1.Catches Hook payload
Integrate Webhooks by Zapier and request parsing tools to trigger certificate generation from incoming payloads.
Create AML certificate and attach it to contact record
Automatically catch incoming AML payloads across Webhooks by Zapier, Formatter by Zapier, Google Slides, and Keap. Create and update when payloads include valid member details, certificate fields, or export links—so you can generate certificates, export PDFs, and update contact records without manual paperwork.
How this automation creates audit-ready compliance certificates
When an AML payload hits the webhook, delays can break audit readiness and risk missed obligations. This automation formats certificate fields, generates a PDF, and updates the contact record with the export link—so your team can maintain compliance visibility.
Webhooks par Zapieror swap with your favorite app
2.Formats date and certificate number
Integrate Formatter by Zapier and data cleaning tools to format dates and clean certificate numbers for the template.
Formatter by Zapieror swap with your favorite app
3.Creates presentation from template
Integrate Google Slides and template mapping tools to create a presentation and fill certificate placeholders from payload fields.
Diapositives Googleor swap with your favorite app
4.Exports presentation as PDF
Integrate Google Slides and document export tools to export the presentation to PDF and capture the export link.
5.Creates or updates contact record
Integrate Keap and CRM tagging tools to create or update the contact, store the PDF link, and add compliance notes.
Keapor 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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Étape 1
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Étape 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Étape 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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