Xero
Cin7 Core
Real Estate
EquifaxRunning Your First Credit Check
With Equifax connected, you can request a credit report from any Account and keep the result on the record — no portal switching, no copy-paste.
Run a check
- Open an Account and choose Run Equifax check in the action bar.
- Confirm the entity details to check.
- Choose the report type and submit. The result is attached to the Account in seconds.
Trigger checks from Flow
You don't have to run checks by hand. Drop the Equifax element into a Flow to run a check automatically when an Opportunity reaches a stage you choose — for example, before extending credit terms.
TwoCanConnect's Flow elements — the actions you drop into Flow Builder — are available on Salesforce Enterprise Edition and above. On Professional Edition the package works, but automating it from Flow isn't available.
Use the score and risk signals on the Account to gate your sales process — a simple validation rule can stop an Opportunity progressing until a check has run.
Decision audit trail
Every check is timestamped and stored against the Account, so you have a complete, defensible record of when a decision was made and on what basis.
The audit trail is designed for compliance reviews. Keep access restricted and retain records in line with your obligations.