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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Event typeRequired
- Is primary identity document?
- Identity document types
Try ItTriggerInstant- Event TypeRequired
- Relationship
- Relationship Status
- Managed By
Try ItTriggerInstant- Questionnaire Completed
Triggers when a questionnaire is completed by the client.
Try ItTriggerInstant - Entity IDRequired
- Start date
- End date
- Notes
- Managed By
ActionWrite
- Event TypeRequired
- Relationship
- Relationship Status
- Managed By
Try ItTriggerInstant- Uploaded By
- Document Formats
- Paths
Try ItTriggerInstant- Statuses
- Pending
Try ItTriggerInstant- Title
- First NameRequired
- Middle Name
- Last NameRequired
- RelationshipRequired
- Managed ByRequired
- E-Mail Address
- Phone Number
- Date of Birth
- Birth Country
- Nationality
- Tax Identification Number
- Tax Residence Country
- Client Since
- Onboarding Date
- Note
ActionWrite
Binderr Help & Support
Common questions
Related categories