Integration of finance and insurance application forms with approval flows

Purpose

1.1. Automate the acquisition, submission, validation, and approval of finance and insurance application forms via digital workflows specific to Aston Martin dealerships.
1.2. Automate handoff of customer application data from online/physical forms to finance and insurance teams, integrating approval steps, document generation, communication, compliance, and DMS (Dealer Management System) entry.
1.3. Ensure automatable processes for application status alerts, escalation handling, e-signature management, and necessary stakeholder notifications.
1.4. Facilitate automated document storage, archiving, and audit trail creation for compliance and reporting.

Trigger Conditions

2.1. New finance or insurance application submitted via web form, dealership CRM, or mobile app.
2.2. Status change of application (e.g., incomplete, submitted, under review, approved, rejected).
2.3. Approval action taken by finance or insurance manager.
2.4. Request for additional documentation or clarification raised automatically.

Platform Variants

3.1. Salesforce
• Feature/Setting: Use Process Builder/Form Assembly integration for automating intake and custom approval flows via API.
3.2. HubSpot
• Feature/Setting: Workflow automator and HubSpot Forms; configure deal-based triggers and API calls for status updates.
3.3. SAP S/4HANA
• Feature/Setting: Business Automation Workflow; set up API-based tasks for application capture, review, and approval.
3.4. Microsoft Dynamics 365
• Feature/Setting: Power Automate with form connectors for finance/insurance workflows.
3.5. Zoho CRM
• Feature/Setting: Blueprint workflows; automate approval actions and status changes in finance modules via API.
3.6. DocuSign
• Feature/Setting: eSignature Automation; API triggers for signature requests upon form submission or approval status.
3.7. Adobe Sign
• Feature/Setting: Workflow Automation; initiate e-signature requests and form processing via REST API.
3.8. Typeform
• Feature/Setting: Webhook automation; forward completed application data to DMS or workflow engine.
3.9. Gravity Forms
• Feature/Setting: Webhooks add-on; real-time app data routing into dealership back-end systems.
3.10. Smartsheet
• Feature/Setting: Automated Approval Requests; set up automators for cross-team notifications via API.
3.11. Google Forms + Apps Script
• Feature/Setting: Apps Script-driven automation on forms submit, API integration with dealership CRM.
3.12. Jotform
• Feature/Setting: Approval Flows; automated submissions to insurance/finance for parallel review.
3.13. Workato
• Feature/Setting: Bot automations; connect forms to Slack/Teams for approval or document upload automating.
3.14. Slack
• Feature/Setting: Workflow automator; direct channel alerts and action buttons for approvals.
3.15. ServiceNow
• Feature/Setting: Flow Designer; automate ticketing and approval escalation on application events.
3.16. SharePoint Online
• Feature/Setting: Power Automate or native workflows; store applications and automate approval chains.
3.17. Oracle NetSuite
• Feature/Setting: SuiteFlow; design finance/insurance approval automations and API integrations.
3.18. Asana
• Feature/Setting: Rules automation; create automators to assign, update, and track application statuses.
3.19. Trello
• Feature/Setting: Butler automations; mirror application checklist progress with cards and board actions.
3.20. AWS Lambda
• Feature/Setting: Serverless compute-based automators for bespoke processing, validation, or DMS API sync.
3.21. Zapier
• Feature/Setting: Zaps automator; automate data flow between application form platforms and CRM/DMS system.
3.22. Monday.com
• Feature/Setting: Board automations; status-driven notification and approval request automating.

Benefits

4.1. Automates application intake, approval, tracking, and compliance for streamlined dealership operations.
4.2. Enables automatable, error-free data transfers, minimizes manual entry, reduces approval bottlenecks.
4.3. Ensures faster, automated customer communication and improves sales closure rates.
4.4. Creates auditable, automated trails—enhancing compliance and reporting accuracy.
4.5. Allows scalable, automating workflow expansion as dealership needs or regulatory standards evolve.