Integration
Connect Freshdesk to ComplyCube
When something happens in Freshdesk, your agent does the next thing in ComplyCube. 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 Freshdesk and ComplyCube 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 4 triggers ยท 60 actions
Trigger
New CompanyTriggers when a new company is created.
Trigger
New ContactTriggers when a new contact is created.
Trigger
New TicketTriggers when a new ticket is created.
Action
Add Note to TicketAdds a private or public note to a ticket.
Action
Create CompanyCreates a new company.
Action
Create ContactCreates a new contact.
Action
Create TicketCreates a new ticket in Freshdesk.
Action
Delete ContactDeletes a contact by ID.
Action
Delete TicketDeletes a ticket by ID.
Action
Get AgentRetrieves an agent by ID.
Action
Get CompanyRetrieves a company by ID.
Action
Get ContactRetrieves a contact by ID.
Action
Get TicketRetrieves a single ticket by ID.
Action
List AgentsLists all agents.
Action
List CompaniesLists companies.
Action
List ContactsLists contacts.
Action
List Ticket ConversationsLists all conversations (replies and notes) on a ticket.
Action
List TicketsLists tickets, most recently updated first.
Action
Reply to TicketAdds a public reply to a ticket conversation.
Action
Search ContactsSearches contacts using a Freshdesk query string.
Action
Search TicketsSearches tickets using a Freshdesk query string.
Action
Update CompanyUpdates a company by ID.
Action
Update ContactUpdates a contact by ID.
Action
Update TicketUpdates an existing ticket by ID.
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.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.