Event/webinar invitation and registration automation

Purpose

1.1. Fully automate the process of inviting clients, leads, or referral partners to personal injury legal events/webinars, tracking registration, sending confirmations, reminders, calendar invites, and follow-ups.
1.2. Automate workflows to ensure every invitee receives timely communications, minimizing manual outreach and maximizing attendance.
1.3. Automate personalized touchpoints, capturing event interest, managing registration data centrally, and triggering automated follow-up for reviews or referrals post-event.

Trigger Conditions

2.1. New lead added to CRM or email marketing list.
2.2. Scheduled event/webinar date in the firm’s calendar.
2.3. Manual trigger by staff for specific client segments.
2.4. API webhook from registration platform indicating new event creation.
2.5. Periodic batch automation (e.g., weekly invites based on list updates).

Platform Variants

3.1. Twilio (API: Messages, Programmable SMS)
• Feature: Automates SMS invites/reminders.
• Sample: Configure programmable SMS with dynamic contact list and event links.
3.2. SendGrid (API: /mail/send)
• Feature: Automates bulk email campaigns for invitations and confirmations.
• Sample: Integrate with transactional email templates for event triggers.
3.3. Zoom (API: /webinars, /registrants)
• Feature: Automates webinar creation and automatic attendee registry.
• Sample: Auto-register emails received from CRM sync.
3.4. Microsoft Outlook (API: Calendar Events)
• Feature: Automates calendar invite creation and distribution.
• Sample: Auto-create events and invite registered contacts.
3.5. Google Calendar (API: Events/Insert)
• Feature: Automates calendar event generation and attendee invites.
• Sample: Configure event automation for webinar link and reminders.
3.6. Salesforce (API: Contacts/Leads, Campaigns)
• Feature: Automates identifying and segmenting invitees, triggers campaigns.
• Sample: On lead creation, auto-trigger email/SMS event invites.
3.7. HubSpot (Workflow Automation, API: Contacts, Marketing Events)
• Feature: Automates sequences to invite, confirm, and follow-up.
• Sample: Automate registration follow-up based on engagement triggers.
3.8. Eventbrite (API: Events, Orders)
• Feature: Automates event creation and centralized registration collection.
• Sample: Trigger automated email/SMS based on attendee registration.
3.9. Mailchimp (API: Campaigns, Lists)
• Feature: Automates campaign to segmented invite lists based on legal profiles.
• Sample: Trigger invites on new lawsuit lead entries.
3.10. ActiveCampaign (API: Automations, Contacts)
• Feature: Automates personalized invite journeys and CRM tagging.
• Sample: Send reminders based on non-responses.
3.11. Typeform (API: Responses Webhook)
• Feature: Automates collection of detailed registration forms.
• Sample: Send form completion data to legal CRM.
3.12. Calendly (API: Scheduled Events, Webhooks)
• Feature: Automates 1-to-1 event bookings and automated reminders.
• Sample: Trigger personalized follow-up automation on event confirmation.
3.13. Slack (API: chat.postMessage)
• Feature: Automates internal team notifications for registrations/attendance.
• Sample: Triggered messages when potential referral partners register.
3.14. Zapier (Event Triggers, Webhooks)
• Feature: Automates multi-platform data sync and event sequencing.
• Sample: Connects CRM > Mail > Calendar > Slack for end-to-end automation.
3.15. Google Sheets (API: Spreadsheet Updates)
• Feature: Automates master registration tracking for attorneys in real-time.
• Sample: Each new registration adds row, triggers follow-up automations.
3.16. Pipedrive (API: Deals, Contacts)
• Feature: Automates invite targeting to specific case types or case stages.
• Sample: Automate invite when new case type qualifies.
3.17. WhatsApp Business API
• Feature: Automates broadcast of event invites with interactive RSVP.
• Sample: Automatedly sends reminders before the webinar.
3.18. Intercom (API: Messages, Leads)
• Feature: Automates event invite via in-app chat, tracks click-to-register.
• Sample: Automates series of event nudges until response.
3.19. ZoomInfo (API: Contact Export)
• Feature: Automates lookup and enrichment of contacts before invitation.
• Sample: Qualify invitees with up-to-date contact data.
3.20. Freshdesk (API: Tickets, Contacts)
• Feature: Automates event trigger based on support outcome or referral intent.
• Sample: New satisfied client triggers invite automation.
3.21. Jira Service Management (API: Issues, Webhooks)
• Feature: Automates alerting and status tracking for large event projects.
• Sample: Change in event status automates downstream workflows.
3.22. ClickSend (API: SMS, Voice, Fax)
• Feature: Automates multi-channel invitations and confirmations to all registered contacts.
• Sample: Batch SMS reminders on the day of webinar.

Benefits

4.1. Automates full invitation-to-registration-to-reminder process, reducing attorney or staff workload.
4.2. Supports automated follow-ups for reviews, referrals, and post-event cross-selling campaigns.
4.3. Enables automating targeted outreach for higher attendance and accurate data capture for compliance.
4.4. Drives automated lead nurturing, strengthens network relationships, and scales event-driven marketing.
4.5. Provides end-to-end automation that ensures auditability and improved ROI for legal marketing flows.