Enter in the applicant's Business Name as the API trigger. In production, criteria is managed via CRM integration.
Integrations
Upload files for analysis. In production file listeners may be managed via data store integration.
Required documents for API demo:
1. Articles of Incorporation
2. Bank Statement.
Results of the file analysis. In production these values are returned to your CRM. Additional response values are managed in your CRM.
Harbr thinks that the files are of low quality in completeness and accuracy.
3 files uploaded.
2/2 Required documents found.
0/3 Business name match.
3/3 Documents analyzed.
Data extraction aborted.
Conditions triggered.
Conditional actions triggered by Results OCR API response. Default responses are email sequence, monitoring, and status report.
302 FOUND. Redirect Request.
Text Message
Text-to-Voice
New Email Sequence
Message body: Managed by CRM.
Agent Signature: Managed by CRM.
200 OK. Request Completed Successfully.