1.Starts the sub-zap workflow
Integrate Sub-Zap by Zapier, orchestration tools, and workflow automation to detect a new onboarding run and trigger request creation.
Create client record and publish ID check request
Automatically spin up client onboarding by monitoring sub-zap start events across Sub-Zap by Zapier, Content Snare, and Email by Zapier. Create and update when new client request is created, ID verification is required, or ID template is selected—so you can create request records, publish verification instructions, and notify onboarding coordinators without manual coordination.
How this automation accelerates ID check requests
When sub-zap starts, onboarding requests can stall and ID checks fall behind expectations. This automation creates request records and publishes verification instructions and sends coordinator notifications—so your team can complete KYC steps faster.
Sub-Zap by Zapieror swap with your favorite app
2.Creates client ID verification request
Integrate Content Snare, request workflows, and template management to create a new client request record and map fields to the verification template.
Content Snareor swap with your favorite app
3.Publishes verification request to client
Integrate Content Snare, document request handling, and upload placeholders to publish the ID verification request and deliver return-upload instructions.
4.Sends onboarding email notification
Integrate Email by Zapier and inbox workflows to notify an onboarding coordinator and include the request link and client summary.
Email by Zapieror swap with your favorite app
5.Returns request reference and status
Integrate Sub-Zap by Zapier, orchestration tools, and workflow updates to return the created record reference and request status to the calling workflow.
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