Question 1

What manual work can I automate by connecting InfoVetted to other tools?

Accepted Answer

You can automate the manual process of initiating background checks and moving results into your records system. When a new contact enters your workflow, an automation can trigger an InfoVetted check for identity, right to work, criminal, or financial status and push the results directly into your CRM, database, or document storage without manual data entry. This eliminates duplicate work and reduces the time between screening initiation and decision-making.

Question 2

How does data flow between InfoVetted and my other business tools?

Accepted Answer

Data flows in two directions: your automation sends contact information (name, date of birth, address, etc.) from your records system to InfoVetted to initiate a check, and InfoVetted returns screening results and status updates that your automation writes back to your CRM or database. Most connections use API calls to trigger checks and webhooks or polling to retrieve completed results, ensuring your systems stay in sync without manual downloads or copy-paste.

Question 3

What should I know about InfoVetted limitations when setting up automations?

Accepted Answer

InfoVetted requires complete and accurate contact information to run checks successfully; incomplete records (missing dates of birth or addresses) will cause checks to fail or return inconclusive results. Additionally, screening results are subject to regulatory delays and data source availability, so automations should account for checks that remain pending rather than expecting instant results. Your automation should also handle partial results gracefully, since not all check types may complete simultaneously.

Question 4

How should I organize my contact data so InfoVetted automations work reliably?

Accepted Answer

Maintain consistent data structure in your records system with required fields clearly populated: full legal name, date of birth, address, and any identification numbers needed for your screening type. Create separate automation workflows for different check types (identity checks versus criminal checks) to avoid unnecessary costs and reduce processing errors. Document which contacts have been screened and map result statuses in your system so automations don't re-screen the same person or miss results.

Automate the manual work in InfoVetted

InfoVetted by the numbers

Top 5 InfoVetted friction points when done manually

Manually re-entering InfoVetted verification data

Tracking verification status across InfoVetted batches

Chasing down InfoVetted report delays manually

Reconciling InfoVetted results with hiring records

Handling InfoVetted exceptions without clear workflow

What you can automate in InfoVetted

Add new HR Cloud employees as InfoVetted contacts

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Create InfoVetted contacts for new People HR employees

Tools commonly connected to InfoVetted

InfoVetted Automation questions

Ready to automate your work in InfoVetted?