AMLCC and Salesflare
How to connect AMLCC
- Via Zapier — 9 operations available. Set it up ↗
What you can automate
- When new Client in AMLCC, find or create account, then find or create contact, then add contact to account in Salesflare.
About AMLCC
AMLCC is a complete AML compliance, risk management and education platform to transform AML for regulated professionals.
AMLCC operations on Zapier
Triggers (1)
Start a workflow when this happens
- New Client — Triggers when a new client is created.
Actions (8)
Things Salesflare can make it do
- Create Corporate Client — Creates a Corporate Client
- Create Not-For-Profit Client — Creates a Not-For-Profit Client
- Create Partnership Client — Creates a Partnership Client
- Create Pension Client — Creates a Pension Client
- Create Personal Client — Creates a Personal Client
Show 3 more actions
- Create SMSF Client — Creates a SMSF Client
- Create Sole Trader Client — Creates a Sole Trader Client
- Create Trust Client — Creates a Trust Client
Similar apps
Zapier Chrome extension Run workflows right from your browser. Include the URL & Title of the current page or add fields…
MyCase MyCase is legal case management software for unparalleled productivity.
Process Street Make recurring work fun, fast, and faultless
Akiflow Akiflow is an app that allows you to collect tasks from multiple sources and plan them.
Lark Lark is the next-generation collaboration suite that enables teams to do their best work togethe…
Aryeo The Industry Leading Real Estate Content Platform. Manage, share, and collaborate on the content…
Not using Salesflare yet?
Salesflare is a CRM for small and medium-sized B2B businesses — it fills itself in automatically so your team actually keeps it up to date.
Try it for free