Automatic notify team of new client onboardings

Purpose

1.1. Automate the process of notifying all relevant team members upon the onboarding of a new art restoration client.
1.2. Ensure seamless, automated team communication for new client projects in conservation and artwork restoration.
1.3. Eliminate manual messages, reducing delays and automating the handover of client intake details to the restoration project team.
1.4. Facilitate coordinated action by automatically triggering team notifications in real time across all preferred communication channels.

Trigger Conditions

2.1. New client record is created in the CRM or intake system.
2.2. Intake form or digital contract is submitted/approved by the client and captured in the workflow.
2.3. Payment confirmation or deposit is registered for a restoration project.
2.4. Specific onboarding status field updated to "Active" or equivalent completion state.

Platform Variants

3.1. Slack
- Feature/Setting: Incoming Webhooks or Slack API chat.postMessage
- Configure webhook URL, automator sends automated message to #team-art-restoration channel; include client name, restoration type, and intake task link.

3.2. Microsoft Teams
- Feature/Setting: Teams Connector API, send channel message
- Configure channel and API credentials; automate delivery of an onboarding alert with client details to the "Restoration Projects" team.

3.3. Gmail
- Feature/Setting: Send Email via Gmail API
- Automate an email to predefined team group with client onboarding summary and file attachments if available.

3.4. Outlook/Office 365
- Feature/Setting: Send Mail (V2) API
- Automate notification email to art restoration group with intake/task hyperlinks and client data.

3.5. Twilio SMS
- Feature/Setting: Messaging API, Send SMS
- Automate SMS alert to team leaders: "New art restoration client onboard — see intake details."

3.6. SendGrid
- Feature/Setting: Mail Send API
- Automate templated notification emails with formatted client onboarding data to restoration staff.

3.7. Asana
- Feature/Setting: Create Task via API
- Automatically generate new project task, assign onboarded client context, and notify project team.

3.8. Trello
- Feature/Setting: Create Card API
- Automate creation of "New Client Onboarding" card, auto-assign team, and tag for visibility.

3.9. Monday.com
- Feature/Setting: Boards Item Create API
- Automatedly create new item in "Onboarding" board, trigger notification to art restoration team.

3.10. Notion
- Feature/Setting: Database Item Create API
- Automatically add client entry, leverage automatable "mention user" feature for team alert.

3.11. ClickUp
- Feature/Setting: Create Task API
- Automate task assignment and automate notification to art restoration workspace.

3.12. Zoho CRM
- Feature/Setting: Workflow Rule, Webhook, or Notification API
- Automate instant team notifications upon new client lead or contact registration.

3.13. Salesforce
- Feature/Setting: Workflow Email Alert or Outbound Message
- Automate rule-based notification to service team on new client record creation.

3.14. HubSpot
- Feature/Setting: Workflow Automation Trigger, Internal Notification
- Automated alert delivery to team inbox or Slack channel via HubSpot automation.

3.15. Discord
- Feature/Setting: Webhook or Bot Message
- Configure automated bot to send signup alerts to art restoration team channel.

3.16. Basecamp
- Feature/Setting: Campfire Message, Ping via API
- Automatically send campfire team ping about new client and action items.

3.17. Pipedrive
- Feature/Setting: Activity Creation & Notification
- Automate notification and calendar activity creation for onboarding tasks upon client creation.

3.18. Google Chat
- Feature/Setting: Webhook Bot
- Automate bot to deliver intake alert to art restoration group space.

3.19. Intercom
- Feature/Setting: Internal Note API
- Automate internal note to assignment group for new onboarding details.

3.20. Zapier
- Feature/Setting: Multi-step automated workflow builder
- Automate notifications across any supported integratable channel, triggered by new client intake.

3.21. Mattermost
- Feature/Setting: Webhook Automation
- Automate message into #onboarding channel when client record is added.

3.22. Smartsheet
- Feature/Setting: Automated Alert Rule on Row Addition
- Automates sending of onboarding alert to team emails when a new sheet row (client) is added.

Benefits

4.1. Automates team awareness on new client projects, reducing miscommunication.
4.2. Enables immediate task assignment and resource planning by automating intake alerts.
4.3. Increases onboarding efficiency through real-time, automated notifications.
4.4. Standardizes and automates the client intake notification process for repeatable reliability.
4.5. Minimizes manual work by utilizing automatable, cross-platform communication flows.