1.Catches completed upload webhook
Integrate Webhooks by Zapier and webhook payload mapping to parse the completed upload into message content to trigger task actions.
Update KYC task and notify requester in conversation
Automatically mark the matching AML KYC review task as upload received across Webhooks by Zapier, Formatter by Zapier, Front, and Flowdash when upload completed, payload received, or submission finishes. Create and update when tasks need status changesβso you can update upload status, post continuation comments, and preserve traceability without manual triage.
How this automation protects your kyc review workflow
When a completed KYC upload webhook arrives, review tasks can stall and reviewers may miss the next step. This automation extracts uploader details, finds the right task, and updates Flowdash while posting Front conversation updatesβso your team can keep reviews moving without chasing messages.
Webhooks by Zapieror swap with your favorite app
2.Extracts uploader email from text
Integrate Formatter by Zapier and text parsing tools to extract the uploader email from the subject and body to prepare a lookup.
Formatter by Zapieror swap with your favorite app
3.Queries task platform by email
Integrate Webhooks by Zapier and api lookup tools to query the task platform and return the matching review task id to locate it.
4.Adds a comment in conversation
Integrate Front and conversation routing to add a continuation comment with assignee and task link to keep reviewers unblocked.
Frontor swap with your favorite app
5.Updates task upload-received status
Integrate Flowdash and task tracking to set the upload-received status flag true and map response ids for traceability.
Flowdashor 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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