Booking & OnboardingPurpose
1.2. Automate validation of tenant-provided details against identity or corporate registries.
1.3. Automate document uploads, e-signing, and authorization for regulatory adherence and office suite access.
1.4. Automate onboarding data integration with CRM, lease management, and building control systems.
1.5. Automate notifications and reminders to ensure timely completion by tenants and reduce manual outreach.
Trigger Conditions
2.2. Automate sending a survey/KYC request on contract signature or initial deposit receipt.
2.3. Automate triggers based on scheduled move-in date minus “n” days.
2.4. Automation triggers from CRM stage progression or relevant calendar events.
Platform Variants
• Feature/Setting: Use “Templates API” to automate pre-filled e-sign KYC forms and send based on onboarding trigger.
3.2. HelloSign
• Feature/Setting: Automate signature requests using “Signature Request API” with custom pre-move-in survey templates.
3.3. JotForm
• Feature/Setting: Automate KYC form distribution and use “Webhooks” to push submissions to internal systems.
3.4. Typeform
• Feature/Setting: Automate survey delivery via “Responses API” for capturing onboarding data.
3.5. Twilio SMS
• Feature/Setting: Automate SMS alerts with “Programmable Messaging” when surveys or KYC requests are sent or incomplete.
3.6. SendGrid
• Feature/Setting: Use “Mail Send API” to automate personalized onboarding survey emails.
3.7. Zendesk
• Feature/Setting: Automate ticket creation and reminders for incomplete forms with “Triggers” and “Tickets API.”
3.8. Microsoft Power Automate
• Feature/Setting: Automate multi-step approval flows, KYC triggers, and data moves using prebuilt Office 365 connectors.
3.9. Google Forms
• Feature/Setting: Automate survey collection and use Apps Script for automated reminders and data push.
3.10. Salesforce
• Feature/Setting: Automate record creation and form integration using “Process Builder” or “Flow Builder.”
3.11. HubSpot
• Feature/Setting: Automate survey/KYC follow-up sequences using “Workflows.”
3.12. Mailchimp
• Feature/Setting: Automate onboarding survey campaigns with “Automations.”
3.13. Zapier
• Feature/Setting: Automate survey creation, track completions, and route data to CRMs via “Multi-step Zaps.”
3.14. Airtable
• Feature/Setting: Automate pre-move-in workflow states and notifications with “Automations” and “Scripting.”
3.15. PandaDoc
• Feature/Setting: Automate document requests and e-signature tasks with “Document Automation API.”
3.16. Slack
• Feature/Setting: Automate team notifications about survey completion using “Incoming Webhooks.”
3.17. Workato
• Feature/Setting: Automate cross-platform data routing and trigger-based tasks for survey/KYC using “Custom Recipes.”
3.18. Pipedrive
• Feature/Setting: Automate deal stage updates and onboarding KYC with “Workflow Automations.”
3.19. OneDrive/SharePoint
• Feature/Setting: Automate secure storage and departmental access to uploaded KYC docs using “Automated Flows.”
3.20. Notion
• Feature/Setting: Automate tracking of KYC/compliance milestones via “Database Automations.”
3.21. Freshdesk
• Feature/Setting: Automate customer onboarding tickets and reminders with “Automations.”
3.22. Monday.com
• Feature/Setting: Automate status board updates and task assignments for each tenant via “Automations Center.”
3.23. Formstack
• Feature/Setting: Automate complex form workflows, validation, and document merging with “Flow Automation.”
3.24. Microsoft Teams
• Feature/Setting: Automate team notifications of form/KYC submissions using “Incoming Webhooks” and Power Automate integration.
Benefits
4.2. Automated reminders increase completion rates, automating follow-up for all parties.
4.3. Automated integration into CRM and property management automates workflow and eliminates duplicate tasks.
4.4. Automating secure storage and access control automates regulatory adherence and document security.
4.5. Automation saves staff time, reduces errors, and delivers a seamless tenant onboarding experience.