Communication & Notification AutomationPurpose
1.2 Automating communication workflows empowers social services to support victims through multi-channel engagement, compliance with legal mandates, secure record-keeping, and seamless coordination between agencies.
Trigger Conditions
2.2 Status change in a victim’s service or risk assessment triggers automating contact to partners.
2.3 Time-bound follow-ups automate reminders and secondary outreach to ensure continuous support.
2.4 External request or referral received triggers automating notifications to relevant partner organizations.
Platform Variants
• Feature/Setting: Automate sending SMS with Twilio Programmable Messaging API; configure to send templated alerts when a new case is received.
3.2 SendGrid
• Feature/Setting: Automate email outreach using Send Email API; configure service to send personalized emails with victim identifiers and action items.
3.3 Microsoft Teams
• Feature/Setting: Automate channel messages and notifications using Teams API; post updates in dedicated team channels for inter-agency collaboration.
3.4 Slack
• Feature/Setting: Automate notification messages via Slack Incoming Webhooks; configure notification content dynamically with case information.
3.5 Salesforce
• Feature/Setting: Automate partner outreach using Salesforce Flow or Process Builder with Email Alert actions; configure triggered flows upon record changes.
3.6 HubSpot
• Feature/Setting: Automate sequence enrollment to send outreach emails and task notifications to connected organizations; leveraging Workflows API.
3.7 Gmail API
• Feature/Setting: Automate sending and labeling emails; configure watch and sendMessage endpoints to automate communications.
3.8 Outlook (Microsoft Graph API)
• Feature/Setting: Automate sending emails and calendar invites using sendMail endpoint; automate dispatches based on triggers.
3.9 Zoom
• Feature/Setting: Automate scheduling and invitation via Meetings API; send automated invites for urgent case conferences.
3.10 DocuSign
• Feature/Setting: Automate sending documents for e-signature with Envelopes::create endpoint; automate partner MOUs or consents.
3.11 Mailchimp
• Feature/Setting: Automate notifications and updates via Campaigns API; configure to deliver secure case updates to distribution lists.
3.12 Zendesk
• Feature/Setting: Automate ticket creation and partner notification using Tickets API; trigger upon new requests or victim updates.
3.13 Freshdesk
• Feature/Setting: Automate dispatch of ticket notifications to partner agents using Freshdesk API, automating cross-agency support.
3.14 Google Sheets
• Feature/Setting: Automate data entry and sharing with Sheets API; trigger partner notifications on sheet changes.
3.15 Trello
• Feature/Setting: Automate card creation and assignment on victim cases using Trello API; automate board notifications for partners.
3.16 Monday.com
• Feature/Setting: Automate item creation and update notifications with API; use webhooks to automate alerts to partners.
3.17 Asana
• Feature/Setting: Automate task creation and comment feed to partners using Asana API; automate updates on victim case tasks.
3.18 Pipedrive
• Feature/Setting: Automate deal updates or activity notifications using Pipedrive API; automate correspondence tracking with partners.
3.19 Notion
• Feature/Setting: Automate database updates and notifications using Notion API; automate linked partner organization records and comments.
3.20 WhatsApp Business API
• Feature/Setting: Automate outbound secure messages and confirmation requests; automate delivery of intervention status updates.
Benefits
4.2 Minimizes manual errors through end-to-end automation and transparent record-keeping.
4.3 Automating outreach guarantees timely compliance and documentation for audits.
4.4 Scales outreach efforts across multiple communication channels, automating partner coordination.
4.5 Automation leads to better support experience, evidenced by quicker response, monitoring, and follow-up actions.