Integration

Connect Vouchsafe to TemplateDocs

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

Vouchsafe2 triggersVouchsafe8 actionsTemplateDocs5 actions

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What do you want Vouchsafe and TemplateDocs 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 TemplateDocs

Triggers and actions 2 triggers · 13 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).
Action
Add template
Uploads a Word document to TemplateDocs as a new template, and returns the template's id along with the placeholders found inside it.
Action
Delete template
Removes a template from your TemplateDocs account.
Action
Get template
Returns the details of one template, including its name, size, checksum and the placeholder tags it contains.
Action
List templates
Returns the templates available in your TemplateDocs account, each with its name, size and placeholder tags.
Action
Update template
Renames a template or changes its settings. Returns the id of the template that was updated.

Each app on its own

The other way round: TemplateDocs to Vouchsafe