Need to be able to push information to informativ
H
Heather Williams
We have to put all of our customers into informativ now. We need to be able to push customers that are already in Drive Centric to informativ and just scan their drivers license and upload docs from there.
Shelby Parker
Thanks for raising this, Heather Williams — totally hear the need to streamline that workflow if Informativ is now required. To make sure we’re scoping the right integration, could you clarify a couple things: what’s the primary goal when you “push” a customer from DriveCentric to Informativ (deal/credit app, ID/compliance verification, doc collection, etc.)? Should that push be something a user triggers manually, or should it happen automatically based on certain events/customers? And once they’re pushed over, what should happen on the Informativ side (create a new record vs. match/update an existing one), and should any scanned IDs/docs uploaded there be tied back to the same customer record in DriveCentric?