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
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