Automated notification of upcoming installations to customers

Purpose

1.1. Notify customers automatically about upcoming aluminum window installation dates, schedules, and instructions.
1.2. Reduce manual outreach, prevent miscommunications, ensure clients are always informed.
1.3. Facilitate seamless coordination between project management, customer support, and installation teams.
1.4. Support workflow triggers from project updates, scheduling tools, or task completions.

Trigger Conditions

2.1. Scheduling a new installation date in the project management system.
2.2. Update or reschedule of an existing installation event.
2.3. Confirmation of shipment arrival for necessary materials.
2.4. Task completion indicating readiness for site installation.
2.5. Scheduled reminders based on time intervals before installation (e.g., 3 days, 24 hours).

Platform Variants

3.1. Twilio SMS
- Feature/Setting: API – SendMessage; configure customer phone, installation date/time, message body.
3.2. SendGrid
- Feature/Setting: API – mail/send; dynamically populate recipient, subject, and personalized installation details.
3.3. Microsoft Outlook
- Feature/Setting: Calendar Events API; auto-insert appointment, send invite email.
3.4. Google Calendar
- Feature/Setting: Calendar API – events.insert; create event and add guest notifications.
3.5. Salesforce
- Feature/Setting: Process Builder; trigger outbound messages to customer contact based on opportunity stage.
3.6. HubSpot
- Feature/Setting: Workflow Automation; send scheduled emails to contact list on status update.
3.7. Slack
- Feature/Setting: chat.postMessage API; notify customer channels about scheduled installations.
3.8. WhatsApp Business API
- Feature/Setting: messages/send; configure customer number, use template for reminder.
3.9. Mailgun
- Feature/Setting: /messages API; auto-generate and send installation notifications.
3.10. Zoho CRM
- Feature/Setting: Workflow rules; trigger email/SMS alerts when the installation date is set.
3.11. Monday.com
- Feature/Setting: Automation Recipes; create notification pulses for customers.
3.12. Asana
- Feature/Setting: Rules; configure “send email” when tasks marked ready for install.
3.13. Airtable
- Feature/Setting: Automations; fire off emails based on date field triggers.
3.14. Pipedrive
- Feature/Setting: Workflow Automation; send deal-based notifications.
3.15. Zendesk
- Feature/Setting: Triggers; send templated email/SMS to ticket requestor on event update.
3.16. Intercom
- Feature/Setting: Auto Messages; send time-triggered notifications.
3.17. ClickSend
- Feature/Setting: SMS API; auto-send installation reminders with schedule data.
3.18. Mailchimp
- Feature/Setting: Journey Builder; automated campaign based on project pipeline.
3.19. Freshdesk
- Feature/Setting: Automation; trigger customer communication on installation event.
3.20. Google Chat
- Feature/Setting: API; post direct messages to customer groups.
3.21. ActiveCampaign
- Feature/Setting: Automations; trigger emails/SMS on custom event fields.
3.22. SAP
- Feature/Setting: Workflow; send external notifications from project system milestones.
3.23. Oracle NetSuite
- Feature/Setting: SuiteFlow; configure customer alerts on install updates.
3.24. Outlook/Exchange
- Feature/Setting: Calendar appointment invites & automated reminder emails.
3.25. Telegram Bots
- Feature/Setting: sendMessage API; push custom notification directly to user’s app.

Benefits

4.1. Increase scheduling reliability and customer satisfaction.
4.2. Minimize manual errors and time spent on repetitive outreach.
4.3. Provide real-time updates and reduce confusion.
4.4. Synchronize stakeholder communications, aiding project tracking.
4.5. Support multi-channel notification for diverse client preferences.