Client Onboarding & Relationship ManagementPurpose
1.2. Automate availability lookup, booking, confirmation, calendar entry creation, and sending of automated calendar invites to both parties.
1.3. Automate calendar conflict resolution, reminder dispatch, and integration with client onboarding workflows to streamline all client-facing scheduling.
1.4. Automate capture of client preferences, timezone handling, and required information for compliance in the construction consulting context.
Trigger Conditions
2.2. Receipt of inbound email or direct CRM lead capture marked as needing consultant scheduling.
2.3. Client-initiated meeting request via a client portal or mobile application.
2.4. Status update or flag in the project management or CRM marking a client as ready for onboarding/consultation.
2.5. Automated follow-up sequence detecting no booking after x days of prospect engagement.
Platform Variants
• Feature/Setting: Use Calendar API’s Events: insert endpoint to automate event creation with unique invite links and guest management.
3.2. Microsoft Outlook / Office 365
• Feature/Setting: Automate event creation via Graph API’s /me/events POST for automated scheduling and invite dispatch.
3.3. Calendly
• Feature/Setting: Automate booking using Calendly API’s /scheduled_events and webhook subscriptions for instant booking logic.
3.4. Acuity Scheduling
• Feature/Setting: Automate scheduling through Acuity API’s /appointments endpoint with client and consultant details.
3.5. Zoom
• Feature/Setting: Automate creation of meeting links via Zoom API Create a Meeting endpoint on booking.
3.6. GoToMeeting
• Feature/Setting: Automatedly schedule meetings via GoToMeeting REST API /meetings function with notification settings.
3.7. Salesforce
• Feature/Setting: Automate with Salesforce Event object and Workflow Rule for consultation triggers.
3.8. HubSpot
• Feature/Setting: Automate meeting scheduling using HubSpot Meetings API and Workflows to trigger invitations.
3.9. Zoho CRM
• Feature/Setting: Automate schedule through Zoho Calendar’s API and Workflow Rules for meeting invites.
3.10. Freshdesk
• Feature/Setting: Automate appointment tickets with Freshdesk API and use placeholders in automated invite templates.
3.11. Pipedrive
• Feature/Setting: Automate scheduling by using Activity API and automated reminder triggers for events.
3.12. Slack
• Feature/Setting: Automate calendar event notifications in Slack using the Events API and incoming webhooks.
3.13. Twilio SendGrid
• Feature/Setting: Automate calendar invite email dispatch using SendGrid’s Mail Send API.
3.14. ClickSend SMS
• Feature/Setting: Automate SMS reminders using ClickSend’s SMS API for upcoming scheduled consultations.
3.15. Mailgun
• Feature/Setting: Use Mailgun’s Messages API to automate sending of calendar invites and confirmations.
3.16. Monday.com
• Feature/Setting: Automate scheduling via item automation to calendar event logic using integrations panel.
3.17. Asana
• Feature/Setting: Automate task and consultation event add-ins with Asana API and Google Calendar integrations.
3.18. Trello
• Feature/Setting: Automate consult event cards and due dates via Trello API and Power-Up calendar automation.
3.19. Notion
• Feature/Setting: Automate consultant calendar entries using Notion’s API and integration with calendar apps.
3.20. Airtable
• Feature/Setting: Automate consultation record creation and calendar sync using Airtable Automations and Google Calendar integration.
Benefits
4.2. Automator-driven reminders and notifications automatedly ensure clients are promptly informed, reducing no-shows.
4.3. Automating the process enhances professionalism and client trust, strengthening relationships.
4.4. Automation aggregates all scheduling data for improved analytics and continuous process optimization.
4.5. Automatable workflows ensure scalability as client volumes increase in building consulting.
4.6. Automated consultation scheduling tightens compliance, documentation, and reduces liability risk for consultants.