CRM Deal Won to Full Onboarding Kickoff
When a deal closes in your CRM, this automation instantly provisions billing records, creates communication channels, assigns your delivery team, and sends the client a personalised welcome email with a booking link. No admin lag, no dropped handoffs.
New Client Contract Auto Generation
When a new client record lands in your CRM with a signed engagement letter, a prefilled contract is automatically generated and sent for e signature. No copying, no delays, no forgotten clauses.
Trades Business Job Onboarding
Automatically create customer records, send welcome messages, schedule first appointments, and flag permit requirements the moment a service agreement is signed. Your office staff never touches the admin.
Accounting Firm Tax Client Onboarding
When a new tax client signs their engagement letter, this automation creates their profile in your practice management system, sends entity specific document requests, assigns a preparer, and books the intro call. No one on your team lifts a finger.
Form Submission to CRM + Spreadsheet Dual Write
Automatically send every web form submission to your CRM and a Google Sheet at the same time. Sales gets instant lead alerts with proper tags, and ops gets a clean audit trail without anyone copying and pasting a thing.
Multi Stakeholder Onboarding Coordinator
When a new B2B client submits their intake form, this automation reads every team member's role and sends each person the exact onboarding content they need. Billing contacts get payment setup. Project sponsors get the timeline. Day to day operators get tool access and kickoff details. Every stakeholder's progress is tracked independently until all are ready.
Accounting Engagement Letter Automation
When a new client lands in your practice management software, this automation generates a tailored engagement letter with the right services, fees, and deadlines, sends it for electronic signature, then builds the client folder and kicks off your onboarding checklist. No chasing. No waiting.
Lease Agreement Generator for Property Management
Automatically generate customised lease agreements with the correct addenda, send them for digital signing, and trigger move in checklists the moment a tenant application is approved.
Freelancer/Subcontractor Coordination Hub
Automatically match freelancers to projects, generate agreements, provision tool access, and track deliverables alongside your internal team. One trigger replaces hours of emails, spreadsheets, and manual onboarding.
New Employee Onboarding Data Sync
Automatically provision accounts across Google Workspace, Slack, your CRM, and project management tools the moment a new hire is added to your HR system. No checklists, no waiting, no forgotten logins.
Service Based Calendar Routing
When a website visitor tells your chatbot what service they need, an automated workflow sends them straight to the right specialist's calendar. No guesswork, no rescheduling, no lost leads sitting in a generic inbox.
Risk Profile Questionnaire Routing and Scoring
When a client completes a risk profiling questionnaire, an automated workflow scores their responses, stores the result in your CRM with a timestamp, and flags any change from their previous assessment so the adviser knows to follow up.
Automated Reference Request After Deal Close
When a deal closes in your CRM, a timed sequence of personalised review requests goes out via email and SMS. Customers get a direct link to your Google review page while their experience is still fresh, and your team never has to remember to ask.
Site Induction Automation for New Workers
When a new worker is added to your project directory, they automatically receive a preinduction package with safety rules, emergency procedures, and a digital induction form. The system verifies their licences and flags any expired certifications before they set foot on site.
Construction Subcontractor Onboarding
Automatically collect insurance certificates, W9 forms, and safety questionnaires from new subcontractors, then validate compliance with AI before they set foot on site. No email chains, no chasing paperwork, no expired certificates slipping through.
New Client Access Provisioning
Automatically set up portal logins, shared folders, communication channels, and email list memberships the moment a new client is signed. No manual steps, no forgotten permissions, no "I can't find the folder" emails.
New Client Welcome Sequence
Automatically deliver welcome emails, onboarding documents, personal introductions, and team briefings the moment a deal closes. Every new client gets a consistent, professional first impression without anyone on your team remembering to hit send.
Vehicle Delivery Preparation Checklist
When a vehicle sale closes in your CRM, an automated workflow generates a full delivery prep checklist, assigns each task to the right team member, and sets deadlines based on the customer's pickup date. Every vehicle goes out clean, complete, and on time.
Medical Practice Patient Record Sync
Automatically sync patient intake forms to your practice management system, eliminating double data entry and reducing duplicate records that put billing and patient safety at risk.
Recurring Service Agreement Auto Scheduler
When a technician completes a recurring service visit, this automation reads the agreement frequency from your CRM, books the next appointment in your field service calendar, and sends confirmations to the customer and a prep card to the assigned tech. No manual scheduling required.
Legal Client Matter Setup
When a retainer is signed, this automation creates the matter in your practice management system, builds your folder structure, triggers conflict checks, and sends the client their portal login. Thirty minutes of paralegal setup, done in under a minute.
Insurance Needs Analysis Document Generator
After a fact find meeting, your CRM data feeds straight into needs analysis formulas and produces a branded PDF document in under two minutes. No spreadsheets, no copy pasting, no formatting.
Conflict of Interest Check on New Enquiry
Every new client enquiry is automatically screened against your firm's entire matter history, flagging exact and fuzzy matches before a solicitor ever picks up the phone.
Quote Request to Estimate Pipeline (Trades/Construction)
When a homeowner submits a quote request, automation creates a CRM deal, attaches project photos, routes to the right estimator by territory, and texts the customer an acknowledgment. No more managing estimates through voicemails and scattered text threads.
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