Automating all your identity processes.
Orchestrate user identity across the customer life cycle — from consolidating information and triggering actions to making decisions and automating follow-ups.
Build quickly, integrate deeply
Build workflows without a single line of code with our drag-and-drop editor, or build more complex workflows with custom code.
Make better decisions faster
Create custom rules based on your business's data and requirements to automatically approve or deny users or flag cases for additional review — all while maintaining an audit trail.
Reduce manual work
Automatically sync information between Identra and your own tools. Follow up with users and automate tasks so your team can focus on high-priority work instead of manual updates.
How it works
A single centralized control plane to design, monitor, and scale your user onboarding decisions.
Set your workflow triggers
Kick off a workflow instantly through flexible API triggers or from a direct Identra event, such as upon verification completion, case creation, or status change.
Choose a simulated applicant and run them through our automated decision engine with your current configurations.
How teams can use Workflows
A highly flexible and expressive rules infrastructure adaptable to any core department needs.
Perform real-time decisioning
Customize automatic decisioning or manual review rules based on your business needs instead of relying on a black-box machine learning engine.
Reverify users regularly
Set up reverifications to automatically occur on a regular basis or trigger after a specific action.
Update your CRM
Ensure data integrity by pushing verified information collected during the Know Your Customer (KYC) process into your CRM.
Run bulk actions
Accept groups or arrays of information, like business documents, and take the same action across all of them to save time and reduce manual errors.
Verify UBOs during KYB
Automatically send verification flows to beneficial owners during the KYB process to reduce back-and-forth during business onboarding.
Prevent transaction abuse
Combine bank profile verification and real-time risk check modules in tandem before processing any payout transfers or high-value actions.
“"Thanks to customizable workflows, we don't have to fall back on legacy methods or rely too heavily on manual review. Rather than needing to manually verify edge cases, we're able to see the information real-time and react quickly."”
Branch automates 98% of identity verification process with Identra.
Identra Marketplace
With Identra Marketplace, you can integrate the world's top data and productivity platforms right in Workflows to provide a seamless user experience and streamline operations.
Keep learning
The strategic guide to balancing risk and conversion
Introducing Workflows: automations for any use case
Power all of your identity operations with Identra's identity infrastructure
Explore more of Identra's identity platform
Ready to get started?
Get in touch with us today, or step into our live identity verification simulation right now.