Onboarding workflows for new clients

Purpose

1.1. Streamline new client onboarding for aircraft rental services, ensuring regulatory, safety, and operational requirements are met.
1.2. Automate communication, document collection, identity verification, contract management, and payment integration.
1.3. Facilitate seamless scheduling, pilot assignment, and documentation for a professional onboarding experience in aviation rental.

Trigger Conditions

2.1. Web form submission for new rental inquiry.
2.2. Manual entry in CRM as new client.
2.3. Incoming email with onboarding subject or attachment.
2.4. Scheduling request submitted via online portal.
2.5. Payment or deposit confirmation detected.
2.6. Third-party booking system generates new renter ID.
2.7. Digital contract signed event.

Platform Variants

3.1. Twilio
• Feature/Setting: SMS notification; Function: Send SMS on client record creation
• Sample: Configure API POST /Messages with client number and onboarding SMS template
3.2. SendGrid
• Feature/Setting: Transactional email; Function: Send onboarding checklist
• Sample: Use /mail/send API with email from onboarding template
3.3. DocuSign
• Feature/Setting: eSignature; Function: Auto-assign onboarding contracts
• Sample: Envelopes:create API with templateId and client email
3.4. Salesforce
• Feature/Setting: Workflow automation; Function: Trigger onboarding flow on lead status change
• Sample: Use Process Builder to launch onboarding steps
3.5. HubSpot
• Feature/Setting: Workflow; Function: Trigger onboarding sequence from contact property
• Sample: Create workflow with onboarding actions for new client property
3.6. Slack
• Feature/Setting: Channel notification; Function: Alert team of new onboarding
• Sample: Incoming webhook to onboarding channel with client details
3.7. Google Drive
• Feature/Setting: Folder automation; Function: Create client onboarding folder
• Sample: Drive API to create folder and share with client
3.8. PandaDoc
• Feature/Setting: Document packet delivery; Function: Send personalized onboarding docs
• Sample: API /documents/send with onboarding packet template
3.9. HelloSign
• Feature/Setting: e-Sign request; Function: Request proof of pilot credentials
• Sample: Sign Request Create API with verification docs
3.10. Calendly
• Feature/Setting: Scheduling; Function: Invite client to introductory call
• Sample: Invitee Created webhook triggers email with scheduling link
3.11. Zapier
• Feature/Setting: Multi-app workflow; Function: Sync onboarding across platforms
• Sample: Set up Zaps to trigger on new client entry
3.12. Stripe
• Feature/Setting: Payment trigger; Function: Signal onboarding step after payment
• Sample: Payment Intent webhook used to trigger process
3.13. Dropbox
• Feature/Setting: File request; Function: Request client flight documents
• Sample: API to automate request for document upload
3.14. Microsoft Teams
• Feature/Setting: Automated channel post; Function: Notify operations team
• Sample: Use connector to post onboarding updates
3.15. Trello
• Feature/Setting: Board automation; Function: Card for each onboarded client
• Sample: API creates card in Onboarding List
3.16. Monday.com
• Feature/Setting: Workflow automations; Function: Task checklist for onboarding
• Sample: Trigger automation on new item in “Onboarding” board
3.17. Notion
• Feature/Setting: Database; Function: Track onboarding status per client
• Sample: API updates page with progress
3.18. Aircall
• Feature/Setting: Call trigger; Function: Alert team to follow up call
• Sample: Call webhook triggers task
3.19. Intercom
• Feature/Setting: Automated message; Function: Send onboarding support message
• Sample: Webhook or API to start Onboarding tour
3.20. Typeform
• Feature/Setting: Form response; Function: Intake onboarding data
• Sample: Webhook on form submit sends data to workflow
3.21. Asana
• Feature/Setting: Task flow; Function: Assign tasks per onboarding step
• Sample: API to generate tasks with deadlines
3.22. Google Sheets
• Feature/Setting: Record log; Function: Log client onboarding activities
• Sample: Sheets API to update onboarding spreadsheet

Benefits

4.1. Improved client experience through rapid, consistent communication.
4.2. Reduced manual entry and error in handling regulatory documents.
4.3. Enhanced transparency and accountability across operational teams.
4.4. Accelerated rental readiness by automating compliance checks.
4.5. Increased scalability for peak seasons or rapid business growth.