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How Zapier works
Zapier makes it easy to integrate Binderr with Code by Zapier - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Identity Document Events" from Binderr.
Add your action
An action happens after the trigger—such as "Run Python" in Code by Zapier.
You’re connected!
Zapier seamlessly connects Binderr and Code by Zapier, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Event typeRequired
- Is primary identity document?
- Identity document types
Try ItTriggerInstant- Event TypeRequired
- Relationship
- Relationship Status
- Managed By
Try ItTriggerInstant- Questionnaire Completed
Triggers when a questionnaire is completed by the client.
Try ItTriggerInstant - Entity IDRequired
- Start date
- End date
- Notes
- Managed By
ActionWrite
- Event TypeRequired
- Relationship
- Relationship Status
- Managed By
Try ItTriggerInstant- Uploaded By
- Document Formats
- Paths
Try ItTriggerInstant- Statuses
- Pending
Try ItTriggerInstant- Title
- First NameRequired
- Middle Name
- Last NameRequired
- RelationshipRequired
- Managed ByRequired
- E-Mail Address
- Phone Number
- Date of Birth
- Birth Country
- Nationality
- Tax Identification Number
- Tax Residence Country
- Client Since
- Onboarding Date
- Note
ActionWrite
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