Automations
Customer Onboarding
Creates the customer in CRM and ERP from the signed order form and notifies the account owner.
API / System TaskEvent: Order form signedCRM · ERP · by Lena Hoffmann
Status
No runs
Next run
On event
Order form signed
Runs
88
incl. history before this demo DB
Success rate
96.6%
Avg. duration
9.2 s
9 manual steps saved per run
Run history
Every run is stored with steps, inputs, results, screenshots and errors – an audit trail of the AI automation.
| Run | Started | Duration | Runtime | Trigger | Target | |
|---|---|---|---|---|---|---|
| No runs yet. Start one with a connector. | ||||||
Steps
Runs fully server-side against APIs and databases – preferred whenever an API exists.
- 1Parse signed order formLLM
parse_order_form - 2Create account via CRM APIAPI
crm_create_account - 3Create debtor via ERP APIAPI
erp_create_debtor - 4Notify account ownerAPI
notify_owner
Runtimes
Live browserNot available
Background browserNot available
API workerNot available
Sensitive values (IBAN, credentials) are masked in logs and screenshots.