Integration

Connect Vouchsafe to Process Street

When something happens in Vouchsafe, your agent does the next thing in Process Street. Describe it in plain language and the automation is built, tested on every branch and kept running.

Vouchsafe2 triggersVouchsafe8 actionsProcess Street4 triggersProcess Street8 actions

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What do you want Vouchsafe and Process Street to do together?

Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.

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Everything your agent can do with Vouchsafe and Process Street

Triggers and actions 6 triggers · 16 actions

Trigger
User Needs Review
Triggers when a user could not be automatically verified, and needs your review.
Trigger
User Verified
Triggers when a verification is automatically completed.
Action
Find addresses by postcode
Search for addresses matching a given postcode. GET /api/v1/postcode-search (SearchPostcode).
Action
Get account detail
Retrieve details for a specific monitored account (subject of an alert). GET /api/v1/accounts/{id} (GetAccountDetail).
Action
Get team
Retrieve details for a Vouchsafe team/workspace by ID. GET /api/v1/teams/{id} (GetTeam).
Action
Get verification
Retrieve a verification case's status and check results by ID. GET /api/v1/verifications/{id}.
Action
List verifications
List verification cases for the team. GET /api/v1/verifications.
Action
Perform smart lookup
Look up and enrich identity details (e.g. email/phone) via Vouchsafe's smart lookup service. POST /api/v1/smart-lookups (PerformSmartLookup).
Action
Request Verification
Starts a verification session for an applicant, new user or customer.
Action
Toggle alerts
Enable or disable proactive alert monitoring for an account. POST /api/v1/accounts/{id}/toggle-alerts (ToggleAlerts).
Trigger
New Comment Attachment
Triggers when someone attaches a file to a comment in a workflow run.
Trigger
New Task Checked
Triggers when a task is checked off in a workflow.
Trigger
New Workflow Run
Triggers when a workflow is run.
Trigger
Task Ready
Triggers when a task is ready to be worked on.
Action
Create Data Set Record
Adds a new record to a data set.
Action
Delete Data Set Record
Deletes an existing record in a data set.
Action
Find Data Set Records
Search for data set records by form fields.
Action
Find Workflow Run
Search for a workflow run by ID, name, form fields, and other attributes.
Action
Run Workflow
Runs a workflow.
Action
Update Data Set Record
Updates an existing record in a data set.
Action
Update Task
Update a task in a workflow run.
Action
Update Workflow Run
Update an existing workflow run.

Each app on its own

The other way round: Process Street to Vouchsafe