Add Identity Verification in Workflows
Once the GBG or IDology login credentials have been added to the CRM, you can easily add GBG or IDology verification process on your workflow by dragging and connecting the nodes together.
To learn more about how to manage workflows, please refer to the workflow guide.
The two identity verification modules are available as a workflow node.
To incorporate the identity verification in your workflow, just drag and drop the desired module you wish to use (either GBG or IDology) and connect it to your previous nodes. The identity verification nodes will only work once it is connected to either ‘Create Entity’, ‘Update Entity’, or ‘Entity’.
If the identity verification module is connected to the wrong node, it will be grayed out and it will give you an error message.