OpenText Active Documents Trading Grid - Braze Integration and Automation

Common Integration Use Cases Between OpenText Active Documents Trading Grid and Braze

1. Order and shipment milestone notifications to customers

Data flow: OpenText Active Documents Trading Grid ? Braze

When trading documents such as purchase orders, order acknowledgements, advanced shipping notices, and proof of delivery are exchanged through OpenText Active Documents Trading Grid, key status events can be sent to Braze to trigger customer-facing notifications. Retailers and manufacturers can use Braze to send branded email, SMS, or in-app updates that keep customers informed about order confirmation, shipment dispatch, delivery windows, and completed delivery.

Business value: Reduces inbound service inquiries, improves delivery transparency, and creates a more consistent post-purchase experience.

2. Invoice and payment reminder campaigns

Data flow: OpenText Active Documents Trading Grid ? Braze

Invoice issuance, due dates, and payment status events from OpenText Active Documents Trading Grid can be passed to Braze to automate customer or partner reminders. For example, when an invoice is transmitted to a trading partner, Braze can send a reminder before the due date, a follow-up if payment is overdue, or a confirmation once payment is received from the finance system.

Business value: Improves cash collection, reduces manual follow-up by accounts receivable teams, and supports more timely payment behavior.

3. Exception handling for failed document exchanges

Data flow: OpenText Active Documents Trading Grid ? Braze

If a trading document fails validation, is rejected by a partner, or is delayed in delivery, OpenText Active Documents Trading Grid can trigger a Braze workflow to notify the responsible internal account manager, customer success team, or partner operations team. Braze can route alerts through email or mobile channels and personalize the message with the document type, partner name, and failure reason.

Business value: Speeds issue resolution, reduces missed SLAs, and helps teams proactively manage partner relationships.

4. Personalized onboarding for new trading partners

Data flow: OpenText Active Documents Trading Grid ? Braze

When a new supplier, distributor, or retailer is onboarded in OpenText Active Documents Trading Grid, the onboarding event can be sent to Braze to launch a guided communication journey. Braze can deliver step-by-step setup instructions, compliance reminders, testing milestones, and training content tailored to the partner?s role and integration status.

Business value: Shortens partner onboarding time, improves adoption of document exchange standards, and reduces implementation support effort.

5. Customer communication based on supply chain disruptions

Data flow: OpenText Active Documents Trading Grid ? Braze

When OpenText Active Documents Trading Grid detects delayed shipping notices, backorders, or missing fulfillment documents, those events can be used in Braze to trigger proactive customer communications. Braze can notify affected customers about revised delivery dates, alternative product options, or service recovery offers based on the severity and customer segment.

Business value: Improves customer trust during disruptions, lowers complaint volume, and supports retention during service issues.

6. Segment customers by fulfillment and transaction behavior

Data flow: OpenText Active Documents Trading Grid ? Braze

Document transaction history from OpenText Active Documents Trading Grid, such as order frequency, shipment reliability, invoice disputes, or partner responsiveness, can be sent to Braze as audience attributes. Marketing and customer success teams can then build segments for high-value accounts, at-risk customers, or frequent buyers and tailor campaigns accordingly.

Business value: Enables more relevant engagement, improves segmentation accuracy, and supports account-based retention strategies.

7. Trigger service recovery or loyalty offers after fulfillment issues

Data flow: OpenText Active Documents Trading Grid ? Braze

When a shipping notice is delayed, a delivery confirmation is missing, or a document exception indicates a service failure, OpenText Active Documents Trading Grid can trigger Braze to send a recovery message. Braze can deliver apology messages, discount offers, expedited shipping credits, or escalation paths to customer support based on the customer?s value and issue type.

Business value: Helps recover customer satisfaction, reduces churn risk, and turns operational issues into managed service experiences.

8. Closed-loop partner engagement reporting

Data flow: Bi-directional

OpenText Active Documents Trading Grid can provide transaction completion and compliance events to Braze, while Braze can return engagement outcomes such as message opens, clicks, and response actions to analytics or CRM systems connected to the trading workflow. This creates a closed-loop view of how document-driven events influence customer or partner engagement and which communications improve resolution or conversion.

Business value: Gives operations, marketing, and account teams shared visibility into transaction performance and communication effectiveness, enabling better process optimization and campaign design.