---
title: CRM trigger to customer
slug: detected-apis/crm-trigger-to-customer
docTags: 
createdAt: 2025-05-27T08:57:35.540Z
---

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

```mermaid
---
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 - Additional Information Required"])
        CaseReview(["Approval Decision"])
  end
 subgraph CRM["CRM"]
        CRMCreate(["Lead/Opportunity/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

[Profile Webhook](docId:6qlwfWddkxPsSCj192LH-)&#x20;

[Create an onboarding flow via API](docId:5DFPhthlvtCO_suNZgjFA)&#x20;

[Update a profiles onboarding config](docId:5ZchEMBNlFPU6JxWwB5M8)&#x20;

[Extract information from a profile after compliance decision](docId:741bU5wP5qLtopnzpx4W8)&#x20;