Notification to internal team upon client acceptance

Purpose

1. To automatically notify the designated internal team(s) immediately upon a client's acceptance of final post-production deliverables in animation projects, ensuring prompt coordination for project closure, invoicing, archiving, feedback collection, or initiation of sequenced workflows.

2. Supports seamless handoffs, reduces manual alerting errors, accelerates billing and client engagement, and aligns stakeholders on delivery status.

3. Enables granular notifications based on project, client, deliverable type, or acceptance channel (e.g., email, portal, e-signature).

Trigger Conditions

1. Receipt of digital client sign-off or acceptance via e-signature solution (e.g., DocuSign completed envelope).

2. Client completion of acceptance form on studio portal or client area.

3. Automated flag update in project management software indicating delivery approval status.

4. Receipt of affirmative reply to delivery confirmation email.

5. Change of delivery status field to "Accepted" in CRM, PM tool, or DAM.

6. Processing of webhook or API call from file-sharing platform indicating download and acceptance.

Platform Variants

1. Slack

• Feature/Setting: Incoming Webhooks API, configure channel or user group for automated message; sample config: enable Slack API, post custom JSON payload to #delivery-completions with project metadata.
  

2. Microsoft Teams

• Feature/Setting: Connector setup; configure webhook or automation flow to post message to "Post-Production" team channel with dynamic fields (project, client, timestamp).
  

3. Twilio SMS

• Feature/Setting: Messaging API, use programmable SMS to send notification texts to mobile numbers of relevant leads with project/client details.
  

4. SendGrid

• Feature/Setting: Send Email API, configure template for internal alert, trigger on acceptance event to notify individual/team emails.
  

5. Gmail

• Feature/Setting: Gmail API, send automated email using draft/template to studio management upon project acceptance flag.
  

6. Outlook/Office 365

• Feature/Setting: Graph API or workflow automation; auto-send acceptance alerts to internal distribution list when acceptance criteria met.
  

7. Asana

• Feature/Setting: Webhook or Rules; create automatic internal task/notification in "Project Handover" section when acceptance status is updated.
  

8. Monday.com

• Feature/Setting: Automations ➔ "When status changes to Accepted, notify users"; select team or channel recipients.
  

9. Jira

• Feature/Setting: Automation Rule; trigger internal notification or assign follow-up issue when client deliverable is marked as "Accepted."
  

10. Zendesk

• Feature/Setting: Triggers; send internal notification or create follow-up ticket tagged as “accepted-delivery.”
  

11. Trello

• Feature/Setting: Butler automation; trigger card movement/notification to internal team Slack channel on acceptance field change.
  

12. Notion

• Feature/Setting: Notion API; update internal dashboard or mention relevant team in project database upon client acceptance.
  

13. DocuSign

• Feature/Setting: Connect via webhook on envelope completion; automatically push notification to internal endpoints or services.
  

14. Adobe Sign

• Feature/Setting: Agreement webhooks/API; when client signs, notify teams via configured comms channel.
  

15. Google Chat

• Feature/Setting: Incoming Webhooks; post structured messages to designated “Acceptance Alerts” room with client/project info.
  

16. Zoho CRM

• Feature/Setting: Workflow Rules; upon status update to "Delivery Accepted," send internal alert using Zoho Mail or Cliq notification module.
  

17. HubSpot

• Feature/Setting: Workflow Automation; when deal/project status is set to accepted, email/notify internal teams.
  

18. Salesforce

• Feature/Setting: Process Builder/Flow; internal chatter notification, email, or automated task on acceptance stage.
  

19. ClickUp

• Feature/Setting: Automate → "When status is 'Accepted', send alert to Team"; notify by email or in-app.
  

20. Basecamp

• Feature/Setting: Campfire bot/integration; post acceptance alert to project room or ping team leads with acceptance summary.
  

21. Discord

• Feature/Setting: Incoming Webhooks; send acceptance message to studio operations channel tagging appropriate roles.
  

22. PagerDuty

• Feature/Setting: Event API; trigger incident/notification (non-urgent) to production team for delivery sign-off.
  

23. Zapier

• Feature/Setting: Multi-platform integration; forward acceptance event from source (form, sign solution, etc.) to notifier(s).
  

24. Intercom

• Feature/Setting: Inbox bot/Workflows; send auto-message to internal team when client acceptance event is detected in system.
  

25. Google Drive

• Feature/Setting: Use Apps Script or Drive API; on folder/file metadata update (accepted), trigger notification email to team.
  

Benefits

1. Guarantees immediate visibility of client acceptance for all stakeholders and relevant functions.

2. Reduces risk of delays in post-delivery steps (billing, archiving, closure).

3. Minimizes manual coordination and communication errors.

4. Improves scalability and response times for high-volume studios.

5. Facilitates compliance and audit trails for QA, legal, and client management.

6. Ensures no project is left in limbo, boosting client satisfaction and operational efficiency.