Create KYC checklist and run screening for new clients
Create KYC checklist and run screening for new clients
Your KYC form submissions go untracked, leaving onboarding stalled and screening gaps that let risky advertisers progress. You get a KYC checklist and screening status so you can act the same day.
Workflow preview:
Zap details:
Overview
Onboarding advertisers without structured KYC slows launches and raises campaign risk. This flow converts each form submission into a checklist, runs screening checks, and records results so you can approve or pause partners the same day.