Workshop and Class Management Automation**Purpose**
1.2. Instantly send tailored reminders to each participant via email, SMS, or messaging apps.
1.3. Sync and update payment records across CRM, accounting, and registration systems.
1.4. Notify staff in real-time of payment status changes for follow-up or escalation.
1.5. Reduce manual follow-up, improve workshop attendance, and minimize missed payments.
1.6. Support dynamic scheduling of reminders (initial, follow-up, escalation).
**Trigger Conditions**
2.2. Partial payment is received, but balance remains unpaid prior to event date.
2.3. Previous reminder sent, but no payment detected within defined timeframe.
2.4. Payment status change recorded in CRM, POS, or payment gateway API.
2.5. Manual mark as unpaid/paid by staff, triggering specific automation path.
**Platform Variants**
• Feature/API: Webhook for new/updated payment intent; configure endpoint for real-time payment updates.
3.2. PayPal
• Feature/API: IPN (Instant Payment Notification) for real-time status, tie to participant record.
3.3. QuickBooks Online
• Feature/API: Invoice status endpoint; poll for unpaid status, trigger reminder.
3.4. Square
• Feature/API: Payment Notifications API; subscribe for transaction changes, automate reminders.
3.5. Zoho CRM
• Feature/API: Workflow rules for “Payment Pending” status, automated email/SMS follow-up.
3.6. Salesforce
• Feature/API: Process Builder or Flow with update trigger on payment field, auto task or reminder.
3.7. HubSpot
• Feature/API: Payment property change workflow, send notification via integrated email tool.
3.8. Mailchimp
• Feature/API: Automated emails based on tag/segment “Awaiting Payment.”
3.9. SendGrid
• Feature/API: Dynamic transactional templates, triggered via API on unpaid participant event.
3.10. Twilio SMS
• Feature/API: Programmable SMS; auto-send payment reminders when triggered by payment event.
3.11. WhatsApp Business API
• Feature/API: Template messages sent through approved business number for reminders.
3.12. Slack
• Feature/API: Incoming Webhooks; notify staff in channel when participant is still unpaid.
3.13. Google Sheets
• Feature/API: Scripts to monitor rows for “unpaid” status, trigger mail merge for reminders.
3.14. Microsoft Outlook
• Feature/API: Calendar/Email rules; auto-send reminder when flagged unpaid event is near.
3.15. Freshdesk
• Feature/API: Ticket creation on overdue payment, assigned to support/staff for manual follow-up.
3.16. Airtable
• Feature/API: Automation to detect unpaid statuses, send custom emails/SMS using integrations.
3.17. Calendly
• Feature/API: Event triggers; send reminder if payment field is incomplete.
3.18. Shopify
• Feature/API: Order webhook for unpaid/abandoned carts for class registrations.
3.19. Zapier
• Feature/API: Multi-step automation from unpaid trigger to message sending actions.
3.20. Pabbly Connect
• Feature/API: Link multiple workflows—registration to payment status to notification sequence.
3.21. Microsoft Power Automate
• Feature/API: Scheduled flows for checking payment status and sending reminders.
3.22. ActiveCampaign
• Feature/API: Automation based on tag “unpaid” for custom email/SMS sequence.
3.23. Intercom
• Feature/API: Behavioral triggers for in-app or email reminders to unpaid users.
3.24. Trello
• Feature/API: Card move triggers to mark/isolate unpaid participant tasks for follow-up.
**Benefits**
4.2. Increases on-time payment rates and workshop attendance.
4.3. Ensures consistent, timely participant communications.
4.4. Enables real-time staff visibility on unpaid participants.
4.5. Frees staff to focus on workshop quality, not administration.