Workflow & Documentation Management**Purpose**
1.2. Streamlines compliance, reduces bottlenecks, standardizes record-keeping, and keeps relevant parties informed across multiple channels.
**Trigger Conditions**
2.2. Status change of documentation (draft, pending review, completed, needs correction, approved).
2.3. New assessment or session report submission.
2.4. Missed document submission deadline.
2.5. Request for supervisor approval or parental acknowledgment.
2.6. Receipt of new feedback or escalation trigger.
2.7. Completion of scheduled review cycles.
**Platform Variants**
• Feature: Messaging API — configure to send real-time SMS alerts using templates for workflow updates (API: /Messages).
3.2. **SendGrid**
• Feature: Transactional Emails — set up dynamic templates and use Send Email API (/mail/send) to notify users of workflow status changes.
3.3. **Slack**
• Feature: Incoming Webhooks — post status update notifications to team channels using Webhooks.
3.4. **Microsoft Teams**
• Feature: Connector Cards — configure actionable notifications on workflow status via Teams webhooks.
3.5. **Google Workspace (Gmail)**
• Feature: Gmail API — auto-send emails about workflow updates with pre-filled status data (API: users.messages.send).
3.6. **WhatsApp Business API**
• Feature: Notification messages — use template messages for status changes, approvals, or reminders.
3.7. **Zoho Mail**
• Feature: SendMail API — automated sending of status notifications based on workflow triggers.
3.8. **Pusher**
• Feature: Push Notifications — trigger browser/mobile push notifications for workflow steps (Channels API).
3.9. **PagerDuty**
• Feature: Event Orchestration — send alerts on missed deadlines or workflow escalations using Events API (/v2/enqueue).
3.10. **Trello**
• Feature: Card Comments/Labels — auto-comment or update labels on cards to signal stage changes (API: /cards/{id}/actions/comments).
3.11. **ClickUp**
• Feature: Task Status Change Webhook — invoke notification sequence on any task status shift.
3.12. **Asana**
• Feature: Task Stories API — push status change updates as stories on tasks.
3.13. **Monday.com**
• Feature: Notifications Integration — configure board automations to alert on item status changes.
3.14. **Salesforce**
• Feature: Workflow Rules/Process Builder — configure automatic email/SMS/callout on case or task status update.
3.15. **HubSpot**
• Feature: Workflow Automation — configure internal/external notifications for deal or ticket stage progression.
3.16. **Zendesk**
• Feature: Triggers — send email or app notifications to agents/clients on ticket status change.
3.17. **Intercom**
• Feature: Event-triggered messages — dispatch in-app or email updates based on user-actions in workflow.
3.18. **Microsoft Power Automate**
• Feature: Automated cloud flow — trigger multi-channel notifications on workflow state changes.
3.19. **Mattermost**
• Feature: Incoming Webhooks — send message alerts to channels on document/workflow moves.
3.20. **Firebase Cloud Messaging**
• Feature: Topic Messaging — send group push alerts on workflow milestones to mobile/web clients.
3.21. **Discord**
• Feature: Webhooks — post workflow alerts to specific channels for therapy coordination.
3.22. **Mailgun**
• Feature: Messages API (/messages) — send transactional status notifications with workflow context.
3.23. **Freshdesk**
• Feature: Automation Rules — automated notification for ticket/workflow lifecycle changes.
3.24. **Jira Software Cloud**
• Feature: Webhook/Automation rule — push workflow event notifications to assignees/reporters.
**Benefits**
4.2. Reduces delays by auto-reminding responsible parties of pending actions or deadlines.
4.3. Boosts transparency with documented audit trails of communications.
4.4. Minimizes compliance risk via systematic alerts and confirmations.
4.5. Scales across multiple locations and teams without manual overhead.