Create contact and notify teams on IDV submission
Create contact and notify teams on IDV submission
Your IDV form submissions often lack a matched contact, causing duplicates and slowing onboarding reviews. Create or update contacts and send alerts for same-day review.
Workflow preview:
Zap details:
Overview
Stop manual triage of identity verification forms that leave onboarding stuck in inboxes. This flow creates or updates contact records and sends both a submitter confirmation and internal alerts so onboarding coordinators and compliance can start verification the same day.