Event and tasting session workflow automation

Purpose

1.1. Automate scheduling, promotion, registration, confirmation, reminders, attendee management, post-event follow-up, and analytics for tasting events and sessions conducted by alcohol manufacturers.
1.2. Streamline coordination between marketing teams, CRM, sales, event venues, compliance, and customer engagement platforms.
1.3. Enhance customer engagement, drive attendance, and collect actionable feedback while ensuring compliance and accurate reporting.

Trigger Conditions

2.1. Marketing initiates a new event/tasting session in the calendar or CRM.
2.2. Registrant signs up through a web form, social ad, or QR code.
2.3. RSVP is received via email, SMS, or chatbot.
2.4. Event status or attendee list is updated.
2.5. Scheduled reminders or follow-up timings are approached.

Platform Variants

3.1. Salesforce
• Feature: Event Creation Trigger; configure outbound message on new calendar event.
3.2. HubSpot
• Feature: Form Submission Workflow; trigger from event registration landing page.
3.3. Google Calendar
• API: Events.watch; subscribe to event creation or updates.
3.4. Microsoft Outlook 365
• API: Calendar Webhooks; monitor specific calendar for additions or changes.
3.5. Eventbrite
• API: Webhook for “New Order”; fires on attendee registration.
3.6. Twilio SMS
• Feature: Messaging API; send automated reminders and confirmations with event details.
3.7. SendGrid
• Feature: Email API; dispatch invitation, registration confirmation, and follow-up.
3.8. Typeform
• API: Responses Webhook; parse attendee responses in real time.
3.9. Zoom
• API: Meeting Created; trigger for virtual tasting sessions.
3.10. Mailchimp
• Feature: Campaign Trigger; send segment-based invites to specific lists.
3.11. Slack
• Feature: Incoming Webhook; alert internal team channels on new RSVPs.
3.12. Airtable
• API: Record Created/Updated; log attendees and status changes.
3.13. DocuSign
• API: Envelope Sent; automate sending and tracking of event waivers.
3.14. Facebook Events
• API: New RSVP or comment; trigger follow-ups to engaged users.
3.15. Monday.com
• Feature: Board Webhook; manage tasks for event logistics.
3.16. Zendesk
• API: Ticket Created; log inquiries or requests related to events.
3.17. Shopify
• API: New Order (for RSVP via merchandise store); handle special event packs.
3.18. Google Sheets
• API: Append Row; update in real-time with registration data.
3.19. QuickBooks
• API: Invoice Created; automate invoicing for event partners.
3.20. SurveyMonkey
• API: Survey Completed; collect post-event feedback automatically.
3.21. OneDrive
• API: File Created; push event photos and assets post-session.
3.22. Power BI
• API: Dataset Refresh; integrate event outcomes with analytics dashboard.

Benefits

4.1. Boosts attendance and engagement through timely, multi-channel invites.
4.2. Reduces manual errors and labor with consistent, automated communications.
4.3. Ensures compliance in attendee tracking and alcohol tasting waivers.
4.4. Enables robust data capture for actionable post-event marketing and sales outreach.
4.5. Provides real-time visibility and unified tracking for cross-departmental collaboration.