No Code Solution

This section explains how to integrate Passbase's verification service, webhooks, and API without writing a single line of code.

This guide will show you how to setup Passbase as a no-code solution step by step. The tech stack that we'll be using is:

  1. KYC Solution: Passbase Hosted Link solution for capturing identity verifications

  2. Middleware: Zapier to catch webhooks that are sent from Passbase, as well as interacting with the Passbase API

  3. Database: A GoogleSheet to output the verification results in a lightweight database

We will not write a single line of code in any of the following 6 steps. Let's get started!

1. Setup Passbase

The first step is to create a Passbase account. After you've signed up, follow the Initial Setup section to complete your first verification until you land in your dashboard where all completed verifications are displayed. This looks something like this (below). In this demo, I have 3 verifications waiting for me.

Next, let's navigate to the integration flow. There you can set up your own hosted verification link. In my case, I chose: verify.passbase.com/mathias

This means everyone who navigates to this URL can complete a full identity verification for you here. You can also create a link for your app or product e.g. verify.passbase.com/{YOUR_APP_NAME}. You need to have at least one finished verification in your dashboard to continue (do your first one here if you haven't already).

Passbase is now set up. Let's continue with Zapier.

2. Create Zapier App

Next, we'll create a new Zapier App.

  1. Head to https://zapier.com/ and create an account if you do not already have one.

  2. Once you're inside the dashboard, create a new Zap.

  3. Search for Passbase and select our Zapier App.

  4. Choose New Webhook Event as Trigger.

After clicking the continue button, Zapier will ask you to connect your Passbase Account. Click on Add new Account and a modal will open asking for your secret API key. In the next section, we will obtain this key.

3. Connect Passbase and Zapier

In order for you to connect Passbase with Zapier, you need to obtain your secret API key.

  1. Navigate to your project's API key settings in the Passbase developer dashboard

  2. Copy and paste your secret API key from the developer dashboard to the Zapier modal

  3. Press continue and Zapier will create a custom webhook endpoint for you

Now copy this endpoint and let's head back to the Passbase developer dashboard.

  1. Navigate to your webhook settings.

  2. Click Add to set up a new webhook.

  3. Select Authentication Reviewed from the pop up window that appears and paste the webhook URL that you obtained from Zapier and press save.

For simplicity, we will not set up encryption. Because of this, you can leave all other fields blank for now. Your page should now look like this.

What this means is, every time a verification has been reviewed in your Passbase dashboard, a webhook will be fired to this endpoint.

Your webhooks are set up, let's make sure that it works as intended and catch the first webhook.

4. Catch a Webhook

Let's head back to Zapier press Continue to get to the step where we can test the integration.

  1. Navigate to your Passbase dashboard and click on a finished verification like the one you did during your signup process.

  2. Click on Approve or Decline to trigger the Reviewed webhook to fire.

3. Go back to Zapier now and click the Test Trigger button. You should see the webhook result that Passbase has sent to Zapier. It should look like this:

You have successfully set up Passbase with Zapier and received your first webhook. That was easy wasn't it? Now every time you review a verification, Passbase will fire a webhook to Zapier.

5. Get the Details of a Verification

From the previous step you saw what a webhook payload looks this:

{
"event": "VERIFICATION_REVIEWED",
"key": "b76e244e-26a3-49ef-9c72-3e599bf0b5f2",
"status": "approved",
"created": 1582628711,
"updated": 1582628999,
"processed": 1582628999,
}

In here is a key that identifies this verification. Let's use this to interact with the Passbase API, and get the details of the Verification. We will do this in Zapier. We will create an action by selecting Passbase and selecting the Find identity details by id action.

Press continue and choose the key (or Identity Access Key) that we obtained from the webhook in the previous step.

Click continue to test the newly created action. Zapier will call the Passbase API endpoint to get more details about this verification and display it in the output field.

Awesome, we are now ready to save these details to our database.

6. Save Details to a Database

We are almost done. Let's stay with our no-code mindset and use a Google spreadsheet as our basic database. For this, head to your Google Drive, and create a new GoogleSheet. We want to add a new row for every new webhook received.

Add column names at the top for data that we are interested in. E.g. in our case id, status, first name, last name, date of birth... etc.

Go back to Zapier and select another action, but this time from Google. You will also need to connect your Google account.

Then you need to select then the Google Sheet that you just created.

If the GoogleSheet doesn't show up in the list you can refresh the page and it should show up.

Now we need to select the columns that we want to fill in with the right Passbase data from the API request. Below is an example with data from the API:

You can then press the continue button. Passbase, Zapier, and the GoogleSheet are now linked. You can test your setup again and it will add a row in your GoogleSheet for every verification that is being reviewed in Passbase.

Hint:

For a more automated experience, you can enable our Automatic Thresholds feature in your Passbase Settings, so that you do not have to manually review every verification that comes in.

Congrats, you made it. You set up a complete KYC user identification flow that is ready for production without writing a single line of code. Just drag and drop and connect accounts. 🎉