Purpose
1.2. Reduce manual follow-up by HR teams and mitigate delays in volunteer placement for animal welfare missions.
1.3. Enhance communication logs for auditing and compliance in relation to volunteer vetting processes.
1.4. Integrate status updates from background check providers directly to contact points (email/SMS/portal) based on preference.
Trigger Conditions
2.2. Manual status update by HR/staff in admin database or dashboard.
2.3. Scheduled periodic status sweep (e.g., every 24 hours) identifying pending or unresolved background checks.
2.4. Volunteer record updated in CRM or HRMS with background check outcome.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: Use Twilio’s Messages API; set sender ID and automate body with dynamic status variable (e.g., "Your background check is: {{STATUS}}.")
3.2. SendGrid
• Feature/Setting: Use SendGrid Mail Send endpoint; dynamic templates rendered with background status and volunteer name.
3.3. Outlook/Office 365
• Feature/Setting: Configure Outlook Mail Send via Microsoft Graph API; utilize mail merge fields for template-based notifications.
3.4. Gmail
• Feature/Setting: Use Gmail API to automate email draft and sending; utilize labels for tracking notification status.
3.5. Slack
• Feature/Setting: Use Slack chat.postMessage; automate DM or channel alert on volunteer status update event.
3.6. Microsoft Teams
• Feature/Setting: Employ Teams bot via Bot Framework; trigger message posts to relevant channels or individual volunteers.
3.7. Telegram
• Feature/Setting: Use Bot API’s sendMessage for individualized updates with status code and next-steps information.
3.8. WhatsApp Business
• Feature/Setting: Leverage WhatsApp Business API; use verified templates for outgoing status alerts.
3.9. HubSpot
• Feature/Setting: Automate workflow via HubSpot Workflows API; email or SMS action based on contact record change.
3.10. Salesforce
• Feature/Setting: Salesforce Process Builder or Flow; configure automatic notifications on Volunteer object update.
3.11. Zoho CRM
• Feature/Setting: Workflow automation triggered by Lead or Contact background status custom field; Zoho Mail or SMS API.
3.12. Mailchimp
• Feature/Setting: Automated campaigns via API; trigger on list segment change based on background check outcome.
3.13. Freshdesk
• Feature/Setting: Ticket automation with status-based email update to volunteer profile.
3.14. Google Sheets
• Feature/Setting: Google Apps Script to trigger mail or notification when status cell is changed.
3.15. Workday
• Feature/Setting: Business process editor; configure automated notifications on background check status in onboarding.
3.16. BambooHR
• Feature/Setting: Webhooks on status field change; push updates via email or integrated comms tool.
3.17. DocuSign
• Feature/Setting: Envelopes: automated reminder messages upon completion or rejection tied to volunteer background check.
3.18. OneSignal
• Feature/Setting: Push notification via REST API; deliver status alerts to web or mobile volunteers’ dashboard.
3.19. Intercom
• Feature/Setting: Conversation API triggers custom message in-app or email based on background check variable.
3.20. Asana
• Feature/Setting: Asana API auto-comment or task update on volunteer record when status changes.
3.21. Airtable
• Feature/Setting: Automations configured to send emails using background check status as the trigger.
3.22. Zendesk
• Feature/Setting: Trigger automated emails from ticket status or custom field update with volunteer’s status.
3.23. Monday.com
• Feature/Setting: Integrate status column automation with notification email or SMS via automation builder.
3.24. ClickSend
• Feature/Setting: Use SMS API with notification template; inject status into message body on trigger event.
3.25. Zapier
• Feature/Setting: Workflow which listens for CRM/background check provider updates and routes notifications via email/SMS.
Benefits
4.2. Reduces administrative workload and risk of human error in notifications.
4.3. Supports compliance and reporting by providing an auditable trail of status changes and notifications.
4.4. Accelerates onboarding process, resulting in quicker placement in animal protection efforts.