Event or webinar invitation workflows

Purpose

1.1. Automate the entire lifecycle of inviting, reminders, registration, and follow-up for homeopathy events/webinars to maximize engagement, attendee rate, and nurture patient-professional relationships.
1.2. Automatedly manage personalized outreach, confirmations, calendar sync, post-event feedback, and lead nurturing, reducing manual effort and optimizing the marketing, engagement, and retention process within the professional homeopathic healthcare sector.
1.3. Enable homeopaths to automate targeted event invitations based on client history, demographics, and interest profiles leveraging omni-channel automatable messaging.
1.4. Create event workflows fully automated from event creation, promotion, RSVP collection, reminder communications, and post-event automations for surveys or offers.

Trigger Conditions

2.1. New event/webinar scheduled in calendar or event management system (Google Calendar API event.insert, Eventbrite event.created).
2.2. Update in client database indicates eligibility/interest (Airtable trigger: new record, Salesforce: Campaign Members added).
2.3. Website form completed expressing event interest (Typeform webhook, JotForm webhook).
2.4. Marketing campaign reach threshold met (Mailchimp campaign.sent, HubSpot workflow enrollment).
2.5. Manual trigger: practitioner activates workflow for selected patients within CRM.

Platform Variants

3.1. Google Calendar
• Feature/Setting: Event Created trigger; configure to automatically launch invite flow when new event is added.
3.2. Outlook Calendar (Microsoft Graph API / Event endpoint)
• Feature/Setting: Automate invitations when a healthcare event is created or edited in Outlook.
3.3. Eventbrite
• Feature/Setting: Automate announcements and reminders using event.created and event.updated webhooks.
3.4. Zoom
• Feature/Setting: Automate meeting/webinar creation and registration with Zoom API meeting.webinar.created.
3.5. GoToWebinar
• Feature/Setting: Automate invitations on new session via GoToWebinar API WebinarCreated event.
3.6. Mailchimp
• Feature/Setting: Automated invitations via campaign.trigger or list.subscribe endpoints.
3.7. SendGrid
• Feature/Setting: Automate transactional and marketing emails using SendGrid API/mail/send.
3.8. HubSpot
• Feature/Setting: Automate workflows to trigger invites and reminders using workflow enrollment triggers.
3.9. Salesforce
• Feature/Setting: Campaign Member Added trigger automates invitation and nurture sequences.
3.10. Twilio
• Feature/Setting: SMS/WhatsApp event invitation via Twilio API Messages resource.
3.11. WhatsApp Business API
• Feature/Setting: Send automated invitations and reminders via /v1/messages endpoint.
3.12. Slack
• Feature/Setting: Post scheduled messages to client or staff channels via chat.scheduleMessage; automatable notifications.
3.13. Microsoft Teams
• Feature/Setting: Send automated event notifications via Graph API /sendActivityNotification endpoint.
3.14. ActiveCampaign
• Feature/Setting: Automate emails, SMS, and follow-up via automation & webhook triggers.
3.15. Kajabi
• Feature/Setting: Automate event pipelines and reminders using automated email sequence.
3.16. Typeform
• Feature/Setting: Automate event interest form intake using webhook or new response trigger.
3.17. Jotform
• Feature/Setting: Trigger invitation workflow from new submission webhook.
3.18. Airtable
• Feature/Setting: New Record in invitation table triggers automated invite via automation script.
3.19. Calendly
• Feature/Setting: New Event Scheduled webhook automates follow-up invite or confirmation sequence.
3.20. Pipedrive
• Feature/Setting: Automated activity creation and email/SMS sending when contact tagged for event.
3.21. Drip
• Feature/Setting: Automate invitations and event reminders via workflow automations.
3.22. Zapier
• Feature/Setting: Use automation to orchestrate multi-platform event invitations connecting all above endpoints.

Benefits

4.1. Automates repetitive outreach, reducing manual admin for homeopaths and staff.
4.2. Automatedly ensures personalized, timely invitations and reminders, boosting attendance rates.
4.3. Centralizes and automates tracking for RSVPs, queries, and feedback, optimizing engagement.
4.4. Enables automatable multi-channel communication (email, SMS, chat), meeting diverse patient preferences.
4.5. Improves retention by automating post-event thank-yous, offers, and follow-up nurture.
4.6. Supports compliance and accurate records by automating consent and attendance confirmations.
4.7. Scales engagement and marketing for small homeopathic practices, automating processes that would otherwise require significant manual input.