AI-Powered Credit Check for New Customer Registrations
Google Sheets → Apollo → OpenAI → Zoho Books
Apps Required
No-code and low-code platform
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Trigger: On Schedule (Every 1 Minute)
Runs the workflow every minute to check for new customer registration requests.
Get New Customer Requests
Retrieves new customer registration requests from Google Sheets.
Search Company in Apollo
Searches for the company by organization name in Apollo to gather business intelligence data.
Check for Apollo Data
Checks if Apollo returned any matching company data.
Analyse Customer Credit Check
Sends company data to OpenAI to analyse the financial status and perform a credit check, extracting website, employees, revenue, industry, country, phone, and credit status.
JSON Converter
Converts the OpenAI response from string to structured JSON fields.
Check for Positive Credit
Checks if the credit check result is not negative.
Filter: Status Found and Credit Positive
Filters records where the company status is "Found" and the credit check is "Positive".
Get Customer Details from Google Sheets
Retrieves the customer contact details from Google Sheets for the approved company.
Filter by Company Name
Filters the Google Sheets data to match the specific company name from Apollo.
Create Contact in Zoho Books
Creates a new customer contact in Zoho Books with company name, address, phone, and contact person details.
Send No Company Found Notification
Sends a notification to Microsoft Teams if the company cannot be found or has limited information in Apollo for manual verification.
Send Negative Credit Company Notification
Sends a notification to Microsoft Teams if the credit check returns a negative status for manual review before customer creation.
Select an App to View Supported Features
| Modules | Trigger |
|---|---|
| No triggers for Google Sheets | |
Streamline Your Order Process with Automation
AI-powered credit assessment
Uses OpenAI to analyse company financial status and perform automated credit checks on new customer registrations.
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Automated customer onboarding
Automatically creates customer contacts in Zoho Books for companies that pass the credit check.
Risk mitigation
Identifies and flags companies with negative credit status before they are added to the system.
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Real-time notifications
Sends Microsoft Teams alerts for companies not found in Apollo or with negative credit results for manual verification.
Enriched company data
Leverages Apollo business intelligence to enrich customer registration data with financial and organizational details.
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1
AI-powered credit assessment
Uses OpenAI to analyse company financial status and perform automated credit checks on new customer registrations.
2
Automated customer onboarding
Automatically creates customer contacts in Zoho Books for companies that pass the credit check.
3
Risk mitigation
Identifies and flags companies with negative credit status before they are added to the system.
4
Real-time notifications
Sends Microsoft Teams alerts for companies not found in Apollo or with negative credit results for manual verification.
5
Enriched company data
Leverages Apollo business intelligence to enrich customer registration data with financial and organizational details.
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Common questions about this automation template.
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