Client Communication and UpdatesPurpose
1.2. Ensure timely, automated delivery of operational updates, project delays, or on-site changes, using multi-channel broadcasting, reducing manual involvement and error.
1.3. Enable centralized, automated communication flows for site supervisors and office staff to keep clients accurately and quickly informed.
Trigger Conditions
2.2. Manual trigger by project management staff for scheduling changes or urgent announcements.
2.3. Automated routine scheduling, e.g., daily project status or weekly update broadcasts.
2.4. Automator listens for changes in CRM (e.g., status moves from “In Progress” to “Delayed”).
2.5. Automated incoming alert from site sensors (e.g., rain detected) pushes instant broadcast.
Platform Variants
3.1. Twilio (SMS & Voice API)
• Feature/Setting: Automate broadcast via programmable SMS; API endpoint `/Messages`, configure recipient from CRM data, set messaging template for weather or schedule updates.
3.2. SendGrid (Email API)
• Feature/Setting: Automate transactional email campaigns; API endpoint `/mail/send`, control sender & recipient via dynamic templates, trigger based on CRM or weather API.
3.3. Slack (Incoming Webhooks)
• Feature/Setting: Automate announcements to client or team channels; Webhook configuration with project or announcement payload, triggered on weather or schedule changes.
3.4. Microsoft Teams (Connector API)
• Feature/Setting: Automator posts to designated channels using Incoming Webhook URL, message body with real-time update or service broadcast.
3.5. WhatsApp Business API
• Feature/Setting: Automate scheduling of WhatsApp messages via `/messages` endpoint, pre-approved templates for project updates, triggered from scheduler or CRM.
3.6. Mailgun (Email API)
• Feature/Setting: API `/messages` automates bulk or individual notification emails; batch trigger option after weather API call.
3.7. Gmail API
• Feature/Setting: Automatedly compose and send emails to a group, using `/users.messages.send`, pull recipient from updates database.
3.8. Outlook (Microsoft Graph API)
• Feature/Setting: Automate sending announcements via `/sendMail` function, recipient and message dynamically set by automator script.
3.9. Facebook Messenger Platform API
• Feature/Setting: Automate structured message dispatch to subscribed clients using `/me/messages` endpoint based on auto-detected triggers.
3.10. Telegram Bot API
• Feature/Setting: Automate push notifications to Telegram groups with Bot `/sendMessage`, configure chat ID per project or client.
3.11. Pushover
• Feature/Setting: API `/messages.json` automates service broadcast via instant push notification to subscribed users.
3.12. OneSignal
• Feature/Setting: Automate push notifications using RESTful `notifications` API, segmenting users by project or location.
3.13. Zapier Webhooks
• Feature/Setting: Automate bridging APIs; receive webhook on trigger, post to multiple notification platforms.
3.14. ClickSend (SMS & Email)
• Feature/Setting: Automate bulk SMS or email; use `/v3/sms/send` or `/v3/email/send` API based on pre-defined or dynamic recipient list.
3.15. PagerDuty (Incidents API)
• Feature/Setting: Automatically trigger incidents and mobile alerts with `/incidents` for urgent field updates.
3.16. Discord (Webhook API)
• Feature/Setting: Automate posting of project updates into client Discord servers, message templated per event type.
3.17. Signal (Signal API via Signal-Cli)
• Feature/Setting: Automate group or direct push via CLI/API, message payload configured for routine or weather-based updates.
3.18. AWS SNS (Simple Notification Service)
• Feature/Setting: Automate broadcasting SMS, email, push; topics subscribing clients, publish via `/Publish` API for mass reach.
3.19. HubSpot (Workflows API)
• Feature/Setting: Automates triggered email or SMS with custom properties; `/automation/v3/workflows` for orchestrating event-based broadcasts.
3.20. Freshdesk (Ticket Updates)
• Feature/Setting: Automate message on project ticket change; use `/tickets/[id]/reply` for broadcast when status is updated.
3.21. Viber (Viber API)
• Feature/Setting: Automate bulk messaging through bot `/send_message`, triggered by CRM status or weather integration.
Benefits
4.2. Ensures all stakeholders receive critical updates simultaneously via their preferred communication channels.
4.3. Automating broadcasts improves client trust, operational transparency, and risk management.
4.4. Minimizes human error in complex project scheduling environments by automated triggers and unified messaging.
4.5. Automation enables scalable growth, supporting hundreds of clients without additional communication overhead.