IDWise and Salesflare
How to connect IDWise
- Via Zapier — 7 operations available. Set it up ↗
About IDWise
Global Identity Verification, KYC and AML platform powered by AI and machine learning for customer onboarding.
IDWise operations on Zapier
Triggers (3)
Start a workflow when this happens
- AML Monitor Update — Triggers when a change is detected in AML list matches for a journey set to be monitored.
- Finished Journey — Triggers when a user completes a journey.
- Manual Review — Triggers when a back office person manually reviews a journey.
Actions (1)
Things Salesflare can make it do
- Start Journey and Create Link — This action starts a new journey and creates a new link to use this journey.
Searches (3)
Look up existing records
- Get Journey by Id — Gets full journey details
- Get Journeys by Reference Number — Get Journeys by Reference Number (or user id)
- Perform and Return AML Check — Using the applicant's biographic details, perform an AML check and waits for the results and returns it in one call (no need for an extra trigger).
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