Client Onboarding & Account ManagementPurpose
1.2. Improve records storage facility performance, optimize service delivery, and identify improvement areas through automated survey distribution and analysis.
1.3. Automate the follow-up process, ensuring consistent contact with clients and reducing manual work in the client relationship management process.
Trigger Conditions
2.2. Automate recurring triggers set by calendar dates (e.g., quarterly, semi-annually).
2.3. Automated re-sending after a configurable period, or when new service milestones are met.
2.4. Manual trigger for ad hoc surveys when needed by account managers.
2.5. API-based trigger via external events or workflow automator logic.
Platform Variants
• Feature/Setting: Automate creation of dynamic survey links and trigger email/SMS integrations when onboarding is completed.
• Sample: Configure “Create Form” and “Send Invitation” API calls upon onboarding event.
3.2. SurveyMonkey (V3 API: Create Collector, Send Survey)
• Feature/Setting: Automate collector creation and automated email send-outs for client lists.
• Sample: Use /collectors and /messages endpoints to distribute links.
3.3. Google Forms with Google Apps Script
• Feature/Setting: Scripted survey automation triggers upon client record entry in Google Sheets.
• Sample: Set onEdit trigger in Apps Script to send form link via Gmail.
3.4. Microsoft Forms with Power Automate
• Feature/Setting: Automation Flow triggering form distribution from Microsoft Dataverse or SharePoint changes.
• Sample: Configure Power Automate’s “When a record is created” flow > send form.
3.5. Jotform (API: Send Submission Invitations)
• Feature/Setting: Automate sending unique survey links from Jotform on CRM update.
• Sample: Call /form/{id}/invitations endpoint after onboarding update.
3.6. Zoho Survey (API: Send Survey, Track Responses)
• Feature/Setting: Automate survey distribution and synchronize with Zoho CRM contacts.
• Sample: POST /surveys/{surveyid}/send-survey after CRM contact creation.
3.7. Salesforce (Process Builder & Surveys)
• Feature/Setting: Automate survey invitations by workflow when Opportunity is marked closed/won.
• Sample: Automate “Send Survey Invitation” on record change.
3.8. HubSpot (Workflows & Feedback Surveys)
• Feature/Setting: Automated sending of feedback forms to segmented lists post onboarding.
• Sample: Workflow trigger on Lifecycle Stage = “Customer”.
3.9. Qualtrics (API: Distribute Survey)
• Feature/Setting: Use automator to trigger API calls for distribution after onboarding event.
• Sample: POST /distributions endpoint with contact details.
3.10. Airtable + Automations
• Feature/Setting: Auto-trigger customized email with survey link when a record enters “Onboarded” view.
• Sample: Automate “When record matches conditions” > send email.
3.11. Mailchimp (Transactional API: Send Survey Emails)
• Feature/Setting: Automate campaign to client emails upon onboarding.
• Sample: Use Transactional API’s send endpoint for survey link distribution.
3.12. Twilio SMS (Programmable Messaging API)
• Feature/Setting: Automated SMS dispatch with survey link after onboarding.
• Sample: POST to /Messages API with link and client number.
3.13. Slack (Incoming Webhooks)
• Feature/Setting: Automated internal notifications or direct message to account managers to manually follow-up if survey not completed.
• Sample: Webhook fires reminder to account manager’s channel.
3.14. Calendly (Webhooks + Messaging Integration)
• Feature/Setting: Automated survey send-out after scheduled onboarding completion detected via webhook.
• Sample: Trigger HTTP POST to survey tool.
3.15. Zendesk (Triggers & Automations)
• Feature/Setting: Automate follow-up satisfaction surveys after support ticket closure associated with onboarding.
• Sample: Zendesk “Automation: Request Customer Satisfaction Rating”.
3.16. Intercom (Outbound Messages API)
• Feature/Setting: Automate in-app or email survey distribution on lifecycle event.
• Sample: Use API to send message when “user onboarded”.
3.17. Freshdesk (Automations: Send Survey)
• Feature/Setting: Automated satisfaction survey after ticket/issue resolution linked to onboarding.
• Sample: Configure “Send survey email after ticket closed”.
3.18. SendGrid (Mail Send API)
• Feature/Setting: Automate templated survey invitations post onboarding event.
• Sample: POST /mail/send with dynamic template data.
3.19. Trello (Butler Automation)
• Feature/Setting: Automated card moved to “Onboarded” triggers survey send via email or integration.
• Sample: Butler automation > Send email rule.
3.20. Monday.com (Automations)
• Feature/Setting: Automated workflow when client item status switches to “Onboarded” > send survey.
• Sample: Set “When status changes to Onboarded, notify via email with survey”.
Benefits
4.2. Automator platforms ensure timely feedback requests, improving participation rates.
4.3. Automatedly gathers structured responses, centralizing data for analytics.
4.4. Automation leads to increased efficiency and actionable insight generation for records storage organizations.
4.5. Automatable and scalable, supporting business expansion without added workload.