Binderr and Salesflare

How to connect Binderr

Binderr is a client onboarding tool that streamlines compliance procesesses.

Start a workflow when this happens

Form Completed — Triggers when a form is completed by the client.
Identity Document Events — Triggers when an identity document is added/updated/deleted/expiring.
Individual Entity Events — Triggers when an individual entity is added/updated/deleted.
Legal Entity Events — Triggers when a legal entity is added/updated/deleted.
New Document Uploaded — Triggers when a new document is uploaded under entity.

Show 1 more triggers

Verification Status Changed — Triggers when an entity verification status changes.

Things Salesflare can make it do

Add Provided Service to Entity — Adds a provided service to entity.
Create Individual Entity — Creates a new individual entity, if no similar exists.
Create Legal Entity — Creates a new legal entity, if no similar exists.
Create Note — Creates note for entity.
Delete Entity — Removes the specified entity.

Show 9 more actions

Delete Note — Removes the note from the system.
Find or Create Individual Entity — Searches for existing individual entity in the system.
Find or Create Legal Entity — Searches for existing legal entity in the system.
Get Basic Entity — Gets concatenated entity details from the system.
Request Identity Verification — Starts an identity verification flow for specified entity.
Run Screening — Runs screening on specified entity.
Send Out Form — Sends a form to specified email address.
Update Individual Entity — Updates an individual entity in the system.
Update Legal Entity — Updates a legal entity in the system.

Look up existing records

Get All Notes — Finds all notes related to entity.
Search Basic Entity — Searches for existing individual or legal entity in the system.
Search Individual Entity — Searches for existing individual entity in the system.
Search Legal Entity — Searches for existing legal entity in the system.

Microsoft Entra ID is a cloud-based identity and access management service that lets employees a…

Okta helps companies manage and secure user authentication into modern applications, and for dev…

IPQualityScore prevents fraud across any industry, catching high risk users & transactions in re…

DNSFilter is a cloud-based, AI-driven content filtering and threat protection service.

UpGuard is a cyber vendor risk management and digital risk protection service platform.

ProdataKey provides cloud-based physical access control solutions.

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.