Connect ComplyCube and Filevine

Both apps 62ComplyCube 41Filevine 21

• 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
  New Contact

  Triggers when a new contact is added in Filevine.

• Trigger
  New Project

  Triggers when a new project (case) is created in Filevine.

• Action
  Add appointment

  Creates a calendar appointment on a Filevine project with a title, start and end time, and attendees.

• Action
  Add project contact

  Adds an existing contact to a Filevine project, optionally with the role they play on that project.

• Action
  Add project deadline

  Creates a new deadline (such as a statute of limitations or court date) on a Filevine project.

• Action
  Add task

  Creates a task on a Filevine project and assigns it to a user, with an optional subject and due date.

• Action
  Create Collection Item

  Adds a new item to a collection section (for example a list of medical providers) on a Filevine project.

• Action
  Create Contact

  Creates a new contact card (a person or organization) in Filevine.

• Action
  Find Collection Item

  Gets one collection item from a Filevine project by its item ID.

• Action
  Find Contact

  Finds the first Filevine contact matching an email, full name, phone or search term.

• Action
  Find Document

  Finds the first Filevine document matching a search term, optionally within one project.

• Action
  Find Form

  Gets the field values of a form section on a Filevine project.

• Action
  Find Phase

  Finds a phase of a Filevine project type by name and returns its ID.

• Action
  Find Project

  Finds the first active Filevine project matching a name, project number or search term.

• Action
  Find Project Type

  Finds a Filevine project type by name and returns its ID.

• Action
  Find User

  Finds the first Filevine user in your org matching a name, email or username.

• Action
  Get Project

  Returns a Filevine project's details, including its name, type, phase, client, team and project URL.

• Action
  Toggle Section

  Shows or hides a section on a Filevine project.

• Action
  Update Collection Item

  Updates fields on an existing collection item in a Filevine project.

• Action
  Update Contact

  Updates an existing contact's details, such as name, email, phone numbers, addresses and person types. Fields left blank are not changed.

• Action
  Update Project

  Updates an existing Filevine project's name, description, number or incident date.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.