Automating cancellations or reschedule notifications

Purpose

1.1. Automate the process of notifying clients, team members, and third parties about cancellations or reschedules of marine surveys, ensuring timely, accurate, and consistent communication across multiple channels and platforms.
1.2. Maintain audit logs for automating compliance reporting and tracking workflow changes.
1.3. Reduce manual errors and delays by automating complex notification logic (e.g., time zones, language localization, recipient groups).
1.4. Integrate automatable triggers from scheduling software or calendar bookings to activate automated notifications instantly.
1.5. Support marine survey coordinators in delivering frictionless customer service through seamless, automated notifications.

Trigger Conditions

2.1. Status change in a survey booking (e.g., set to "cancelled" or "rescheduled").
2.2. Manual input from staff in a survey management system.
2.3. Client-initiated action via web portal or mobile app.
2.4. Receipt of email or SMS with specific cancellation/reschedule keywords.
2.5. Update in CRM or calendar with automatable webhook or API event.

Platform Variants

3.1. Twilio SMS API
• Feature/Setting: Automate SMS notifications with custom templates — Use the "Send Message" API and configure recipient, body, and sender ID.

3.2. SendGrid Email API
• Feature/Setting: Automating email alerts using "Mail Send" endpoint with dynamic templates and recipient lists.

3.3. Microsoft Outlook Calendar API
• Feature/Setting: Detect status changes in Outlook events and automate notifications using "Calendar Webhooks" and "Send Mail" endpoints.

3.4. Google Calendar Events API
• Feature/Setting: Automate trigger on event modification/cancellation with "Watch Events" and automated email/SMS workflows.

3.5. Slack Incoming Webhooks
• Feature/Setting: Automated channel or direct message posting when cancellation or reschedule occurs.

3.6. Microsoft Teams API
• Feature/Setting: Automate team notifications via "Send Activity Notification" endpoint on booking changes.

3.7. HubSpot Workflows
• Feature/Setting: Automatable action triggering based on deal/ticket changes and automated email/SMS delivery.

3.8. Salesforce Process Builder
• Feature/Setting: Automatedly send custom notifications using "Send Custom Notification" or "Send Email" actions.

3.9. Zoho CRM Automation
• Feature/Setting: Configure "Workflow Rules" to automate notifications for CRM event changes.

3.10. Aircall API
• Feature/Setting: Use call logs as a trigger for automated outbound notifications to mobile or desk phone contacts.

3.11. Mailgun Email API
• Feature/Setting: Automated notification email delivery with the "Messages" API and template system.

3.12. Pusher Channels
• Feature/Setting: Real-time in-app push notifications via "Trigger" endpoint when survey status changes.

3.13. OneSignal Push API
• Feature/Setting: Automate mobile/web push notifications using audience segments and schedule/send API.

3.14. AWS SNS (Simple Notification Service)
• Feature/Setting: Automate multi-channel notifications (SMS, email, mobile push) with publish/subscribe messaging.

3.15. Telegram Bot API
• Feature/Setting: Automate direct customer or group message via "sendMessage" endpoint on booking change detected.

3.16. WhatsApp Business API
• Feature/Setting: Configure automated WhatsApp template messages on survey booking update triggers.

3.17. Freshdesk Automation
• Feature/Setting: Automatically generate support tickets and outbound notifications on event triggers.

3.18. Calendly Webhooks
• Feature/Setting: Push real-time automated notifications via webhook on event cancellation or reschedule.

3.19. PagerDuty API
• Feature/Setting: Automatically send high-priority notifications via "Events API" for critical survey changes.

3.20. Monday.com Automations
• Feature/Setting: Automate notification pulses or email/SMS on board item status change relating to survey events.

3.21. ClickSend API
• Feature/Setting: Automatedly send multi-channel notifications (SMS, email, voice) on predefined triggers.

3.22. Intercom
• Feature/Setting: Automated chat or email notifications initiated from booking or calendar update webhooks.

Benefits

4.1. Automates consistency and accuracy in communications for all stakeholders in marine surveying.
4.2. Reduces admin workload by automating repetitive update tasks.
4.3. Enhances client satisfaction through fast, reliable automated notifications.
4.4. Provides real-time audit trails for automated business process compliance.
4.5. Improves team coordination with automated, multi-channel alerts and reminders.
4.6. Enables scalable growth by automating high-volume notification cycles, supporting operational efficiency.