Integration
Connect ComplyCube to CentralStationCRM
When something happens in ComplyCube, your agent does the next thing in CentralStationCRM. Describe it in plain language and the automation is built, tested on every branch and kept running.
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What do you want ComplyCube and CentralStationCRM 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 54 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
New CompanyTriggered when a new company is created in CentralStationCRM.
Trigger
New DealTriggered when a new deal is created in CentralStationCRM.
Trigger
New PersonTriggered when a new person (contact) is created in CentralStationCRM.
Trigger
New TaskTriggered when a new task is created in CentralStationCRM.
Action
Create CompanyCreates a company in CentralStationCRM.
Action
Create DealCreates a deal in CentralStationCRM.
Action
Create PersonCreates a new person (contact) in CentralStationCRM with the name, salutation, title and background notes you supply, and returns the new person's id and stored details.
Action
Create TaskCreates a new task in CentralStationCRM with the text, due date and responsible user you supply, optionally attached to a person, company or deal, and returns the new task's id and details.
Action
Find CompanySearches CentralStationCRM for companies whose name matches the text you supply, and returns the matching company records (empty when nothing matches).
Action
Find PersonSearches CentralStationCRM for people matching the name or email address you supply, and returns the matching person records (empty when nothing matches).
Action
Get CompanyReturns one company from CentralStationCRM by its id, including the company's individual (custom) field values.
Action
Get DealReturns one deal from CentralStationCRM by its id, including the deal's individual (custom) field values.
Action
List CompaniesReturns a page of companies from CentralStationCRM, with each company's id, name, background and timestamps.
Action
List DealsReturns a page of deals from CentralStationCRM, with each deal's id, name, value, stage, pipeline and company.
Action
List PeopleReturns a page of people (contacts) from CentralStationCRM, with each person's id, name, title and notes.
Action
List TasksReturns a page of tasks from CentralStationCRM, with each task's name, due date, done flag and the person, company or deal it belongs to.
Action
Update CompanyUpdates an existing company in CentralStationCRM and returns the company as it stands after the update. Fields left blank are not changed.
Action
Update DealUpdates an existing deal in CentralStationCRM and returns the deal as it stands after the update. Fields left blank are not changed.
Action
Update PersonUpdates an existing person (contact) in CentralStationCRM and returns the person as they stand after the update. Fields left blank are not changed.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.