SmartMatchApp Veriff

Provision CRM access for new identity users

When a new user is created in Veriff, automatically create or update a corresponding team contact in SmartMatchApp with appropriate permissions.

Try:

See all SmartMatchApp + Veriff 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.

Veriff Explore Veriff →

Triggers
New user created

Fires when a new user account is created in Veriff.

New security event

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

Check completed

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

Actions
Create user

Creates a new user account in Veriff.

Deactivate user

Deactivates a user's access in Veriff.

Run a check

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

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 Veriff. See details
Log security events as CRM activity When a security event is detected for an account in Veriff, automatically log an activity in SmartMatchApp so account managers are aware of potential security alerts. See details

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

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FAQ

Common questions

Can Knit build “Provision CRM access for new identity users” between SmartMatchApp and Veriff?

Yes — describe it in the box above and Knit's Integrations Agent researches SmartMatchApp and Veriff'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 Veriff and SmartMatchApp improve sales team onboarding?

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

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