Developer Centre
Platform LoginStatus
  • Getting started
    • Integration types
    • Generating an authentication token
    • Using basic authentication
  • Applicants
    • Creating an applicant
    • Generating a verification link
    • Uploading documents to an applicant
      • Supported Documents and Types
    • Requesting to start the verification process
  • Applicant Results
    • Retrieving applicant verification results
      • Understanding applicant rejection labels
      • Setting up a webhook
    • Downloading verified documents
  • Entities
    • Check types and coverage
    • Creating an entity
    • Generating a verification link
    • Uploading documents to an entity
      • Supported Documents and Types
    • Linking a UBO to an entity
    • Requesting to start the verification process
  • Entity Results
    • Retrieving entity verification results
      • Understanding entity rejection labels
      • Setting up a webhook
    • Retrieving entity ownership structures
    • Retrieving entity questionnaire answers
  • Anti-Money Laundering
    • Retrieving AML results
  • Database Verification
    • Applicants
      • Verifying applicant identity data
    • Entities
      • Verifying entity information
  • Pages
    • Overview
    • Creating a Page
    • Verifying with Pages
  • Domain Names
    • Overview
    • Linking your domain
  • Flow Logic
    • Overview
  • Workspaces
    • Switching Workspaces
  • Modules
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  1. Flow Logic

Overview

Flow Logic — a dynamic onboarding experience.

Flow Logic allows you to ask custom questions, and display products and plans that clients can select from before or after verification.

You can choose to add logic to questions with our logic builder - only displaying them when certain products are selected or an answer to a previous question matches what you expect.

When adding Flow Logic to a flow, you can choose to add any or all of the following Logic Blocks:

  • Products & Plans

    Let your clients select from the products and plans you offer. Receive the answers via API or view in their profile.

  • Questions

    Ask your clients questions during onboarding, and even follow-up dynamic questions if their answer matches what you expect. Receive the answers via API or view in their profile.

Flow Logic is currently only available on entity verification flows.

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Last updated 10 months ago

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