Integration
Connect ComplyCube to Process Street
When something happens in ComplyCube, your agent does the next thing in Process Street. 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 Process Street 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 47 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 Comment AttachmentTriggers when someone attaches a file to a comment in a workflow run.
Trigger
New Task CheckedTriggers when a task is checked off in a workflow.
Trigger
New Workflow RunTriggers when a workflow is run.
Trigger
Task ReadyTriggers when a task is ready to be worked on.
Action
Create Data Set RecordAdds a new record to a data set.
Action
Delete Data Set RecordDeletes an existing record in a data set.
Action
Find Data Set RecordsSearch for data set records by form fields.
Action
Find Workflow RunSearch for a workflow run by ID, name, form fields, and other attributes.
Action
Run WorkflowRuns a workflow.
Action
Update Data Set RecordUpdates an existing record in a data set.
Action
Update TaskUpdate a task in a workflow run.
Action
Update Workflow RunUpdate an existing workflow run.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.