Connect ComplyCube and Repsly

Both apps 60ComplyCube 41Repsly 19

• 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 Audit With Items

  Triggers when a new retail audit is submitted in Repsly, returning the audit with its client, representative and audited items.

• Trigger
  New client note

  Triggers when a representative adds a new note to a client in Repsly.

• Trigger
  New Client With Details

  Triggers when a new client is added in Repsly, returning the client's code, name, address, contact details, territory and assigned representative.

• Trigger
  New Form With Details

  Triggers when a representative submits a new form in Repsly, returning the form with its client, representative and answers.

• Trigger
  New Order

  Triggers when a new order or other sales document is created in Repsly, returning the document with its client, representative, status and line items.

• Trigger
  New photo

  Triggers when a new photo is taken in Repsly, returning the photo URL, note, client and representative.

• Trigger
  New Visit Start

  Triggers when a representative starts a new client visit in Repsly, returning the visit's client, representative, start time and location.

• Trigger
  New Workday Start

  Triggers when a representative starts a new workday in Repsly, returning the workday's start time, mileage and representative.

• Action
  Add account

  Creates or updates a place account in Repsly by its unique code.

• Action
  Add pricelist

  Adds a product with its price to an existing Repsly pricelist (or updates it), via an asynchronous import job.

• Action
  Add schedule

  Creates or updates a visit schedule in Repsly for a client and representative.

• Action
  Add user

  Creates a user in Repsly, or updates the existing user with the same code.

• Action
  Create Client

  Creates a client in Repsly, or updates it when the code already exists. Repsly processes the import in the background and returns the import job ID.

• Action
  Create Product

  Creates a product in Repsly, or updates it when the code already exists. Repsly processes the import in the background and returns the import job ID.

• Action
  Get client

  Returns a single client (place) from Repsly by its client code, including address, contact, territory, representatives and custom attributes.

• Action
  Get import job status

  Returns the status of a Repsly import job, including counts of inserted, updated and invalid rows plus any warnings and errors.

• Action
  List pricelists

  Returns all pricelists in your Repsly account, with their name, default flag and active status.

• Action
  List products

  Returns the products in your Repsly account, with their codes, names, prices, barcodes, packaging and custom attributes.

• Action
  Update sales document status

  Changes the status of a Repsly sales document, such as a purchase order, to another valid status for its document type.

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