Salesforce + Slack + ESPY
Generate psychological profiles with ESPY from new Salesforce records and send Slack channel messages
Managing loan risk manually can be time-consuming and prone to errors. This integration automates the process by generating a psychological profile with ESPY based on an applicant's Facebook profile when a new loan application is created in Salesforce, updating the record with the profile, and notifying the loan officer in Slack about the applicant's risk level. This streamlines decision-making, ensuring a more efficient and accurate risk assessment process.
Managing loan risk manually can be time-consuming and prone to errors. This integration automates the process by generating a psychological profile with ESPY based on an applicant's Facebook profile when a new loan application is created in Salesforce, updating the record with the profile, and notifying the loan officer in Slack about the applicant's risk level. This streamlines decision-making, ensuring a more efficient and accurate risk assessment process.
- When this happens...New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
- automatically do this...Psycho Profile Analysis
Create a psychological profile and summary of a person by social network ID.
- then do this...Update Record
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
- then do this!
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