Connect iDenfy and MiniCRM

Both apps 32iDenfy 8MiniCRM 24

• Trigger
  KYB - New Company Verification (Polling)

  Triggers when a new KYB company verification is created in iDenfy.

• Trigger
  KYC - New Identity Verification (Polling)

  Triggers when a new KYC identity verification appears in your iDenfy account.

• Action
  Add identification to blocklist

  Adds a completed identity verification to your iDenfy blocklist, by its document, document details or selfie, so future verifications matching it are flagged.

• Action
  Delete identification from blocklist

  Removes an identity verification's document, document data or selfie from your iDenfy blocklist.

• Action
  KYC - Create Identity Verification

  Creates an iDenfy identity verification session for a client and returns the session reference, token and hosted verification link to send them to.

• Action
  KYC - Generate Verification PDF

  Generates a PDF report for a completed identity verification, including verification data, status, AML and document photos, returned as a Base64-encoded file.

• Action
  KYC - Get Identification

  Returns an identity verification's status and the personal and document data extracted from it, looked up by its scan reference.

• Action
  List identifications

  Returns the KYC identity verifications on the account, with each one's scan reference and status, optionally filtered to one client.

• Trigger
  New Card

  Triggers when a new card is created in the selected module.

• Trigger
  New Contact

  Triggers when a new company or person contact is created in MiniCRM.

• Trigger
  Updated Card

  Triggers when a card in the selected module is created or updated, including status changes.

• Trigger
  Updated Contact

  Triggers when a company or person contact is created or updated in MiniCRM.

• Action
  Create Address

  Adds a postal address to a contact or company and returns its ID.

• Action
  Create Card

  Creates a new card in a module for a contact and returns its ID.

• Action
  Create Contact

  Creates a company or person contact in MiniCRM and returns its ID.

• Action
  Create To-Do

  Creates a to-do on a card and returns its ID.

• Action
  Find Cards

  Searches cards in a module, optionally by main contact or status, and returns the matches.

• Action
  Find Contacts

  Searches companies and contacts by name, email, phone or free text and returns the matches.

• Action
  Get Address

  Returns a postal address by its ID.

• Action
  Get Card

  Returns a card (project) with its module, contact, status and owner.

• Action
  Get Contact

  Returns a company or person contact by its MiniCRM ID.

• Action
  Get Template

  Returns a template with its name, subject and content.

• Action
  Get To-Do

  Returns a to-do with its card, assignee, status and deadline.

• Action
  List Addresses

  Lists the postal addresses of a contact or company.

• Action
  List Modules

  Lists the modules (card categories) in your MiniCRM system with their IDs.

• Action
  List Templates

  Lists the email and document templates of a module.

• Action
  List To-Dos

  Lists the to-dos on a card, optionally only open or closed ones.

• Action
  Update Address

  Updates a postal address. Only the fields you fill in are changed.

• Action
  Update Card Field

  Updates one data field on a card, such as its name, owner or a module-specific field.

• Action
  Update Card Status

  Moves a card to a new status.

• Action
  Update Contact

  Updates a company or person contact in MiniCRM. Only the fields you fill in are changed.

• Action
  Update To-Do

  Updates or closes a to-do. Only the fields you fill in are changed.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.