Automating workflows
Marcela Lobos avatar
Written by Marcela Lobos
Updated over a week ago

With hundreds of pre-built connectors to the world’s most popular databases and apps, the potential for building workflows that integrate Sivo with your stack are endless.

A few examples that come to mind:

Micro lending

Steps:

  • Add a Level II credit product from the Sivo library

  • Embed a form for collecting credit applications in your website or mobile app

    • Wufoo, Gravity or Pronto forms

  • Connect data sources and decision credit applications on Sivo

  • If required, trigger a document on Docusign for your borrower to review and execute

  • Draw down debt funding from your Sivo debt line

  • Disburse funds to your borrower

  • Update your loan management system and Quickbooks

  • Notifications:

    • Notify your team on Slack when you receive a credit application

    • Notify your borrower via SMS that their application is approved and funds have been disbursed

Overdraft protection for existing users (Neobank)

Steps:

  • Connect your database to Sivo

  • Setup search criteria based on pre-defined risk parameters

  • Sivo surfaces lending opportunities that you present to your users, directly in your app

  • Draw down debt funding from your Sivo debt line

  • Update your loan management system and Xero

  • Notifications:

    • Update a user record in Hubspot with a lending offer

    • Notify your user in-app of the offer

    • Notify your team on Slack if the user accepts

Credit cards

Steps:

  • Embed a form for collecting credit applications in your website or mobile app

    • Wufoo, Gravity or Pronto forms

  • Connect data sources and decision credit applications on Sivo

  • Draw down debt funding from your Sivo debt line

  • Update your loan management system

  • Send an order to your card or banking partner to ship a card

  • Notifications:

    • Notify your team on Slack when you receive a credit application

    • Notify your borrower via SMS that their application is approved and their card is on it’s way!

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