Status update notifications to clients

Purpose

1.1. Notify clients of project status changes (planned, in progress, editing, delivery, completed, delayed) in real-time.
1.2. Enhance transparency, client trust, and reduce manual communication workload.
1.3. Automatically document each notification for audit trails and compliance with service agreements.
1.4. Provide clients with relevant updates (including images, documents, ETA, or next steps) pertinent to their aerial photography projects.

Trigger Conditions

2.1. Project status value changes in the Project Management System (e.g., from “Shooting” to “Editing”).
2.2. Status transitions identified during workflow automation (such as file upload completion or payment received).
2.3. Manual override by project manager to notify of delays or milestones.
2.4. Pre-set deadlines reached without status update, triggering an alert to client and internal staff.

Platform variants

3.1. Twilio SMS
• Feature/Setting: Use Programmable Messaging API; configure sender number and client’s mobile as recipient with a custom message like “Your aerial project is now [STATUS].”

3.2. SendGrid
• Feature/Setting: Use Transactional Email API; set dynamic subject and HTML body from project status variables.

3.3. Slack
• Feature/Setting: Incoming Webhook or Slack API chat.postMessage; direct message client or dedicated client channel with status update.

3.4. Microsoft Teams
• Feature/Setting: Create Connector webhook; send adaptive cards with status and relevant files.

3.5. WhatsApp Business API
• Feature/Setting: Template message for status update; map client number and project info to variables.

3.6. Discord
• Feature/Setting: Webhook integration; send embedded message for visual status cues.

3.7. Gmail
• Feature/Setting: Gmail API send endpoint; auto-draft personalized email with latest status and media links.

3.8. Outlook
• Feature/Setting: Microsoft Graph / sendMail; trigger event-based email with dynamic body content.

3.9. HubSpot CRM
• Feature/Setting: Automation workflow; trigger a marketing or transactional email based on lifecycle stage change.

3.10. Salesforce
• Feature/Setting: Process Builder or Flow; automatic client email/SMS on Opportunity Stage or Case Status update.

3.11. Monday.com
• Feature/Setting: Automations board — send email/in-app notification when status column changes.

3.12. Asana
• Feature/Setting: Rules — on task/project status change, trigger integration with email/SMS/messaging.

3.13. Zoho CRM
• Feature/Setting: Workflow Rules; upon deal or project status change, dispatch client notification.

3.14. ActiveCampaign
• Feature/Setting: Automations; send targeted status update emails and SMS.

3.15. Intercom
• Feature/Setting: Custom bots/Outbound messaging on user event or segment update.

3.16. Mailgun
• Feature/Setting: Messages API; customized transactional status emails.

3.17. Pipedrive
• Feature/Setting: Workflow Automation; status to trigger email/SMS via integrated services.

3.18. ClickSend
• Feature/Setting: SMS API; configure to send concise project updates.

3.19. Google Chat
• Feature/Setting: Webhook-based bot; message client via direct chat.

3.20. Facebook Messenger
• Feature/Setting: Send API; use template messages for structured update with quick replies.

Benefits

4.1. Minimizes manual follow-up, saving staff time.
4.2. Ensures clients are always informed, boosting satisfaction.
4.3. Reduces risk of miscommunication or missed updates.
4.4. Enables consistent brand experience with pre-defined templates.
4.5. Maintains compliant and searchable audit trail of all notifications.
4.6. Adaptable to client preference for communication channel.
4.7. Supports multi-language, attachments, links, and contextual information in updates.