IDWise and Salesflare

How to connect IDWise

Global Identity Verification, KYC and AML platform powered by AI and machine learning for customer onboarding.

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.

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.

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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