Connect ComplyCube to Ashby

Both apps 58ComplyCube 41Ashby 17

• Trigger
  Check Completed

  Triggers when a new check is received.

• Trigger
  New Event

  Triggers when a new event is received.

• Action
  Add Note

  Add a note to a client for investigations, reviews, or compliance reporting.

• Action
  Create Address

  Creates a new address for a client.

• Action
  Create Check

  Create a verification check (identity, document, AML, or other check type) against a client.

• Action
  Create Client

  Updates clients details using the given input.

• Action
  Create Document

  Creates a new document for a client.

• Action
  Create Session

  Creates a verification session link using workflow templates.

• Action
  Delete Address

  Deletes an existing address.

• Action
  Delete Client

  Deletes an existing client.

• Action
  Delete Document

  Deletes an existing document.

• Action
  Delete Note

  Delete a note.

• Action
  Find Addresses

  Search and verify an address for KYC address checks.

• Action
  Find Companies

  Search for companies by name or registration details for KYB checks.

• Action
  Generate Check Report

  Generate a PDF report for a specific check.

• Action
  Generate Client Report

  Generate a PDF report summarizing a client's compliance record.

• Action
  Generate Session Report

  Generates a session report PDF and returns it as a file for use in later Zap steps.

• Action
  Generate Token

  Generate an SDK token to securely authenticate a frontend user session.

• Action
  Get Address

  Retrieves an address using "Address ID".

• Action
  Get Check Results

  Retrieves a check's results using "Check ID".

• Action
  Get Client

  Retrieves a client's results using "Client ID".

• Action
  Get Company Details

  Retrieve detailed information about a company by its ID.

• Action
  Get Document

  Retrieves a document using "Document ID".

• Action
  Get Live Photo

  Retrieve a client's live photo by ID.

• Action
  Get Note

  Retrieve a note by ID.

• Action
  Get Risk Profile

  Retrieve a client's AML risk profile and score.

• Action
  Get Session Results

  Retrieves a session's results using "Session ID".

• Action
  List Addresses

  List addresses linked to a client.

• Action
  List Checks

  List checks performed on a client.

• Action
  List Clients

  List clients with optional filters and pagination.

• Action
  List Documents

  List documents linked to a client.

• Action
  List Live Photos

  List a client's live photos.

• Action
  List Notes

  List notes linked to a client.

• Action
  List Workflow Sessions

  List a client's workflow sessions.

• Action
  Update Address

  Updates an existing address.

• Action
  Update Check

  Update an existing check's parameters.

• Action
  Update Client

  Updates clients details using the given input.

• Action
  Update Document

  Updates an existing document.

• Action
  Update Note

  Update an existing note.

• Action
  Upload Document Image

  Uploads an image attachment (front or back) to an existing document.

• Action
  Upload Live Photo

  Upload a client's live photo (selfie) for biometric identity and liveness verification.

• Action
  Add candidate tag

  Adds an existing tag to a candidate in Ashby and returns the updated candidate.

• Action
  Add job

  Creates a new job in Ashby with a title, department/team and location, optionally applying a job template, interview plan, employment type and brand.

• Action
  Add offer

  Creates an offer for a candidate's application in Ashby by submitting the offer form for an offer process that has already been started.

• Action
  Change Job Consideration Stage

  Moves a candidate's application (their consideration for a job) to a different interview stage, optionally with an archive reason and rejection email when archiving.

• Action
  Consider Candidate for Job

  Considers a candidate for a job in Ashby by creating a new application, optionally placing it in a specific interview plan and stage with a source and credited user.

• Action
  Create Candidate

  Creates a new candidate in Ashby with their name, contact details, social profiles, location and source.

• Action
  Create Candidate Note

  Adds a note to a candidate's profile in Ashby, optionally as HTML, private, or with notifications to subscribed users.

• Action
  Find Candidate

  Returns up to 100 candidates whose email address and/or name match the values you supply.

• Action
  Find Job

  Returns up to 100 jobs whose title or requisition ID matches the text you search for.

• Action
  Find Job Consideration

  Returns the applications (candidates being considered) for a job in Ashby, optionally narrowed by application status and creation date.

• Action
  Find Opening

  Returns the openings whose identifier matches the one you supply, including each opening's state, jobs, locations, hiring team and custom fields.

• Action
  Get candidate

  Returns the full details of a single Ashby candidate, including contact info, tags, applications, files and custom field values.

• Action
  List departments

  Returns all departments and teams in your Ashby account, optionally including archived ones or only those changed since a previous sync.

• Action
  List locations

  Returns the office and remote locations set up in your Ashby account, optionally including archived locations and regions.

• Action
  Update Candidate

  Updates an existing candidate's name, contact details, social links, source, credited user and location in Ashby. Fields left blank are not changed.

• Action
  Update job

  Updates an existing job in Ashby — its title, team, location, default interview plan, employment type or requisition id.

• Action
  Update Opening

  Updates an existing opening in Ashby, such as its identifier, description, department, target dates, backfill flag or employment type. Returns the updated opening.

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