Integration
Connect ComplyCube to Apollo
When something happens in ComplyCube, your agent does the next thing in Apollo. Describe it in plain language and the automation is built, tested on every branch and kept running.
Build it
What do you want ComplyCube and Apollo to do together?
Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.
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Triggers and actions 5 triggers ยท 49 actions
Trigger
New EventTriggers when a new event is received.
Action
Add NoteAdd a note to a client for investigations, reviews, or compliance reporting.
Action
Create AddressCreates a new address for a client.
Action
Create CheckCreate a verification check (identity, document, AML, or other check type) against a client.
Action
Create ClientUpdates clients details using the given input.
Action
Create DocumentCreates a new document for a client.
Action
Create SessionCreates a verification session link using workflow templates.
Action
Delete AddressDeletes an existing address.
Action
Delete ClientDeletes an existing client.
Action
Delete DocumentDeletes an existing document.
Action
Delete NoteDelete a note.
Action
Find AddressesSearch and verify an address for KYC address checks.
Action
Find CompaniesSearch for companies by name or registration details for KYB checks.
Action
Generate Check ReportGenerate a PDF report for a specific check.
Action
Generate Client ReportGenerate a PDF report summarizing a client's compliance record.
Action
Generate Session ReportGenerates a session report PDF and returns it as a file for use in later Zap steps.
Action
Generate TokenGenerate an SDK token to securely authenticate a frontend user session.
Action
Get AddressRetrieves an address using "Address ID".
Action
Get Check ResultsRetrieves a check's results using "Check ID".
Action
Get ClientRetrieves a client's results using "Client ID".
Action
Get Company DetailsRetrieve detailed information about a company by its ID.
Action
Get DocumentRetrieves a document using "Document ID".
Action
Get Live PhotoRetrieve a client's live photo by ID.
Action
Get NoteRetrieve a note by ID.
Action
Get Risk ProfileRetrieve a client's AML risk profile and score.
Action
Get Session ResultsRetrieves a session's results using "Session ID".
Action
List AddressesList addresses linked to a client.
Action
List ChecksList checks performed on a client.
Action
List ClientsList clients with optional filters and pagination.
Action
List DocumentsList documents linked to a client.
Action
List Live PhotosList a client's live photos.
Action
List NotesList notes linked to a client.
Action
List Workflow SessionsList a client's workflow sessions.
Action
Update AddressUpdates an existing address.
Action
Update CheckUpdate an existing check's parameters.
Action
Update ClientUpdates clients details using the given input.
Action
Update DocumentUpdates an existing document.
Action
Update NoteUpdate an existing note.
Action
Upload Document ImageUploads an image attachment (front or back) to an existing document.
Action
Upload Live PhotoUpload a client's live photo (selfie) for biometric identity and liveness verification.
Trigger
Account UpdatedPolls Apollo accounts/search for new or updated accounts (dedup on MD5 of the record; accounts/search returns no updated_at). Apollo has no record-change webhook API, so this is a polling trigger.
Trigger
Contact UpdatedPolls Apollo contacts/search for new or updated contacts (dedup on MD5 of the record). Apollo has no record-change webhook API, so this is a polling trigger.
Trigger
New AccountPolls Apollo accounts/search for newly created accounts (dedup on account id). Apollo has no record-change webhook API, so this is a polling trigger.
Trigger
New ContactPolls Apollo contacts/search for newly created contacts (dedup on contact id). Apollo has no record-change webhook API, so this is a polling trigger.
Action
Create AccountAn Account is a company that your team has added to Apollo.
Action
Create ContactA Contact is a person your team has added to Apollo.
Action
Create DealDeals are records that you can use to track possible opportunities with your prospective customers.
Action
Create TaskCreates a task for the specified Apollo contact (via /tasks/bulk_create with a single contact).
Action
Find ContactFind a contact in your Apollo instance by searching for their email. If you have multiple contacts with the same email address, this search returns the contact that was created first.
Action
Find DealReturns up to 100 deals (opportunities) that match the specified name. Leave name blank to return all deals.
Action
Find TaskReturns up to 100 tasks for the specified contact. Leave contact_id blank to return all tasks.
Action
Update AccountUpdate an existing Account.
Action
Update ContactUpdate an already existing Contact.
Action
Update DealUpdate an already existing Deal.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
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