Send booking confirmation and pre-move instructions automatically

Purpose

1.1. Automate the sending of booking confirmations and pre-move instructions to clients who secure piano moving services, ensuring immediate, consistent, and information-rich communication.
1.2. Automate managing all client communication touchpoints post-quote approval, providing automated customer experience onboarding and instruction with zero human delay.
1.3. Automate compliance and service readiness by automatically delivering document instructions, preparation tips, and what-to-expect literature to each new booking.

Trigger Conditions

2.1. Booking created in CRM or scheduling software.
2.2. Customer submits quote acceptance or payment confirmation online.
2.3. API webhook fired upon new piano moving job confirmed.
2.4. Automated status changed to "Booked" or "Confirmed" in operational platform.
2.5. Automated match of client data record with “move date” is within X days triggers reminder and instruction sequence.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Automate SMS via Programmable Messaging API; configure POST to api.twilio.com/2010-04-01/Accounts/{AccountSid}/Messages.json with dynamic client contact and instruction template.

3.2. SendGrid
• Feature/Setting: Automate email with SendGrid v3 Mail Send endpoint; map booking data to dynamic template and POST to https://api.sendgrid.com/v3/mail/send.

3.3. Gmail
• Feature/Setting: Automate email with Gmail API's users.messages.send method; authenticate with OAuth2 and push templated content to end user.

3.4. Outlook 365
• Feature/Setting: Automate using Microsoft Graph API; POST /me/sendMail with client and booking variables in the payload.

3.5. Slack
• Feature/Setting: Automate notification via chat.postMessage API; target operations or sales channel with move details.

3.6. WhatsApp Business
• Feature/Setting: Automate messaging via WhatsApp Business Cloud API /v16.0/{{Phone-Number-ID}}/messages for client-side confirmations.

3.7. HubSpot
• Feature/Setting: Automate workflow trigger on new deal in “Booked” stage; action: send email with custom templates.

3.8. Salesforce
• Feature/Setting: Automate with Process Builder/Flows or Messaging API; trigger confirmation/information email/SMS on opportunity status “Closed Won”.

3.9. Zoho CRM
• Feature/Setting: Automate workflow rule on module "Deals"; trigger email template dispatch or invoke function for SMS/WhatsApp.

3.10. ActiveCampaign
• Feature/Setting: Automate automation sequence on new deal status change; trigger customized email, SMS, or webhook.

3.11. Mailgun
• Feature/Setting: Automate HTTP POST to /v3/YOUR_DOMAIN_NAME/messages for booking confirmation emails with merge fields.

3.12. ClickSend
• Feature/Setting: Automate SMS/Email/Post with POST /v3/sms/send or /v3/email/send; populate target and template.

3.13. Pabbly Connect
• Feature/Setting: Automate with “Trigger” on webhook or app event; “Action” with email/SMS/WhatsApp modules.

3.14. Microsoft Power Automate
• Feature/Setting: Automate flow: “When an item is created or modified” (SharePoint, Outlook); add onboarding email action.

3.15. Zapier
• Feature/Setting: Automate with “Zap” triggered by booking app event; action: send email/SMS via integrated services.

3.16. Shopify (Booking Plugin)
• Feature/Setting: Automate notification using plugin webhooks and custom app to trigger email/SMS via service API.

3.17. Freshdesk
• Feature/Setting: Automate ticket creation with automated response email for move instructions when booking confirmed.

3.18. Intercom
• Feature/Setting: Automate outbound message via Messages API once booking event is triggered for the user profile.

3.19. Brevo (formerly Sendinblue)
• Feature/Setting: Automate transactional email or SMS using SMTP API upon booking update via webhook.

3.20. MessageBird
• Feature/Setting: Automate multi-channel (SMS, WhatsApp, Email) message with programmable flows when API event fires.

Benefits

4.1. Automates response time, providing instant confirmations and increased client trust.
4.2. Automates delivery of critical instructions, decreasing move-day errors and inefficiencies.
4.3. Automates compliance by ensuring all customers receive required documents.
4.4. Automates administrative workload reduction; staff focus shifts to high-touch cases.
4.5. Automates multi-channel communication, boosting client satisfaction and operational visibility.
4.6. Automates reminders for both client and team to improve preparedness.
4.7. Enables easily auditable, automated communication logs for QA and dispute avoidance.