Purpose
1.2. Automating the communication process to reduce manual workload, minimize errors, and provide real-time status updates via email, SMS, and other digital channels.
1.3. Automates consistent notifications triggered by defined order status changes in digital printing workflows, ensuring every client receives timely information on their printing job.
Trigger Conditions
2.2. Order creation, payment confirmation, production update, quality check complete, shipment dispatched, pickup ready, exception/delay spotted, delivery confirmed.
2.3. Status field update in ERP/CRM/POS systems integrated with the digital printer’s backend.
Platform Variants
• Feature/Setting: Use Programmable Messaging API, configure template messages for each job status; trigger via webhook.
• Example: POST /2010-04-01/Accounts/{AccountSid}/Messages.json with status variable.
3.2. SendGrid
• Feature/Setting: Use Dynamic Templates; automate email sends through Mail Send API; map order status data.
• Example: POST /v3/mail/send with dynamic_template_data.
3.3. Mailgun
• Feature/Setting: Automated email triggers via Mailgun Routes and Templates; status updates as variables.
• Example: POST /v3/{domain}/messages with status parameter.
3.4. Slack
• Feature/Setting: Slack API: chat.postMessage to customer channels for real-time order status automation.
• Example: POST /api/chat.postMessage with order status in text.
3.5. Microsoft Teams
• Feature/Setting: Incoming Webhooks in channel; automated post for each status change.
• Example: Send JSON payload containing status via Teams webhook URL.
3.6. WhatsApp Business API
• Feature/Setting: Automated messages using Send Message endpoint; pre-approved templates for job status.
• Example: POST /v1/messages with status_template variable.
3.7. Gmail (Google Workspace)
• Feature/Setting: Automate email sends via Gmail API, draft status notifications based on status updates.
• Example: POST /gmail/v1/users/me/messages/send.
3.8. Zoho CRM
• Feature/Setting: Automates client notification using Workflow Rules; triggers email/SMS on status field change.
• Example: Configure Workflow > When a field is updated > Send Email/SMS.
3.9. HubSpot
• Feature/Setting: Automator using Workflow Automation to email/SMS contacts when Order Status property changes.
• Example: Workflow trigger: Property value “Order Status” changes.
3.10. Salesforce
• Feature/Setting: Process Builder or Flow Automation; send notification email/SMS on status change in Opportunity/Order object.
• Example: Process: “When Order Status = Shipped, send email via template.”
3.11. Pipedrive
• Feature/Setting: Automate with Workflow Automation; custom email/SMS based on deal stage/status.
• Example: Trigger: Deal stage updated; Action: Send personalised email.
3.12. Zendesk
• Feature/Setting: Automate using Triggers; send a ticket update (email/SMS) when ticket custom field “Order Status” changes.
• Example: Trigger: Order Status changed; Action: Notify requester.
3.13. Intercom
• Feature/Setting: Automated messages with Custom Bots; job status update triggers outbound message.
• Example: Event: “Order status set to shipped.”
3.14. Freshdesk
• Feature/Setting: Automator rules when custom fields updated; status-based emails/SMS to contacts.
• Example: Automation: When Order Status changes, send email.
3.15. ActiveCampaign
• Feature/Setting: Automate via Automations; on tag/status update, trigger workflow with email/SMS.
• Example: Trigger: Tag “Printed – Shipped” added.
3.16. Klaviyo
• Feature/Setting: Event-triggered Flows; status update from backend syncs, triggering SMS/email for job update.
• Example: API-triggered Flow: “Order Status updated.”
3.17. Shopify
• Feature/Setting: Flow app automates email/SMS on fulfillment or custom status update for print jobs.
• Example: Trigger: Order Fulfilled > Action: Send notification.
3.18. WooCommerce
• Feature/Setting: Automator plugins (e.g., AutomateWoo); job status change triggers notification action.
• Example: Trigger: Order Status changes; Action: Send SMS/email.
3.19. Zoho Flow
• Feature/Setting: Automator connects print management system to CRM, emails, SMS APIs for notification flows.
• Example: Trigger: Status changed; Action: Send update to client.
3.20. Monday.com
• Feature/Setting: Automate by configuring status column update to issue notification via email/integrations.
• Example: Trigger: Status column updated; Action: Notify by email/SMS/webhook.
Benefits
4.2. Automatedly reduces manual intervention, lowering risk of missed notifications or errors.
4.3. Enhances transparency for clients by automating timely status updates at every stage.
4.4. Automator increases operational efficiency and lets staff focus on core tasks, not repetitive communication.
4.5. Ensures scalable, consistent, and auditable client communication with every print job automated.