Integration with SMS/WhatsApp for quick updates and notifications

Purpose

1.1. Deliver real-time updates, promotions, order/shipping notifications, service reminders, or support alerts to wholesale partners and clients in the HVAC sector via SMS/WhatsApp.
1.2. Ensure timely communication for marketing campaigns, new product launches, invoice notifications, and urgent maintenance updates.
1.3. Enhance customer engagement and operational efficiency by reducing manual outreach and leveraging instant messaging channels.

Trigger Conditions

2.1. New order placed, order status change, or shipment dispatched from ERP/CRM.
2.2. Scheduled service or maintenance reminders due.
2.3. New marketing campaign created or promotion released.
2.4. Payment confirmation or overdue invoice notification.
2.5. Customer/partner opt-in for SMS/WhatsApp communications detected.
2.6. Support ticket updates or issue resolution completed.

Platform Variants

3.1. Twilio SMS
• Feature: Programmable SMS API.
• Sample: Configure API credentials, set ‘from’ phone number, map message body to trigger data.

3.2. Twilio WhatsApp
• Feature: WhatsApp Business API via Twilio.
• Sample: Link WhatsApp sender profile, register templates, connect to workflow events.

3.3. Nexmo (Vonage) SMS
• Feature: SMS API endpoint.
• Sample: Input API key/secret, define recipient, inject order or promotion details.

3.4. MessageBird SMS
• Feature: Programmable Messaging API.
• Sample: Set access key, recipient, and dynamic message content.

3.5. MessageBird WhatsApp
• Feature: WhatsApp Conversations API.
• Sample: Register phone, authenticate, build templates for shipment updates or alerts.

3.6. Plivo SMS
• Feature: SMS Messaging API.
• Sample: Provision sending numbers, write workflow to fetch recipient from CRM.

3.7. Sinch SMS
• Feature: SMS REST APIs.
• Sample: Authenticate with App Key, assign sending ID, compose bulk messages for promos.

3.8. Infobip SMS
• Feature: SMS API channel.
• Sample: Generate API credentials, set sender ID, automate client/supplier alerts.

3.9. Infobip WhatsApp
• Feature: WhatsApp Business API.
• Sample: Onboard template messages, configure campaign flows for support notifications.

3.10. ClickSend SMS
• Feature: SMS API integration.
• Sample: Use API key, input recipient from ERP, send order status messages.

3.11. Telesign SMS
• Feature: Messaging API.
• Sample: Secure API key, connect contacts from CRM, trigger on invoice creation.

3.12. Karix WhatsApp
• Feature: WhatsApp Business Messaging API.
• Sample: Authenticate numbers, draft broadcast templates for HVAC system updates.

3.13. Gupshup WhatsApp
• Feature: Messaging API.
• Sample: Register WhatsApp sender, configure triggers for promotional campaigns.

3.14. Kaleyra SMS
• Feature: Messaging API.
• Sample: Use API credentials, auto-send service reminders.

3.15. Rocket.Chat (via gateways)
• Feature: SMS/WhatsApp Integration Module.
• Sample: Connect WhatsApp/SMS gateways, automate outbound messages.

3.16. WhatsApp Cloud API (Meta)
• Feature: Direct WhatsApp API by Meta.
• Sample: Authenticate app, link business number, automate transactional updates.

3.17. Sendinblue SMS
• Feature: Transactional SMS API.
• Sample: API key setup, map recipient to partner database.

3.18. Zenvia SMS
• Feature: SMS Messaging API.
• Sample: Input account token, configure shipment status alerts.

3.19. CM.com SMS
• Feature: Business Messaging API.
• Sample: Enter product token, create real-time update templates.

3.20. 360dialog WhatsApp
• Feature: WhatsApp Business API.
• Sample: Onboard WhatsApp phone, automate campaign and trigger rules.

Benefits

4.1. Improves communication speed and reliability for wholesale HVAC business processes.
4.2. Minimizes human intervention; scales updates for bulk orders and multi-site clients.
4.3. Enhances customer satisfaction via timely, personalized notifications.
4.4. Increases engagement for marketing and reduces missed opportunities.
4.5. Strengthens operational control with audit trails and delivery tracking.