Supplier & Procurement AutomationPurpose
1.2. Ensure instant communication on successful order placement and anticipated shipment timelines.
1.3. Reduce manual follow-up, increase reliability, and improve customer trust through transparent updates.
1.4. Integrate procurement data and logistics cues to ensure accurate, automated notifications.
1.5. Track all status transitions from order creation, to vendor confirmation, to estimated delivery, and proactively alert stakeholders.
Trigger Conditions
2.2. Status change by supplier (e.g., order confirmed, item dispatched, shipment delayed).
2.3. Update in procurement system for assigned delivery date or ETA.
2.4. Receipt of external event from shipping/logistics provider confirming movement.
2.5. Workflow event signaling the need to notify customers or staff about timeline updates.
Platform Variants
• Feature/Setting: Use "Programmable SMS" API; configure SID/key, recipient number, and message body with order/delivery info.
3.2. SendGrid
• Feature/Setting: Use "Mail Send" v3 API; API Key, dynamic template with order/ETA data merged into message.
3.3. Slack
• Feature/Setting: Incoming Webhooks; specify channel and include structured JSON payload with order/delivery status.
3.4. Microsoft Teams
• Feature/Setting: Incoming webhook URL; configure adaptive card with dynamic placeholders for status and dates.
3.5. Gmail
• Feature/Setting: OAuth2 setup; send email with subject and HTML message populated by order and delivery variables.
3.6. Outlook
• Feature/Setting: "Send mail" function in Microsoft Graph API; configure client credentials and draft with dynamic content.
3.7. WhatsApp Business API
• Feature/Setting: Configure webhook callback for delivery notifications; use template messages populated from ERP.
3.8. Telegram
• Feature/Setting: Bot sendMessage API; bot token and chat_id required, dynamic text/message based on order info.
3.9. HubSpot
• Feature/Setting: Use "Workflow" automation; enroll contact when order form is submitted, send follow-up email.
3.10. Salesforce
• Feature/Setting: Process Builder or Flow automation; trigger on Opportunity/Order object, send email or SMS.
3.11. Shopify
• Feature/Setting: Order webhook events; triggers to notify customers via app notifications/email templates.
3.12. WooCommerce
• Feature/Setting: Webhook on order status change; HTTP POST to notification service or email customer via extension.
3.13. Zendesk
• Feature/Setting: Trigger/Audit event; automated ticket notification with order and delivery info to customer.
3.14. Mailchimp
• Feature/Setting: Transactional API; trigger automated campaign for order confirmations and updates.
3.15. Amazon SES
• Feature/Setting: SendEmail API; set up verified sender, compose email with dynamic order/ETA info.
3.16. Google Chat
• Feature/Setting: Webhook integration; post card message containing order confirmation details.
3.17. Intercom
• Feature/Setting: Automated message; configured to trigger upon purchase or status update event.
3.18. Freshdesk
• Feature/Setting: Workflow automations; trigger email or SMS on ticket/order event with dynamic details.
3.19. ActiveCampaign
• Feature/Setting: Automated workflow; event-based triggers to send order/ETA emails or SMS.
3.20. Zoho CRM
• Feature/Setting: Workflow rules; trigger email or SMS on sales order confirmation, inject ETA from inventory system.
3.21. Pipedrive
• Feature/Setting: Activity trigger; send personalized confirmation email or message on deal/order closed.
Benefits
4.2. Higher customer satisfaction due to proactive, real-time communication.
4.3. Reduced manual workload and operational delays for staff.
4.4. Streamlined procurement with transparency on delivery windows and updates.
4.5. Enhanced professionalism and trust with detailed, timely messaging.