Client onboarding document delivery

Purpose

1.1. Automatically deliver tailored onboarding documents (contracts, briefs, guides, NDAs) to new clients post-signing for commercial photographers in advertising, ensuring a seamless, timely, and trackable onboarding in project & workflow management.
1.2. Ensure clients receive the correct package, access to project timelines, style guides, and compliance materials instantly, reducing manual error and freeing up the photographer’s time.

Trigger Conditions

2.1. Client completes and submits signed contract via e-signature platform.
2.2. Client data entry in CRM (contact details, project specifics).
2.3. Completion of a payment milestone or deposit verification.
2.4. Onboarding task triggered by project manager in workflow app.

Platform Variants

3.1. DocuSign
• Feature/Setting: Configure “Envelope Complete” webhook to trigger onboarding flow.
• API: eventNotification/documents/getDocument.

3.2. Adobe Sign
• Feature/Setting: Use “Agreement signed” webhook event to initiate delivery.
• API: GET /agreements/{agreementId}/documents.

3.3. HelloSign
• Feature/Setting: “Signature request signed” callback.
• API: /signature_request/files.

3.4. Salesforce
• Feature/Setting: Process Builder to detect new Opportunity Closed-Won and trigger flow.
• API: REST /sobjects/Opportunity.

3.5. HubSpot
• Feature/Setting: Workflow Automation on Deal Stage “Won.”
• API: POST /crm/v3/objects/contacts.

3.6. Pipedrive
• Feature/Setting: Filter for deals with status “Won” and trigger webhook.
• API: GET /deals/{id}.

3.7. Zoho CRM
• Feature/Setting: Blueprint “Deal Closure” transition event trigger.
• API: /crm/v2/Deals.

3.8. Google Drive
• Feature/Setting: Generate share link for onboarding folder.
• API: files/create, permissions/create.

3.9. Dropbox
• Feature/Setting: Create file request and email link.
• API: /files/create_shared_link_with_settings.

3.10. OneDrive
• Feature/Setting: Share onboarding folder with client email on new trigger.
• API: /drive/items/{item-id}/invite.

3.11. PandaDoc
• Feature/Setting: Use webhook for “Document Completed” event.
• API: GET /documents/{id}/download.

3.12. Notion
• Feature/Setting: Duplicate onboarding workspace for new client.
• API: /pages, /databases.

3.13. Trello
• Feature/Setting: Copy onboarding card or board and invite client.
• API: /boards/{id}/copy.

3.14. Slack
• Feature/Setting: Automated onboarding channel creation and notification.
• API: conversations.create, chat.postMessage.

3.15. Asana
• Feature/Setting: Create onboarding project/task and assign client.
• API: /tasks, /projects.

3.16. Monday.com
• Feature/Setting: Duplicate onboarding board, assign items to client.
• API: boards.duplicate, items.create.

3.17. Gmail
• Feature/Setting: Send onboarding documents as PDF with customized message.
• API: /users/messages/send.

3.18. Outlook 365
• Feature/Setting: Mail merge onboarding docs to client.
• API: /me/sendMail.

3.19. SendGrid
• Feature/Setting: Transactional email with onboarding PDF and tracking.
• API: /mail/send.

3.20. Twilio
• Feature/Setting: SMS onboarding confirmation with secure doc link.
• API: /Messages.

3.21. AirTable
• Feature/Setting: Add client data row, trigger through automations.
• API: /v0/{baseId}/{tableName}.

3.22. ClickUp
• Feature/Setting: Template onboarding list assigned to client folder.
• API: /list, /task.

Benefits

4.1. Minimum lag time between contract signature and client onboarding.
4.2. Zero manual intervention after trigger condition, reducing mistakes.
4.3. Detailed tracking and accountability for each onboarding step.
4.4. Scalable solution—handles any client volume without process strain.
4.5. Enhances professionalism and first impression in competitive media industry.