Connect iDenfy and Ploomes
Integrate iDenfy with Ploomes to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create AML Check in iDenfy when Create Deal in Ploomes
Generate AML Check PDF with iDenfy when Create Deal in Ploomes
Start Identity Verification with iDenfy when Create Deal in Ploomes
Get Risk Assessment Profiles from iDenfy when Create Deal in Ploomes
Find Identity Verifications in iDenfy when Create Deal in Ploomes
Popular iDenfy + Ploomes 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
Ploomes
Automatically do this!
Create Custom Field
Update contact
Find contact
Create Deal
Update Deal
Find Deals
Create document
Update document
Get document by ID
List All Documents
Create AML Check in iDenfy when Create Deal in Ploomes
Use this flowGenerate AML Check PDF with iDenfy when Create Deal in Ploomes
Use this flowStart Identity Verification with iDenfy when Create Deal in Ploomes
Use this flowGet Risk Assessment Profiles from iDenfy when Create Deal in Ploomes
Use this flowFind Identity Verifications in iDenfy when Create Deal in Ploomes
Use this flowSearch Companies for KYB in iDenfy when Create Deal in Ploomes
Use this flowCreate AML Check in iDenfy when Deal Updated in Ploomes
Use this flowGenerate AML Check PDF with iDenfy when Deal Updated in Ploomes
Use this flowStart Identity Verification with iDenfy when Deal Updated in Ploomes
Use this flowGet Risk Assessment Profiles from iDenfy when Deal Updated in Ploomes
Use this flowSupported Triggers & Actions
Everything you can automate between iDenfy and Ploomes.
When this happensTriggers
A trigger is an event that starts a workflow.
Create Deal
Triggers when new deal is created in Ploomes.
Deal Updated
Fires when an existing deal is updated in Ploomes and provides the updated deal information.
New Contact
Add a new contact to Ploomes CRM using the provided contact details.
Contact Updated
Triggered when an existing contact is updated in Ploomes and returns the contact's updated details.
Create Document
Create a new document in Ploomes and attach it to a CRM record (contact, deal, or company).
Update Document
Modify an existing document in Ploomes CRM to change its content or metadata.
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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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 Ploomes
Ploomes is a comprehensive CRM platform designed to streamline sales processes and enhance customer relationship management. It offers tools for managing leads, automating workflows, and generating insightful reports to boost sales efficiency.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your iDenfy and Ploomes 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 Ploomes 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 Ploomes. No coding required.
Yes. You can set up a workflow where iDenfy triggers actions in Ploomes, and a separate workflow where Ploomes 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 Ploomes. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire iDenfy and Ploomes integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
