September 26, 2022

We added powerful and flexible feature "Automation Builder" that allows you to implement triggers and actions to automate key workflow processes, combine and define the order of several automation tasks in one automation workflow.

Release Details

Key highlights:

Implement triggers and actions to automate key workflow processes such as decisions, emails, application statuses, team member assignments and labels.
Combine and define the order of several automation tasks in one automation workflow
Add the condition to run the whole automation and/or specific action(s)

Automation Trigger

Trigger is checked every time when application is updated
Two types of triggers available for your choice:
When application is moved to a specific workflow status
When application variable is updated
Using DigiFi formula language add a condition that must pass to run the automation

Automation Actions

You can add and combine several actions from the variety of selection, order them and run a specific action under defined conditions.
Actions will run every time the trigger passes

A variety of action types available:

Create Task
Run Decision
Run Integration (Coming soon)
Send Email
Change Application Status
Assign Team Member
Assign Label

Using DigiFi formula language add a condition that must pass to run the action
Outputs of Run Decision action are saved to an application and can be used for the next action in automation

New Automation Action Types

Change Application Status - move application to another workflow status every time the trigger passes
Assign Team Member - assign one or more team members to the application or unassign all of them.
Assign Label - assign one or more labels to the application or unassign all of them.

Migration

Existing Decision Engine strategies, Emails and Tasks automations were migrated to workflows with one or multiple actions inside, and can be found in Loan Product Configuration > Advanced Automation > Automation Builder.