Initiate identity verification, retrieve client info, send to verification service, and update Salesforce record
Initiate identity verification, retrieve client info, send to verification service, and update Salesforce record
Initiate identity verification for new Salesforce records by retrieving client information, sending it to an external verification service via Webhooks, and updating the original record with results for improved compliance and security.
Zap details:
Overview
Initiate identity verification for new Salesforce records by retrieving client information, sending it to an external verification service via Webhooks, and updating the original record with results for improved compliance and security.