Emergency contact form automation

Purpose

1. Automatically collect, validate, store, notify, and update emergency contact information for guests booking animal watering hole farm-stay or pet interaction experiences.

2. Ensure safety compliance, expedite guest onboarding, and enable instant access to emergency contacts for staff during incidents.

3. Eliminate manual data entry, reduce errors, and centralize records for operational efficiency and guest reassurance.

Trigger Conditions

1. New guest booking is confirmed via the reservation platform.

2. Guest check-in event is initiated online or onsite.

3. Emergency contact form submitted by guest through digital means.

4. Periodic reminders sent if emergency contact info is incomplete or outdated.

Platform Variants

1. Twilio SMS

- Feature/Setting: Messaging API; set to trigger SMS with form link post-booking confirmation.
- Sample config: Use the 'messages.create' API, set recipient = guest phone, body = form URL.

2. SendGrid

- Feature/Setting: Transactional Email API; auto-send form request via HTML email.
- Sample config: Use 'send' endpoint, to = guest email, html = form HTML.

3. Google Forms

- Feature/Setting: Pre-filled Form URLs; auto-generate guest-specific links for emergency data capture.
- Sample config: Use dynamic URL parameters in form link sent in trigger message.

4. Airtable

- Feature/Setting: New Record creation in Emergency Contacts Table.
- Sample config: Use 'createRecord' API; map form submissions to table fields.

5. HubSpot

- Feature/Setting: Contact Property API; auto-add/update emergency fields on guest profile.
- Sample config: Use 'crm/v3/objects/contacts' endpoint, patch emergency info.

6. Slack

- Feature/Setting: Incoming Webhooks; alert staff channel when contact info captured.
- Sample config: Send JSON payload to webhook with guest ID and data link.

7. Salesforce

- Feature/Setting: Custom Object API for Emergency Contacts.
- Sample config: Use 'sobjects/{objectName}' endpoint to insert/update records per guest.

8. DocuSign

- Feature/Setting: Embedded Signing API for digital signature on emergency form.
- Sample config: Generate envelope for guest completion post-booking.

9. Typeform

- Feature/Setting: Hidden Fields in form URLs; personalize guest forms.
- Sample config: Pre-fill guest ID and trip reference via URL parameters.

10. Zoho CRM

- Feature/Setting: Workflow Rule + API; update guest profile when form submitted.
- Sample config: Trigger on form integration webhook, then call 'updateRecords'.

11. Microsoft Power Automate

- Feature/Setting: Automated Flow; link booking trigger to contact record creation.
- Sample config: Use 'When a new response is submitted' trigger to create/update SharePoint list.

12. Pipedrive

- Feature/Setting: Custom Fields & API; attach emergency contacts to Deal/Person.
- Sample config: PATCH person object on deal pipeline.

13. Notion

- Feature/Setting: Database API; append emergency contact row for every new booking.
- Sample config: Use 'pages.create' with guest and emergency info fields.

14. Monday.com

- Feature/Setting: Boards API; create/update item on Emergency Contact board.
- Sample config: Use 'create_item' with guest name and details.

15. Mailchimp

- Feature/Setting: Automation Email; trigger workflow when booking tag is applied.
- Sample config: Conditional automation with form link in email body.

16. Trello

- Feature/Setting: Card Creation via API; add checklist item for emergency contact.
- Sample config: Use 'cards' endpoint, attach guest and submission status.

17. Jotform

- Feature/Setting: Prefilled Forms and API; auto-dispatch emergency form for completion.
- Sample config: Email form link using 'prefill' parameters per guest.

18. Intercom

- Feature/Setting: Custom Bot Workflow; chat message with embedded form link.
- Sample config: Use 'Messages API' with personalized reminder.

19. Freshdesk

- Feature/Setting: Ticket API; create staff tickets if contact info missing pre-check-in.
- Sample config: Automatically open ticket assigned to booking manager.

20. Dropbox Sign

- Feature/Setting: Signature Request API; collect digital sign-off on emergency data.
- Sample config: Trigger doc request to guest email on booking creation.

21. Google Sheets

- Feature/Setting: AppendRow API; log each completed emergency contact submission.
- Sample config: POST to Google Sheets API on form completion.

22. Calendly

- Feature/Setting: Workflow Automation; post-scheduling email request for emergency info.
- Sample config: Workflow triggers on new event; sends form via integrated platform.

Benefits

1. Ensures legal and safety compliance for hospitality experiences involving animals.

2. Streamlines guest experience by automating data collection steps.

3. Reduces manual work, errors, and follow-up delays for staff.

4. Centralizes emergency information for rapid access during incidents.

5. Creates auditable trail of guest-provided contacts for transparency and review.