---
title: CRM with compliance review
slug: detected-apis/crm-with-compliance-review
docTags: 
createdAt: 2025-05-27T08:57:35.540Z
---

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

```mermaid
---
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 - 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"]
        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

[Profile Webhook](docId:6qlwfWddkxPsSCj192LH-) 

[Create an onboarding flow via API](docId:5DFPhthlvtCO_suNZgjFA) 

[Update a profiles onboarding config](docId:5ZchEMBNlFPU6JxWwB5M8) (optional)

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