Integrations Directory 
nCino
nCino is a cloud-based platform that provides banks with a suite of tools to manage their operations efficiently and effectively.
- Account
- Loan
- Opportunity
- Contact
- User
- Task
- Note
- Document
- Transaction
- File
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Customer Inquiry
General inquiries or messages from prospects; starts the sales conversation.
Module:Sales
Entity:Contact
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Supplier / Vendor Registration
Onboard and approve new vendors with necessary compliance and financial information.
Module:Operations
Entity:Vendors
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Receipt Submission
Submit receipts for expense reimbursement or record-keeping.
Module:Finance & Accounting
Entity:Custom Entity
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Incident / Accident Report
Record safety incidents, near-misses, or workplace accidents for compliance and analysis.
Module:Operations
Entity:Incident
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