Customer notifications on installation progress

Purpose

1.1. Automate real-time customer notifications on installation progress for playground equipment orders, providing transparency and boosting customer engagement during the full project lifecycle from scheduling to completion.
1.2. Automatedly inform customers of key milestones: project start, equipment dispatch, installation phases, delays, and completion using diverse communication methods (SMS, push, email, WhatsApp, IVR).
1.3. Automating update delivery reduces manual effort, prevents missed communications, and ensures timely response to customer queries.

Trigger Conditions

2.1. Automate triggers on changes in order status from ERP or CRM (e.g., status: "Scheduled," "In Transit," "On Site," "Completed").
2.2. Automator fires when project management tools update task progress (e.g., 50% completion, milestone reached).
2.3. Automatable trigger by scanning installation crew check-ins or GPS location updates on jobsites.
2.4. Automatedly fire when images or documents are uploaded for inspection in the project system.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Automate SMS via Programmable Messaging API, configure templates for "Status Update", set trigger = order status change.
3.2. SendGrid
• Feature/Setting: Automate transactional emails using Dynamic Templates, set API endpoint /mail/send to be called upon specified project updates.
3.3. Mailgun
• Feature/Setting: Automate sending progress emails via Routes API when webhook from project system is received.
3.4. WhatsApp Business API
• Feature/Setting: Automate sending installation phase progress via template messages; trigger by workflow update webhook.
3.5. Slack
• Feature/Setting: Automate customer alerts to Slack channels via Incoming Webhooks; trigger message on each project phase.
3.6. Microsoft Teams
• Feature/Setting: Automate progress notifications using Teams Connector webhook for channel announcements.
3.7. HubSpot
• Feature/Setting: Automate workflow-based email/SMS via Marketing Automation when deal or ticket status is updated.
3.8. Salesforce Marketing Cloud
• Feature/Setting: Automate Journey Builder triggers for installation updates; API event triggers per phase.
3.9. ActiveCampaign
• Feature/Setting: Automate email/SMS send in Automations triggered by custom field updates or tags.
3.10. Zoho CRM
• Feature/Setting: Automate custom workflow rules to send progress notifications via email/SMS extensions.
3.11. Pipedrive
• Feature/Setting: Automate email sends on stage changes using Workflow Automation, integrating with SMS/email plugins.
3.12. Google Workspace (Gmail, Chat)
• Feature/Setting: Automate with Apps Script to trigger Gmail/Chat notifications on Google Sheet or Calendar updates.
3.13. Outlook365
• Feature/Setting: Automate transit/installation notifications via Outlook Power Automate Flows.
3.14. OneSignal
• Feature/Setting: Automate mobile push notifications using OneSignal API when milestones reached in the install process.
3.15. Firebase Cloud Messaging
• Feature/Setting: Automate customer app notifications via FCM API, with triggers on backend install status update.
3.16. Aircall
• Feature/Setting: Automate automated phone calls by connecting API to deliver voice updates at milestones.
3.17. Intercom
• Feature/Setting: Automate in-app messages or outbound SMS when tags/status change in customer segment.
3.18. Zendesk
• Feature/Setting: Automate triggers to email/chat users on ticket update to "Installation in Progress/Complete".
3.19. Freshdesk
• Feature/Setting: Automate scenario automations to send notifications when ticket custom fields (status/completion) change.
3.20. MessageBird
• Feature/Setting: Automate SMS, WhatsApp and Voice API to send phase-based customer notifications as per webhooks.
3.21. Plivo
• Feature/Setting: Automate SMS or calls via Plivo API when install progress is updated in backend system.
3.22. Telegram Bot
• Feature/Setting: Automate bot messages to customers on installation status via Bot API triggered by backend updates.

Benefits

4.1. Automates customer engagement, drastically reducing manual follow-ups.
4.2. Automated progress tracking enhances project transparency and trust.
4.3. Automating multi-channel alerts prevents missed communications and increases satisfaction.
4.4. Automation frees staff from repetitive updates, focusing resources on service and delivery efficiency.
4.5. Scales automated customer notifications effortlessly as project volume grows.