Professional Service & Administrative AutomationPurpose
1.2. Deliver regular, error-free reports to stakeholders via scheduled notifications or dashboards.
1.3. Support strategic decision making, real-time performance monitoring, and rapid identification of sales bottlenecks or opportunities.
Trigger Conditions
2.2. Updates or changes to bookings (cancellations, rebookings).
2.3. Scheduled time-based triggers (hourly, daily, weekly).
2.4. Incoming data from GDS (Global Distribution System) feed/API.
2.5. Threshold alerts (e.g., sudden drop in daily sales).
Platform Variants
3.1. Salesforce
• Feature/Setting: Configure Scheduled Flow to trigger on “Opportunity Closed – Won.”
• Example: Set criteria in Flow Builder; use “Get Records” for tickets data.
3.2. HubSpot
• Feature/Setting: Use Workflow Automation with “Deal Stage Changed” as trigger.
• Example: Map ticket data fields to custom properties; format and send to reports.
3.3. Microsoft Power Automate
• Feature/Setting: Recurrence trigger + Dynamics 365/Excel Online connector.
• Example: Schedule job to pull new sales records, process, and export summary.
3.4. Google Sheets API
• Feature/Setting: On Edit/Append trigger.
• Example: Script to update metrics and create charts for reporting.
3.5. Zoho CRM
• Feature/Setting: Workflow Rules for “Deal Won” + Custom Report Scheduler.
• Example: Trigger report generation and email summary to management.
3.6. Tableau
• Feature/Setting: Scheduled Extract Refresh via Tableau Bridge API.
• Example: Connect to live sales database, refresh and publish dashboard.
3.7. Power BI
• Feature/Setting: Dataflow/Streaming Dataset + Scheduled Refresh.
• Example: Pull sales data, create real-time dashboards.
3.8. Looker
• Feature/Setting: Scheduled Reports via Looker API.
• Example: Define custom metrics, send email and Slack digests.
3.9. Monday.com
• Feature/Setting: Automation with “Status changed” and “Create report” integration.
• Example: Collect ticket order data and push to analytics dashboard.
3.10. Slack
• Feature/Setting: Incoming Webhooks for sales alerts.
• Example: Trigger notification for team when KPIs met or sales drop.
3.11. Zendesk Sell
• Feature/Setting: Smart Lists with Scheduled Reporting.
• Example: Filter closed tickets and send weekly sales metrics.
3.12. Freshsales
• Feature/Setting: Workflow Automation + Report Scheduler.
• Example: Automate report generation on closed deals.
3.13. QuickBooks
• Feature/Setting: Sales Receipt creation event + Custom Reports.
• Example: Use API for real-time updates in accounting reports.
3.14. SAP Business One
• Feature/Setting: Alerts/Approval Procedures for sales documents.
• Example: Flag anomalies in ticket sales volume.
3.15. Oracle NetSuite
• Feature/Setting: Saved Search Scheduled Email.
• Example: Automate daily issuance of ticket revenue reports.
3.16. Google Data Studio
• Feature/Setting: Scheduled Email delivery of dashboard.
• Example: Connect data source and automate report sharing.
3.17. Mailchimp
• Feature/Setting: Automated Email Campaigns via API.
• Example: Trigger upon sales milestones.
3.18. Twilio
• Feature/Setting: SMS alert via Programmable Messaging API.
• Example: Send text to manager on daily sales over threshold.
3.19. SendGrid
• Feature/Setting: Automated Transactional Email API.
• Example: Dispatch sales summary to selected departments.
3.20. Airtable
• Feature/Setting: Automation Trigger “Record Updated” + Scripting Block.
• Example: Update metric dashboard and notify team.
3.21. Pipedrive
• Feature/Setting: Deal Stage Automation + Activity Scheduler.
• Example: Log ticket sales by agent, automate reporting.
3.22. Asana
• Feature/Setting: Rules to create task upon sales milestone.
• Example: Assign follow-up analysis to sales analyst.
Benefits
4.2. Delivers real-time insights for managers and agents.
4.3. Accelerates response to sales trends and anomalies.
4.4. Ensures consistency and reliability in sales tracking and reporting.
4.5. Enhances data-driven decision-making in airline ticket sales operations.