Customer Communication & ServicePurpose
1.2. Automated delivery of installation steps, dispatch, shipment, or delivery records for double glazing jobs, reducing manual communication and errors.
1.3. Automator centralizes all status updates into a unified portal, making tracking efficient for both wholesale clients and end customers.
1.4. Streamlines administrative load by automating upload of photos, invoices, completion reports, and feedback forms to the customer’s account.
Trigger Conditions
2.2. Change in order status (e.g., “Processing” to “Dispatched”) in ERP or CRM system.
2.3. Automated upload of engineer/site reports or images to a cloud drive.
2.4. Customer uploads document or requests status via client-facing portal or web form, triggering an automated follow-up.
2.5. Automated API call from logistics confirming goods in transit or arrived.
Platform Variants
• Feature/Setting: Workflow Rules/Process Builder; automate update of cases with REST API to portal.
3.2. Microsoft Dynamics 365
• Feature/Setting: Power Automate Flow — trigger on order update, push automated HTTP request to portal API.
3.3. HubSpot
• Feature/Setting: Custom Workflow/Deal Stage Automation — trigger webhook with order/job data.
3.4. Zoho CRM
• Feature/Setting: Custom Functions/Deluge Script automates REST update to client portal upon job status change.
3.5. Monday.com
• Feature/Setting: Automated Integration to URL — POST request with status data when column changes.
3.6. Trello
• Feature/Setting: Butler Automation — on card move, automated webhook to portal endpoint.
3.7. Asana
• Feature/Setting: Rules Automation — on task status, trigger automated HTTP request to portal API.
3.8. Pipedrive
• Feature/Setting: Deal Stage Automation — webhook automation on stage update.
3.9. Twilio
• Feature/Setting: SendGrid API/Programmable SMS — automatically notify via SMS/email on portal update.
3.10. SendGrid
• Feature/Setting: Automated Integration/Event Webhook — email customer on status update.
3.11. Intercom
• Feature/Setting: Custom Bot/Workflow — send automatable in-app message when portal update event is triggered.
3.12. Freshdesk
• Feature/Setting: Automations — ticket triggers webhook to client portal upon update.
3.13. Airtable
• Feature/Setting: Automations — when order status changes, automate a call to portal integration API.
3.14. Slack
• Feature/Setting: Workflow Builder — when an internal update is posted, automate notification to customer portal.
3.15. Google Sheets
• Feature/Setting: Apps Script/Trigger — automated script runs on row edit, pushes update to portal.
3.16. Google Drive
• Feature/Setting: Drive API/Webhook automation when new file is uploaded, triggers portal update.
3.17. OneDrive
• Feature/Setting: Power Automate trigger upon file addition, automates update to user portal.
3.18. Dropbox
• Feature/Setting: File Request Webhook — automated event when completion files delivered, push to portal.
3.19. WooCommerce
• Feature/Setting: Order Status Hook — plugin/configured webhook automates update to portal.
3.20. Magento
• Feature/Setting: Sales Order API/Webhook — automate status and delivery updates to client-facing portal.
3.21. Shopify
• Feature/Setting: Webhook on order update, automated POST to portal system for real-time customer updates.
3.22. SAP (Business One/S4)
• Feature/Setting: Workflow/Output Management — automates outbound update via API when order/job changes.
Benefits
4.2. Eliminates manual entry, automates notifications, and minimizes human error in customer communication.
4.3. Automation of portal status provides customers and wholesale partners with instant, reliable order tracking.
4.4. Improves customer satisfaction through automated updates, ensuring clients never miss critical job developments.
4.5. Streamlines collaboration between the field, office, and customer, fully automating record-keeping and information sharing.
4.6. Increases operational efficiency by automatedly syncing job data and documents to central customer portal.