The Veriff Zapier integration connects Veriff with thousands of other apps via Zapier, enabling you to automate workflows based on customer verification decisions. This will help streamline your operations, improve efficiency, and provide a flawless customer verification experience.
By integrating Veriff’s services via Zapier, you are entering into separate agreements with both us and Zapier. Zapier operates independently and is responsible for their own platform and data handling. Their Terms and Conditions apply alongside our own, so please review both carefully.
Looking to streamline your verification process? The Veriff Zapier integration connects Veriff with thousands of apps, allowing you to automate workflows based on customer verification decisions.
💡 Watch this video to understand how to
✅ Define triggers. Automate actions when a verification is approved, rejected, or under review.
✅ Create seamless integration. Connect Veriff to CRMs, email tools, Slack, and more.
✅ Effortless setup. Create Zaps in minutes with no coding required
Key features
New Decision Trigger. Automatically initiate workflows when you customer completes their verification. These could be: “approved“, “resubmission requested“, “under review“, “declined“, “expired“, or “abandoned“.
New Event Trigger. Trigger workflows based on specific events within the customer verification process, such as “started” or “submitted.”
Looking to streamline your verification process? The Veriff Zapier integration connects Veriff with thousands of apps, allowing you to automate workflows based on customer verification decisions.
💡 What you’ll get:
✅ Instant Triggers – Automate actions when a verification is approved, rejected, or under review.
✅ Seamless Integration – Connect Veriff to CRMs, email tools, Slack, and more.
✅ Effortless Setup – Create Zaps in minutes with no coding required
Getting started
1. Connecting Veriff to Zapier
To integrate Veriff with Zapier, follow these steps to connect your Veriff account to Zapier.
Veriff
Sign in to Veriff: If you don’t have an account, sign up for free at Veriff.com.
Create a new integration: Configure your verification process and integration settings in our Station page. Click the “Add Integration” button to get started. You can also use an existing integration if you already have one in place.
Zapier
Sign in to Zapier: If you don’t have an account, sign up for free at Zapier.com.
Create a New Zap: Click on the “Create Zap” button.
Select Veriff as the Trigger App: Search for “Veriff” in the Zapier app directory and select it.
Connect your Veriff account: Enter your Veriff API key and master signature key when prompted. You can find these details in your Veriff integration settings.
2. Setting up triggers
Trigger: new verification decision
This trigger starts a workflow whenever a verification decision is made in Veriff.
Trigger Event: Verification Decision Made
Use Cases:
Approved Verification. Automatically send a welcome email when a verification is approved.
Rejected Verification. Notify your support team in Slack when a verification is rejected for further review.
Setup Steps:
In the “Trigger” section, select the New Decision trigger.
Choose your Veriff account.
Test the trigger to ensure it’s configured correctly.
Trigger: new event
This trigger starts a workflow based on specific events during the verification process.
Trigger Event: Verification Event Occurs
Use Cases:
Verification Started: Add a new entry to your CRM when a user begins the verification process.
Verification Completed: Send a follow-up survey after the verification process is completed.
Setup Steps:
1. In the “Trigger” section, select the Event trigger.
2. Choose your Veriff account.
3. Test the trigger to ensure it captures the desired events.
3. Setting up actions
Once your triggers are set, you can configure actions in other apps to execute automatically when the trigger conditions are met.
Examples include:
Send an email. Use Gmail or another email app to send a message upon a verification decision.
Post to Slack. Send a message to a Slack channel when a verification event occurs.
Update a CRM. Automatically update or create new records in your CRM system based on verification outcomes.
4. Testing your Zap
Before enabling your Zap, test it to ensure everything functions as expected. Zapier’s testing tools allow you to simulate the data flow between Veriff and your connected apps, verifying that your setup is correct.
5. Enabling your Zap
After successful testing, turn on your Zap. It will now run automatically whenever the trigger conditions are met.
Real-world examples
Here are some examples of how businesses use the Veriff-Zapier integration to streamline their workflows:
E-commerce platforms. Automatically approves verified sellers and updates their status in the marketplace, followed by sending a welcome email with platform guidelines.
Financial services. Triggers alerts to the compliance team in Slack when a user’s verification is flagged as suspicious, ensuring immediate follow-up.
SaaS applications. Adds users to an onboarding workflow in HubSpot CRM once their identity is verified, automating the customer journey from verification to onboarding.
Advanced tips
Filtering triggers. Use Zapier’s filters to refine triggers based on specific conditions, such as only triggering on rejected verifications.
Multi-step Zaps. Combine multiple actions in a single Zap to create complex workflows, such as notifying different teams or updating multiple systems simultaneously.
Error handling. Implement paths or error handling in your Zaps to manage potential issues, ensuring critical tasks are completed even if an error occurs.
Integration best practices
Regular testing. Periodically test your Zaps to ensure they are functioning as expected, especially after updates to Veriff or Zapier.
API limit management. Be mindful of API limits to avoid disruptions. Consider optimizing Zaps to minimize unnecessary API calls.
Security maintenance: Regularly update and secure your API keys and mMaster sSignature kKey to protect your integration from unauthorized access.
FAQs
1. How secure is the Veriff Zapier integration?
The Veriff Zapier integration uses secure authentication and adheres to best practices to protect your data.
2. What are some example Zaps I can create with Veriff?
Send an email when a verification is approved.
Post a Slack message when a verification is rejected.
Create a CRM entry when a verification starts.
Troubleshooting
If you encounter any issues while setting up or using the Veriff Zapier integration, try the following troubleshooting steps:
Authentication issues. Ensure your Veriff account is properly connected to Zapier. You may need to re-authenticate if your connection keys or secrets have changed.
Trigger not firing. Check if Veriff Station has the verification event listed and that the webhook is successfully submitted.
Data not transferred. Ensure that Veriff fields are correctly mapped to the corresponding fields in the action app.
For more assistance, visit the Zapier Help Center or contact Veriff support.
Conclusion
The Veriff Zapier integration is a powerful tool for automating verification workflows and streamlining communication across your business applications. Start using it today to enhance your operational efficiency and improve your processes!