Pascal and Salesflare
How to connect Pascal
- Via Zapier — 7 operations available. Set it up ↗
What you can automate
- When new Account in Salesflare, create a Business Case in Pascal.
About Pascal
Pascal is an AI-powered KYC/KYB tool that screens contacts and companies for sanctions, PEPs and adverse media, and connects with your tools.
Pascal operations on Zapier
Actions (6)
Things Salesflare can make it do
- Create a Business Case — Create a new business case in Pascal. If a matching case already exists, the system will automatically reuse the existing case instead of creating a duplicate.
- Create a Client — Create a new client in Pascal.
- Create a Person Case — Create a new person case in Pascal. If a matching case already exists, the system will automatically reuse the existing case instead of creating a duplicate.
- Generate & Email a Case Report — Generate a PDF case report and email the report to the API user's email address
- Update a Case — Edit the specifications or status of an existing case. Only fields provided will be updated, fields that are not provided will remain in the current state. Will return the updated case information.
Show 1 more actions
- Update a Client — Edit the specifications of an existing client.
Searches (1)
Look up existing records
- Find a Case — Find a case in Pascal using its ID or UUID.
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