{"id":7029,"date":"2025-03-02T07:13:09","date_gmt":"2025-03-02T07:13:09","guid":{"rendered":"https:\/\/powergi.net\/?p=7029"},"modified":"2025-10-24T16:43:37","modified_gmt":"2025-10-24T16:43:37","slug":"customer-onboarding-power-automate","status":"publish","type":"post","link":"https:\/\/powergi.net\/es\/blog\/customer-onboarding-power-automate\/","title":{"rendered":"How to streamline customer onboarding with automation and Power Automate?\u202f"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"7029\" class=\"elementor elementor-7029\" data-elementor-post-type=\"post\">\n\t\t\t\t<div class=\"elementor-element elementor-element-2c6a404 e-flex e-con-boxed e-con e-parent\" data-id=\"2c6a404\" data-element_type=\"container\" data-e-type=\"container\" data-settings='{\"jet_parallax_layout_list\":[]}'>\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-cbe41fa elementor-widget elementor-widget-text-editor\" data-id=\"cbe41fa\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span data-contrast=\"auto\">Customer onboarding is usually a process with <\/span><b><span data-contrast=\"auto\">many steps and requirements<\/span><\/b><span data-contrast=\"auto\">: Proposal creations, contract and SLA approvals, billing and ERP profiles, assigning accounts to different team members, and the list goes on.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p><p><span data-contrast=\"auto\">Without an automated onboarding process, this back and forth of information can become days, weeks, and even months. A time-consuming process like this may have a <\/span><b><span data-contrast=\"auto\">negative impact on your customers and hurt your business efficiency.<\/span><\/b><span data-ccp-props=\"{}\">\u00a0<\/span><\/p><p><span data-contrast=\"auto\">Most customer onboarding processes can be simplified by unlocking the potential of Power Automate to connect with both office 365 and external applications such as Salesforce, DocuSign, and Adobe to build a streamlined process that requires little to no monitoring from your staff.\u202f<\/span><span data-ccp-props=\"{}\">\u00a0In this blog, we will talk about how we have helped some our clients to implement onboarding automation with Power Automate<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-0deaefe e-flex e-con-boxed e-con e-parent\" data-id=\"0deaefe\" data-element_type=\"container\" data-e-type=\"container\" data-settings='{\"jet_parallax_layout_list\":[]}'>\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-54b0b55 elementor-toc--minimized-on-tablet elementor-widget elementor-widget-table-of-contents\" data-id=\"54b0b55\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings='{\"exclude_headings_by_selector\":[],\"no_headings_message\":\"No headings were found on this page.\",\"headings_by_tags\":[\"h2\",\"h3\",\"h4\",\"h5\",\"h6\"],\"marker_view\":\"numbers\",\"minimize_box\":\"yes\",\"minimized_on\":\"tablet\",\"hierarchical_view\":\"yes\",\"min_height\":{\"unit\":\"px\",\"size\":\"\",\"sizes\":[]},\"min_height_tablet\":{\"unit\":\"px\",\"size\":\"\",\"sizes\":[]},\"min_height_mobile\":{\"unit\":\"px\",\"size\":\"\",\"sizes\":[]}}' data-widget_type=\"table-of-contents.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-toc__header\">\n\t\t\t\t\t\t<h4 class=\"elementor-toc__header-title\">\n\t\t\t\tTable of Contents\t\t\t<\/h4>\n\t\t\t\t\t\t\t\t\t\t<div class=\"elementor-toc__toggle-button elementor-toc__toggle-button--expand\" role=\"button\" tabindex=\"0\" aria-controls=\"elementor-toc__54b0b55\" aria-expanded=\"true\" aria-label=\"Abrir la tabla de contenidos\"><i aria-hidden=\"true\" class=\"fas fa-chevron-down\"><\/i><\/div>\n\t\t\t\t<div class=\"elementor-toc__toggle-button elementor-toc__toggle-button--collapse\" role=\"button\" tabindex=\"0\" aria-controls=\"elementor-toc__54b0b55\" aria-expanded=\"true\" aria-label=\"Cerrar la tabla de contenidos\"><i aria-hidden=\"true\" class=\"fas fa-chevron-up\"><\/i><\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<div id=\"elementor-toc__54b0b55\" class=\"elementor-toc__body\">\n\t\t\t<div class=\"elementor-toc__spinner-container\">\n\t\t\t\t<i class=\"elementor-toc__spinner eicon-animation-spin eicon-loading\" aria-hidden=\"true\"><\/i>\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-63b83ae elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"63b83ae\" data-element_type=\"section\" data-e-type=\"section\" data-settings='{\"jet_parallax_layout_list\":[]}'>\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-f35648f\" data-id=\"f35648f\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-60d6395 elementor-widget elementor-widget-heading\" data-id=\"60d6395\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">What is customer onboarding automation? <\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ee7cceb elementor-widget elementor-widget-text-editor\" data-id=\"ee7cceb\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span data-contrast=\"auto\">Customer onboarding usually involves entering the same data in many systems and platforms: creating profiles, generating contracts or agreements, uploading documents, and much more. When you automate a customer onboarding process, different systems and applications can be synched and configured to talk to each other and automatically perform action in the different platforms involved.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p><p><a href=\"https:\/\/powergi.net\/microsoft-power-platform-consulting-services\/\"><b><span data-contrast=\"none\">With Power Platform<\/span><\/b><\/a><span data-contrast=\"auto\">, and specifically with Power Automate, an automation can be created to have different apps send data between them and perform actions based on the outputs of previous steps: For example:<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p><div id=\"seology-cta-1\">\t\t<div data-elementor-type=\"section\" data-elementor-id=\"7267\" class=\"elementor elementor-7267\" data-elementor-post-type=\"elementor_library\">\n\t\t\t<div class=\"elementor-element elementor-element-7e3f164 e-con-full e-flex e-con e-parent\" data-id=\"7e3f164\" data-element_type=\"container\" data-e-type=\"container\" data-settings='{\"background_background\":\"classic\",\"jet_parallax_layout_list\":[]}'>\n\t\t<div class=\"elementor-element elementor-element-9078c9f e-con-full e-flex e-con e-child\" data-id=\"9078c9f\" data-element_type=\"container\" data-e-type=\"container\" data-settings='{\"jet_parallax_layout_list\":[]}'>\n\t\t\t\t<div class=\"elementor-element elementor-element-7b99949 elementor-widget elementor-widget-heading\" data-id=\"7b99949\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\">Turn your ideas into digital solutions<\/p>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8e61db5 elementor-widget elementor-widget-heading\" data-id=\"8e61db5\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\">Our team guides you step by step to build custom apps in Power Platform.<\/p>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-a578907 e-flex e-con-boxed e-con e-child\" data-id=\"a578907\" data-element_type=\"container\" data-e-type=\"container\" data-settings='{\"jet_parallax_layout_list\":[]}'>\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-e8c827b elementor-view-stacked elementor-shape-circle elementor-widget elementor-widget-icon\" data-id=\"e8c827b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-icon-wrapper\">\n\t\t\t<a class=\"elementor-icon\" href=\"#ctc_chat\">\n\t\t\t<i aria-hidden=\"true\" class=\"fab fa-whatsapp\"><\/i>\t\t\t<\/a>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d834237 elementor-view-stacked elementor-shape-circle elementor-widget elementor-widget-icon\" data-id=\"d834237\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-icon-wrapper\">\n\t\t\t<a class=\"elementor-icon\" href=\"https:\/\/powergi.net\/es\/contact\/\">\n\t\t\t<i aria-hidden=\"true\" class=\"far fa-envelope\"><\/i>\t\t\t<\/a>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<\/div><ol><li><span data-contrast=\"auto\">A new client signs a contract through\u202f DocuSign<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li><li><span data-contrast=\"auto\">Hubspot deal status is automatically updated<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li><li><span data-contrast=\"auto\">Generate a KYC document (Know your customer)<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li><li><span data-contrast=\"auto\">Notification to Legal an Accounting team is automatically sent<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li><li><span data-contrast=\"auto\">Client profile is created in your accounting system<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li><li><span data-contrast=\"auto\">Tax forms are pre-filled and sent for review<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li><li><span data-contrast=\"auto\">A welcome email is sent to new customer<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li><\/ol>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5c62b8f elementor-widget elementor-widget-heading\" data-id=\"5c62b8f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Why automation is essential for customer onboarding success <\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c8678bc elementor-widget elementor-widget-text-editor\" data-id=\"c8678bc\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span data-contrast=\"auto\">Customers are key to any business, a faster onboarding process means quicker product adoption and higher customer satisfaction. The back and forth of the many onboarding steps can require hours, days or even weeks to complete if there are many users and apps involved, and this can become an important bottleneck in any company, if someone is out of the office or they are not immediately available, a new customer might need to wait for even longer to start performing transactions.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p><p><span data-contrast=\"auto\">Having a standardized onboarding process using Power Automate as an orchestrator, reduces human errors, allows for data tracking and removes manual or repetitive tasks.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-dc5a640 elementor-widget elementor-widget-heading\" data-id=\"dc5a640\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\"> Benefits of automating customer onboarding process <\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8e459b7 elementor-widget elementor-widget-heading\" data-id=\"8e459b7\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Faster onboarding processes <\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-130fb6a elementor-widget elementor-widget-text-editor\" data-id=\"130fb6a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span class=\"TextRun SCXW52208840 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW52208840 BCX0\">When Power Automate is used to manage the steps of an onboarding process, all involved apps will talk to each other right after the task is complete, without having to wait for staff input or <\/span><span class=\"NormalTextRun SCXW52208840 BCX0\">confirmation (unless any approval step is incorporated in the workflow). This will reduce the time <\/span><span class=\"NormalTextRun SCXW52208840 BCX0\">required<\/span><span class=\"NormalTextRun SCXW52208840 BCX0\"> to onboard new customers.<\/span><\/span><span class=\"EOP SCXW52208840 BCX0\" data-ccp-props=\"{}\">\u00a0<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3057d61 elementor-widget elementor-widget-heading\" data-id=\"3057d61\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Reduced errors and improved consistency <\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d201372 elementor-widget elementor-widget-text-editor\" data-id=\"d201372\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span class=\"TextRun SCXW157826687 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW157826687 BCX0\">Since all tasks and actions will be configured to be executed from Power Automate, all data entered in the systems will be standard, <\/span><span class=\"NormalTextRun SCXW157826687 BCX0\">consistent<\/span><span class=\"NormalTextRun SCXW157826687 BCX0\"> and <\/span><span class=\"NormalTextRun SCXW157826687 BCX0\">accurate<\/span><span class=\"NormalTextRun SCXW157826687 BCX0\">. Human errors will also be reduced and mistakes related to data entry will decrease to almost none \u2013 wave goodbye to having your same <\/span><span class=\"NormalTextRun ContextualSpellingAndGrammarErrorV2Themed SCXW157826687 BCX0\">customer<\/span><span class=\"NormalTextRun SCXW157826687 BCX0\"> name written differently in all your systems!<\/span><\/span><span class=\"EOP SCXW157826687 BCX0\" data-ccp-props=\"{}\">\u00a0<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ecfaffc elementor-widget elementor-widget-heading\" data-id=\"ecfaffc\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Enhanced customer experience <\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-57bf55c elementor-widget elementor-widget-text-editor\" data-id=\"57bf55c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span class=\"TextRun SCXW155301541 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW155301541 BCX0\">Power Automate can be used to fill out automatic templates, generate contracts, create profiles in different systems and send automatic notifications and reminders \u2013 automating your onboarding process can lead to reduced paperwork with better communication with customers and hence, a better experience for them.<\/span><\/span><span class=\"EOP SCXW155301541 BCX0\" data-ccp-props=\"{}\">\u00a0<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-071b70b elementor-widget elementor-widget-heading\" data-id=\"071b70b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Scalable solutions for growing businesses <\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2a3a212 elementor-widget elementor-widget-text-editor\" data-id=\"2a3a212\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span class=\"TextRun SCXW142439100 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW142439100 BCX0\">Imagine having onboarded a new customer in 15-30 minutes instead of days or <\/span><span class=\"NormalTextRun ContextualSpellingAndGrammarErrorV2Themed SCXW142439100 BCX0\">weeks, or<\/span><span class=\"NormalTextRun SCXW142439100 BCX0\"> having a standard process that allows you intake and onboard a higher volume of customers \u2013 all of this is possible by connecting your different platforms with Power Automate.<\/span><\/span><span class=\"EOP SCXW142439100 BCX0\" data-ccp-props=\"{}\">\u00a0<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e802d6b elementor-widget elementor-widget-heading\" data-id=\"e802d6b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Tools for customer onboarding automation <\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4220dbf elementor-widget elementor-widget-text-editor\" data-id=\"4220dbf\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span data-contrast=\"auto\">There are many options to use when automating the onboarding process with Power Automate:<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p><ol><li><span data-contrast=\"auto\"><a href=\"https:\/\/powergi.net\/blog\/populate-word-template-power-automate\/\"><strong>Word Templates<\/strong><\/a> \u2013 generate contracts, SLAs, predefined<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li><li><span data-contrast=\"auto\">Teams or Outlook Notifications<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li><li><span data-contrast=\"auto\">Out-of-the-box approvals<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li><li><span data-contrast=\"auto\">Document repository in SharePoint<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li><\/ol><p><span data-contrast=\"auto\">Depending on the steps required to onboard customers, Power Automate can use one or multiple of the tools mentioned above, and it can act as an orchestrator to have these steps connected with many other apps or platforms you may be working with \u2013 Hubspot, DocuSign or Salesforce.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p><p><span data-contrast=\"auto\">When trying to interact to all the different apps and platforms involved in the onboarding process there are different alternatives with Power Automate:<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p><ol><li><span data-contrast=\"auto\">Power Automate connectors \u2013 these are very powerful and pretty much take care of performing all data transmission among systems without much effort \u2013 other than configuring the connector. Power Platform has hundred of connectors and many keep being added every month: you can connect to Gmail, Mailchamp, Hubspot, SharePoint, Planner, Teams, and the list could go on all day!<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li><li><span data-contrast=\"auto\">Custom connectors \u2013 even if Power Platform has hundred of connectors, Power Automate can\u2019t cover all existing applications in the market so not all platforms are available through connectors, but if the apps you\u2019re working with has a web service in the form of an API, then a custom connector can be created to have Power Automate interact with these third party apps.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li><li><span data-contrast=\"auto\">API Calls \u2013 related to custom connectors, when apps have an API available, you can also connect directly through Power Automate without using a custom connector!<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li><\/ol>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ed5c8fb elementor-widget elementor-widget-heading\" data-id=\"ed5c8fb\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Why Choose Power Automate for automated onboarding? <\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-de3f6a4 elementor-widget elementor-widget-text-editor\" data-id=\"de3f6a4\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span data-contrast=\"auto\">There are many benefits of using Power Automate as your automation tool for customer onboarding:<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p><ol><li><span data-contrast=\"auto\">There is a wide range of apps available to connect very easily to (Data connectors).<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li><li><span data-contrast=\"auto\">If the apps or platforms you\u2019re working with don\u2019t have a data connector, you can create your own, so there is no limitation on the apps you can use, as long as they have a web service to connect to.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li><li><span data-contrast=\"auto\">Full integration with all the Microsoft 365 suite \u2013 Outlook, Teams, SharePoint, Planner, you name it! Any tool that lives in the Microsoft 365 environment can be easily implemented and included in the workflow.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li><li><span data-contrast=\"auto\">Templates, Document management and E-signature \u2013 with Power Automate, any document that you\u2019re currently using for customer onboarding such as SLAs or contracts, can be automatically generated based on a predefined template and sent for <a href=\"https:\/\/powergi.net\/blog\/dynamic-and-sequential-approvals-in-power-automate\/\"><strong>approval<\/strong><\/a> and signature to all applicable parties.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li><li><span data-contrast=\"auto\">End-to-end process automation \u2013 with Power Automate you can automate small parts of your process, but one of the main selling points of Power Automate is its ability to orchestrate from start to end simple or complex processes that involve many steps and many\u202f<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li><\/ol>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-82f6895 elementor-widget elementor-widget-heading\" data-id=\"82f6895\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Step-by-Step guide: Automating customer onboarding with power automate <\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f99b3a3 elementor-widget elementor-widget-heading\" data-id=\"f99b3a3\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Step 1: Map your customer onboarding workflow <\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-33d93ed elementor-widget elementor-widget-text-editor\" data-id=\"33d93ed\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span data-contrast=\"auto\">First things first, before jumping into Power Automate it\u2019s really important to analyze and diagnose the current onboarding process. <\/span><span data-contrast=\"auto\">We usually start by asking some questions:<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p><ol><li><span data-contrast=\"auto\">How do we know when there is a new customer that needs to be onboarded? <\/span><span data-contrast=\"auto\">A contract is signed? Do we get an email?<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li><li><span data-contrast=\"auto\">Which tools or platforms are currently being used? Hubspot, Mailchamp, Salesforce? Which actions are performed on each platform?<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li><li><span data-contrast=\"auto\">Who are the users or teams that are involved in the process? Who is a \u201cnotification\u201d user? Who are the users that need to make a decision or an approval? <\/span><span data-contrast=\"auto\">Who needs to perform actions?<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li><li><span data-contrast=\"auto\">What\u2019s the order in which steps should happen?<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li><li><span data-contrast=\"auto\">Are there documents that result from the process? Do they need to be signed?<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li><li><span data-contrast=\"auto\">Are there notifications or messages sent to internal or external parties?<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li><\/ol><p><span data-contrast=\"auto\">Two process diagramming tools that we usually work with for customer onboarding are swimlanes and SIPOC (Supplier, Input, Process, Output and Customer).<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p><p><span data-contrast=\"auto\">Swimlanes will help us identify which tools are being used and which actions are performed in each platform.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p><p><span data-contrast=\"auto\">SIPOC is amazing for identifying the parties involved in the process, who provides information and who receives it.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-fbbb06d elementor-widget elementor-widget-heading\" data-id=\"fbbb06d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Step 2: Define automation triggers in power automate<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-20151e3 elementor-widget elementor-widget-text-editor\" data-id=\"20151e3\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span data-contrast=\"auto\">The first thing we need in Power Automate is the trigger \u2013 meaning the action or event that will start the onboarding process. There are many types of triggers and what we will use depends on the process itself. <\/span><span data-contrast=\"auto\">Some examples of triggers are:<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p><ol><li><span data-contrast=\"auto\">When a new email arrives to a mailbox<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li><li><span data-contrast=\"auto\">When a contract is signed in a third party app such as DocuSign or AdobeSign<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li><li><span data-contrast=\"auto\">When a deal changes status in Hubspot<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li><li><span data-contrast=\"auto\">When a user fills out a form with new client data<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li><\/ol>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-969891e elementor-widget elementor-widget-heading\" data-id=\"969891e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Step 3: Define notifications and approvals <\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-11a3f16 elementor-widget elementor-widget-text-editor\" data-id=\"11a3f16\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span data-contrast=\"auto\">From the SIPOC analysis, we can define who are the parties involved in the process and based on this list, we need to identify the following type of users:<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p><ol><li><span data-contrast=\"auto\">Users who will receive notifications of the process<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li><li><span data-contrast=\"auto\">Users who need to make a decision<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li><li><span data-contrast=\"auto\">Users who will need to review client information and approve or reject\u202f<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li><li><span data-contrast=\"auto\">Users who need to complete a task<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li><\/ol><p><span data-contrast=\"auto\">With Power Automate, there are many ways to send notifications: Teams messages, Outlook emails or Planner tasks.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p><div id=\"seology-cta-2\">\t\t<div data-elementor-type=\"section\" data-elementor-id=\"7283\" class=\"elementor elementor-7283\" data-elementor-post-type=\"elementor_library\">\n\t\t\t<div class=\"elementor-element elementor-element-7e3f164 e-con-full e-flex e-con e-parent\" data-id=\"7e3f164\" data-element_type=\"container\" data-e-type=\"container\" data-settings='{\"background_background\":\"classic\",\"jet_parallax_layout_list\":[]}'>\n\t\t<div class=\"elementor-element elementor-element-9078c9f e-con-full e-flex e-con e-child\" data-id=\"9078c9f\" data-element_type=\"container\" data-e-type=\"container\" data-settings='{\"jet_parallax_layout_list\":[]}'>\n\t\t\t\t<div class=\"elementor-element elementor-element-7b99949 elementor-widget elementor-widget-heading\" data-id=\"7b99949\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\">Is your business ready for automation?<\/p>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8e61db5 elementor-widget elementor-widget-heading\" data-id=\"8e61db5\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\">Automate processes with Microsoft Power Platform.<\/p>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-a578907 e-flex e-con-boxed e-con e-child\" data-id=\"a578907\" data-element_type=\"container\" data-e-type=\"container\" data-settings='{\"jet_parallax_layout_list\":[]}'>\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-e8c827b elementor-view-stacked elementor-shape-circle elementor-widget elementor-widget-icon\" data-id=\"e8c827b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-icon-wrapper\">\n\t\t\t<a class=\"elementor-icon\" href=\"#ctc_chat\">\n\t\t\t<i aria-hidden=\"true\" class=\"fab fa-whatsapp\"><\/i>\t\t\t<\/a>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d834237 elementor-view-stacked elementor-shape-circle elementor-widget elementor-widget-icon\" data-id=\"d834237\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-icon-wrapper\">\n\t\t\t<a class=\"elementor-icon\" href=\"https:\/\/powergi.net\/es\/contact\/\">\n\t\t\t<i aria-hidden=\"true\" class=\"far fa-envelope\"><\/i>\t\t\t<\/a>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-b5993fa elementor-widget elementor-widget-heading\" data-id=\"b5993fa\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Step 4: Integrate with CRM and all your other tools <\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c0b57d5 elementor-widget elementor-widget-text-editor\" data-id=\"c0b57d5\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span data-contrast=\"auto\">This is when we get to customize the workflow as much as we\u2019d like \u2013 depending on the tools involved in the process, Power Automate can connect to many platforms either using Data connectors or custom connectors.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p><p><span data-contrast=\"auto\">It can also generate contracts or agreements and store them in the file repository of your choice.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-614b28c elementor-widget elementor-widget-heading\" data-id=\"614b28c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Real-world example of automated onboarding <\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-be19cbc elementor-widget elementor-widget-text-editor\" data-id=\"be19cbc\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span data-contrast=\"auto\">Using our <\/span><a href=\"https:\/\/powergi.net\/microsoft-power-platform-consulting-services\/\" target=\"_blank\" rel=\"noopener\"><span data-contrast=\"none\">Power Platform consulting services<\/span><\/a><span data-contrast=\"auto\">, we partnered with a client in the IT industry that works with clients from the United States to create Power Automate workflow that connects to all the tools they currently use and create the client profile in each of the platforms. Before automating with Power Automate, this was a very manual process that required entering the same customer data in multiple systems. <\/span><span data-contrast=\"auto\">The automated and improved process looks like this:<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p><ol><li><span data-contrast=\"auto\">Customer signs the work contract in DocuSign<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li><li><span data-contrast=\"auto\">Contract information is automatically extracted from DocuSign<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li><li><span data-contrast=\"auto\">Hubspot deal status is updated<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li><li><span data-contrast=\"auto\">Internal approval request is sent<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li><li><span data-contrast=\"auto\">Create customer profile in 3 different platforms<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li><li><span data-contrast=\"auto\">Create customer contacts in 2 different platforms<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li><li><span data-contrast=\"auto\">Upload a copy of the contract to SharePoint<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li><li><span data-contrast=\"auto\">Create an onboarding task in Planner so the sales user can perform some internal tasks<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li><li><span data-contrast=\"auto\">A PDF document is generated with some customer data<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li><li><span data-contrast=\"auto\">Send welcome email to customer with a summary PDF attached<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li><\/ol><p><span data-contrast=\"auto\">Power Automate acts as an orchestrator of the whole process and connects all the different applications.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t<div class=\"elementor-element elementor-element-3573dcd e-flex e-con-boxed e-con e-parent\" data-id=\"3573dcd\" data-element_type=\"container\" data-e-type=\"container\" data-settings='{\"jet_parallax_layout_list\":[]}'>\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-61c7dc6 elementor-widget elementor-widget-heading\" data-id=\"61c7dc6\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Ready to automate your customer onboarding process? <\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e70f204 elementor-widget elementor-widget-text-editor\" data-id=\"e70f204\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span class=\"TextRun SCXW169946591 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW169946591 BCX0\">Whether you currently have a standard process in place or if <\/span><span class=\"NormalTextRun SCXW169946591 BCX0\">you\u2019re<\/span><span class=\"NormalTextRun SCXW169946591 BCX0\"> still figuring it out \u2013 Power Automate can be of <\/span><span class=\"NormalTextRun SCXW169946591 BCX0\">great help<\/span><span class=\"NormalTextRun SCXW169946591 BCX0\"> and will allow you to avoid manual tasks and save you time.<\/span><\/span><a class=\"Hyperlink SCXW169946591 BCX0\" href=\"https:\/\/powergi.net\/contact\/\" target=\"_blank\" rel=\"noopener\"><span class=\"TextRun Underlined SCXW169946591 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW169946591 BCX0\" data-ccp-charstyle=\"Hyperlink\"> Contact us <\/span><\/span><\/a><span class=\"TextRun SCXW169946591 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW169946591 BCX0\">if <\/span><span class=\"NormalTextRun SCXW169946591 BCX0\">you\u2019d<\/span><span class=\"NormalTextRun SCXW169946591 BCX0\"> like to know how we can help you implement your own customer onboarding process!<\/span><\/span><span class=\"EOP SCXW169946591 BCX0\" data-ccp-props=\"{}\">\u00a0<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Customer onboarding is usually a process with many steps and requirements: Proposal creations, contract and SLA approvals, billing and ERP profiles, assigning accounts to different team members, and the list goes on.\u00a0 Without an automated onboarding process, this back and forth of information can become days, weeks, and even months. A time-consuming process like this [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":6994,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"default","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"default","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"glossary_letter":"","footnotes":""},"categories":[85],"tags":[157,17,165],"class_list":["post-7029","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-power-automate-cat","tag-power-apps","tag-power-automate","tag-power-automate-workflow"],"glossary_letter":null,"rank_math_title":"Customer Onboarding Automation with Power Automate - Power GI ","rank_math_description":"Learn customer onboarding automation process using Microsoft Power Automate. Benefits and best practices to create a seamless onboarding experience ","rank_math_focus_keyword":"Power Automate","_links":{"self":[{"href":"https:\/\/powergi.net\/es\/wp-json\/wp\/v2\/posts\/7029","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/powergi.net\/es\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/powergi.net\/es\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/powergi.net\/es\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/powergi.net\/es\/wp-json\/wp\/v2\/comments?post=7029"}],"version-history":[{"count":0,"href":"https:\/\/powergi.net\/es\/wp-json\/wp\/v2\/posts\/7029\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/powergi.net\/es\/wp-json\/wp\/v2\/media\/6994"}],"wp:attachment":[{"href":"https:\/\/powergi.net\/es\/wp-json\/wp\/v2\/media?parent=7029"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/powergi.net\/es\/wp-json\/wp\/v2\/categories?post=7029"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/powergi.net\/es\/wp-json\/wp\/v2\/tags?post=7029"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}