---
title: Internal / customer collaboration
slug: detected-apis/internal-customer-collaboration
docTags: 
createdAt: 2025-05-27T08:57:35.540Z
---

# General Flow

- Sales / internal teams visit the onboarding portal
- Logs in, Finds the customers entity & views their required onboarding tasks
- *(Optional)* CRM record is created/updated
- Sales complete the actions that they can 
- Sales invite the customer into the portal to review
- Customer reviews actions, confirms, updates and submits the application
- Compliance complete their review
- *(Optional)* Compliance reach out for additional information if required
- *(Optional)* Customer completes required additional information
- *(Optional)* CRM record is created or updated with additional information

:::Iframe{iframeHeight="0" code="<div style=&#x22;position: relative; overflow: hidden; aspect-ratio: 1920/1080&#x22;><iframe src=&#x22;https://share.synthesia.io/embeds/videos/0af70a05-f73d-428d-a026-c567d9b2d596&#x22; loading=&#x22;lazy&#x22; title=&#x22;Synthesia video player - Reference Approach: Internal/Customer Collaboration&#x22; allowfullscreen allow=&#x22;encrypted-media; fullscreen; microphone; screen-wake-lock;&#x22; style=&#x22;position: absolute; width: 100%; height: 100%; top: 0; left: 0; border: none; padding: 0; margin: 0; overflow:hidden;&#x22;></iframe></div>"}

:::

# Data Flow

```mermaid
---
config:
  theme: redux-dark
  look: classic
  layout: dagre
---
flowchart TB
 subgraph OnboardingPortal["Onboarding Portal"]
        OnboardingLogin(["Logs In"])
        OnboardingFind(["Find / Confirm Entity"])
        OnboardingUpdate1(["Complete / update tasks"])
        OnboardingUpdate2(["Invite customer"])
        OnboardingCompleteActions(["Review and update tasks"])
        OnboardingSubmit(["Submit Profile"])
  end
 subgraph CaseManagement["Case Management"]
        CaseEdd(["Optional - Additional Information Required"])
        CaseReview(["Approval Decision"])
  end
 subgraph CRM["CRM"]
        CRMCreate(["Lead/Opportunity/Account"])
  end
 subgraph Detected["Detected"]
        OnboardingPortal
        CaseManagement
  end
    Sales((("Sales"))) -- "1.Visits Onboarding Portal" --> OnboardingPortal
    OnboardingFind --> OnboardingUpdate1
    OnboardingCompleteActions --> OnboardingSubmit
    OnboardingSubmit --> CaseManagement
    Compliance((("Compliance"))) -- "4.Complete review workflows" --> CaseManagement
    CaseReview -- "7.Create / Update" --> CRM
    n1((("Customer &amp; Sales"))) -. "6.Completes <br>additional<br> information" .-> OnboardingPortal
    CaseEdd -. "5.Notified by email" .-> n1
    OnboardingLogin --> OnboardingFind
    Customer((("Customer"))) -- "3.Customer Logs in to portal" --> OnboardingCompleteActions
    OnboardingUpdate1 --> OnboardingUpdate2
    OnboardingUpdate2 -- "2.Customer notified to complete onboarding" --> Customer

    style CaseEdd stroke-width:1px,stroke-dasharray: 1
```

# Relevant APIs / integration guides

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

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