# Connect ComplyCube and ConvesioConvert When **Check Completed** fires in [ComplyCube](https://apiant.ai/connections/complycube), your agent runs **Create Contact** in [ConvesioConvert](https://apiant.ai/connections/convesioconvert), or **Contact Updated** in ConvesioConvert to **Add Note** in ComplyCube. Describe the whole flow and it is built, tested on every scenario and kept running. ComplyCube **2** triggers ComplyCube **39** actions ConvesioConvert **2** triggers ConvesioConvert **3** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want ComplyCube and ConvesioConvert to do together? Give your AI client this address. `https://mcp.apiant.ai` Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What ComplyCube and ConvesioConvert can do together ### From ComplyCube to ConvesioConvert - When **Check Completed** in ComplyCube then **Create Contact** in ConvesioConvert - When **New Event** in ComplyCube then **Update Contact** in ConvesioConvert ### From ConvesioConvert to ComplyCube - When **Contact Updated** in ConvesioConvert then **Add Note** in ComplyCube - When **Custom Attribute Added** in ConvesioConvert then **Create Client** in ComplyCube Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with ComplyCube and ConvesioConvert ## Triggers and actions 4 triggers · 42 actions - 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. - Trigger **Contact Updated** Triggers when a contact in ConvesioConvert is added or any of its details change. - Trigger **Custom Attribute Added** Triggers when a new custom attribute is defined for your ConvesioConvert site. - Action **Create Contact** Creates a contact (site user) in ConvesioConvert, or updates the existing one with the same email or user id. - Action **Unsubscribe Contact** Unsubscribes a contact from marketing emails by setting their marketing email consent to denied. - Action **Update Contact** Updates an existing ConvesioConvert contact, matched by email address, with the details you provide. ## Each app on its own - [ **ComplyCube** ComplyCube is an all-in-one identity verification, KYC and anti-money laundering compliance platform for...](https://apiant.ai/connections/complycube) - [ **ConvesioConvert** ConvesioConvert is a cross-channel marketing automation tool to nurture your customer journey.](https://apiant.ai/connections/convesioconvert) Reviews ## What our customers say ## More from ComplyCube - [ **ComplyCube to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/complycube-to-hubspot) - [ **ComplyCube to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/complycube-to-salesforce) - [ **ComplyCube to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/complycube-to-slack) - [ **ComplyCube to Google Sheets** Google Sheets](https://apiant.ai/connect/complycube-to-google-sheets) - [ **ComplyCube to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/complycube-to-gmail) - [ **ComplyCube to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/complycube-to-google-calendar) ## More into ConvesioConvert - [ **Cliniko to ConvesioConvert** Cliniko is a practice management platform — manage patients, appointments, invoices, contacts, and...](https://apiant.ai/connect/cliniko-to-convesioconvert) - [ **ActiveCampaign to ConvesioConvert** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-convesioconvert) - [ **Airtable to ConvesioConvert** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-convesioconvert) - [ **Asana to ConvesioConvert** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-convesioconvert) - [ **ClickUp to ConvesioConvert** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-convesioconvert) - [ **Brevo to ConvesioConvert** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-convesioconvert) Questions ## ComplyCube and ConvesioConvert, answered ### ### What can start an automation from ComplyCube? Any of ComplyCube's 2 triggers in the catalog, including Check Completed and New Event. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in ConvesioConvert when something happens in ComplyCube? Any of ConvesioConvert's 3 actions, including Create Contact, Update Contact and Unsubscribe Contact. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from ConvesioConvert to ComplyCube? Yes. When something happens in ConvesioConvert, your agent can act in ComplyCube too. This page covers both directions: ConvesioConvert's triggers and ComplyCube's actions are listed here as well. ### ### Do I have to build a connector for ComplyCube or ConvesioConvert? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.