Client Onboarding & ManagementPurpose
1.2. Ensure instant communication between onboarding, client data review, document requests, approval cycles, and ongoing account management.
1.3. Synchronize data between accounting systems, document storage, task managers, and communication tools for full transparency and team coordination.
Trigger Conditions
2.2. Change in onboarding status (e.g., KYC complete, engagement letter signed, document received).
2.3. Receipt of new supporting financial documents or requests.
2.4. Internal workflow transition (e.g., compliance checks, risk flag, tax schedule due).
2.5. Manual updates by staff (e.g., notes added to CRM, onboarding progress flagged).
Platform Variants
3.1. Salesforce
• API: `/services/data/vXX.0/sobjects/Contact/` for record creation/update.
• Automation: Configure Process Builder to trigger notifications and field updates.
3.2. HubSpot
• API: `/crm/v3/objects/contacts` for new client record.
• Workflow: Trigger emails using Workflow Actions on contact property change.
3.3. Zoho CRM
• API: `POST /crm/v2/Contacts` to add/update contacts.
• Blueprint: Automate field changes and status notifications.
3.4. Microsoft Dynamics 365
• API: `PATCH /api/data/v9.1/contacts({contactid})`.
• Power Automate: Set up automated alerts on onboarding phase change.
3.5. Pipedrive
• API: `/v1/persons` for client creation.
• Webhooks: Notify team on pipeline stage update.
3.6. Freshsales
• API: `/api/contacts` to add/update client records.
• Workflow Automations: Alert when lead converted to client.
3.7. Copper
• API: `/v1/people` for onboarding new clients.
• Google Workspace Trigger: Create task when client moves to next stage.
3.8. Insightly
• API: `/Contacts` endpoint for CRUD operations.
• Workflow Automation: Notify task assignment.
3.9. Monday.com
• API: `create_item` mutation for client entries.
• Automations: Trigger status updates and Slack notifications.
3.10. Airtable
• API: `POST /v0/{baseId}/{tableName}` for new onboarding records.
• Automations: Send notifications when field ‘KYC complete’ is updated.
3.11. ClickUp
• API: `/api/v2/task` for new client onboarding task.
• Automation: Comment/mention on task stage change.
3.12. Asana
• API: `/tasks` endpoint to create tasks for onboarding steps.
• Rules: Send notifications/emails when custom fields change.
3.13. Trello
• API: `POST /1/cards` to add onboarding card.
• Butler: Automate notifications for list movements.
3.14. Intercom
• API: `/contacts` for client record management.
• Custom Bots: Inform clients about onboarding status.
3.15. Slack
• API: `chat.postMessage` for alerting internal teams.
• Workflow Builder: Trigger direct messages on onboarding action.
3.16. Gmail
• API: `/gmail/v1/users/me/messages/send` for automated status update emails.
• Filters & Labels: Flag onboarding communications.
3.17. Outlook/Microsoft 365
• API: `/me/sendMail` for schedule-based email alerts.
• Rules: Route onboarding notifications.
3.18. DocuSign
• API: `/accounts/{accountId}/envelopes` for signature status tracking.
• Connect webhook: Alert on document completion for CRM update.
3.19. Box
• API: `/folders/{folderId}/items` for document uploads.
• Events webhook: Trigger CRM updates on new file detection.
3.20. QuickBooks Online
• API: `/v3/company/{companyId}/customer` for financial onboarding update.
• Webhooks: Notify CRM on invoice/payment status changes.
Benefits
4.2. Reduces manual entry errors in client records and status updates.
4.3. Accelerates document collection and compliance checks.
4.4. Centralizes visibility for teams, improving response speed and accountability.
4.5. Improves client experience with proactive, personalized notifications throughout onboarding.