Client Onboarding & ManagementPurpose
1.2. Collect project requirements, compliance documentation, and client credentials directly into secure, standardized databases for workflow acceleration.
1.3. Enable instant communication, document sharing, and auto-notification on submission, ensuring clients complete all regulatory and business intake steps.
1.4. Minimize human error, routine data entry, and administrative bottlenecks that delay project kickoff.
Trigger Conditions
2.2. Email inquiry received matching predefined criteria (subject, keywords, sender domain).
2.3. Uploaded RFP or engineering spec document into a monitored folder or inbox.
2.4. Direct message in chat or CRM with request for proposal/onboarding.
2.5. Scheduled intake workflow initiated by internal sales rep or account manager.
Platform Variants
3.1. Typeform
• Feature/Setting: Web form builder with webhook on submission; configure webhook URL to send data.
3.2. Google Forms
• Feature/Setting: Responses auto-write to Google Sheets via built-in setting; link Sheets API for automated extraction.
3.3. Microsoft Forms
• Feature/Setting: Configure Excel connector to store responses; enable Microsoft Flow trigger for new form responses.
3.4. Jotform
• Feature/Setting: Integration with Zapier; set "New Submission" trigger to route data to CRM/API.
3.5. Cognito Forms
• Feature/Setting: Webhooks to custom API endpoint post-submission for immediate processing.
3.6. Formstack
• Feature/Setting: Use “Form Submission” trigger; connect to Salesforce or other CRM via native API connectors.
3.7. Wufoo
• Feature/Setting: Set up Notification > Webhook integration to send JSON payload on each submission.
3.8. Gravity Forms (WordPress)
• Feature/Setting: Enable REST API Feeds for real-time data forwarding; set conditional logic for aeronautical fields.
3.9. HubSpot Forms
• Feature/Setting: Use HubSpot API Events for new contacts/forms; link to pipeline creation task.
3.10. Zoho Forms
• Feature/Setting: Configure Zoho Flow > “Form Submission” event; automate lead creation in Zoho CRM.
3.11. Salesforce Web-to-Lead
• Feature/Setting: Direct input via HTML form; map aeronautical engineering fields to lead object via field mapping tool.
3.12. Monday.com Forms
• Feature/Setting: “Item Created” automation triggers board updates; API integration for project intake boards.
3.13. Airtable Forms
• Feature/Setting: Built-in form submission feeds to base; watch for “New Record” event using Airtable API.
3.14. Smartsheet Forms
• Feature/Setting: New row added triggers workflow via Smartsheet’s automation feature or API.
3.15. Nintex Forms
• Feature/Setting: Workflow Start Event linked to form submission; custom connectors for ERP intake sequences.
3.16. Formsite
• Feature/Setting: Post-Result API callback for real-time handoff of data to backend services.
3.17. Asana Forms
• Feature/Setting: “Task Created” via Asana Forms; configure custom fields for engineering intake, trigger workflow rules.
3.18. Slack
• Feature/Setting: Slack Workflow Builder or API to generate intake forms, post responses to engineering channels.
3.19. DocuSign PowerForms
• Feature/Setting: Embed PowerForm; callback URL set to trigger internal onboarding workflow on document completion.
3.20. Intercom
• Feature/Setting: Custom Bots capture onboarding data; webhook fires to send info to project services API.
3.21. Mailparser
• Feature/Setting: Parse intake attachments from email; forward parsed data to target system via webhook/API.
Benefits
4.2. Standardizes intake data for aeronautical projects, improving compliance and quality assurance.
4.3. Reduces errors and redundant tasks, freeing staff for high-value engineering work.
4.4. Triggers real-time notifications and next-step actions for internal teams or clients.
4.5. Ensures central, secure storage of client documentation, aiding auditability and project tracking.