Onboarding emails and resource distribution to new clients

Purpose

1.1. Automatically deliver onboarding emails, welcome messages, company policies, process documents, style guides, and resource links to new animation studio clients to ensure a seamless introduction and standardized access to critical materials.
1.2. Minimize manual intervention, reduce onboarding time, ensure information accuracy, and improve the overall client experience from engagement to project initiation.

Trigger Conditions

2.1. New client created in CRM.
2.2. Client record marked as “Onboarding Required.”
2.3. Signed contract uploaded to DMS (Document Management System).
2.4. Form submission via client portal.
2.5. Addition to designated onboarding mailing list.

Platform Variants

3.1. Salesforce
• Feature/Setting: Process Builder—trigger: New Account, action: Send Email Alert

3.2. HubSpot
• Feature/Setting: Workflow automation—trigger: new contact, action: Automated email sequence

3.3. Zoho CRM
• Feature/Setting: Workflow Rule—trigger: lead converted, action: Email notification, file attachment

3.4. Microsoft Power Automate
• Feature/Setting: Automated flow—trigger: SharePoint file added, action: Outlook send mail with attachments

3.5. Google Workspace (Gmail + Drive)
• Feature/Setting: Apps Script—trigger: Form submit, action: sendEmail(), DriveApp.getFilesByName()

3.6. Slack
• Feature/Setting: Workflow Builder—trigger: new user added to workspace, action: send direct message with onboarding links

3.7. Mailchimp
• Feature/Setting: Automated email series—trigger: tag “New Client,” action: send onboarding emails

3.8. ActiveCampaign
• Feature/Setting: Automation—trigger: List added, action: send email, deliver file URLs

3.9. Intercom
• Feature/Setting: Series—trigger: new user sign-up, action: in-app & email onboarding content

3.10. SendGrid
• Feature/Setting: Transactional Templates with API—trigger: POST to /mail/send, payload: email content + resource links

3.11. Twilio SendGrid
• Feature/Setting: Marketing Campaign Automation—trigger: contact added, action: multi-step onboarding emails

3.12. Pipedrive
• Feature/Setting: Workflow automations—trigger: deal stage “Won,” action: send onboarding email via integration

3.13. Monday.com
• Feature/Setting: Automation—trigger: item moved to onboarding group, action: notify + send resource links via email integration

3.14. Notion
• Feature/Setting: API—trigger: Page creation, action: send onboarding info via email by connecting with Email API

3.15. DocuSign
• Feature/Setting: Connect—trigger: document signed, action: send onboarding resources email via webhook

3.16. Trello
• Feature/Setting: Automation (Butler)—trigger: card moved to "Onboarding," action: send email notification via third-party connector

3.17. Dropbox
• Feature/Setting: API—trigger: folder share with client, action: send notification email with folder link

3.18. Asana
• Feature/Setting: Rules—trigger: task assigned “Onboarding,” action: email notification via integration

3.19. Airtable
• Feature/Setting: Automations—trigger: record enters “New Client” view, action: send onboarding email and attach resource links

3.20. Freshdesk
• Feature/Setting: Automations—trigger: new contact created, action: send onboarding message with guide links

3.21. Zendesk
• Feature/Setting: Trigger—new organization created, action: send onboarding email and attach knowledge base articles

3.22. Basecamp
• Feature/Setting: API—hook on new client project, send onboarding info via connected email tool

3.23. ClickUp
• Feature/Setting: Automation—on new client folder, action: send onboarding document via email integration

Benefits

4.1. Reduces onboarding delays, ensures every client receives consistent, branded information.
4.2. Frees up project managers by minimizing repetitive manual email composition and attachment handling.
4.3. Guarantees delivery of up-to-date documents and resource links as part of a standardized workflow.
4.4. Enhances client satisfaction and sets clear communication from the outset, reducing risks of missed details.