Any field that has a field type of Number or Currency will be extended with approval conditions.
Note: The automation will trigger only when all conditions evaluate to True.
Keep this in mind when assigning multiple conditions.
The first condition is called the Operator. The second condition is the Value. The Operator contains 5 choices, and the Value is what the condition will evaluate against to return a True of False.
Off
Greater than
Less than
Equal to
Not equal to
Off > The condition is not active.
Greater than > The condition will evaluate whether the applicant's answer is more than the value. This will return True or False.
Less
than > The condition will evaluate whether the applicant's answer is less than the value. This will return True or False.
Equal to > The condition will evaluate whether the applicant's answer is equal to the value. This will return True or False.
Not equal to > The condition will evaluate whether the applicant's answer is not equal to the value. This will return True or False.
Question > Number of Employees.
Type > Number.
Operator > Greater than.
Value > 24
Process: When the applicant enters in a value for the Number of Employees question if the entered value is more than 24 then the condition will return True, otherwise it returns False. If the applicant skips the question it is effectively using 0 (zero) as the response, which will also return False.
Question > Requested Credit Amount.
Type > Currency.
Operator > Less than.
Value > 10000
Process: If the entered in value is less than $10,000 then the condition will return True, otherwise it is False.
Process: If both of the above examples return True then the approval automation will trigger. If any of the conditions are False then the approval automation will not trigger.
Scenario: There are more than 24 employees and the request is less than $10,000. Approval Conditions are all True therefore the approval automation will trigger the next step.
Approval conditions trigger Creditsafe Check & Decide automations.
Check & Decide will become available as an API Setting when a Creditsafe API Username, Password, and Customer ID details are entered into the Creditsafe API Settings fields.
Enable Check & Decide > Click the checkbox to enable Check & Decide. This action will trigger Check & Decide to run on every completed application. Results will be saved into the application record and sent in email notifications.
Approval conditions trigger webhooks. Integrate with your own endpoints. Works with Zapier.
Enable Webhooks > Click the checkbox to enable webhooks. This action will trigger webhooks to POST on every completed application (and status change).
{
"auth_parameter": {
"x-api-key": "string"
},
"field_parameter": {
"application_id": "string",
"template_id": "string",
"action_type": "string",
"field_conditions": {
"your_field_name": bool
},
"notifications": "string"
}
}
Refer to the Webhook Action table for complete descriptions.
