Integration

Connect ComplyCube to Grist

When something happens in ComplyCube, your agent does the next thing in Grist. Describe it in plain language and the automation is built, tested on every branch and kept running.

ComplyCube1 triggerComplyCube39 actionsGrist4 triggersGrist21 actions

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What do you want ComplyCube and Grist to do together?

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Everything your agent can do with ComplyCube and Grist

Triggers and actions 5 triggers · 60 actions

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 or Updated Record
Triggered when a row in a Grist table is created or updated.
Trigger
New or Updated Record (Instant)
Triggers when a Record is updated, or a new Record is added.
Trigger
New Record
Triggered when a new row is added to a Grist table.
Trigger
New Record (Instant)
Triggers when a new Record is created
Action
Add Column
Adds a column to a table in a Grist document.
Action
Add Table
Creates a new table in a Grist document, optionally with a starting set of columns.
Action
Create Document
Creates a new document in a Grist workspace and returns its document ID.
Action
Create or Update Record
Adds a row to a Grist table, or updates the existing row when the match column already holds the match value. Returns the row ID.
Action
Create Record
Adds a new row to a Grist table and returns its row ID.
Action
Create Workspace
Creates a new workspace in a Grist organization and returns its ID.
Action
Delete Document
Deletes a Grist document permanently.
Action
Delete Records
Deletes one or more rows from a Grist table by row ID.
Action
Delete Workspace
Deletes a Grist workspace along with every document inside it.
Action
Find Record
Searches a Grist table for a row whose column holds a given value and returns that row's ID and column values.
Action
Get Document
Returns the details of one Grist document — its name, web address, workspace, and organization.
Action
Get Org
Returns the details of one Grist organization (team site) — its name, subdomain, owner, and your access level.
Action
Get Workspace
Returns the details of one Grist workspace, including the documents it contains.
Action
List Columns
Returns the columns of a Grist table, with each column's ID, label, and type.
Action
List Orgs
Returns every Grist organization (team site) this connection can reach.
Action
List Tables
Returns the tables in a Grist document.
Action
List Workspaces
Returns the workspaces in a Grist organization, each with the documents it contains.
Action
Run SQL Query
Runs a read-only SELECT statement against a Grist document and returns the rows.
Action
Update Document
Renames a Grist document or changes whether it is pinned. Anything left blank stays as it is.
Action
Update Record
Changes the column values of one row in a Grist table. Columns left blank keep their current values.
Action
Update Workspace
Renames a Grist workspace.

Each app on its own

The other way round: Grist to ComplyCube