Integration

Verify identities with Persona with scoped access and full audit trails

Integrate Persona identity verification into the workflow. Manage the full inquiry lifecycle (create, update, approve, decline, review, resume, expire, redact), generate one-time verification links and PDF summaries, manage accounts including CSV bulk import, run watchlist and adverse media reports, review cases, retrieve verifications and documents, and discover inquiry templates.

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26 operations0 triggersAuth: api-key

About Persona

Integrate Persona identity verification into the workflow.

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What can you do with the Persona integration?

What can you do with the Persona integration? Integrate Persona identity verification into the workflow. Manage the full inquiry lifecycle (create, update, approve, decline, review, resume, expire, redact), generate one-time verification links and PDF summaries, manage accounts including CSV bulk import, run watchlist and adverse media reports, review cases, retrieve verifications and documents, and discover inquiry templates. AptlyStar exposes 26 operations so teams can automate end-to-end processes without maintaining brittle scripts.

Automate & integrate Persona

Compose Persona with the rest of your stack using visual workflows and agents.

Read & query data

Pull live records, search entities, and keep downstream systems up to date.

Get Inquiry
List Inquiries
Get Account
List Accounts

Create & update Persona records

Insert, upsert, and patch objects so Persona workflows stay synchronized automatically.

Create Inquiry
Update Inquiry
Create Account
Update Account

Automate on events

React to webhooks and polling triggers the moment something happens.

Approve Inquiry
Decline Inquiry
Mark Inquiry for Review
Resume Inquiry

Persona notify & orchestrate

Trigger downstream actions, alerts, and hand-offs when something changes.

Mark Inquiry for Review
Resume Inquiry
Expire Inquiry

Persona analyze & report

Aggregate metrics, export datasets, and feed BI or agent summaries.

Expire Inquiry
Generate Inquiry Link
Print Inquiry PDF

Persona automate on events

React to webhooks and polling triggers the moment something happens.

Print Inquiry PDF
Redact Inquiry
Create Account

Build Persona agents

Ship AI workflows that read, decide, and act on Persona — with guardrails and human approvals where you need them.

Customer onboarding identity verification

Build a workflow triggered when a new customer signs up that creates a Persona inquiry from our KYC template with their name and email pre-filled, generates a one-time verification link, and emails it to the customer.

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Verification decision router

Build a workflow that takes an inquiry ID, fetches the inquiry from Persona, and routes on its status: approved customers get a welcome email, needs-review inquiries post to a compliance Slack channel with a summary, and...

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Daily pending-review digest

Build a scheduled workflow that runs every morning, lists Persona inquiries with needs_review status from the last 24 hours, summarizes each one, and posts a digest to the compliance team in Slack.

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Watchlist screening on signup

Build a workflow that takes a new user

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Bulk account import from CRM export

Build a workflow that takes an uploaded CSV export of customers, imports them into Persona as accounts using the account importer, polls the importer status, and reports how many rows succeeded, errored, or were duplicat...

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Compliance audit PDF archive

Build a workflow that takes an approved inquiry ID, downloads the inquiry summary PDF from Persona, and uploads it to a compliance archive folder in Google Drive named by customer reference ID.

Explore templates

Ready to solve your Persona integration challenges?

Connect Persona once, then reuse the same blocks across agents, workflows, and templates.

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Challenges AptlyStar solves

Keep Persona in sync with the rest of your stack

Teams lose hours copying data between Persona and CRMs, inboxes, and spreadsheets. AptlyStar connects Persona to 26+ operations so updates flow automatically.

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Scale Persona automations without custom glue code

One-off scripts break when APIs change. Use visual workflows, retries, and typed blocks so Persona automations stay maintainable as you grow.

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Give AI agents secure, scoped access to Persona

Agents need live Persona context without over-permissioned keys. Connect credentials once, apply guardrails, and let agents act through audited workflow runs.

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Featured Persona templates

Ready-to-use workflow templates that include Persona, just like in the app.

Customer onboarding identity verification

Build a workflow triggered when a new customer signs up that creates a Persona inquiry from our KYC template with their name and email pre-filled, generates a one-time verification...

Browse templates

Verification decision router

Build a workflow that takes an inquiry ID, fetches the inquiry from Persona, and routes on its status: approved customers get a welcome email, needs-review inquiries post to a comp...

Browse templates

Daily pending-review digest

Build a scheduled workflow that runs every morning, lists Persona inquiries with needs_review status from the last 24 hours, summarizes each one, and posts a digest to the complian...

Browse templates

Watchlist screening on signup

Build a workflow that takes a new user

Browse templates

Bulk account import from CRM export

Build a workflow that takes an uploaded CSV export of customers, imports them into Persona as accounts using the account importer, polls the importer status, and reports how many r...

Browse templates

Compliance audit PDF archive

Build a workflow that takes an approved inquiry ID, downloads the inquiry summary PDF from Persona, and uploads it to a compliance archive folder in Google Drive named by customer ...

Browse templates