IdentityCheck + Ignition
Create IdentityCheck verifications when new proposals are accepted in Ignition
This Zap allows regulated businesses using Ignition to onboard clients directly, automatically enrolling them with a IdentityCheck verification once each new proposal is accepted. This helps reduce manual effort during the onboarding process and is essential to streamlining efforts under AML/CTF/CFT programs in Australia, NZ, UK, EU and US.
This Zap allows regulated businesses using Ignition to onboard clients directly, automatically enrolling them with a IdentityCheck verification once each new proposal is accepted. This helps reduce manual effort during the onboarding process and is essential to streamlining efforts under AML/CTF/CFT programs in Australia, NZ, UK, EU and US.
- When this happens...Proposal Accepted
Triggers when a proposal is accepted.
- automatically do this!Create Verification
Create direct verification
- Free forever for core features
- 14 day trial for premium features & apps
Proposal Accepted
Triggers when a proposal is accepted.
Try ItProposal Completed
Triggers when a proposal is completed. Does not work with Classic proposals.
Try ItProposal Moved to Awaiting Acceptance
Triggers when a draft proposal is moved to awaiting acceptance. Does not work with Classic proposals.
Try ItProposal Saved as Draft
Triggers when a proposal is moved to draft state. Does not work with Classic proposals.
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Proposal Archived
Triggers when a proposal is archived. Does not work with Classic proposals.
Try ItProposal Marked as Lost
Triggers when a proposal is marked as lost. Does not work with Classic proposals.
Try ItProposal Revoked
Triggers when a proposal is revoked. Does not work with Classic proposals.
Try ItClassic Proposal State Changed
Triggers when a proposal's state changes. Only works with Classic proposals.
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