Digital membership card issuance

Purpose

1.1. Automate issuance and distribution of digital membership cards to architects, streamlining onboarding, renewals, and access eligibility with real-time updates.
1.2. Automated system reduces manual intervention, ensures immediate card delivery upon approval or renewal, and maintains dynamic member status.
1.3. Aim: Support professional body in automating identification, benefits access, and record-keeping for corporate and individual members.

Trigger Conditions

2.1. New member signup is approved in the membership database (automated detection).
2.2. Membership renewal processed successfully—automatically flagged by payment processor.
2.3. Update in member profile or change in membership tier, detected via integration.
2.4. Manual trigger by association admin using automated workflow panel.
2.5. Scheduled periodic card refresh—automation initiates at expiry or key calendar date.

Platform Variants

3.1. Salesforce
• Feature/Setting: Process Builder or Flow automation—auto-generate digital card when 'Membership Approved' status is set.
3.2. Microsoft Power Automate
• Feature/Setting: Automated Flow triggering from SharePoint or Dataverse membership update, then generating and emailing a digital pass.
3.3. Zapier
• Feature/Setting: Multi-step Zap automating card creation via a DOCX output from Google Docs/Drive and auto-emailing.
3.4. HubSpot
• Feature/Setting: Workflow automation instantiates card template upon member status change, auto-sends email with attachment.
3.5. Integromat (Make)
• Feature/Setting: Scenario auto-generates custom PDFs using Google Docs Module, followed by file upload and auto-dispatch via email.
3.6. Twilio
• Feature/Setting: Programmable Messaging API—send SMS with a digital card download link, automated on membership activation.
3.7. SendGrid
• Feature/Setting: Marketing Campaigns automation—auto-dispatch of a digital card email upon trigger event.
3.8. Google Workspace API
• Feature/Setting: Automated Doc creation and Gmail API action for sending membership cards on new member approval.
3.9. AWS Lambda
• Feature/Setting: Serverless function triggers on database event to generate card and automate email delivery through SES.
3.10. Auth0
• Feature/Setting: Rule triggers automated card generation upon new user registration/authentication event.
3.11. Wix Automations
• Feature/Setting: Automated workflow on new form submission to create and email branded membership card.
3.12. Airtable Automations
• Feature/Setting: Script/action triggered on record update for generating and attaching a digital file to outbound email.
3.13. DocuSign
• Feature/Setting: Template automation for digital card with signature—auto-send on new membership contract completion.
3.14. Adobe Sign
• Feature/Setting: Automated email with PDF card sent post-verification signature step completion.
3.15. Pabbly Connect
• Feature/Setting: Trigger automation from Google Sheets update to render and send digital cards.
3.16. Smartsheet
• Feature/Setting: Automation on row change triggers document merge and auto-email.
3.17. Monday.com
• Feature/Setting: Automator pulse creates digital file on item status update, then fires email via integrated email module.
3.18. Freshdesk
• Feature/Setting: Automates ticket-based issuance—workflow triggers card file send when membership ticket marked closed.
3.19. Slack
• Feature/Setting: Workflow builder posts automated direct message with download link on membership event.
3.20. Notion API
• Feature/Setting: Automated card template creation/sharing when member record is added/updated.
3.21. Trello
• Feature/Setting: Automation on card move within membership board triggers attachment/email of digital card.
3.22. Intercom
• Feature/Setting: Automated chat/email campaign distributes card following verified registration.
3.23. Mailchimp
• Feature/Setting: Triggered email automation sends digital card file when tag or segment updated.

Benefits

4.1. Reduced manual work—automated card generation and delivery.
4.2. Instant card access—immediate automated response to membership triggers.
4.3. Enhanced accuracy—automation reduces risk of human error in card data.
4.4. Scalability—automated flows handle high member volumes with no extra effort.
4.5. Improved member satisfaction—faster, error-free, automatedly delivered cards.
4.6. Seamless integration—automation bridges platforms for fully digitized processes.
4.7. Comprehensive audit trails—automators log all actions for transparency.