What's a Workflow?

Workflows enable you to build complete end-to-end KYC, AML, and lending flows without code for the first time. TransactionLink's Workflows remove the traditional touchpoints for integrating distinct payment flows on both the front- and backend. Think of a Workflow as a simple tool for constructing your ideal process — like building blocks.

No more writing additional front-end code to handle KYC, capture additional data from registries, or any other flow. It just works.

So, how does it work?

Whether you're embedding it in a website or a mobile app:

• First of all, you need to authorize your workflow from the backend and send request to POST /auth/workflows/token. You will receive a token that allows you to run the workflow for a given party. If the process requires additional data from your backend, you will be able to pass it on this way as well.

{
    "workflowName":"string",
    "partyId":"uuid",
    "externalId":"uuid",
    "additional":{},  
}

• The next step is to initialize the widget with the workflow token to render the UI by using the javascript method window.transactionlink.setContext(token)

• After passing the entire process, you will receive a notification that the user has successfully completed the workflow

Generate a workflow token to initialize the widget

The workflow token is a temporary key used to initialize our widget and render the applications you've configured with the Dashboard.

Generate the first workflow token by creating a Workflow Session with POST /auth/workflows/token.