Client Onboarding & Project InitiationPurpose
1.2. Automate extraction of required documents, contact details, compliance forms, and digital identities.
1.3. Automate initial vetting, validate submissions, and automatedly flag incomplete or mismatched data for review.
1.4. Automate secure routing of verified client details to archival project folders and management systems.
1.5. Automate reminders and status updates for both teams and clients to streamline project initiation.
1.6. Automate documentation retention policies and consent receipt for legal archiving compliance.
Trigger Conditions
2.2. Automated email or document upload received at a specific address.
2.3. Automated CRM or ERP entry update with "prospect" or "client" status change.
2.4. Automated calendar booking that initiates onboarding.
2.5. Automated webhook from partner platforms or client systems signaling engagement.
Platform Variants
• Feature/Setting: Automate phone/SMS number verification; configure API for send-verification and check-verification endpoints.
3.2. DocuSign
• Feature/Setting: Automate e-signing and identity verification process; use Envelopes:create and Envelopes:get API.
3.3. Microsoft Power Automate
• Feature/Setting: Automate document intake and extraction with “When a new file is created (OneDrive/SharePoint)” trigger and “AI Builder Form Processing” action.
3.4. Typeform
• Feature/Setting: Automate data collection via client onboarding forms; use webhook integration for instant submission push.
3.5. Google Forms
• Feature/Setting: Automate responses by setting up Google Apps Script to validate input and automate data transfer to Sheets.
3.6. HelloSign
• Feature/Setting: Automate agreement signing; configure API for embedded signing and callback for status.
3.7. KYC-Chain
• Feature/Setting: Automate client identity verification through API-driven KYC workflows.
3.8. Dropbox Business
• Feature/Setting: Automate file uploads and generate shared links, auto-move files with create_folder and upload API.
3.9. Salesforce
• Feature/Setting: Automate client profile validation workflows using Process Builder and Flow Builder for onboarding triggers.
3.10. Zoho CRM
• Feature/Setting: Automate lead-to-client conversion and document requests using Workflow Rules and Webhooks.
3.11. Mailgun
• Feature/Setting: Automate transactional and verification emails with Messages API—set up automated send and status check.
3.12. Slack
• Feature/Setting: Automate team alerts on new onboarding requests via Incoming Webhooks integration.
3.13. Adobe Sign
• Feature/Setting: Automate digital document signature and audit trail with REST API workflows.
3.14. Plaid
• Feature/Setting: Automate bank account and identity verification via Link and Auth API endpoints.
3.15. Monday.com
• Feature/Setting: Automate onboarding tracking boards; use Integromat/Make or direct API to trigger updates.
3.16. OneSpan Sign
• Feature/Setting: Automate legal doc signature and ID validation with eSign API and callback event.
3.17. Zendesk
• Feature/Setting: Automate ticket creation for onboarding queries or issues; use API to attach documents and responses.
3.18. Asana
• Feature/Setting: Automate task creation upon received onboarding data using API webhooks.
3.19. Onfido
• Feature/Setting: Automate identity document checks; configure API for check.create and webhook for result.
3.20. Microsoft SharePoint
• Feature/Setting: Automate client folder and metadata creation upon onboarding; use Lists API and Power Automate flow.
3.21. Auth0
• Feature/Setting: Automate secure client authentication and identity storage via Management API.
Benefits
4.2. Automatedly enforces compliance and verification, reducing risk.
4.3. Automates document tracking and notification, ensuring no step is missed.
4.4. Automator enables rapid, automated onboarding while improving client satisfaction.
4.5. Automates collection for record-keeping and audit trails, key for information management and archiving sectors.
4.6. Automates integration across cloud and on-prem systems, increasing delivery speed and consistency.