Job Scheduling and DispatchPurpose
1.2. Minimize manual administrative effort by providing instant, multi-channel options for clients to book a new appointment slot after a missed or canceled service call.
1.3. Ensure real-time system synchronization between calendars, notification tools, and dispatch platforms for rapid response.
Trigger Conditions
2.2. Notification or webhook from calendar/event platform indicating appointment status change.
2.3. Manual trigger by dispatcher or automated CRM update.
2.4. Receipt of inbound client communication indicating inability to attend.
Platform Variants
• Feature/Setting: Use Twilio API’s `Messages` endpoint to send automated rescheduling SMS to client.
• Example: Trigger POST request to `/2010-04-01/Accounts/{AccountSID}/Messages.json` with dynamic message body and booking link.
3.2. SendGrid
• Feature/Setting: Use SendGrid’s `Mail Send` API for email notifications with rescheduling options.
• Example: POST to `v3/mail/send` with dynamic subject and personalized booking link.
3.3. Google Calendar API
• Feature/Setting: `Events: watch` to listen for event status changes and trigger automation.
• Example: Listen for `event.status = cancelled` and trigger workflow.
3.4. Outlook Calendar (Microsoft Graph)
• Feature/Setting: Use `/subscriptions` to monitor event changes and `/me/events` to update or create new event slots.
3.5. Salesforce
• Feature/Setting: Workflow rule or Process Builder automation for `Appointment__c.Status__c = 'Cancelled'`.
• Example: Trigger Flow to send rescheduling email/SMS using integrated platforms.
3.6. HubSpot
• Feature/Setting: Workflow automation when meeting status is "canceled"; use Workflows API or `POST /automations/v3/workflows/{workflowId}/enrollments/contacts`.
3.7. Zoho CRM
• Feature/Setting: Create Blueprint transition or use Zoho Deluge script on record update.
3.8. Acuity Scheduling
• Feature/Setting: Webhook on appointment status (canceled/no-show), trigger rescheduling invitation via email/SMS using API `/api/v1/appointments/{id}`.
3.9. Calendly
• Feature/Setting: Webhook subscription to `invitee.canceled` event, trigger outbound message.
3.10. ServiceTitan
• Feature/Setting: Use ServiceTitan API to detect job status change, trigger message with rescheduling link via CRM action.
3.11. Jobber
• Feature/Setting: Monitor `job_status` updates with API, auto-send reschedule form using Jobber's notifications system.
3.12. Slack
• Feature/Setting: Use Incoming Webhooks/Slack APIs to alert relevant teams or dispatch for manual override or assistance.
3.13. Zapier
• Feature/Setting: Use Zap to link triggers (e.g., cancellation) with pre-built actions on emails/SMS/calendar platforms.
3.14. Microsoft Teams
• Feature/Setting: Use Microsoft Graph API to send notification or deep link for rescheduling view in Teams chat.
3.15. WhatsApp Business API
• Feature/Setting: Use Template Message API to offer rescheduling direct to client via WhatsApp.
3.16. Mailgun
• Feature/Setting: Send transactional rescheduling emails using `messages` endpoint.
3.17. Pipedrive
• Feature/Setting: Automation triggered by deal update (appointment lost/canceled), auto-send email/SMS using connected messaging API.
3.18. Freshdesk
• Feature/Setting: Workflow automation to offer client calendar link when service ticket is closed/canceled.
3.19. Intercom
• Feature/Setting: Use Custom Bots or event-based messages for rescheduling prompt upon user cancellation event.
3.20. ActiveCampaign
• Feature/Setting: Automation triggered by custom field or tag (canceled/no-show), trigger follow-up sequence for rescheduling.
Benefits
4.2. Reduces manual intervention, freeing up admin resources for critical tasks.
4.3. Enhanced customer satisfaction through immediate rescheduling convenience.
4.4. Seamless calendar and dispatch workflow integration improves business efficiency.
4.5. Accurate record-keeping and traceability for compliance and operational analysis.