Reference Data Flows
CRMs
CRM Initiating 2
principals lead / account / opportunity created in the crm crm pushes the details of the opportunity to detected detected creates the profile crm triggers onboarding link to customer customer completes onboarding tasks with data synced back to the crm compliance complete workflows and make approve / decline decision with data synced back to the crm data flow \ config theme redux dark look classic layout dagre \ flowchart td subgraph detectedapis\["detected apis"] apicreate(\["create profile"]) end subgraph casemanagement1\["case management"] casereview(\["approval decision"]) end subgraph onboardingportal\["onboarding portal"] onboardingcompleteactions(\["complete onboarding tasks"]) onboardingsubmit(\["submit profile"]) end subgraph crm\["crm"] crmcreaterecord(\["create lead/account/opportunity etc"]) end subgraph crm2\["crm"] crmupdaterecord(\["lead/account/opportunity etc"]) end subgraph detected\["detected"] casemanagement1 onboardingportal detectedapis end crm "1 push details over api" > detectedapis sales((("sales"))) > crm crm "2 trigger onboarding" > customer((("customer"))) customer > onboardingportal onboardingcompleteactions > onboardingsubmit onboardingportal > casemanagement1 onboardingportal update > crm2 casemanagement1 update > crm2 compliance((("compliance"))) "3 complete required workflows" > casemanagement1