13. AWS SES
• Feature/Setting: Automated email with encrypted attachment or presigned S3 link to payout doc.
3.14. AWS S3
• Feature/Setting: Automated presigned URLs for payout statements; auto-expiry ensures secure sharing.
3.15. Auth0
• Feature/Setting: Automated identity validation API for access control to payout pages or files.
3.16. PandaDoc
• Feature/Setting: Automated document delivery API; secure payout sheet distribution requiring recipient authentication.
3.17. Monday.com
• Feature/Setting: Automation recipes. On status update to “Paid,” automate email/file share workflow for payout communication.
3.18. Pabbly Connect
• Feature/Setting: Automate multi-step workflows. Triggers on payment completion, sends customized notifications with secured links.
3.19. Microsoft Power Automate
• Feature/Setting: Automate event-driven sharing via connectors—Teams, Outlook, SharePoint file links restricted to recipient.
3.20. Bitwarden
• Feature/Setting: Automated secure note or password sharing for access to payout portal or files.
3.21. Airtable
• Feature/Setting: Automate record change triggers. When payout finalized, send automated email via external integration (Mailgun, SendGrid, etc.) with payout link.
3.22. Notion
• Feature/Setting: Automate external share link generation via API; share to only authorized performers for payout info.
Benefits
4.2. Streamlines performer/participant communications and automatedly enforces data protection.
4.3. Automates compliance record-keeping with detailed logs for each share and access attempt.
4.4. Scales easily for peak periods, automating complex or repetitive delivery tasks.
4.5. Automates multi-channel delivery (email, SMS, chat, cloud link), so recipients always get information via their preferred method.