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Instant notification to sales reps when an order is placed

Purpose

1. Ensure sales reps receive real-time notifications whenever a new order for construction aggregates is placed, facilitating prompt client engagement and improving response speed.

2. Prevent missed orders, enhance order accuracy, and enable teams to prioritize high-value or urgent requests efficiently.

3. Maintain transparent communications and status updates in wholesale supply chain operations, particularly for time-sensitive or bulk aggregate deliveries.


Trigger Conditions

1. New order entry logged in ERP, CRM, online portal, or integrated e-commerce platform.

2. Update received from order management system API confirming new sales transaction.

3. Successful payment confirmation or initial quotation acceptance concerning aggregate supply.


Platform Variants


1. Twilio SMS

  • Feature/Setting: Send SMS via Messages API; configure webhook on new order, use /Messages endpoint with rep’s mobile.
  • Example: POST to https://api.twilio.com/2010-04-01/Accounts/{AccountSID}/Messages.json

2. SendGrid

  • Feature/Setting: Automated email alert using Transactional Templates; configure API trigger for new orders.
  • Example: Send to /mail/send with dynamic sales rep email and order info.

3. Slack

  • Feature/Setting: Incoming Webhooks; trigger channel message on order event.
  • Example: POST to https://hooks.slack.com/services/{WebhookID} with payload.

4. Microsoft Teams

  • Feature/Setting: Channel Message API; push card notification using Graph API when order received.
  • Example: POST to https://graph.microsoft.com/v1.0/teams/{team-id}/channels/{channel-id}/messages

5. WhatsApp Business API

  • Feature/Setting: Send order notification using /messages endpoint with rep’s WhatsApp number.
  • Example: POST to /v1/messages with appropriate template.

6. Telegram Bot API

  • Feature/Setting: Use sendMessage method to rep’s chat ID upon new order event.
  • Example: POST to https://api.telegram.org/bot{Token}/sendMessage

7. PagerDuty

  • Feature/Setting: Trigger incident using Events API v2 for urgent or bulk orders.
  • Example: POST to https://events.pagerduty.com/v2/enqueue

8. Gmail API

  • Feature/Setting: Send order notification email via Gmail /messages/send endpoint.
  • Example: POST to https://www.googleapis.com/gmail/v1/users/me/messages/send

9. Outlook365 API

  • Feature/Setting: Use SendMail endpoint to notify assigned sales rep.
  • Example: POST to https://graph.microsoft.com/v1.0/me/sendMail

10. Salesforce

  • Feature/Setting: Configure Process Builder flow or use Apex REST API to dispatch order alert.
  • Example: Call /services/data/vXX.X/sobjects/Task/

11. HubSpot

  • Feature/Setting: Use Workflow to trigger notifications or call Engagements API.
  • Example: POST /engagements/v1/engagements

12. Zoho CRM

  • Feature/Setting: Use Workflow Rule with custom function to send email or SMS via External APIs.
  • Example: zoho.crm.sendMail() or webhook.

13. Mailjet

  • Feature/Setting: API v3.1 with email notification template for orders.
  • Example: POST to /v3.1/send

14. Pushover

  • Feature/Setting: Push notification with /messages.json endpoint.
  • Example: POST to https://api.pushover.net/1/messages.json

15. Discord

  • Feature/Setting: Configure webhook for order alert to sales channel.
  • Example: POST to https://discord.com/api/webhooks/{webhook.id}/{webhook.token}

16. Microsoft Power Automate

  • Feature/Setting: Create flow to notify defined users via Teams/Outlook on HTTP trigger.

17. SAP Cloud Platform Workflow

  • Feature/Setting: Trigger workflow email or notification on new order object creation in system.

18. Freshsales

  • Feature/Setting: Workflow automations for new deal/order notification via email or integrated SMS connector.

19. ClickSend

  • Feature/Setting: SMS gateway API; notify sales rep with order summary.
  • Example: POST to https://rest.clicksend.com/v3/sms/send

20. Intercom

  • Feature/Setting: Use custom bots or messages APIs to ping reps in-app or via email.

21. Monday.com

  • Feature/Setting: Automation recipe for instant notifications or webhook on deal/order creation.

Benefits

1. Orders are never missed, supporting seamless delivery logistics and proactive customer care.

2. Increased confidence and accountability in aggregate supply sales management.

3. Decreased response time drives higher customer satisfaction and possible increase in order frequency.

4. Data-rich notifications minimize manual data checks, reducing administrative errors.

5. Enables scalable multi-channel communication, accommodating varying sales rep preferences.

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