IDWise integration with Filter by Nekton
How to Send outbound emails to applicants for new approvals in IDWise
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Send outbound emails to applicants for new approvals in IDWise" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate IDWise integrations
IDWise actions
Nekton can use any feature that is available in IDWise API.
Using our advanced AI, you can easily create custom automations for IDWise.
Here are some typical actions you can do in your automated workflows.
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).
Start Journey and Create Link
This action starts a new journey and creates a new link to use this journey.
Get Journey by Id
Gets full journey details
AML Monitor Update
Triggers when a change is detected in AML list matches for a journey set to be monitored.
Manual Review
Triggers when a back office person manually reviews a journey.
About IDWise
Global Identity Verification, KYC and AML platform powered by AI and machine learning for customer onboarding.