Perfex + iDenfy Integrations
Put Perfex + iDenfy to work with AI and enterprise-grade automation
4.9/5 on G2·
Google for Startups Accelerator
Workflows you can build between Perfex and iDenfy
See the kind of workflows teams build with Perfex and iDenfy below — describe the exact one you want above and the Agent builds it on demand.
Perfex + iDenfy
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 Perfex and iDenfy?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Perfex and iDenfy
Everything Perfex and iDenfy can do inside a workflow — the triggers that start one and the actions that run when it fires.
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.
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
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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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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 Perfex + iDenfy
Is there a pre-built Perfex + iDenfy automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Perfex and iDenfy's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Perfex or iDenfy connector?
No. The Agent works whether or not Perfex or iDenfy 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.