# Zapier

## Overview

The [ComplyCube Zapier integration](https://zapier.com/apps/complycube/integrations) is a **no-code automation solution** that connects our identity verification platform with **thousands of applications**. You can automate onboarding and compliance workflows by using Zapier’s **triggers**, **actions**, **filters**, and **routing** tools to respond to any event.

With Zapier, you can connect ComplyCube to **CRMs**, **support tools**, **marketing platforms**, and **internal systems** to streamline onboarding, compliance case management, and reporting, without writing any code. 

The ComplyCube Zapier integration lets you create Zaps that automatically trigger actions in your other apps whenever verification or AML events occur in real time, for example, when a check completes, a session is updated, or a customer is flagged.

## Requirements

* Zapier account (free or paid).
* ComplyCube API key (Test or Live).
* Access to the apps you want to connect (e.g., Slack, WordPress, Shopify, HubSpot, Zendesk).

## Getting started

{% stepper %}
{% step %}

#### Register and login into Zapier

Start by signing up or logging in to [Zapier](https://zapier.com/).

Before creating your first connection, you may also want to review Zapier’s guides on [automation basics, triggers, and actions](https://zapier.com/resources/guides/quick-start/automation-basics).
{% endstep %}

{% step %}

#### Create a new zap

Once logged in, select the **create a new Zap** button**.**

You can also browse and use the pre-made [Zapier templates](https://zapier.com/apps/complycube/integrations#zap-template-list), such as the **HubSpot → ComplyCube → Gmail template**.
{% endstep %}

{% step %}

#### Add a Trigger and Action step

In your new Zap, choose a **Trigger event**, for example, *New Contact in HubSpot* or *New Payment in Stripe*.

Now, add an **Action step** and select "**ComplyCube**" from the Zapier app directory.

<figure><img src="https://648014528-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Flv7UhJvTbxeq4s3KwQpn%2Fuploads%2FrSIGkPNBqJF11ta0kArW%2Fzapier_steps_and_triggers.png?alt=media&#x26;token=d2af8668-1e0e-430a-aaf4-8972dc265896" alt="" width="563"><figcaption><p>Zapier Trigger Event and ComplyCube Action</p></figcaption></figure>

ComplyCube can also be used as a **Trigger**, enabling your Zap to run additional actions in other applications whenever a verification or AML event takes place or is complete.
{% endstep %}

{% step %}

#### Authorize the connection to ComplyCube <a href="#id-3-authorize-the-connection-to-idenfy" id="id-3-authorize-the-connection-to-idenfy"></a>

After creating a ComplyCube step, open the *Setup* tab and select **Sign in** to authenticate your account.

<figure><img src="https://648014528-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Flv7UhJvTbxeq4s3KwQpn%2Fuploads%2FJ5ebIfrfmXlQKBJPXJXQ%2Fzapier_authorization.png?alt=media&#x26;token=99251256-5489-40f5-94f3-e32a9fcefcb2" alt="" width="563"><figcaption><p>Zapier Authorization</p></figcaption></figure>

To complete the authorization, enter your **Live** or **Test** API key. You can view, copy, and manage your keys on the [API keys page](https://portal.complycube.com/developers/key).

{% hint style="info" %}
If you encounter authorization errors, verify your credentials or contact **ComplyCube Support**.
{% endhint %}
{% endstep %}

{% step %}

#### Complete a test

Add any additional actions as needed, then **test each step** to ensure everything works correctly.

When you’re satisfied, publish the Zap to activate it.

<figure><img src="https://648014528-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Flv7UhJvTbxeq4s3KwQpn%2Fuploads%2FtunuI94x820hK0yYeo2u%2Fzapier-test-step.png?alt=media&#x26;token=d08ba787-5ad5-41fe-aeb4-f1bcf27d264c" alt="" width="375"><figcaption><p>Test ComplyCube Step on Zapier</p></figcaption></figure>

{% hint style="info" %}
Check the [ComplyCube API Reference](https://app.gitbook.com/o/-M6TtcqdYuA8TlyIMKEh/s/kAhgmUKSf8CFUFVL3GEe/) for supported events and full breakdowns of all response fields.
{% endhint %}
{% endstep %}
{% endstepper %}

## Zapier templates

**Zapier templates** provide ready-made automation flows that connect ComplyCube with popular apps. Use these templates to speed up setup, reduce manual configuration, and launch your first Zaps in minutes.

Here are some example recipes you can build or adapt using templates:<br>

* **CRM onboarding**\
  \&#xNAN;*New HubSpot contact* → *Create ComplyCube verification session* → *Email verification link* via Gmail→ *Send Slack alert on completion*.
* **Age verification for eCommerce**\
  \&#xNAN;*New Shopify shoporder → Create ComplyCube verification → Tag customer as “Verified” in Shopify if the check passes*.
* **Payment screening**\
  \&#xNAN;*Stripe payment > $10,000* → *Run ComplyCube AML check* → *Notify Finance in Teams if the result is flagged.*
* **Right-to-work checks**\
  \&#xNAN;*New BambooHR employee* → *Create ComplyCube Document + Liveness check* → *Update HR system once verified*.
* **Fraud escalation**\
  \&#xNAN;*ComplyCube verification failed* → *Create Jira ticket* → *Send notification to the risk or support team*.

## Next steps

Once your first Zap is running, you can optionally enhance and customise your automation further by using the following options:<br>

* Use **Zapier Filters** to branch logic based on verification outcomes (e.g., *clear*, *attention*).
* Add **Paths** to create dynamic workflows, for example, auto-approve clear cases while routing flagged ones to a review queue.
* Leverage **Delays** to build follow-up sequences (e.g., send reminders to customers who haven’t completed their verification).
* Use **Formatter** utilities to enrich data before sending it to downstream systems (formatting dates, extracting fields, etc.).
* **Sync** verification results into your internal tools, such as CRMs, case management systems, data warehouses, or fraud platforms, to keep all systems aligned.
* Trigger **notifications** in Slack, WhatsApp, Teams, or email whenever AML matches or policy failures occur.