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Zapier and Passbase integration guide

Set up your identity verification workflow automation with Zapier

Bringing trust to digital products is becoming more and more important. One way to do this is via an identity verification solution like Passbase. You can verify the true identity of users and seamlessly integrate Passbase with other apps and services through Zapier This article will show you how you can build automated workflows for identity verification, (with features like biometric authentication and ID verification) that integrate into spreasheets and tables, databases, communication tools and CRMs. This is a no-code / low-code solution that can be implemented by both developers and people without a technical background.

zapier icon for integration

In the Zapier ecosystem, Passbase can currently be integrated with:

Spreadsheets and Tables

  • Google Sheets
  • Airtable

Databases

  • Firebase
  • PostgreSQL

Communication Tools

  • Discord
  • Gmail
  • Sendgrid
  • Mailchimp

CRMs

  • Hubspot
  • Salesforce
  • Pipedrive

This tutorial will walk you through how to set up the Passbase and Zapier integration.

Preparation before we start:

  • You need a Passbase Developer account. If you don’t have one, navigate and create one here
  • You should have at least one completed verification in your dashboard, in order to trigger some actions. If you don’t have one, finish one via your hosted link from the integration section
  • A Zapier Account

Passbase developer link

Setting up the Passbase Zapier App

After you have a fully setup your Passbase developer account and have at least one verification, you can navigate to Zapier in order to create your Zap. If you don’t have an account there, please also create one. They have a free plan to try out all the features.

Receive Webhooks in Zapier

  1. Click on Make a Zap zapier_dashboard_make_zap

  2. Start Searching in the search Bar for Passbase and select our App

zapier dashboard typing in passbase into search bar

  1. Choose New Webhook Event as Trigger Event. This means, every time Passbase sends a webhook event to Zapier, this Zap will trigger.

zapier_dashboard_choosing_new-webhook_event_trigger_passbase

  1. Next you have to authenticate your Zap with Passbase. To do this, please add your account with your secret API key. A popup will open, asking for your secret key.

Zapier-popup-asking-for-passbase-secret-api-key

This key can be found in your Passbase account in the API Key section. Click on the copy button in order to grab your secret API key.

passbase dashboard showing blacked out publishable api key and secret api key

Then paste it into the Zapier popup window and click Yes, Continue to connect your account.

  1. Next you will receive a custom Webhook URL from Zapier that you need to copy to the Passbase dashboard in order to connect Zapier with Passbase. Click on the Copy button.

Zapier dashboard setting up webhook event in passbase with URL webhook for Passbase

Navigate to the Webhook section in your Passbase dashboard. Here all your webhooks are listed. And click Add. Then a popup should open up.

Passbase webhook endpoint link post

Here you can select which events should be sent to Zapier. We offer 2 events so far:

  • Authentication Processed: An Authentication has been processed and is ready to be reviewed.
  • Authentication Reviewed: The Authentication has been approved or rejected in your dashboard.

We want to only listen to the Authentication Reviewed event, so please select this and paste your Zapier URL into the POST field. Finally click Save and ensure the webhook is listed as active in the table.

Passbase admin table of blacked out webhooks with active and inactive setting options

  1. Navigate back to the Zapier Zap and press continue.

zapier dashboard with "test trigger" button to test Passbase integration

Now you are ready to test the trigger. Navigate to the Passbase dashboard section and select your testing authentication and open it by pressing the Check button.

Passbase dashboard with verifications and a check button that can be clicked

Now either approve or reject this authentication, to trigger the authentication reviewed event.

A screencap of the authentication review dashboard with a blurred out face and document

  1. This will lead to Zapier receiving an event. You should now be able to see the result by clicking the Test Trigger Button.

Screenshot of Zapier retrieving a Passbase integration event with greyed out information

Get details for an authentication

Next we want to get the details about the just finished authentication. For this, you need to create an Action in Zapier next.

      1. Search again for Passbase, select the App and choose Find Authentication Details by Key as action.

Create an action on Zapier with a Passbase app event - blue button with continue

  1. We need to select the same account that we already connected Passbase and Zapier with. This is an easy step.

Select Passbase account for authentication details to be passed -- blue button with continue

  1. Now we need to select the authentication_key that we just received via the webhook.

Dropdown menu with Passbase options - highlighted "authentication key" selected to be received via webhook

Afterwards press Continue.

  1. We have to approve again which data is sent (our key).

Approve the data that is sent with the key. White button with test & review and blue botton with test and continue.

This should work now and you can see the details from a Passbase authentication.

Screen showing a successful test with greyed out information information that is passed through the webhook

🎉That’s it. Our possibilities are endless from here. We can now integrate and send this data to all kinds of other applications via Zapier.

A Zapier screenshot of additional automation workflow possibilities with Passbase

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KI VERBAND

Passbase is an identity verification solution that makes facial recognition, liveness detection, ID verification and KYC and AML compliance accessible through a suite of flexible developer tools. A zero-knowledge architecture ensures that companies using Passbase can securely verify users from over 190 countries without having to store their data. Built for developers, it can be integrated with just a few lines of code on iOS, Android, and Web.