Connect iDenfy and Heartbeat
Integrate iDenfy with Heartbeat to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create AML Check in iDenfy when New Event in Heartbeat
Generate AML Check PDF with iDenfy when New Event in Heartbeat
Start Identity Verification with iDenfy when New Event in Heartbeat
Get Risk Assessment Profiles from iDenfy when New Event in Heartbeat
Find Identity Verifications in iDenfy when New Event in Heartbeat
Popular iDenfy + Heartbeat 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
Heartbeat
Automatically do this!
Add user to group
Create a Group
Remove User from Group
Find User
Create a Channel
Create a Thread
Create a Comment
Create a Event
Deactivate User
Invite Users
Send Direct Message
Create User
List users
Get User
Get Notification
List Channel Categories
List Channels
Get Channel Thread
Get Thread
List Events
List Invitations
List Roles
List Groups
Create AML Check in iDenfy when New Event in Heartbeat
Use this flowGenerate AML Check PDF with iDenfy when New Event in Heartbeat
Use this flowStart Identity Verification with iDenfy when New Event in Heartbeat
Use this flowGet Risk Assessment Profiles from iDenfy when New Event in Heartbeat
Use this flowFind Identity Verifications in iDenfy when New Event in Heartbeat
Use this flowSearch Companies for KYB in iDenfy when New Event in Heartbeat
Use this flowCreate AML Check in iDenfy when New Thread in Heartbeat
Use this flowGenerate AML Check PDF with iDenfy when New Thread in Heartbeat
Use this flowStart Identity Verification with iDenfy when New Thread in Heartbeat
Use this flowGet Risk Assessment Profiles from iDenfy when New Thread in Heartbeat
Use this flowSupported Triggers & Actions
Everything you can automate between iDenfy and Heartbeat.
When this happensTriggers
A trigger is an event that starts a workflow.
New Event
Triggers when new events are created.
New Thread
Triggers when the new thread is created.
On group join
Triggers when a user joins a group
New User
Triggers when a new user joins your community through an invitation link.
New Event Rsvp
Triggers when the user RSVP'd "Yes" OR confirms the event invitation.
New or Updated User
Triggers when a new user joins your community or their information is updated.
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
Find identity verification records by client ID, status, or scan reference.
Search 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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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 Heartbeat
Heartbeat is a platform designed to facilitate community building and engagement through chat and collaboration tools. It provides features for creating and managing online communities, enabling seamless communication and interaction among members.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your iDenfy and Heartbeat 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 Heartbeat 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 Heartbeat. No coding required.
Yes. You can set up a workflow where iDenfy triggers actions in Heartbeat, and a separate workflow where Heartbeat 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 Heartbeat. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire iDenfy and Heartbeat integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
