Connect ComplyCube and Streamtime

Both apps 66ComplyCube 41Streamtime 25

• 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
  Company Created

  Triggers when a new company is created in Streamtime.

• Trigger
  Company Updated

  Triggers when a company in Streamtime is created or any of its details change.

• Trigger
  Job Activity

  Triggers when a new activity entry (comment, post or update notification) is added to a Streamtime job.

• Trigger
  Job Comment Created

  Triggers when a new comment is posted on a Streamtime job.

• Trigger
  Job Created

  Triggers when a new job is created in Streamtime.

• Trigger
  Label Added

  Triggers when a label is added to a specific Streamtime record (job, quote, invoice, company, contact, etc.), or when a new master label is created for a label type if no record is chosen.

• Trigger
  Quote Approved

  Triggers when a quote is approved in Streamtime.

• Trigger
  Quote Sent

  Triggers when a quote is sent to a client in Streamtime.

• Action
  Add Label

  Adds a label to a job, quote, invoice, logged expense, company, contact, user or job group in Streamtime.

• Action
  Create Company

  Creates a new company (client or supplier) in Streamtime.

• Action
  Create Contact

  Creates a new contact under a company in Streamtime.

• Action
  Create Expense

  Creates a logged expense against a job in Streamtime.

• Action
  Create Job Comment

  Adds a comment to a Streamtime job's activity feed.

• Action
  Create Job Post

  Creates a post in a job's activity feed in Streamtime.

• Action
  Create Personal ToDo

  Creates a personal To Do (a time entry not attached to any job) for a Streamtime user on a given date.

• Action
  Find Branch

  Finds Streamtime branches whose name or external name matches the given branch name.

• Action
  Find Company

  Finds companies in Streamtime that match a search filter, such as a company name.

• Action
  Find Contact

  Searches Streamtime contacts matching a filter and returns the matching contacts.

• Action
  Find Expense

  Finds logged expenses in Streamtime that match a search filter, such as a supplier, job or date condition.

• Action
  Find Invoice

  Finds invoices in Streamtime that match a search filter, such as an invoice number, company or status.

• Action
  Find Job

  Finds jobs that match a search filter, such as a job name or status condition.

• Action
  Find Quote

  Searches Streamtime quotes matching a filter and returns the matching quotes.

• Action
  Find User

  Finds users in your Streamtime organisation by email address or display name.

• Action
  Get ToDo

  Returns a single Streamtime To Do (logged time entry) by its id, including its date, minutes, notes, status and costs.

• Action
  List Job Activity Entries

  Returns the activity entries (comments, posts and update notifications) on a Streamtime job, optionally limited to one activity type.

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