Automating customer approval or onboarding processes can help to save costs and time, prevent errors, and ensure a compliant and transparent procedure for all clients that sign up or request updates to their original submissions.
Your flow could include the following steps:
- New customer registers or issues an update request to the original submission
- Your team reviews and approves or rejects the submission in the CRM
- Customer receives a confirmation or rejection email with relevant info/ next steps
- Sales, account managers or support teams receive notifications with details and actions to take
- Teams receive further status updates in case there are several steps involved
Building this flow in PROCESIO
- Forward submission responses to CRM using Call API or webhooks
- If necessary, create a data model
- Define the process variables
- Use Decisional action to determine if sending confirmation or rejection email
- Send emails using Send Email action
- Set up notifications to apps through Call API or webhooks
