Client and Professional Services ManagementPurpose
1.2. Automates sending welcome packages, guideline documents, forms, and contract requests to new clients upon engagement.
1.3. Automatedly tracks document submission status, sends reminders, and follows up on missing paperwork.
1.4. Routes submitted documentation for automated verification and storage in lab information management systems (LIMS).
1.5. Provides automatable notification and escalations for incomplete or expired document submissions to internal teams.
Trigger Conditions
2.2. Manual adding of new contact in CRM by sales or lab manager.
2.3. Receipt of inquiry email from potential client with “request onboarding” in subject line triggers automation.
2.4. Scheduled batch imports of prospective clients from external lead lists.
Platform Variants
• Feature/Setting: Flow Builder—automated onboarding flow triggered by new Lead/Account record creation; configure ‘Send Email’ and ‘Update Records’ actions.
3.2. HubSpot
• Feature/Setting: Workflows—use “Contact enrollment trigger” to automate onboarding email and sequence document requests.
3.3. DocuSign
• Feature/Setting: API—automates sending onboarding contracts and collection of digital signatures; configure “Envelopes:create” endpoint.
3.4. Google Drive
• Feature/Setting: Drive API—creates client folder and automates sharing/upload permissions for document collection.
3.5. Dropbox
• Feature/Setting: File Request API—automates sending shared upload links for onboarding documents; configure folder automation.
3.6. Microsoft Teams
• Feature/Setting: Flow integration—automates @mentions to lab team when client onboarding is initiated.
3.7. Monday.com
• Feature/Setting: Automations Center—automates task assignment for document verification when client status updates.
3.8. Slack
• Feature/Setting: Incoming Webhooks/API—automatedly posts onboarding progress updates to a designated channel.
3.9. Zoho CRM
• Feature/Setting: Workflow Rules—automates sending postal or email document kits on new client record creation.
3.10. Typeform
• Feature/Setting: Webhooks—fires webhook on new form completion to initiate onboarding document automation.
3.11. PandaDoc
• Feature/Setting: API—automates delivering forms and templates for client e-signature onboarding.
3.12. HelloSign
• Feature/Setting: API—configures automated sending and tracking of signed client onboarding documents.
3.13. Asana
• Feature/Setting: Rules—automates onboarding project tasks and checklist creation per client.
3.14. Airtable
• Feature/Setting: Automations—automatedly triggers record update and document tracking flows.
3.15. Jotform
• Feature/Setting: Approvals—automates multi-step document receipt, review, and approval.
3.16. Mailgun
• Feature/Setting: API—automates sending customized onboarding email campaigns to client contacts.
3.17. Mailchimp
• Feature/Setting: Customer Journeys—automates onboarding series with checklists and document reminders.
3.18. Twilio
• Feature/Setting: SMS API—automates text reminders and links for document uploads.
3.19. SFTP Servers (AWS, Azure)
• Feature/Setting: Automated file drop monitoring for document submission via SFTP; triggers verification flow using lambda/webhook.
3.20. Intercom
• Feature/Setting: Bots—automates onboarding chat workflows and document collection prompts within website messenger.
3.21. Laserfiche
• Feature/Setting: Workflow Designer—automated document ingestion and storage, with onboarding process triggers.
3.22. SAP SuccessFactors
• Feature/Setting: Onboarding module—automated document checklist and workflow configuration per new client/lab account.
Benefits
4.2. Automator improves turnaround time for new client onboarding, speeding up access to professional services.
4.3. Provides automated, auditable record-keeping for compliance and regulatory requirements in biochemistry labs.
4.4. Automating reminders and escalation boosts document submission rates and client satisfaction.
4.5. Automation ensures data consistency across LIMS and CRM, supporting lab efficiency and growth.