Trigger welcome email/SMS sequence for new patients

Purpose

1.1. Automate the timely initiation of personalized welcome messages via email and SMS for new maternity patients at birth centers.
1.2. Automates essential document sharing, intake forms, FAQ delivery, and first-visit guidance to support seamless onboarding.
1.3. Enables instantly triggering automated engagement sequences to boost patient satisfaction, reduce manual errors, and optimize staff workload.

Trigger Conditions

2.1. Automatedly triggers upon a new patient record creation in the birth center EMR/EHR or CRM.
2.2. Automator listens for intake form completion or appointment booking events.
2.3. Automates workflow kickoff when patient contact info is entered on website or mobile app.
2.4. Automation may be initiated by staff entering patient data into Google Sheets, Excel, or other databases.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Automated Send Message API (POST /Messages) — Automate welcome SMS dispatch using webhooks on patient registration.

3.2. SendGrid
• Feature/Setting: Triggered Email Campaigns API — Automates sending welcome emails on contact creation with dynamic templates.

3.3. Mailgun
• Feature/Setting: Routes API — Automates email sequence upon inbound webhook from patient onboarding trigger.

3.4. Mandrill (Mailchimp Transactional)
• Feature/Setting: Messages Send API — Automate triggered, personalized transactional welcome emails.

3.5. HubSpot
• Feature/Setting: Workflow Automation & Email API — Automates lead-based welcome sequence on new contact creation.

3.6. Salesforce
• Feature/Setting: Process Builder/Flow & Messaging API — Automator triggers welcome emails/SMS from new patient record entry.

3.7. ActiveCampaign
• Feature/Setting: Automations with Email/SMS Send Action — Automates drip sequence for new contacts.

3.8. Zoho CRM
• Feature/Setting: Workflow Rules & Email/SMS Notification Actions — Automate onboarding messages to new leads/patients.

3.9. Microsoft Power Automate
• Feature/Setting: Automated Flows — Automate welcome messages using Outlook or SMS connectors upon form submission.

3.10. Google Workspace (Gmail)
• Feature/Setting: Apps Script/Automated Gmail Send API — Automates timely welcome emails triggered by Google Form or Sheet entry.

3.11. Slack
• Feature/Setting: Incoming Webhooks & Chat.PostMessage API — Automate notifications to internal onboarding channels.

3.12. ClickSend
• Feature/Setting: SMS API/Email API — Automates patient SMS/email welcome messages from custom triggers.

3.13. Intercom
• Feature/Setting: Automated Messages/Outbound API — Automate welcome communication for new users in the patient portal.

3.14. Freshdesk
• Feature/Setting: Workflow Automator Event — Send onboarding email/SMS to new ticket/patient contact.

3.15. Pipedrive
• Feature/Setting: Workflow Automation — Automate message dispatch upon new deal/person creation.

3.16. Airtable
• Feature/Setting: Automations/Email/SMS via Twilio — Automate sequences upon patient record creation.

3.17. Smartsheet
• Feature/Setting: Automation Rules — Automates emails/SMS trigger to contacts added to intake sheet.

3.18. Formstack
• Feature/Setting: Automation Actions — Trigger welcome email/SMS upon patient form submission.

3.19. Zapier
• Feature/Setting: Automated Workflows (Zaps) — Automate cross-platform welcome message dispatch.

3.20. MessageBird
• Feature/Setting: Flow Builder/SMS API — Automatedly send onboarding SMS based on patient intake triggers.

3.21. Klaviyo
• Feature/Setting: Flows — Automates multi-step welcome sequence by segmenting new patient profiles.

3.22. Constant Contact
• Feature/Setting: Automated Welcome Email — Automator triggers when new contact is added.

3.23. WhatsApp Business API
• Feature/Setting: Automated Message Template Send — Automates WhatsApp onboarding message for new patients.

3.24. Podium
• Feature/Setting: Automated Message Flows — Automate welcome communications for new patient phone numbers.

Benefits

4.1. Automates consistent, immediate patient communication, improving first impressions.
4.2. Reduces human error by automatedly delivering all necessary intake materials and guidance.
4.3. Automator allows staff to focus on care rather than repetitive messaging.
4.4. Enables automating personalized touchpoints, tracking engagement, and optimizing onboarding efficiency.
4.5. Supports compliance by automating information delivery and documentation trails.