Client Management & OnboardingPurpose
1.2. Alert project teams to initiate necessary setup and allocate resources.
1.3. Coordinate with administrative, technical, and legal departments to start required onboarding protocols.
1.4. Enhance client experience by providing timely confirmations and next-step details to the client.
1.5. Track onboarding progress and create an auditable trail for compliance purposes.
Trigger Conditions
2.2. Submission of onboarding form via website, embedded form, or application.
2.3. Digital signature completion on a client agreement document.
2.4. First invoice paid or initial retainer processed.
2.5. Conditional triggers based on department (e.g., engineering, project management) assignment.
Platform Variants
• Feature/Setting: Send channel message using "Post message in a channel" via Teams API; configure channel and onboarding message template.
3.2. Slack
• Feature/Setting: Use "chat.postMessage" API; setup channel, message structure, and mention rules.
3.3. Twilio SMS
• Feature/Setting: "Messages" API to send onboarding SMS to staff/clients; configure recipients and message content.
3.4. SendGrid
• Feature/Setting: "Mail Send" API; configure dynamic email templates for internal and client notifications.
3.5. Gmail
• Feature/Setting: Send email using "Send" API method; specify recipients, subject lines, and template variables.
3.6. Outlook 365
• Feature/Setting: "Send mail" API; setup templates in shared mailboxes with dynamic merging.
3.7. HubSpot
• Feature/Setting: "Workflows" automation; trigger internal alerts and client emails when new contact is created.
3.8. Salesforce
• Feature/Setting: "Process Builder" or "Flow Builder"; trigger notifications based on new client or opportunity.
3.9. Monday.com
• Feature/Setting: Automation recipes; send notification when a new item is created in the client board.
3.10. Asana
• Feature/Setting: Rules for project creation; notify users assigned to onboarding task.
3.11. Trello
• Feature/Setting: "Butler" automation; alert team via card creation or move event.
3.12. Zapier
• Feature/Setting: Multi-step workflow; trigger on CRM, send messages across multiple channels.
3.13. ActiveCampaign
• Feature/Setting: "Automations"; send notification email or SMS when new contact is tagged 'onboarded'.
3.14. DocuSign
• Feature/Setting: "Envelope Completed" webhook; notify clients and internal teams on signature completion.
3.15. Zoho CRM
• Feature/Setting: Workflow Rules; automate emails and task creation upon new client addition.
3.16. Pipedrive
• Feature/Setting: "Workflow Automation"; send notifications or create tasks on deal creation.
3.17. Intercom
• Feature/Setting: Automated messages; configure to alert staff when new user sign-up is detected.
3.18. ClickUp
• Feature/Setting: Automations; create or assign tasks and send alerts when client is added.
3.19. Airtable
• Feature/Setting: Automations to trigger notifications or emails when a new row (client) is created.
3.20. Gmail Add-ons
• Feature/Setting: Script-based workflow to send templated onboarding emails automatically.
Benefits
4.2. Improves cross-team awareness and collaboration from day one.
4.3. Enhances professionalism and client perception with immediate, consistent messaging.
4.4. Ensures compliance with onboarding procedures and tracking requirements.
4.5. Scales efficiently as client volume increases, supporting business growth.