CRM trigger to customer

this flow has the crm create the profile via apis and then trigger the required onboarding to the user, it also ensures the right references are set to link the detected profile to the record in the crm general flow lead / account / opportunity created in the crm crm pushes the details of the entity to detected via api and the profile is created (optional) crm also sets the required onboarding config crm also assigns a user (email) to 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 tb subgraph detectedapis\["detected apis"] apicreate1(\["create profile"]) apicreate2(\["assign customer"]) apicreate3(\["optional set specific config"]) end subgraph onboardingportal\["onboarding portal"] onboardinglogin(\["logs in"]) onboardingcompleteactions(\["complete onboarding tasks"]) onboardingsubmit(\["submit profile"]) end subgraph casemanagement2\["case management"] casereview4(\["optional addtional information required"]) casereview(\["approval decision"]) end subgraph crm\["crm"] crmcreate(\["lead/opportuntiy/account"]) end subgraph crm1\["crm"] crmcreaterecord1(\["create lead/account/opportunity etc"]) end subgraph detected\["detected"] detectedapis onboardingportal casemanagement2 end sales((("sales"))) > crm1 customer((("customer"))) "3 visits onboarding portal" > onboardingportal casereview "7 create / update" > crm casereview4 "5 notified by email" > customer2((("customer"))) customer2 "6 completes \<br>additional \<br>information" > onboardingportal compliance2((("compliance"))) "4 complete review \<br>workflows" > casemanagement2 crmcreaterecord1 "2 customer is notified to start onboarding" > customer crmcreaterecord1 "1 crm creates profile" > detectedapis onboardingportal > casemanagement2 style apicreate3 stroke width 1px,stroke dasharray 1 style casereview4 stroke width 1px,stroke dasharray 1 relevant apis / integration guides docid 6qlwfwddkxpsscj192lh docid 5dfphthlvtco sunzgjfa docid 5zchembnlfpu6jxwwb5m8 docid 741bu5wp5qltopnzpx4w8