Overview
Signzy is an Indian KYC and digital onboarding automation platform offering identity verification, video KYC, document checks and e-signature APIs for banks, NBFCs and fintechs.
HelloGrowthCRM does not have a native Signzy connector yet — it is on the indian kyc / identity list of planned integrations. That does not mean the two cannot work together today.
Signzy exposes a documented REST API, so a developer can use n8n, Make or a custom script to call it and post verification and e-sign outcomes into HelloGrowthCRM through the inbound webhook or REST API.
What a Signzy link would do
- A completed video KYC session on Signzy updates the matching lead's verification status and adds it to the timeline.
- A document verification failure flagged by Signzy creates a task for compliance to request a resubmission.
- A completed e-sign step via Signzy moves the matching deal to the agreement-signed stage.
How to connect Signzy today
Signzy exposes a documented REST API, so a developer can use n8n, Make or a custom script to call it and post verification and e-sign outcomes into HelloGrowthCRM through the inbound webhook or REST API.
Best practices
- Start with the one Signzy event your team acts on most, send only that into HelloGrowthCRM, and check a week of records before adding more.
- Pick one matching key for Signzy records — usually work email or phone — so an event updates the existing lead instead of creating a duplicate.
- Name an owner for the Signzy connection: whoever set up the webhook or Zap should also be the person who notices when it stops.
FAQ
Governance
Treat API keys and webhooks as production secrets. Align field mapping with your privacy policy and regional regulations (GDPR, marketing consent, telemarketing rules). Your admin controls which roles can install or edit integrations.
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