Client Relationship & Communication AutomationPurpose
1.2. Ensure regulatory alignment, automated KYC, seamless integration with art market CRMs, transmission of onboarding forms, automated notifications, and secure storage of collected documents.
1.3. Enable automatic client follow-ups, automated status updating, automated contract sending/signature capture, and integrated onboarding records for analytics and compliance auditing.
Trigger Conditions
2.2. Incoming referral email with client information.
2.3. CRM entry of prospect/opportunity.
2.4. Automated calendar booking event indicating onboarding required.
2.5. E-signature link activated.
2.6. Specific keyword detected in client chat/channel (e.g., “onboard”, “documentation”).
Platform Variants
- Feature/Setting: Automate sending, tracking, and collecting e-signatures on onboarding documents via DocuSign eSignature API configured to auto-email new clients.
3.2. Salesforce
- Feature/Setting: Automate new client record creation and document checklist triggers using Workflow Rules.
3.3. HubSpot
- Feature/Setting: Automates onboarding workflows with HubSpot Automations, triggering follow-up emails and task assignments on new deal creation.
3.4. Google Forms
- Feature/Setting: Automator auto-generates and emails onboarding forms; collects responses via Google Forms API.
3.5. DropBox Sign (HelloSign)
- Feature/Setting: Automatically requests and tracks signatures on compliance forms via HelloSign API Templates.
3.6. PandaDoc
- Feature/Setting: PandaDoc API triggered to auto-send personalized onboarding docs based on CRM inputs.
3.7. Pipedrive
- Feature/Setting: Workflow Automation—create deal and email onboarding pack using Pipedrive Workflow Automation tool.
3.8. Airtable
- Feature/Setting: Automator records onboarding status and collects client-submitted documentation via Airtable API.
3.9. Slack
- Feature/Setting: Automated Slack message alerts when onboarding steps are completed using Incoming Webhooks.
3.10. Trello
- Feature/Setting: Auto-create cards and update lists as onboarding progresses using Trello Automation Rules.
3.11. Asana
- Feature/Setting: Automating task creation for each onboarding milestone using Asana Rules/API.
3.12. Microsoft Teams
- Feature/Setting: Automated Teams notification for onboarding status and document collection events via Connector.
3.13. Twilio SMS
- Feature/Setting: Send automated SMS requests for document uploads via Twilio Programmable Messaging API.
3.14. Google Drive
- Feature/Setting: Automate upload and folder creation per client using Google Drive API.
3.15. Zendesk
- Feature/Setting: Automating ticket creation and client status updates for onboarding queries via Zendesk API.
3.16. Intercom
- Feature/Setting: Automatedly initiate chat flows requesting missing documents using Intercom Conversations API.
3.17. Calendly
- Feature/Setting: Trigger onboarding workflow upon booking with Calendly Webhooks.
3.18. Box
- Feature/Setting: Automate file requests and secure uploads using Box API and automated folder structures.
3.19. OneDrive
- Feature/Setting: Automates client-specific shared folder creation and document requests using OneDrive API.
3.20. Zoho CRM
- Feature/Setting: Workflow Rules trigger automated email sequence for client onboarding and document collection.
Benefits
4.2. Enables faster client conversion and improved client experience through real-time automated communication.
4.3. Automated document tracking ensures compliance with industry regulation and provides consistent recordkeeping.
4.4. Automator-driven follow-ups improve submission rate of required documentation for art market transactions.
4.5. Enables scalable, automatable onboarding for growing art dealer businesses, freeing staff for high-value tasks.
4.6. Automating data entry and updates increases data accuracy throughout client lifecycle.