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Credit Application

The bot gets the credit application, creates a Dun & Bradstreet report and records the result.

Industry:

Finance/Accounting

All Industries

Retail

Function:

Accounts Receivable

Steps

  1. Get credit application from Google Form results.
  2. Login to Dun & Bradstreet and get Credit Report.
  3. Read Credit Report.
  4. Post results back to Google Sheet.

Popular Applications

Our services are not limited to these applications. This bot is available for any cloud based application.

Bill.com
Bill.com
Crunch Accounting
Crunch Accounting
FinancePal
FinancePal
FreshBooks
FreshBooks
Infor
Infor
Microsoft Dynamics GP
Microsoft Dynamics GP
NetSuite
NetSuite
ProfitBooks
ProfitBooks
QuickBooks
QuickBooks
Sage Intacct
Sage Intacct
SAP
SAP
Xero
Xero
ZarMoney
ZarMoney
Zoho Books
Zoho Books

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