Reference Process Flows
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CRMs
CRM with compliance review
this flow has the crm create the profile via apis, compliance then complete a review of the profile, assign and configuration and trigger the notification to the user to complete the required onboarding steps 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 compliance team then review the base profile (optional) compliance set the onboarding configuration compliance add the user and trigger the onboarding notification 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"]) end subgraph onboardingportal\["onboarding portal"] onboardinglogin(\["logs in"]) onboardingcompleteactions(\["complete onboarding tasks"]) onboardingsubmit(\["submit profile"]) end subgraph casemanagement1\["case management"] casereview1(\["review profile"]) casereview2(\["optional set configuration"]) casereview3(\["assign user"]) 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"] onboardingportal casemanagement2 casemanagement1 end crmcreaterecord1 "2 crm creates profile" > apicreate1 sales((("sales"))) "1 sales update crm" > crm1 comliance((("compliance"))) "3 compliance review profile" > casereview1 casereview1 > casereview2 customer((("customer"))) "5 visits onboarding portal" > onboardingportal onboardinglogin > onboardingcompleteactions onboardingcompleteactions > onboardingsubmit onboardingportal > casemanagement2 casereview "8 update" > crm casereview4 "6 notified by email" > customer2((("customer"))) customer2 "7 completes additional information" > onboardingportal casereview2 > casereview3 casereview3 "4 customer notified to start onboarding" > customer style casereview2 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 (optional) docid 741bu5wp5qltopnzpx4w8