Identify the required records
Determine which customer and invoice information the credit review needs from the company’s applications.
Flow / Orchestrate work
Connect the applications behind a business request.
Flow brings existing business applications into a process so teams can coordinate work with the information those systems hold. Define the records and permitted actions needed for a workflow, keeping application access aligned with the task being performed.
System integrationsFlow
Bring the customer’s order and open-invoice context into this credit-limit review using the approved application connections.
In the workspace
Sales context
Customer account · Pending equipment order
Finance context
Open invoices · Review outstanding balance
Process handoff
Credit reviewer · Assess requested limit
Bring account and invoice context into one review process.
How it works in Flow
The credit reviewer can assess the request with the relevant sales and finance context available together. The team can identify any missing access or information before relying on the workflow for an account decision.
Check connection scope
Evaluate the available integrations and the access required for this specific process.
Prepare the connected handoff
Bring the permitted information into the review and keep any proposed application action within its approved scope.
Bring Flow to your team.
Explore system integrations around your company’s workflows.