Connect iDenfy and Terros

Both apps 34iDenfy 8Terros 26

• 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
  List Calendar Events

  Triggers when a new calendar event appears in Terros.

• Trigger
  List Status Ids

  Triggers when a new disposition (account status) is added in Terros.

• Trigger
  List Tasks

  Triggers when a new task appears in Terros.

• Trigger
  List Workflow Action IDs

  Triggers when a new action is added to a Terros workflow.

• Trigger
  List Workflow IDs

  Triggers when a new workflow is added in Terros.

• Trigger
  List Workflow Stage IDs

  Triggers when a new stage is added to a Terros workflow.

• Trigger
  New Account

  Triggers when a new account is added in Terros.

• Trigger
  New User

  Triggers when a new user is added to your Terros company.

• Action
  Add meeting

  Creates a recurring team meeting in Terros with a schedule, reminders and optional check-in rules.

• Action
  Create/Update Account

  Creates a Terros account, or updates it when the account ID is given.

• Action
  Create User

  Adds a user to your Terros company.

• Action
  Delete Account

  Deletes an account (a homeowner or lead record) from Terros by its account ID.

• Action
  Delete Calendar Event

  Deletes a calendar event.

• Action
  Delete meeting

  Archives a meeting in Terros, or permanently deletes it when Archive is set to false.

• Action
  Delete task

  Removes one or more Terros tasks, archiving them by default or deleting them permanently.

• Action
  Delete User

  Removes a user from your Terros company.

• Action
  Find Account

  Finds a Terros account by account ID, external lead ID or source ID.

• Action
  Find User

  Finds users whose name or email matches the search text.

• Action
  Get task

  Returns a single Terros task by its ID, including its subject, status, owner and criteria.

• Action
  List Accounts

  Returns accounts, optionally filtered by user, workflow or search text.

• Action
  List Available Closers

  Lists closers and their open appointment times for a team or user.

• Action
  List Users

  Returns the users in your Terros company, optionally limited to one team.

• Action
  List Workflow IDs

  Returns the workflows you can see, with their IDs.

• Action
  Make Report

  Runs a KPI report for the chosen KPIs, grouped by user, team or another dimension.

• Action
  Update meeting

  Updates a Terros meeting, replacing its team, name, recurring schedule, reminders, check-in options, location and meeting link.

• Action
  Update User

  Updates a Terros user's name, email, phone or time zone.

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