Purpose
1.2. Automates personalized communication sequences to optimize client engagement and attendance in counseling industry webinars.
1.3. Ensures all client data is securely captured, consented, and seamlessly integrated to automate outreach and retention.
Trigger Conditions
2.2. RSVP or sign-up via email, SMS, or chat channel triggers new workflow.
2.3. Scheduled date approaching triggers automated reminders 1 week/1 day/1 hour prior.
2.4. Payment completion or coupon code redemption event handled with automation.
Platform Variants
• Feature/Setting: automate on form submission trigger via webhook; API: Forms API sendResponses.
3.2. Zoom
• Feature/Setting: automate webinar registration; API: /webinars/{webinarId}/registrants.
3.3. GoToWebinar
• Feature/Setting: automate creating registrants; API: POST /organizers/{organizerKey}/webinars/{webinarKey}/registrants.
3.4. Eventbrite
• Feature/Setting: automate event attendee management; API: /events/{event_id}/attendees.
3.5. Google Calendar
• Feature/Setting: automate invite creation; API: events.insert.
3.6. Outlook Calendar
• Feature/Setting: automate event creation; API: /me/events.
3.7. Mailchimp
• Feature/Setting: automate emails to registrants; API: POST /automations.
3.8. ActiveCampaign
• Feature/Setting: automate sequences post-registration; API: POST /api/3/contacts.
3.9. Twilio SMS
• Feature/Setting: automate SMS reminders; API: POST /Messages.
3.10. SendGrid
• Feature/Setting: automate transactional email; API: mail/send.
3.11. Slack
• Feature/Setting: automate internal alerts to staff; API: chat.postMessage.
3.12. Typeform
• Feature/Setting: automate on completion webhook; API: webhooks.listens.
3.13. Salesforce
• Feature/Setting: automate lead automation on registration; API: sobjects/Lead.
3.14. Kajabi
• Feature/Setting: automate pipeline after sign-up; API: /forms/{id}/form_submissions.
3.15. Microsoft Teams
• Feature/Setting: automate meeting invite; API: /me/onlineMeetings.
3.16. HubSpot
• Feature/Setting: automate contact creation/workflows; API: /crm/v3/objects/contacts.
3.17. Calendly
• Feature/Setting: automate calendar event creation; API: scheduled_events.
3.18. Zoho CRM
• Feature/Setting: automate contact and lead push; API: /crm/v2/Leads.
3.19. WebinarJam
• Feature/Setting: automate new registration; API: /register.
3.20. Stripe
• Feature/Setting: automate paid event confirmation; API: /v1/checkout/sessions.
3.21. Airtable
• Feature/Setting: automate storing registrant data; API: /v0/{baseId}/{tableName}.
3.22. Intercom
• Feature/Setting: automate sending reminders/messages; API: messages.create.
Benefits
4.2. Automation ensures reminders are timely, increasing show-up rates for Gestalt therapist webinars.
4.3. Automator syncs participant data across platforms for holistically integrated campaigns.
4.4. Automates GDPR-compliant consent logging and opt-in capture.
4.5. Automating post-event follow-ups enhances client retention and feedback loop.
4.6. Automatable reporting and analytics enable real-time optimization of marketing strategies.
4.7. Automation reduces labor costs and allows the therapist to focus on clinical value.
4.8. Automatedly adapts to scale for small group sessions or large public webinars.