1.Catch Hook webhooks
Integrate Webhooks by Zapier and webhook routing tools to receive onboarding signals and start the automation flow.
Send onboarding and verification messages to new users
Automatically catch onboarding user webhooks across Webhooks by Zapier and Twilio. Create and update when KYC events arrive so you can record onboarding status, send verification reminders, and text users on schedule without manual follow-up.
How this automation accelerates onboarding verification
When onboarding and verification signals arrive out of sync, delays can stall KYC progress and increase manual follow-up. This automation catches webhook events, applies timed reminders, records KYC status, and sends email push and SMS messagesβso your team can confirm users faster.
Webhooks by Zapieror swap with your favorite app
2.Routes onboarding events
Integrate Filter by Zapier and event mapping tools to route webhook types and continue only for onboarding and KYC events.
Filter by Zapieror swap with your favorite app
3.Applies reminder wait time
Integrate Delay by Zapier and timing rules tools to wait the configured period before sending verification reminders.
Delay by Zapieror swap with your favorite app
4.Find or create KYC record
Integrate Zapier Tables and database tools to find a user match and log onboarding status when no match exists.
Zapier Tablesor swap with your favorite app
5.Posts message payloads
Integrate Webhooks by Zapier and messaging API tools to post welcome, reminder, and verification payloads for email and push.
6.Send SMS verification
Integrate Twilio and SMS messaging tools to send user texts with mapped template variables on schedule.
Twilioor swap with your favorite app
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Explore all client onboarding (KYC/AML) automations
Accelerate client onboarding with automated intake routing, identity checks, and approval alerts
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Step 1
Connect your tools
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Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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