The Automation module provides a powerful visual workflow builder to automate business processes across your equipment financing operations.
Automation list showing active workflows
View and manage all automations:
Drag-and-drop workflow builder with templates
Build automations visually with a drag-and-drop, node-based interface (similar to n8n). Each workflow consists of three types of nodes:
Events that start the workflow:
| Trigger | Description |
|---|---|
| Application Created | New application submitted |
| Application Approved | Application receives credit approval |
| Application Declined | Application is declined |
| Application Funded | Disbursement completed |
| Lease Signed | Lease agreement is executed |
| Lease Renewed | Existing lease is extended |
| Payment Received | Payment is successfully processed |
| Payment Overdue | Payment passes its due date |
| Renewal Offer Generated | System creates a renewal offer |
| Asset Added | New equipment added to inventory |
| Lease Approaching Expiration | Lease is within X days of expiring |
| Vendor Enrolled | New vendor onboarded |
Optional logic to filter when actions should execute: