Connect ComplyCube and Zoho Books

Both apps 65ComplyCube 41Zoho Books 24

• 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 bill

  Triggered when a new bill is created

• Trigger
  New Customer

  Triggers when a new customer is created.

• Trigger
  New Estimate

  Triggers when a new estimate is created.

• Trigger
  New Expense

  Triggers when an expense is created.

• Trigger
  New Item

  Triggers when a new item is created.

• Trigger
  New Sales Invoice

  Triggers when a new sales invoice is created.

• Action
  Add bill

  Creates a bill received from a vendor in Zoho Books.

• Action
  Add customer payment

  Record a customer payment.

• Action
  Add expense

  Create an expense.

• Action
  Create Customer

  Creates a new customer contact in a Zoho Books organization.

• Action
  Create Estimate

  Creates a new estimate.

• Action
  Create Item

  Creates a new item.

• Action
  Create Sales Invoice

  Creates a new sales invoice.

• Action
  Find customers by criteria

  Returns the customers in a Zoho Books organization that match the specified criteria (name, company, contact person, address, email, phone, status or free text).

• Action
  Find Invoice

  Returns up to 200 invoices that match the specified criteria, such as invoice number, customer, status or date range.

• Action
  Get Bill

  Returns one vendor bill from Zoho Books, including its number, vendor, status and total.

• Action
  Get customer

  Get a contact by id.

• Action
  Get Estimate

  Returns one estimate (quote) from Zoho Books, including its number, customer, status and total.

• Action
  Get Expense

  Returns one expense recorded in Zoho Books, including its amount, date and accounts.

• Action
  Get Item

  Returns one item from your Zoho Books item list, including its name, rate and description.

• Action
  Get sales invoice

  Retrieves the details of an existing invoice in Zoho Books.

• Action
  Update customer

  Updates an existing customer in Zoho Books. Only the fields you fill in are changed.

• Action
  Update item

  Update an item.

• Action
  Update sales invoice

  Updates an existing sales invoice in Zoho Books. The line items you send replace the invoice's line items.

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