Quoting, Job Estimation, and Project KickoffPurpose
1.2. Provide customers with project details, timeline, team contacts, and onboarding documents specific to aluminum welding jobs.
1.3. Enhance professional perception and operational efficiency by automating repetitive communication after job estimation approval.
Trigger Conditions
2.2. Project record shifts to “kickoff” or “in progress.”
2.3. Manual override allows early or delayed notification, controlled via user interface or CRM flag.
2.4. Customer email, SMS, or messaging contact present and verified.
Platform Variants
• Feature/Setting: Programmable Messaging API. Configure SMS trigger on status update with project variables, e.g. quote ID, timeline.
3.2. SendGrid
• Feature/Setting: Mail Send API. Use templated email with dynamic fields, triggered via webhook from CRM or job management tool.
3.3. Mailgun
• Feature/Setting: Messages API. Configure verified domain, utilize email templates linked to project approval event.
3.4. Outlook 365
• Feature/Setting: Microsoft Graph Mail Send API. Automate workflow on SharePoint/Teams update for enterprise email delivery.
3.5. Gmail API
• Feature/Setting: Users.messages.send method. Triggered from Google Sheets/AppSheet status change.
3.6. Pipedrive
• Feature/Setting: Activity Webhooks. Push updates to communication automation on deal stage change.
3.7. HubSpot
• Feature/Setting: Workflow automation. Trigger external event or internal email/SMS via connected app.
3.8. Salesforce
• Feature/Setting: Process Builder (“Flows”). Auto-send communications on Opportunity Stage = “Approved.”
3.9. Zoho CRM
• Feature/Setting: Workflow Rules. On quote approval, invoke webhook or integrated email template.
3.10. Slack
• Feature/Setting: Incoming Webhook, user DM or dedicated channel for notifications to customer side (if partnered).
3.11. WhatsApp Business API
• Feature/Setting: Message Template. Trigger on CRM event using approved template.
3.12. Viber Business
• Feature/Setting: Public Account API. Automate message dispatch via status change in job system.
3.13. Telegram Bot API
• Feature/Setting: sendMessage method. Notify customer via bot initiated from backend system event.
3.14. Microsoft Teams
• Feature/Setting: Graph API or Power Automate. Post to customer-accessible channel or email thread.
3.15. Freshdesk
• Feature/Setting: Automations “on Ticket Update.” Notify customer from support/ticketing view.
3.16. Zendesk
• Feature/Setting: Triggers, Automations API. Template message on ticket or custom object update.
3.17. Monday.com
• Feature/Setting: Automations > Integrations/email, or notify customer on status column update.
3.18. Asana
• Feature/Setting: Zapier integration to trigger Gmail/Slack/email webhook on Task “Quote Approved.”
3.19. ClickSend
• Feature/Setting: SMS API. Direct message with job details activated by CRM webhook.
3.20. ActiveCampaign
• Feature/Setting: Automations. Trigger campaign or individual email/SMS on custom field change (approved/kickoff).
3.21. Intercom
• Feature/Setting: Custom Bots or Automated Rules. Send real-time in-app or email message.
3.22. DocuSign
• Feature/Setting: Envelope status event triggers. Notify after contract sign-off and kick-off phase start.
3.23. Airtable
• Feature/Setting: Automations > Send Email/Trigger Webhook. Based on approved status in linked table.
3.24. Smartsheet
• Feature/Setting: Workflow Automation. Alert users on status update to “Approved.”
Benefits
4.2. Increases customer satisfaction by maintaining proactive communication and reducing information gaps.
4.3. Reduces operational overhead for aluminum welder project managers.
4.4. Shortens project start delays by immediately confirming next steps and project contacts.
4.5. Enables audit trail for compliance and dispute resolution in metalwork projects.