Client Management & OnboardingPurpose
1.2. Enable secure, automated uploads, classification, access, version control, and retrieval of permits, installation specs, blueprints, and regulatory compliance records.
1.3. Ensure real-time collaboration and audit trails across rigging, legal, project, and field tech teams, reducing manual handover and compliance risk.
1.4. Integrate with project management, CRM, email, and e-signature systems for automatic document creation, updates, and notifications.
Trigger Conditions
2.2. Field service report or installation form is submitted.
2.3. Revised blueprints or compliance documents are uploaded to shared drive or folder.
2.4. Signature request is completed on agreement, or permit approval is received.
2.5. Scheduled periodic audits or compliance reviews approach deadline.
Platform Variants
• API: Files.create, Permissions.create
• Auto-create folders & manage access rights on new client onboarding
3.2. Dropbox
• Endpoint: /files/upload, /sharing/create_shared_link_with_settings
• File auto-upload based on naming conventions; generate expiring share links
3.3. Box
• API: Create Folder, Upload File, Create Collaboration
• Route field docs to project folders, auto-invite project staff
3.4. SharePoint
• Function: Create Folder, Break Inheritance, Grant Access
• Blueprint uploads trigger task creation in project site
3.5. Microsoft OneDrive
• API: drive/root:/path:/children, invite
• Store inspection reports, automate notifications to client
3.6. DocuSign
• Connect: Envelopes:create, EnvelopeRecipients:create
• Signed agreements sync back into client folder
3.7. HelloSign
• Endpoint: /signature_request/send, /signature_request/files
• Auto-fetch signed compliance docs post-execution
3.8. Adobe Sign
• API: Agreement creation, document upload
• Completed doc is archived into cloud repo
3.9. Salesforce
• API: Files.connect, ContentVersion
• Attach received files to client records auto-linked via lookup
3.10. HubSpot
• Endpoint: /files/v3/files, /crm/v3/objects/notes
• Store onboarding docs, tie uploads to client lifecycle stage
3.11. Monday.com
• API: Files:add_file_to_column
• Link file upload automations to installation project workflow
3.12. Trello
• API: POST /cards/{idCard}/attachments
• Board card comment triggers file attachment prompt
3.13. Notion
• API: /blocks/children, upload file
• Store plans/specs in client-notes pages, auto-update on form completion
3.14. Airtable
• API: Create attachment field
• Store uploaded site photos, link to antenna location records
3.15. Slack
• API: files.upload
• Channel message with compliance doc triggers instant backup
3.16. Zapier
• Action: Upload File, Move File
• Connects file handoff between apps as per workflow logic
3.17. Make (Integromat)
• Module: Upload a File, Watch Folder
• Scheduled doc sync and backup between cloud platforms
3.18. AWS S3
• API: PutObject, GetObject
• Store large project files, control lifecycle via tagging
3.19. Google Cloud Storage
• Method: storage.objects.insert, storage.objects.list
• Auto-upload field data logs, set retention policy
3.20. Egnyte
• API: File Upload, Add User Perm
• Segment folders for different roles, trigger compliance checks
3.21. Smartsheet
• API: Attach file to row, Send update request
• Site progress snapshots pushed to project sheets
3.22. Zoho CRM
• API: UploadAttachments, download attachments
• Attach RFIs, permits, and blueprints to deal records
Benefits
4.2. Enables instant regulatory compliance and readiness for audits.
4.3. Delivers real-time version control and traceability of all documentation actions.
4.4. Reduces admin time and error with proactive notifications and centralized logs.
4.5. Ensures secure, role-based access and quicker onboarding for new clients or team members.
4.6. Supports seamless cross-platform collaboration and rapid retrieval of any client file on demand.