Internal Operations and Compliance**Purpose**
1.2. Standardize data capture, minimize paperwork, and enable quick escalation to management and compliance teams.
1.3. Provide verifiable digital audit trails for legal, customer, and insurance requirements.
1.4. Facilitate automated follow-up actions, such as investigation assignment, corrective action initiation, and staff safety briefings.
**Trigger Conditions**
2.2. Specific phrases detected in service logs (e.g., “injury observed,” “damage occurred”).
2.3. Direct supervisor notification or escalation requests flagged in regular service workflow.
2.4. Incoming emails, SMS, or tickets matched against incident keywords or categories.
**Platform Variants**
- Feature/Setting: Programmable SMS webhook triggers on incoming reports; configure webhook to HTTP POST on new SMS with incident-related keywords.
3.2. **SendGrid**
- Feature/Setting: Inbound Parse Webhook; configure route for emails with “incident/accident report” in subject for JSON event hand-off.
3.3. **Slack**
- Feature/Setting: Slack Slash Command & Webhook; trigger on `/incident` command for form-based reporting, post data via Incoming Webhook.
3.4. **Microsoft Power Automate**
- Feature/Setting: “When a form is submitted” (Microsoft Forms); map fields for structured incident data intake and route to compliance channel.
3.5. **Jotform**
- Feature/Setting: Form Submission Webhook; integrate webhook to push full submission data to incident reporting workflow.
3.6. **ServiceNow**
- Feature/Setting: Incident Management API `POST /now/table/incident`; automate case creation on new report.
3.7. **Zendesk**
- Feature/Setting: Ticket Created Webhook; trigger flow when tickets labeled “Accident” are logged, and escalate using API `tickets.create`.
3.8. **Google Forms**
- Feature/Setting: Script Trigger on form submit; utilize Apps Script to send data to reporting workflow.
3.9. **Airtable**
- Feature/Setting: Webhook Automation; trigger on new record in “Incidents” table, configure HTTP POST automation.
3.10. **Salesforce**
- Feature/Setting: Process Builder/Flow "Record Created" for custom ‘Incident Report’ object, invoke external webhook/API.
3.11. **HubSpot**
- Feature/Setting: Workflow triggered on property “Accident Reported” being true in Service Tickets; invoke webhook action.
3.12. **Google Chat**
- Feature/Setting: Incoming Webhook; trigger sequence on “Incident” keyword in message stream, post to workflow URL.
3.13. **Freshdesk**
- Feature/Setting: Dispatch’r Automation; rule for category “Incident/Accident,” trigger webhook to incident management endpoint.
3.14. **Microsoft Teams**
- Feature/Setting: Incoming Webhook on channel, trigger when message with keyword “Incident” posted, relay to automation.
3.15. **Zapier**
- Feature/Setting: Trigger Zap on new form response (built-in forms, Typeform, Wufoo), route formatted incident data downstream.
3.16. **Typeform**
- Feature/Setting: Webhook integration on “Submit,” POST incident data in JSON to automation flow endpoint.
3.17. **Monday.com**
- Feature/Setting: Automation recipe “When item created in Incidents board, send webhook.”
3.18. **Trello**
- Feature/Setting: Automation “Card created on Incident board” → trigger HTTP Request via Power-Up or Butler.
3.19. **Intercom**
- Feature/Setting: Webhook on new conversation labeled “Incident”; forward message content to automation endpoint.
3.20. **Asana**
- Feature/Setting: Rule “Task added to Incidents project” triggers webhook to compliance automation.
**Benefits**
4.2. Ensures compliance with OSHA, insurance, and internal safety policy requirements in HVAC services.
4.3. Provides immediate notification to regulatory, HR, and safety management stakeholders.
4.4. Establishes a traceable digital record for audits, claims, and internal process improvements.
4.5. Facilitates cross-tool coordination, ensuring response actions are logged and tracked regardless of initial reporting channel.