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What do you want Vouchsafe and Apollo to do together?
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Triggers and actions 6 triggers ยท 18 actions
Trigger
User Needs ReviewTriggers when a user could not be automatically verified, and needs your review.
Trigger
User VerifiedTriggers when a verification is automatically completed.
Action
Find addresses by postcodeSearch for addresses matching a given postcode. GET /api/v1/postcode-search (SearchPostcode).
Action
Get account detailRetrieve details for a specific monitored account (subject of an alert). GET /api/v1/accounts/{id} (GetAccountDetail).
Action
Get teamRetrieve details for a Vouchsafe team/workspace by ID. GET /api/v1/teams/{id} (GetTeam).
Action
Get verificationRetrieve a verification case's status and check results by ID. GET /api/v1/verifications/{id}.
Action
List verificationsList verification cases for the team. GET /api/v1/verifications.
Action
Perform smart lookupLook up and enrich identity details (e.g. email/phone) via Vouchsafe's smart lookup service. POST /api/v1/smart-lookups (PerformSmartLookup).
Action
Request VerificationStarts a verification session for an applicant, new user or customer.
Action
Toggle alertsEnable or disable proactive alert monitoring for an account. POST /api/v1/accounts/{id}/toggle-alerts (ToggleAlerts).
Trigger
Account UpdatedPolls Apollo accounts/search for new or updated accounts (dedup on MD5 of the record; accounts/search returns no updated_at). Apollo has no record-change webhook API, so this is a polling trigger.
Trigger
Contact UpdatedPolls Apollo contacts/search for new or updated contacts (dedup on MD5 of the record). Apollo has no record-change webhook API, so this is a polling trigger.
Trigger
New AccountPolls Apollo accounts/search for newly created accounts (dedup on account id). Apollo has no record-change webhook API, so this is a polling trigger.
Trigger
New ContactPolls Apollo contacts/search for newly created contacts (dedup on contact id). Apollo has no record-change webhook API, so this is a polling trigger.
Action
Create AccountAn Account is a company that your team has added to Apollo.
Action
Create ContactA Contact is a person your team has added to Apollo.
Action
Create DealDeals are records that you can use to track possible opportunities with your prospective customers.
Action
Create TaskCreates a task for the specified Apollo contact (via /tasks/bulk_create with a single contact).
Action
Find ContactFind a contact in your Apollo instance by searching for their email. If you have multiple contacts with the same email address, this search returns the contact that was created first.
Action
Find DealReturns up to 100 deals (opportunities) that match the specified name. Leave name blank to return all deals.
Action
Find TaskReturns up to 100 tasks for the specified contact. Leave contact_id blank to return all tasks.
Action
Update AccountUpdate an existing Account.
Action
Update ContactUpdate an already existing Contact.
Action
Update DealUpdate an already existing Deal.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.