Customer onboarding workflow automation

Purpose

1.1. Drives automated onboarding of new coal export customers by integrating multiple systems for efficiency and transparency.
1.2. Automates customer data capture, validation, contract generation, documentation sharing, and onboarding notifications.
1.3. Unifies compliance checks, customer liaison, and document tracking with full electronic communication automation capabilities.
1.4. Enhances customer experience and accelerates the sales-to-onboarding transition using robust automation.

Trigger Conditions

2.1. New client details submitted via online form/CRM/email/API.
2.2. Signed proposal or contract uploaded or status changed.
2.3. Compliance approval received or flagged.
2.4. Specific business rules or thresholds matched (e.g., transaction value).

Platform Variants

3.1. Salesforce
• Feature/Setting: Automate workflow via Process Builder for new Lead creation; configure "New Lead" and "New Opportunity" triggers.
3.2. HubSpot
• Feature/Setting: Automate onboarding sequence via Workflows tool; set "Form Submission" as a trigger.
3.3. Microsoft Dynamics 365
• Feature/Setting: Use Power Automate to launch an onboarding Flow when new Account is created; configure "When a record is created" trigger in Common Data Service.
3.4. Zoho CRM
• Feature/Setting: Automate task assignment and email via Workflow Rules on "Lead Created" event.
3.5. Pipedrive
• Feature/Setting: Automate stage change notification using Workflow Automation; trigger on "Deal moved to Onboarding" stage.
3.6. Google Sheets
• Feature/Setting: Automate new row monitoring via Apps Script; trigger onboarding on "Status = New Client".
3.7. Slack
• Feature/Setting: Automate notifications to onboarding channel using Incoming Webhooks/API on new lead.
3.8. DocuSign
• Feature/Setting: Automate contract send and status check via DocuSign Connect webhook/API; trigger when a recipient signs.
3.9. PandaDoc
• Feature/Setting: Automate document status update notification using PandaDoc API webhook.
3.10. Google Drive
• Feature/Setting: Automate folder and file share for new client using Google Drive API's "Files: create" endpoint.
3.11. Microsoft Outlook
• Feature/Setting: Automate onboarding/confirmation email using Office 365 API's "sendMail" function.
3.12. Gmail
• Feature/Setting: Automate onboarding email series via Gmail API "users.messages.send" endpoint.
3.13. SendGrid
• Feature/Setting: Automate transaction email triggers using SendGrid API "Mail Send" endpoint.
3.14. Twilio SMS
• Feature/Setting: Automate new client SMS updates using Twilio API "Messages" endpoint.
3.15. WhatsApp Business API
• Feature/Setting: Automated onboarding sequence and document send via "sendMessage" endpoint.
3.16. Calendly
• Feature/Setting: Automate scheduling call for onboarding using Calendly webhook on new meeting.
3.17. Intercom
• Feature/Setting: Automate onboarding chat sequence setup with Conversation/Message API.
3.18. Typeform
• Feature/Setting: Automate data capture integration via webhook on new form submission.
3.19. OneDrive
• Feature/Setting: Automate onboarding file share via Microsoft Graph API "Create sharing link" action.
3.20. Dropbox
• Feature/Setting: Automated onboarding folder creation with Dropbox API's "files/create_folder_v2".
3.21. QuickBooks Online
• Feature/Setting: Automate new client invoice generation using QuickBooks API "Create Invoice" endpoint.
3.22. Jira
• Feature/Setting: Automate onboarding task creation using "Create Issue" REST API triggered on CRM status change.

Benefits

4.1. Seamless automation eliminates repetitive tasks and reduces human error in customer onboarding.
4.2. Automated communication ensures clients are informed and engaged throughout the onboarding journey.
4.3. Automated compliance and documentation handling minimize legal and operational risks.
4.4. Rapid onboarding via automation accelerates time-to-revenue and boosts customer satisfaction.
4.5. Automation provides full audit trails, supporting transparency and process optimization in customer onboarding.