About Binderr

Binderr is a client onboarding tool that streamlines compliance procesesses.

Binderr operations on Zapier

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.

Binderr and Salesflare