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Walkthrough: verify a client from a monday.com board

How the StackGo and monday.com integration verifies a client's identity, step by step: set KYC Command to Start on the item; on the client’s phone, in a few minutes; the result lands on the monday.com item; the result and the full report in StackGo.
  1. 0:00Start the check in monday.com
  2. 0:14The client verifies on their phone
  3. 0:34The result comes back

How a client ID check works with monday.com

  1. Set KYC Command to Start on the itemSet KYC Command to Start on any item on a connected board.
  2. On the client’s phone, in a few minutesEverything happens on the client’s own phone, from the email StackGo sends. For an AML check, your compliance form usually comes first.
  3. The result lands on the monday.com itemThe result lands on the item, with an update recording the decision.
  4. The result and the full report in StackGoThe report records the document, date of birth, ID and selfie images, and a timeline of the check. Download it as a PDF for your records.

Setup, the fields written back and common questions are on the monday.com integration page.

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