1.Captures completed KYC payload and signed PDF
Integrate PandaDoc and document processing tools to extract submission fields and signed PDFs from completed KYC templates.
Update company KYC record and store signed PDF
Automatically capture completed KYC template submissions across PandaDoc, HubSpot, and Box. Create and update when KYC template completed, submission fields captured, or signed PDF generatedβso you can update company records, store signed PDFs privately, and keep legal access organized without manual record updates.
How this automation preserves your signed KYC evidence
When a KYC template is completed, delays can leave records incomplete and evidence hard to retrieve. This automation captures submission fields and PDFs, updates the HubSpot company record, and archives the signed PDF in Boxβso your team can respond faster to compliance requests.
PandaDocor swap with your favorite app
2.Finds or updates company KYC record
Integrate HubSpot and CRM enrichment tools to match the company and update KYC properties with an internal note.
HubSpotor swap with your favorite app
3.Creates company folder for KYC storage
Integrate Box and secure storage tools to create a company folder under your configured parent folder.
Boxor swap with your favorite app
4.Uploads signed PDF to KYC subfolder
Integrate Box and secure file storage tools to create KYC subfolders and upload the signed PDF privately.
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Step 1
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Step 2
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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