Automated Finicity Verification Status Tracking
Every morning, WebRun opens Finicity, checks which account and income verification requests are still pending or stalled, archives the status report to Google Drive, and texts you the checklist through Twilio so a stuck verification never delays a loan or onboarding decision downstream.
How do I track pending Finicity account verification requests?
WebRun checks Finicity every morning for account and income verification requests still pending or stalled, archives the status report to Google Drive, and texts you the checklist through Twilio. It never approves a verification or moves money itself, so a stuck request gets caught the same morning instead of quietly delaying a downstream decision.
- Stalled verification requests get flagged the same morning
- A full status archive builds up automatically in Drive
- Quiet mornings stay quiet since only stalled requests trigger a text
Built for fintech operations · lending teams · developers integrating Finicity · onboarding operations
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
www.finicity.comin a real browser with your saved login - no setup, no API keys. -
1
Finicity - check pending verification requests
finicity.com
WebRun opens Finicity to check pending verification requests. - Open the Finicity portal and list pending verification requests
- Note how long each has been pending and its current status
- Flag anything stalled for more than a day
Done when Every pending verification request has a status and age.
-
2
Google Drive - archive the status report
drive.google.com
WebRun opens Google Drive to archive the status report. - Save today's status report to your integrations folder
- Append it to the running archive
- Keep prior reports untouched
Done when Today's status report is archived in Drive.
-
3
Twilio - text you the checklist status
twilio.com
WebRun opens Twilio to text you the checklist status. - Text the count of pending requests and how many are stalled
- Name any request stalled more than a day
- Stay quiet on mornings with nothing stalled
Done when You're texted today's verification checklist status.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it approve a verification or move money based on it?
No. WebRun never sends a payment, issues a refund, or transfers funds on its own, and it does not approve verifications either. It only reads request status and reports it, leaving every decision to your team.
Will it retry a stalled verification request?
No. It only flags a stalled request so your team can look into it. Retrying or resolving the connection stays a step you take in Finicity.
Can I look back at past days' status?
Yes. Every day's status report is archived in Google Drive, so you have a searchable record beyond just the text checklist.
Related templates
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