Use Abstra Workflows to build custom credit onboarding processes.
This is a functional template with the following steps:
- Onboarding form that collects personal info and the request for credit
- Credit engine with simple scoring rules
- Automatic review for requests that comply with the scoring rules
- Manual review for requests that don't comply with the scoring rules
- Approval email via Sendgrid for approved requests
- Internal notification via Slack for rejected requests
This template integrates with Slack and Sendgrid. For those to work, you must add your own API Key to these services.
If you're interested in customizing this template to your team in under 30min, book a customizing session here.