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Set up your workspace

Complete these once, in the UpPass Portal. Each step produces one of the values the examples refer to — see Values you need for the full lookup table.

After signing up you land on the dashboard, which lists your flows and total submissions. On a new account it is empty:

The UpPass dashboard with no flows yet

A workspace is the container holding every flow. You get one per account; others are accessible by invitation.

Workspace selector in the UpPass Portal
  1. Create a flow. Form → Builder. A flow holds the sequence of verification steps, and its name becomes your form_slug.

    Creating a new flow in the UpPass Portal
  2. Note the field names you want to pre-fill. The Builder shows the name of each field in the flow. Those names are the keys you send in answers.

  3. Declare input parameters. Form → Builder → Input Parameter. Use these to carry your own references — an order id, a customer id — through to the webhook, and to display or pre-fill values inside the form itself.

    Declaring input parameters in the form builder

  4. Create an API token. API Token in your workspace’s left-hand menu. Keep it server-side only.

  5. Configure the webhook. Connect → Add Webhook. Point it at your HTTPS receiver, choose Bearer authorization, and subscribe to submit_form at minimum.

    The Connect tab, where webhooks are added

    Webhook configuration, with Bearer authorization selected

  6. Bind a Decision Flow to on_submit. The Decision Flow is what turns a submission into a verdict, and what populates the status columns you read back.

  7. Set the callback URL. Form → Builder → Settings, on the last page. This is where the applicant is sent after the thank-you page — typically back into your own journey. The result itself still arrives on the webhook, not on this redirect.

With your own workspace, form_slug and slug substituted:

Terminal window
# Dashboard for one flow
https://app.uppass.io/en/dashboard/flows/{form_slug}/overall?workspace={workspace}
# Public entry page — no API token needed, but results cannot be tied to your records
https://app.uppass.io/en/{form_slug}
# One applicant's form (this is what the API returns as form_url)
https://app.uppass.io/en/form/{form_slug}/{slug}/
# Poll that application
https://app.uppass.io/en/api/forms/{form_slug}/applied-forms/{slug}/result/

The verification experience is mobile web only.

Platform Browser Minimum
Android Google Chrome 107+
Android Samsung Internet 6.2+
Android Firefox 106+
iOS Safari 12+
iOS WKWebView 14.3+