Zapier Integration: Automate Identity Verification

In today's fast-paced digital world, automating critical processes like identity verification is essential for growth and security. Integrating identity verification with automation platforms like Zapier allows businesses to streamline onboarding, reduce friction, and improve operational efficiency. This guide will explore how to leverage Didit’s robust identity verification API with Zapier to build powerful, automated workflows. We'll cover technical considerations, practical examples, and best practices for a successful Zapier implementation.

Key Takeaways

Automated Workflows: Connect Didit's IDV to thousands of apps via Zapier, eliminating manual data entry and reducing processing times.

Reduced Friction: Trigger identity checks based on user actions (e.g., form submissions) for a seamless user experience.

Enhanced Security: Automatically flag suspicious activity and prevent fraudulent accounts using Didit's fraud signals within Zapier workflows.

Scalability: Easily scale your identity verification processes as your business grows, without requiring additional engineering resources.

Understanding the Integration Architecture

The core of the Zapier integration relies on Didit’s RESTful API. Zapier acts as the intermediary, receiving triggers from other applications (e.g., Typeform, Google Sheets, Salesforce) and sending data to Didit for verification. Didit then returns the verification results (success, failure, details) back to Zapier, which can then be used to execute subsequent actions. This is a typical “request-response” pattern. We recommend using Didit’s Hosted Verification method initially for its simplicity, then transitioning to direct API calls for greater flexibility.

The typical data flow looks like this:

1. Trigger: An event occurs in a Zapier-connected app (e.g., new lead in Salesforce).
2. Action: Zapier sends a request to the Didit API with the necessary user data (e.g., name, date of birth, document image).
3. Didit Processing: Didit performs the requested verification steps (e.g., ID verification, liveness check).
4. Response: Didit returns the verification results to Zapier.
5. Subsequent Actions: Zapier uses the results to perform actions like updating a database, sending an email, or creating a new record.

Setting Up Your First Zap: A Practical Example

Let's illustrate with a common use case: automatically verifying users who submit a form on Typeform. First, you’ll need a Didit account and an API key. You can find your API key in the Didit Business Console. Then, in Zapier:

1. Create a new Zap.
2. Choose Typeform as the Trigger. Select the appropriate form and event (e.g., “New Entry”).
3. Add a Didit Action. Search for “Webhooks by Zapier” and select it. This allows you to make custom API requests.
4. Configure the Webhook Action:
   • Method: POST
   • URL: https://api.didit.me/v1/idv/sessions
   • Data: This is where you map the Typeform fields to the Didit API parameters. For example:

     {
       "user_id": "{{Typeform Question - User ID}}",
       "document_type": "passport",
       "document_image": "{{Typeform Question - Passport Image}}",
       "country_code": "US"
     }

   • Headers: Add an Authorization header with your Didit API key: Authorization: Bearer YOUR_DIDIT_API_KEY
5. Add a Filter (Optional): Filter based on the Didit response. For example, only proceed if the verification status is “success”.
6. Add Subsequent Actions: Based on the verification result, perform actions like adding the user to a mailing list or updating a database.

Advanced Integration Patterns and Considerations

Beyond basic form submissions, you can create more complex workflows. Consider these patterns:

• Conditional Verification: Use Zapier’s Pathing feature to route users to different verification flows based on their country or risk profile.
• Retry Logic: Implement retry logic in Zapier to handle temporary API errors or network issues.
• Error Handling: Set up notifications to alert you when a verification fails.
• Data Transformation: Use Zapier’s Formatter tool to transform data before sending it to Didit.
• Scheduled AML Screening: Trigger AML screening for existing users on a regular schedule.

When designing your integration, remember to adhere to best practices for API integration: use rate limiting to avoid exceeding Didit’s API limits, handle errors gracefully, and securely store your API key.

How Didit Helps

Didit empowers Zapier users with:

• Comprehensive IDV: Support for 14,000+ document types and 220+ countries.
• Advanced Fraud Detection: Liveness detection, biometric matching, and AML screening.
• Scalable Infrastructure: High availability and performance to handle growing verification volumes.
• Developer-Friendly API: Well-documented RESTful API with clear error messages.
• Pay-as-you-go Pricing: No long-term contracts or hidden fees.

Ready to Get Started?

Automate your identity verification today! Visit our pricing page to learn more about Didit’s plans and explore our technical documentation for detailed API information. Start building your Zapier workflows now and experience the power of automated KYC and identity verification!