Purpose
1.2. Deliver professional, branded, and accurate order confirmations to build trust and reduce support inquiries.
1.3. Send automatic confirmations across multiple channels (email, SMS, messaging apps, etc.), ensuring customers receive prompt updates.
1.4. Centralize all confirmation delivery logs for operational visibility and compliance.
1.5. Enable easy adaptation for personalized messaging (machine details, shipping info, warranty, payment instructions, etc.).
Trigger Conditions
2.2. Payment (initial deposit or completed) is registered.
2.3. Order status is marked as ‘confirmed’ or ‘processing’ by sales staff.
2.4. Web order form submission on B2B portal.
2.5. Manual override by authorized sales manager.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: Message Resource API; configure to send SMS to customer upon new order event; sample config: `POST /Messages` with fields for phone, order ID, status.
3.2. SendGrid
• Feature/Setting: Mail Send API; dynamic template with merge fields (order number, machine type); API call on order event.
3.3. Mailgun
• Feature/Setting: Send Email API; auto-generate transactional emails when order is recorded.
3.4. Mandrill
• Feature/Setting: Transactional Message API; set up webhook to trigger template-based order confirmation.
3.5. Slack
• Feature/Setting: Incoming Webhook; post confirmation notice in specific customer channel or sales notification channel.
3.6. Microsoft Teams
• Feature/Setting: Incoming Webhook; send adaptive card with order details to sales or customer support team.
3.7. WhatsApp Business API
• Feature/Setting: Message Send endpoint; configure order confirmation template and trigger on order status change.
3.8. Telegram
• Feature/Setting: Bot API; use `sendMessage` endpoint to alert customers about their order.
3.9. HubSpot
• Feature/Setting: Workflow Automation & Email API; auto-send order confirmation when new deal moves to 'Confirmed'.
3.10. Salesforce
• Feature/Setting: Process Builder—Email Alert or SMS integration; config triggered by Opportunity or Order change.
3.11. Shopify
• Feature/Setting: Order Notifications; customize confirmation email and enable via admin.
3.12. Zoho CRM
• Feature/Setting: Workflow Rules + Send Email function; order confirmation template triggered by order status update.
3.13. Freshdesk
• Feature/Setting: Automation Rule - Email to customer; triggered when order-type ticket is created.
3.14. Zendesk
• Feature/Setting: Triggers—Notify Target; email or SMS to customer when order ticket is logged.
3.15. Outlook (Microsoft 365)
• Feature/Setting: Power Automate flow; auto-send mail with order PDF attachment when new order created in integrated system.
3.16. Gmail
• Feature/Setting: Google Apps Script or API; send order confirmation from business mailbox when notified by ERP.
3.17. PushBullet
• Feature/Setting: Push Note API; send push notification to customer device with order reference.
3.18. Intercom
• Feature/Setting: Outbound Messages; auto-send confirmation via chat or email when order logged.
3.19. Webex
• Feature/Setting: Messages API; push order confirmation to customer or support room.
3.20. PagerDuty
• Feature/Setting: Custom Event; raise internal alert for order confirmation failures or manual confirmation required.
3.21. Line Messaging API
• Feature/Setting: Push Message Endpoint; send formatted confirmation to customer Line account.
3.22. Viber
• Feature/Setting: Send Messages API; template message configured for order confirmation.
3.23. MessageBird
• Feature/Setting: Message API; set up SMS/WhatsApp/Voice confirmation flow per order event.
3.24. SAP
• Feature/Setting: Workflow or Output Management module; configure to auto-send email on order creation.
3.25. Oracle NetSuite
• Feature/Setting: SuiteScript or Workflow; send confirmation email/SMS to customer automatically.
Benefits
4.2. Reduces support burden by minimizing "order received?" inquiries.
4.3. Multiple channels ensure reliable delivery to diverse clients.
4.4. Seamless integration with existing B2B, ERP, and CRM infrastructure.
4.5. High adaptability for branding, personalization, and regulatory compliance.
4.6. Centralized audit trails and logs for all confirmations sent.
4.7. Scalable for volume surges and new channels without code changes.
4.8. Better customer experiences supporting repeat business and referrals.