Convention and Event ManagementPurpose
1.2. Automating both internal (staff) and external (vendors, clients) notifications regarding upcoming, due, or overdue contract milestones and payment schedules.
1.3. Reduce manual oversight, human error, and risk of missed obligations by establishing an automated system for deadline and payment tracking.
1.4. Enable automated escalation and follow-up for unaddressed reminders, improving compliance and response rates.
1.5. Integrate with existing event management, CRM, financial, and communication platforms for seamless automated workflow.
Trigger Conditions
2.2. Payment due date occurs or upcoming within configurable number of days.
2.3. Non-receipt of payment after due date triggers automated escalation.
2.4. New contract creation triggers scheduling of future automated reminders.
2.5. Updates or changes to contract/payment info trigger recalculation and automated rescheduling.
Platform Variants
• Feature/Setting: Use “Messaging API” to automate SMS reminders on contract milestones; configure via Webhook endpoint and schedule automation.
3.2. SendGrid
• Feature/Setting: Use “Transactional Mail Send API” to automate email delivery of reminders; configure email template and API key.
3.3. Google Calendar
• Feature/Setting: “Events API” automates creation of calendar events with reminders for deadlines; configure OAuth and event details.
3.4. Microsoft Outlook 365
• Feature/Setting: “Calendar Events API” automates scheduled email/calendar notifications; integrate via Microsoft Graph API.
3.5. Slack
• Feature/Setting: "Reminders API" automates channel or DM deadline notices; configure Bot Token, target channels, schedule.
3.6. Salesforce
• Feature/Setting: "Workflow Rules + Process Builder" automates contract or payment-triggered emails/SMS; use workflow actions.
3.7. HubSpot
• Feature/Setting: "Workflows Automation" triggers deadline emails using CRM property dates; configure workflow triggers.
3.8. Zoho CRM
• Feature/Setting: "Automation Rules" automate contract/payment tasks and reminders; use Zoho Flow or custom functions.
3.9. Pipedrive
• Feature/Setting: "Activity Reminders API" automates tasks linked to contract milestones; configure via API key.
3.10. Monday.com
• Feature/Setting: "Automations Recipes" to automate reminders based on date fields; choose trigger, set action.
3.11. Trello
• Feature/Setting: "Due Date Automation" using Butler; set up card due reminders for contract actions.
3.12. Asana
• Feature/Setting: "Rules" automate task and subtask reminder creation for approaching deadlines.
3.13. Notion
• Feature/Setting: "Database Reminder" automates reminders based on contract/payment dates in page database.
3.14. Airtable
• Feature/Setting: "Automations" automates sending emails/SMS for dates in table records; configure trigger and action.
3.15. Mailgun
• Feature/Setting: "Email API Webhooks" automate contract reminders via email; setup template and automation rules.
3.16. Freshdesk
• Feature/Setting: "Ticket Automations" automates reminders by generating notification or ticket; use Time Trigger rules.
3.17. ClickSend
• Feature/Setting: "SMS API" automates bulk SMS reminders for payment deadlines; set up automation keys and schedule.
3.18. DocuSign
• Feature/Setting: "Envelope Scheduled Reminders" automates reminders for unsigned contracts; configure timing and frequency.
3.19. BambooHR
• Feature/Setting: "Custom Workflows" automates reminders for contract renewals or expiring staff/vendor agreements.
3.20. QuickBooks
• Feature/Setting: "Scheduled Transactions & Reminders" automates payment due email notifications; configuration in Payments or Billing section.
Benefits
4.2. Automation reduces manual workload and human error for the convention bureau staff.
4.3. Enhances visibility through automated logging and reporting of reminders.
4.4. Fosters professionalism by automatedly communicating with stakeholders.
4.5. Increases overall efficiency with centralized, automatable processes for the tourism government sector in event management.