Medical & Animal Care OperationsPurpose
1.2. Ensure medical, behavioral, dietary, and follow-up care instructions are communicated promptly and reliably.
1.3. Achieve compliance with shelter protocols and legal requirements for animal transfers.
1.4. Reduce manual workload for staff by eliminating repetitive administrative tasks.
1.5. Support clear record-keeping through automated documentation of sent instructions.
Trigger Conditions
2.2. Update to “adopted,” “fostered,” or “transferred” status for an animal.
2.3. Submission of foster/adopter contact information via intake software or webform.
2.4. Completion of post-adoption checklists by staff.
2.5. Arrival at a scheduled pickup date/time.
Platform Variants
• Feature/Setting: API to send personalized SMS; configure “Create Message”
• Sample: Use discharge summary as body, recipient as adopter’s mobile.
3.2. SendGrid
• Feature/Setting: API/SMTP “Send Email”; template integration with merge fields
• Sample: Map instructions data to dynamic fields in an email template.
3.3. Gmail API
• Feature/Setting: Send personalized email; auto-attach forms
• Sample: Script for Gmail API “users.messages.send” with attachments.
3.4. Microsoft Outlook/Graph API
• Feature/Setting: Automated email from shared mailbox
• Sample: Use Graph API “SendMail” endpoint with discharge info.
3.5. Slack
• Feature/Setting: Post discharge alert to foster channel
• Sample: “chat.postMessage” to relevant workspace channel with instructions.
3.6. HubSpot
• Feature/Setting: Workflow automation; trigger email sequence
• Sample: “Workflows” trigger on contact property change “Status=Adopter”.
3.7. Salesforce
• Feature/Setting: Process Builder or Flow; email action
• Sample: When case closed, trigger email template to contact.
3.8. Mailchimp
• Feature/Setting: Trigger transactional email
• Sample: API “messages/send” with merge variables for pet care text.
3.9. WhatsApp Business API
• Feature/Setting: Send custom message via API
• Sample: POST to “/messages” with care info to adopter’s WhatsApp.
3.10. DocuSign
• Feature/Setting: Auto-generate discharge instructions document for e-sign
• Sample: “Envelope” creation with dynamic fields from shelter data.
3.11. Zoho CRM
• Feature/Setting: Workflow rule to trigger email/SMS
• Sample: Change in contact status triggers “Send Email” or “Send SMS”.
3.12. ActiveCampaign
• Feature/Setting: Automations for email sequence
• Sample: “When contact is tagged” trigger, send discharge plan mail.
3.13. Airtable
• Feature/Setting: Automations; email field update triggers mail
• Sample: “When record status updated” then “Send email”.
3.14. Google Sheets + Apps Script
• Feature/Setting: On row change, trigger script to email info
• Sample: “onEdit” script sends discharge instructions to foster email.
3.15. Zoho Mail
• Feature/Setting: API to send template email with attachment
• Sample: Use “sendMail” API with personalized body.
3.16. Intercom
• Feature/Setting: Automated outbound message
• Sample: “Outbound Messages” on contact property update.
3.17. Facebook Messenger API
• Feature/Setting: Send message to adopter’s Messenger
• Sample: “messages” endpoint with discharge summary.
3.18. Zapier Webhooks
• Feature/Setting: Trigger multi-modal outbound comms
• Sample: Webhook catches status change, fires SMS/email actions.
3.19. Jotform
• Feature/Setting: Auto-send PDF/notification on form submission
• Sample: Configure “Autoresponder Email” with PDF attachment.
3.20. Dropbox API
• Feature/Setting: Auto-upload discharge docs to adopter folder
• Sample: “files/upload” endpoint with pet ID-based naming.
Benefits
4.2. Accelerates discharge and transition process.
4.3. Improves adopter/foster experience with prompt, clear instructions.
4.4. Ensures regulatory and protocol compliance through automated tracking.
4.5. Enables efficient, auditable workflows and documentation retention.
4.6. Frees up staff time for animal care and issue resolution.
4.7. Scales seamlessly for high-volume operations.
4.8. Facilitates multi-channel communication to match recipient preferences.
4.9. Provides delivery confirmations and logs for follow-up.
4.10. Strengthens organizational brand with timely, professional outreach.