Simple Email Trigger From CRM

this flow triggers an email notification to a customer from a lead/account/opportunity from the crm and 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 triggers the onboarding email to the customer with a unique reference included for example https //onboard abc com?customer ref={crm reference here} customer follows the link and onboards into detected customer completes onboarding 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 extsystem\["crm"] extsystem1(\["create lead/account/opportunity etc"]) extsystem3(\["trigger onboarding via email using bespoke weblink"]) end subgraph onboardingportal\["onboarding portal"] onboardinglogin(\["logs in"]) onboardingfind(\["find / confirm entity"]) onboardingcompleteactions(\["complete onboarding tasks"]) onboardingsubmit(\["submit profile"]) end subgraph casemanagement\["case management"] caseedd(\["optional additional information required"]) casereview(\["approval decision"]) end subgraph crm\["crm"] crmcreate(\["lead/opportuntiy/account"]) end subgraph detected\["detected"] onboardingportal casemanagement end customer((("customer"))) "2 visits onboarding portal using bespoke link" > onboardingportal onboardingfind > onboardingcompleteactions onboardingcompleteactions > onboardingsubmit onboardingsubmit > casemanagement compliance((("compliance"))) "3 complete review workflows" > casemanagement casereview "6 create / update" > crm n1((("customer"))) "5 completes \<br>additional\<br> information" > onboardingportal caseedd "4 notified by email" > n1 onboardinglogin > onboardingfind extsystem1 > extsystem3 sales((("sales"))) > extsystem extsystem3 "1 send link to customer" > customer style caseedd stroke width 1px,stroke dasharray 1