Create Account

in SF

Proposal and Contract

(CPQ)

Signed Contract

Manual Credit Check

Manual Monitoring

Setup (CW)

Account Ready

Turnaround: Up to 4 business days

ApplyEasy Option –
Customer-Initiated

Completes Mobile

Form

ABN/director info

auto-filled

Real-time Credit

Check and Decision

API triggers

Account creation SF

Trustee details

pulled into SF

Monitoring enabled

Turnaround: Up to 2 hours

ApplyEasy Option 2 –
API Trigger Post-CPQ

API call after

CPQ contract

Proposal and Contract

(CPQ)

App triggers

Credit submission

and decision

Approved

Rejected

Auto-added to

monitoring

No change

Turnaround: No change to Sales Rep workflow