Social Services WorkflowPurpose
1.2. Facilitate automated coordination among case managers, counselors, and clients by reducing manual tracking and eliminating missed deadlines.
1.3. Automate compliance with organizational timelines for case reviews and resource allocation in the social services workflow for LGBTQ+ individuals.
Trigger Conditions
2.2. Set automated triggers for reminders 7, 3, and 1 days before each key intervention date.
2.3. Automate re-follow-up if no response is detected within a set period post-intervention date.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: Automate sending SMS reminders via Twilio SendMessage API; configure with dynamic phone numbers and message templates.
3.2. SendGrid
• Feature/Setting: Automate follow-up emails via SendGrid Mail Send API; use dynamic sender and content fields for each intervention.
3.3. Slack
• Feature/Setting: Automate direct messages to staff with Slack Chat.PostMessage API for intervention actions and escalations.
3.4. Microsoft Teams
• Feature/Setting: Automate scheduled messages using Microsoft Graph API /chat/send; configure channels for case teams.
3.5. Gmail
• Feature/Setting: Automate sending personalized emails via Gmail API using subject and date merge fields.
3.6. Outlook
• Feature/Setting: Automate calendar reminders and emails with Outlook v2.0 API; set recurring triggers based on intervention data.
3.7. HubSpot
• Feature/Setting: Automate task and follow-up creation via HubSpot CRM Engagements API; tie to contact records.
3.8. Salesforce
• Feature/Setting: Automate scheduled Activity creation and Case reminders using Salesforce REST API.
3.9. Monday.com
• Feature/Setting: Automate notification and item date reminders via Monday GraphQL API and automations.
3.10. Asana
• Feature/Setting: Automate follow-up task generation using Asana Tasks API and custom fields for intervention dates.
3.11. Trello
• Feature/Setting: Automate card due-date notifications via Trello Webhooks and actions API.
3.12. Google Calendar
• Feature/Setting: Automate event creation and reminders using Google Calendar API with intervention date input.
3.13. Zoho CRM
• Feature/Setting: Automate follow-up activities via Zoho Workflow Rules and API for records flagged for key dates.
3.14. Pipedrive
• Feature/Setting: Automate activity reminders using Pipedrive Activities API and automatable triggers.
3.15. Basecamp
• Feature/Setting: Automate message and to-do reminders with Basecamp API on intervention-related projects.
3.16. ClickUp
• Feature/Setting: Automate tasks and notifications using ClickUp API and automator rules linked to intervention date fields.
3.17. Intercom
• Feature/Setting: Automate in-app messages and email follow-ups via Intercom Conversations API to intervention-affected users.
3.18. Mailchimp
• Feature/Setting: Automate email follow-up campaigns via Mailchimp Campaigns API and dynamic segments.
3.19. Zendesk
• Feature/Setting: Automate ticket creation and agent reminders with Zendesk API based on intervention milestones.
3.20. Airtable
• Feature/Setting: Automate reminder emails and record updates via Airtable Automations and REST API filtered by date fields.
3.21. ClickSend
• Feature/Setting: Automate SMS/email/push reminders using ClickSend REST API with date-driven automation logic.
Benefits
4.2. Fully automates documentation and communication, creating consistent case records.
4.3. Enables scalable, automatable outreach for growing client volumes.
4.4. Automates escalation workflows for missed responses, ensuring urgent cases receive attention.
4.5. Reduces manual tracking by automating reminders and notifications, increasing staff efficiency.