Connect iDenfy and Heltar
Integrate iDenfy with Heltar to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create AML Check in iDenfy when New Client Is Created in Heltar
Find Identity Verifications in iDenfy when New Client Is Created in Heltar
Generate AML Check PDF with iDenfy when New Client Is Created in Heltar
Find Companies for KYB with iDenfy when New Client Is Created in Heltar
Start Identity Verification with iDenfy when New Client Is Created in Heltar
Popular iDenfy + Heltar 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
Heltar
Automatically do this!
List All Campaigns
List All Clients
List All Templates
Create or Update Client
Fetch Client Messages
Send Text Message hold
List All Attributes
Create Attribute
Update Attribute
Remove Attribute
Send Templates hold
Create Template hold
Send Private Message
Set Chat to Open or Closed
Toggle Bot Responses
Unassign Employees from a Client
Update an Employee’s Role
Create Employee Account
Delete an Employee
Retrieve Role Permissions
Get Business Profile
Toggle Automatic Chat Assignment
Fetch WhatsApp Commerce Catalog Settings
Update Catalog Settings
Toggle Read Receipts
Delete Convobot Session
Fetch Template Analytics
Set Custom Domain for Redirection
Delete Template
Create AML Check in iDenfy when New Client Is Created in Heltar
Use this flowFind Identity Verifications in iDenfy when New Client Is Created in Heltar
Use this flowGenerate AML Check PDF with iDenfy when New Client Is Created in Heltar
Use this flowFind Companies for KYB with iDenfy when New Client Is Created in Heltar
Use this flowStart Identity Verification with iDenfy when New Client Is Created in Heltar
Use this flowGet Risk Assessment Profiles from iDenfy when New Client Is Created in Heltar
Use this flowSupported Triggers & Actions
Everything you can automate between iDenfy and Heltar.
When this happensTriggers
A trigger is an event that starts a workflow.
New Client Is Created
Runs when a new client is created.
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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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 Heltar
Heltar is a cutting-edge platform designed to revolutionize the way businesses manage their operations and enhance productivity. With a focus on seamless integration and user-friendly interfaces, Heltar provides tools and solutions that cater to various business needs, ensuring efficient workflow management and improved collaboration.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your iDenfy and Heltar 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 Heltar 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 Heltar. No coding required.
Yes. You can set up a workflow where iDenfy triggers actions in Heltar, and a separate workflow where Heltar 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 Heltar. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire iDenfy and Heltar integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
