Finance application pre-approval notifications

Purpose

1.1. Automate finance application pre-approval notifications for Hyundai dealers, ensuring rapid customer updates when pre-approval status changes.
1.2. Automates communication workflows, reduces manual intervention, and guarantees timeliness and accuracy in the retail automotive sales process.
1.3. Facilitates the automating of customer journey touchpoints, triggers omnichannel notifications, and enables cross-functional data flow automation.
1.4. Supports automated compliance tracking and enhances customer experience by leveraging automatable notification and data sync processes.

Trigger Conditions

2.1. Customer submits a finance application on dealership portal or CRM.
2.2. Finance application status changes to “Pre-Approved” in backend systems.
2.3. Lender or banking partner confirms automatedly the pre-approval.
2.4. Scheduled automation runs detect new pre-approvals or API webhook event is fired by core system change.

Platform Variants

3.1. Salesforce
• Function: Process Builder or Flow automation to monitor application object status.
• API: /services/data/vXX.X/sobjects/Finance_Application__c/ (monitor for status)
3.2. Microsoft Power Automate
• Feature: Automated Flow from Dynamics CRM status update trigger.
• Connector: “When a record is updated” → “Send notification”
3.3. Zapier
• Feature: New pre-approval row in Google Sheets triggers SMS and email.
• Integration: Google Sheets + Twilio + Gmail
3.4. Twilio
• Function: Programmable Messaging API for SMS notifications.
• Endpoint: POST /2010-04-01/Accounts/{AccountSid}/Messages.json
3.5. SendGrid
• Feature: Transactional Email API to automate notification emails.
• API: /v3/mail/send
3.6. Slack
• Feature: Automated channel alert using Incoming Webhooks.
• Endpoint: POST message to webhook URL
3.7. HubSpot
• Automation: Workflow triggers when deal stage is “Finance Pre-Approved.”
• API: /crm/v3/objects/deals/{dealId}
3.8. Mailchimp
• Automation: Customer added to audience and receives a triggered email.
• Endpoint: POST /automations/{workflow_id}/actions/emails/{email_id}/queue
3.9. Pipedrive
• Feature: Workflow automation for deal update status.
• API: PUT /deals/{id} (set stage, trigger webhook)
3.10. ActiveCampaign
• Automation: Automated campaign triggers based on custom field changing.
• API: POST /api/3/contacts
3.11. Google Cloud Functions
• Function: Automatedly listens for Firestore/Realtime DB changes, sends HTTP requests.
• Trigger: onUpdate for application status.
3.12. Microsoft Teams
• Feature: Automated notification to Teams via Connector.
• Endpoint: POST to Channel Webhook
3.13. AWS Lambda
• Automation: Scheduled or event-driven notification when database entry updates.
• Trigger: DynamoDB Streams or EventBridge, sends email/SMS
3.14. Intercom
• Feature: Automated in-app or email message via event-triggered campaign.
• API: POST /messages
3.15. WhatsApp Business API
• Function: Send automated WhatsApp notification to customers
• Endpoint: POST /v1/messages
3.16. Zendesk
• Automation: Trigger autogenerated ticket comment via webhook.
• API: POST /api/v2/tickets/{id}/comments.json
3.17. Smartsheet
• Feature: Automated workflow triggers notification rule on row changes.
• Setting: Change-based automation with notification actions
3.18. Monday.com
• Automation: Status column triggers automated email/SMS/in-app notification.
• Integration: “When status changes to pre-approved, notify contact”
3.19. Shopify
• Feature: Custom app webhook notifies customer of financing pre-approval.
• API: /admin/api/2023-04/webhooks.json
3.20. Oracle NetSuite
• Automation: SuiteFlow automates record status change and notification emails.
• Module: Workflow > Record Actions > Send Email Automation
3.21. DocuSign
• Feature: Automated template sends document for e-signature post pre-approval.
• API: POST /v2.1/accounts/{accountId}/envelopes

Benefits

4.1. Automates repetitive notification processes, reducing manual workload.
4.2. Drives accurate, real-time customer engagement via automated alerts.
4.3. Supports compliance with automatable logs and communication audit trails.
4.4. Enables scalable automation so no pre-approval notification is missed.
4.5. Facilitates omnichannel automated communication (SMS, email, app, voice).
4.6. Reduces time-to-close with near-instant notification automation.
4.7. Improves customer satisfaction by automating prompt updates throughout the finance approval journey.