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This automation initiates the credit setup process as soon as a new customer is created in your CRM or ERP. It applies default payment terms, assigns a preliminary credit limit, and routes the customer for further review if needed.
The workflow connects to CRM, ERP, and master data systems. It pulls customer data, applies templates based on customer type or location, and triggers workflows like credit score integration or risk assessment.
This speeds up customer activation, ensures policy adherence, and lays the foundation for stronger credit controls from day one.
Abstra is a Python-based workflow engine to design and manage custom business processes with no overhead, powered by AI. Merge automated tasks with manual reviews, gain real-time insights into operations, and track history with logs & git-friendly versioning.
