Communication and Customer ServicePurpose
1.2. Send automated welcome messages, lease document links, contact details, FAQ links, rent payment instructions, and maintenance request guidelines.
1.3. Automate personalized onboarding sequences based on property, tenancy type, or location.
1.4. Collect tenant information and document digital signatures through automated flows. coupons, event invites, and updates.
1.5. Automate feedback gathering to improve tenant satisfaction.
1.6. Provide automated alerts for tenants on key obligations, events, and housing policies.
Trigger Conditions
2.2. Digital lease agreement signed or payment confirmation received.
2.3. Tenant onboarding checklist marked as started by staff.
2.4. Scheduled onboarding date reached, triggering the automation.
2.5. Manual trigger by property management team.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: Automate SMS welcome sequence; configure API to send templated onboarding texts upon new tenant creation.
3.2. SendGrid
• Feature/Setting: Automated onboarding emails with attachments and HTML formatting; configure transactional email API.
3.3. DocuSign
• Feature/Setting: Automate digital lease signing and post-signature welcome flow; API integration for event webhooks.
3.4. Slack
• Feature/Setting: Automate staff alerts about new tenants in staff channels; use Incoming Webhooks.
3.5. HubSpot
• Feature/Setting: Automated contact creation and welcome email sequences; use Workflows and Contacts API.
3.6. Salesforce
• Feature/Setting: Automate record creation and onboarding tasks for property managers; use Flows and REST API.
3.7. Microsoft Teams
• Feature/Setting: Automated orientation reminders posted in tenant or staff channels; configure Send Activity API.
3.8. WhatsApp Business API
• Feature/Setting: Automated WhatsApp welcome messages with document links and quick replies.
3.9. Intercom
• Feature/Setting: Automate in-app chat onboarding sequences; use Messages and Events API.
3.10. ActiveCampaign
• Feature/Setting: Automated multi-stage welcome email automations; configure Automations module.
3.11. Google Sheets
• Feature/Setting: Automate entry for each new tenant and trigger further automations; use Sheets API.
3.12. Aircall
• Feature/Setting: Automated click-to-call tasks for support follow-up; use API to assign calls to staff.
3.13. Calendly
• Feature/Setting: Automatically send onboarding meeting invitation links; configure event triggers and API.
3.14. Zoho CRM
• Feature/Setting: Automate tenant onboarding sequence within CRM; use Workflow Rules and API.
3.15. Mailchimp
• Feature/Setting: Automate sending onboarding newsletters; use Automation and Campaign API.
3.16. Zendesk
• Feature/Setting: Automate ticket creation for onboarding queries; use Ticket API trigger.
3.17. OneDrive
• Feature/Setting: Automated document sharing links for property handbooks; configure Share API.
3.18. Google Forms
• Feature/Setting: Automated welcome survey links to new tenants; use Form Response and Notifications API.
3.19. Typeform
• Feature/Setting: Automate post-onboarding satisfaction forms; use Response Webhooks.
3.20. Pipedrive
• Feature/Setting: Automate deal stage moves and onboarding notes updates on new tenant deals; use Pipelines API.
3.21. Trello
• Feature/Setting: Automate card creation for each onboarding task; use Trello API.
3.22. Asana
• Feature/Setting: Automated onboarding project tasks for each new tenant; configure Rules and API.
3.23. Dropbox
• Feature/Setting: Automate onboarding document delivery links; use File Request and Sharing API.
3.24. Google Calendar
• Feature/Setting: Automated orientation event invitations; use Events API.
Benefits
4.2. Automated onboarding ensures consistency in tenant experience.
4.3. Automating information delivery decreases response times for new tenants.
4.4. Automator reduces onboarding errors and omissions.
4.5. Automation enables scalable onboarding as the association grows.
4.6. Automated feedback collection automates quality improvements.
4.7. Automation increases tenant satisfaction and retention.
4.8. Automatedly collected analytics enable continuous process optimization.