iDenfy + Perfex Integrations
Put iDenfy + Perfex to work with AI and enterprise-grade automation
4.9/5 on G2·
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Workflows you can build between iDenfy and Perfex
See the kind of workflows teams build with iDenfy and Perfex below — describe the exact one you want above and the Agent builds it on demand.
iDenfy + Perfex
When a KYB company verification completes in iDenfy, update company files and verification logs in Perfex CRM.
Provision CRM access for new identity users
When a new user is created in iDenfy, automatically create or update a corresponding team contact in Perfex with appropriate permissions.
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Assign identity security roles when deals are won
When a deal is marked won in Perfex, automatically assign enhanced product or portal access roles to the client in iDenfy.
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Log security events as CRM activity
When a security event is detected for an account in iDenfy, automatically log an activity in Perfex so account managers are aware of potential security alerts.
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Browse the full workflow library →
Looking to achieve something else with iDenfy and Perfex?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for iDenfy and Perfex
Everything iDenfy and Perfex can do inside a workflow — the triggers that start one and the actions that run when it fires.
iDenfy Explore iDenfy →
iDenfy is an identity verification platform providing automated AML compliance, fraud prevention, and biometric customer authentication.
TriggersTriggers when new company verification is completed.
Triggers when new identity verification is completed.
Generate PDF from AML check results
Generates PDF with specific profile of a check
Search sanctions and politically exposed persons
Creates a company verification link.
Verify the customer's identity.
Order a Credit Bureau report about the company
Perfex Explore Perfex →
Perfex CRM is a self-hosted customer relationship management software tailored for agencies, freelancers, and small businesses.
Knit's Integrations Agent builds Perfex's triggers and actions on demand — describe the automation in plain English and it writes and runs real code against Perfex's API.
Other Security & Identity Tools apps on Knit
Explore more Security & Identity Tools integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
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Autohost
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BigDataCloud
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ChainRecorder
ChainRecorder is a security and verification platform that logs data records onto blockchain ledgers for tamper-proof auditing.
Detectify
An automated web application security scanner that identifies vulnerabilities and assets across external digital attack surfaces.
DNSFilter
DNSFilter is a cloud-based DNS security solution that protects organizations against malware, phishing attacks, and inappropriate web content.
Envoy for Visitors
Envoy for Visitors is a visitor management system that automates guest sign-ins, host notifications, and workplace security compliance.
Google Workspace Admin
Google Workspace Admin is an administration console for managing users, security policies, and domain settings across Google Workspace.
Other CRM apps on Knit
Explore more CRM integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10xCRM
10xCRM is a customer relationship management solution that helps sales teams organize contacts, track pipelines, and automate communications.
17hats
17hats is a business management and CRM software designed for solo entrepreneurs and small businesses to handle client workflows and invoicing.
1CRM
1CRM is an all-in-one customer relationship management solution for small and medium businesses to manage leads, orders, and service requests.
AccuLynx
AccuLynx is a dedicated roofing business management software designed to streamline contracting estimates, field management, lead tracking, and client communications.
Act!
Act! is a customer relationship management and marketing automation solution designed to manage sales pipelines, customer records, and communication histories.
Actionstep
Actionstep is a cloud-based law practice management platform that includes legal CRM, matter management, and billing tools.
Advyzon
Advyzon is an all-in-one financial advisor management platform combining client reporting, billing, document management, and CRM features.
Aesthetic Record EMR
Aesthetic Record EMR is an electronic medical records and practice management solution designed specifically for medical spas and aesthetic clinics.
Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about iDenfy + Perfex
Is there a pre-built iDenfy + Perfex automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches iDenfy and Perfex's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built iDenfy or Perfex connector?
No. The Agent works whether or not iDenfy or Perfex already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
How does connecting iDenfy and Perfex improve sales team onboarding?
When a new employee account is provisioned in iDenfy, Perfex can automatically create or update the user contact profile and grant CRM access permissions.
Can identity security events alter CRM access?
Yes, if a security event occurs or a user is deactivated in iDenfy, their CRM permissions in Perfex can be revoked immediately to protect sensitive client data.