Log security events as CRM activity

When a security event is detected for an account in iDenfy, automatically log an activity in SmartMatchApp so account managers are aware of potential security alerts.

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See all SmartMatchApp + iDenfy integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

SmartMatchApp Explore SmartMatchApp →

Triggers

New contact or lead

Fires when a new contact or lead is added to SmartMatchApp.

Contact updated

Fires when a field on a contact changes in SmartMatchApp.

Deal or record stage changed

Fires when a deal, case or record moves to a new stage in SmartMatchApp.

Deal won

Fires when a deal is marked won in SmartMatchApp.

Actions

Create or update contact

Creates or updates a contact in SmartMatchApp.

Create deal

Creates a new deal in SmartMatchApp.

Update record stage

Moves a deal or record to a new stage in SmartMatchApp.

Log activity

Logs a call, email, or note against a record in SmartMatchApp.

iDenfy Explore iDenfy →

Triggers

New user created

Fires when a new user account is created in iDenfy.

New security event

Fires when a new security or access event is logged in iDenfy.

Check completed

Fires when a scan, verification or risk check finishes in iDenfy.

Actions

Create user

Creates a new user account in iDenfy.

Deactivate user

Deactivates a user's access in iDenfy.

Run a check

Runs a verification, fraud or risk check on a record in iDenfy.

Provision CRM access for new identity users When a new user is created in iDenfy, automatically create or update a corresponding team contact in SmartMatchApp with appropriate permissions. See details

Assign identity security roles when deals are won When a deal is marked won in SmartMatchApp, automatically assign enhanced product or portal access roles to the client in iDenfy. See details

See all SmartMatchApp + iDenfy integrations → · Browse the full workflow library →

Enterprise-grade security

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FAQ

Common questions

Can Knit build “Log security events as CRM activity” between SmartMatchApp and iDenfy?

Yes — describe it in the box above and Knit's Integrations Agent researches SmartMatchApp and iDenfy's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does connecting iDenfy and SmartMatchApp improve sales team onboarding?

When a new employee account is provisioned in iDenfy, SmartMatchApp 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 SmartMatchApp can be revoked immediately to protect sensitive client data.