Question 1

What manual work can we automate when using Trinsic?

Accepted Answer

You can automate the issuance, distribution, and verification of verifiable credentials at scale without manual approval steps for each record. Trinsic integrates with your existing systems to trigger credential creation when specific conditions are met, such as when a contact completes a requirement or a record status changes. This removes the need for staff to manually generate and send credentials one at a time and allows recipients to store and share credentials through their digital wallet instead of managing separate documents.

Question 2

How does data flow between Trinsic and other business tools?

Accepted Answer

Trinsic accepts incoming data through API connections from your CRM, database, or workflow platform to create and issue credentials based on your business logic. Outbound, Trinsic can send verification results and wallet activity data back to your connected systems, allowing you to track credential status and recipient actions within your existing records. The platform also provides webhooks that trigger downstream automations when credentials are issued, verified, or accepted by recipients.

Question 3

What common problems occur when automating credential workflows with Trinsic?

Accepted Answer

Misalignment between your credential schema and the actual data you send causes issuance failures, so schemas must match your source data structure exactly. Recipient email addresses or contact information must be current and accurate, or credentials cannot be delivered to the intended wallet. Additionally, if your automation doesn't account for recipients who reject or revoke credentials, you may lose visibility into those records in your system.

Question 4

How should we structure Trinsic to support reliable automations?

Accepted Answer

Define your credential schemas before connecting Trinsic to other tools, ensuring fields map cleanly to your source data without transformation. Set up clear naming conventions for credential types and issuance policies so that multiple automations don't conflict or issue duplicate credentials. Create separate credential definitions for different workflows or record types to prevent one automation from triggering unintended credential issuance, and test end-to-end flows with sample data before scaling to your full contact list.

Automate the manual work in Trinsic

Trinsic by the numbers

Top 5 Trinsic friction points when done manually

Manually verifying Trinsic credential authenticity

Trinsic wallet setup delays onboarding

Reconciling Trinsic credentials across systems

Handling Trinsic credential expiration manually

Trinsic audit trail documentation by hand

What you can automate in Trinsic

Add HubSpot contacts for new verifications in Trinsic

Issue credentials in Trinsic based on Microsoft Excel updated rows

Issue credentials in Trinsic from new Google Sheet spreadsheet rows

Issue credentials in Trinsic from new responses in Google Form spreadsheets

Send channel messages in Slack whenever new connections are created through Trinsic

Send verifications to connection in Trinsic for new updated files in Salesforce

Tools commonly connected to Trinsic

Trinsic Automation questions

Ready to automate your work in Trinsic?