Incode Web Integrations

No-Code

As implied by the name, this approach requires no coding on the part of your organization. Instead, you provide a direct onboarding URL to your user and then view the onboarding results in Dashboard. Even organizations that have a custom onboarding app might still use no-code for unique cases with special circumstances.

The no-code approach is simple:

• Create a Workflow in Dashboard
• Share the onboarding URL directly with your user through any channel you prefer—SMS, WhatsApp, social media, and so on.
• View the onboarding results in Dashboard

The user completes the entire onboarding on web infrastructure created and maintained by Incode. The steps the user follows are based on your Workflow configuration. Learn more about whether no-code is right for you.

Low-Code

The low-code approach is a little more complicated, requiring a few lines of code and an application back end. It lets you leverage Incode infrastructure while maintaining control of your business logic. You can even present a branded experience by embedding the URL inside an iframe with your own domain.

In the basic low-code approach:

• Your app back end starts the onboarding session and generates the onboarding URL (link the URL to a specific user by attaching an externalCustomerId to the session start)
• Redirect your user to this URL from your web or mobile app
• Read the results either directly in Dashboard or through a webhook

Learn more about whether low-code is right for you.

Web SDK

Incode offers a complete WebSDK that lets you integrate onboarding directly into your custom web application. This approach requires significant coding and technical expertise on your end. In exchange, you gain full control of the onboarding process flow and can perform validations during that process. You can also customize all UI text strings.

This approach is best suited to organizations that already have dedicated front- and back-end developers. Learn more about whether Web SDK is right for you.