1.Catches raw webhook payload
Integrate Webhooks by Zapier and webhook routing tools to catch Raw Hook and trigger downstream KYC processing.
Complete KYC checklist tasks for merchant leads now
Automatically catch Raw Hook events across Webhooks by Zapier and KYC onboarding apps. Create and update when KYC submissions arrive or tasks are found or completion percent changesβso you can complete checklist items, alert sales, and reduce manual triage without reporting.
How this automation accelerates KYC onboarding checklists
When raw KYC submission webhooks arrive, delays can stall onboarding and increase compliance risk. This automation decodes payload data and enriches it with lead context, then completes matching KYC checklist tasks and sends instant sales alertsβso your team can move faster without manual triage.
Webhooks by Zapieror swap with your favorite app
2.Decodes and splits webhook payload
Integrate Formatter by Zapier and data mapping tools to decode payload and extract portal URL token and space and lead identifiers.
Formatter by Zapieror swap with your favorite app
3.Finds lead by extracted ID
Integrate Salesforce and CRM lookup tools to find matching lead details and fetch recent KYC activity for message context.
Salesforceor swap with your favorite app
4.Normalizes website URL
Integrate Code by Zapier and URL normalization tools to ensure consistent website URLs for sales messaging links.
Code by Zapieror swap with your favorite app
5.Retrieves and completes KYC tasks
Integrate Valuecase and compliance task workflows to retrieve outstanding tasks and complete only matching KYC checklist titles.
Valuecaseor swap with your favorite app
6.Sends sales channel chat alert
Integrate Microsoft Teams and messaging tools to send lead summary and KYC completion percent updates to the configured sales channel.
Microsoft Teamsor swap with your favorite app
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Strengthen AML and KYC compliance with automated identity checks, document collection, and case routing
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
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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