Automated customer registration and verification

Purpose

1. Capture, validate, and verify new customer profiles for appliance rental, ensuring identity, eligibility, compliance, and seamless onboarding across channels (web, app, in-store, phone).

2. Integrate KYC, proof of address, contact detail checks, automated contract generation, and communication workflows for accelerated onboarding and fraud reduction.

3. Sync verified data into CRM, billing, and support systems to enable instant fulfillment, status tracking, and analytics reporting.

Trigger Conditions

1. Customer submits registration form on website, app, or in-store terminal.

2. Sales agent initiates onboarding through CRM or POS system.

3. API call from partner aggregator or 3rd-party marketplace triggers lead entry.

Platform Variants

1. Twilio Verify

• Feature/Setting: SMS/email/voice OTP; API endpoint: `POST /v2/Services/{ServiceSid}/Verifications`
  
• Use: Send/verifies one-time passcodes upon new registration for contact confirmation.
  

2. Stripe Identity

• Feature/Setting: Identity verification; API endpoint: `POST /v1/identity/verification_sessions`
  
• Use: Capture and verify government-issued IDs and selfies for compliance.
  

3. DocuSign

• Feature/Setting: eSignature; API endpoint: `POST /v2.1/accounts/{accountId}/envelopes`
  
• Use: Send rental agreements for digital signature post identity validation.
  

4. SendGrid

• Feature/Setting: Transactional email; API endpoint: `POST /mail/send`
  
• Use: Send registration confirmations and onboarding instructions.
  

5. Salesforce

• Feature/Setting: Lead creation; API endpoint: `POST /services/data/{version}/sobjects/Lead`
  
• Use: Store verified customer data and create onboarding workflows.
  

6. Zoho CRM

• Feature/Setting: Lead/contact API; Endpoint: `POST /crm/v2/Leads`
  
• Use: Log validated customer profiles and automate follow-ups.
  

7. Google Cloud Vision

• Feature/Setting: OCR; API endpoint: `POST /v1/images:annotate`
  
• Use: Extract and validate data from uploaded ID documents.
  

8. Experian CrossCore

• Feature/Setting: Identity check; API endpoint: `/v1/checks`
  
• Use: Perform background/credit checks during onboarding.
  

9. Plaid

• Feature/Setting: Auth API; Endpoint: `POST /auth/v2/auth`
  
• Use: Verify bank account details for payment/credit validation.
  

10. HubSpot

• Feature/Setting: Contact creation; API endpoint: `POST /crm/v3/objects/contacts`
  
• Use: Update CRM with customer onboarding status.
  

11. Intercom

• Feature/Setting: User import; API endpoint: `POST /users`
  
• Use: Create profiles for in-app/customer support follow-up.
  

12. QuickBooks

• Feature/Setting: Customer creation; API endpoint: `POST /v3/company/{companyId}/customer`
  
• Use: Store billing details upon successful onboarding.
  

13. Slack

• Feature/Setting: Incoming webhook; Endpoint: URL webhook
  
• Use: Notify ops teams of new/verified registrations.
  

14. Microsoft Power Automate

• Feature/Setting: Automated flow trigger; Template: “When form is submitted”
  
• Use: Orchestrate multi-system onboarding actions via low-code flows.
  

15. AWS Lambda

• Feature/Setting: Custom backend API logic; Lambda function trigger
  
• Use: Implement data validation/processing logic on registration events.
  

16. Google Sheets

• Feature/Setting: API append row; Endpoint: Sheets API `spreadsheets.values.append`
  
• Use: Log new registration and verification statuses for operational tracking.
  

17. Auth0

• Feature/Setting: Universal login; API endpoint: `/authorize`, `/dbconnections/signup`
  
• Use: Authenticate and handle multi-factor sign-ups.
  

18. Mailchimp

• Feature/Setting: Add/Tag subscriber; API endpoint: `POST /lists/{list_id}/members`
  
• Use: Enroll new customers in onboarding drip campaigns.
  

19. Typeform

• Feature/Setting: Webhook submit; Endpoint: Webhook URL
  
• Use: Trigger onboarding when a new registration form is submitted.
  

20. Freshdesk

• Feature/Setting: Contact/ticket API; Endpoint: `POST /api/v2/contacts`
  
• Use: Open support ticket for onboarding issues or KYC exceptions.
  

21. Okta

• Feature/Setting: User provisioning; API endpoint: `POST /api/v1/users`
  
• Use: Provision users for self-service portal access post verification.
  

Benefits

1. Eliminates manual data entry and reduces onboarding TAT.

2. Minimizes fraud, ensuring regulatory and business policy compliance.

3. Unifies onboarding status across marketing, sales, ops, and support.

4. Boosts customer conversion with frictionless, multichannel experiences.

5. Enables analytics with consistently structured, validated onboarding data.