Connect iDenfy and Float
Integrate iDenfy with Float to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create AML Check in iDenfy when New Milestone in Float
Generate AML Check PDF with iDenfy when New Milestone in Float
Start Identity Verification with iDenfy when New Milestone in Float
Get Risk Assessment Profiles from iDenfy when New Milestone in Float
Find Identity Verifications in iDenfy when New Milestone in Float
Popular iDenfy + Float flows
Start from a real workflow other teams are already running.
Choose a trigger
iDenfy
When this happens...
- Request a new Trigger for iDenfy
Choose an action
Float
Automatically do this!
Create or Update Client
List All Clients
List All Department
List All Milestones
List All Person
List all Phases
List All Project Task
List All Project
Create Time Entry
Create or Upadate Department
Create Milestone
Create Person
Create Phase
Create Task
Create Time Off
Create Allocation
Update Phase
Update Milestone
Update Person
Find Person
Update Task
Update Allocation
Update Time Entry
Find Project
Find Allocation
Create Project
Update Project
Create AML Check in iDenfy when New Milestone in Float
Use this flowGenerate AML Check PDF with iDenfy when New Milestone in Float
Use this flowStart Identity Verification with iDenfy when New Milestone in Float
Use this flowGet Risk Assessment Profiles from iDenfy when New Milestone in Float
Use this flowFind Identity Verifications in iDenfy when New Milestone in Float
Use this flowFind Companies for KYB with iDenfy when New Milestone in Float
Use this flowCreate AML Check in iDenfy when New Person created in Float
Use this flowGenerate AML Check PDF with iDenfy when New Person created in Float
Use this flowStart Identity Verification with iDenfy when New Person created in Float
Use this flowGet Risk Assessment Profiles from iDenfy when New Person created in Float
Use this flowSupported Triggers & Actions
Everything you can automate between iDenfy and Float.
When this happensTriggers
A trigger is an event that starts a workflow.
New Milestone
Triggers when a new milestone is created.
New Person created
Runs when new person is created.
New Phase
Triggers when a new phase is created.
New Project Created
Triggers when a new project is created.
Project Task Created
Triggers when a new project task is created.
Project Task Updated
Triggers when a project task is modified.
Do thisActions
Action is the task that follows automatically within your iDenfy integrations.
Create AML Check
Screen a person or company for AML risks, sanctions, and PEP matches.
Generate AML Check PDF
Create a PDF report for a specific AML check and return a downloadable file URL.
Start Identity Verification
Start an identity verification session to confirm a customer's identity.
Get Risk Assessment Profiles
Retrieve a profile by ID or list all risk assessment profiles used for identity verification and fraud checks.
Find Identity Verifications
Retrieve identity verification records for a specific client, with pagination support.
Find Companies for KYB
Search or list companies and get company details for KYB (Know Your Business) verification.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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From idea to automation.
AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About iDenfy
iDenfy helps you automate identity verification enforced with manual oversight. Defeat fraud while processing customers' data quickly and securely.
Learn moreSimilar apps
About Float
Float is the fast and friendly resource scheduling app. Keep track of who's working on what and when.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your iDenfy and Float accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between iDenfy and Float as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Float. No coding required.
Yes. You can set up a workflow where iDenfy triggers actions in Float, and a separate workflow where Float triggers actions in iDenfy. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between iDenfy and Float. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire iDenfy and Float integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
