Idenfo SMS Integration

Chasing down a new customer's details after they get in touch, then typing them into a screening tool one field at a time, eats into a compliance team's day fast. Every enquiry that lands by text still needs to be checked against sanctions lists, politically exposed persons registers and adverse media before anyone moves forward, and doing that by hand means some contacts slip through simply because someone forgot to log them.

Zapier links Mobile Message to Idenfo so that reply doesn't have to sit in an inbox waiting to be actioned. When someone texts your business, that inbound message can trigger the Create Customer action in Idenfo, adding them straight into the platform to be screened against Sanctions, PEP and Adverse media data. There's no separate login, no copying a name and phone number across by hand, and no customer left unscreened because the message came in after hours.

For a business that has to prove it checked every contact, this closes the gap between an enquiry landing and a record existing to check. The screening still happens inside Idenfo exactly as it would otherwise, the only difference is that the customer record gets there without a person having to create it first.