Realaml and Salesflare
How to connect Realaml
- Via Zapier — 20 operations available. Set it up ↗
What you can automate
- When form Created in Realaml, find or create contact in Salesflare.
- When form Submitted in Realaml, find or create contact in Salesflare.
About Realaml
Realaml is a PAYG customer verification, onboarding and fraud prevention platform.
Realaml operations on Zapier
Triggers (16)
Start a workflow when this happens
- Check Completed — Triggers when a Realaml check is completed and final pricing is available.
- Check Created — Triggers when a Realaml check is created. Creation-billed checks wait for pricing; deferred-billing checks may report pending pricing.
- Document Completed — Triggers when a Realaml e-sign document is completed.
- Document Created — Triggers when a Realaml e-sign document is created.
- Document Declined — Triggers when a Realaml e-sign document is declined.
Show 11 more triggers
- Document Expired — Triggers when a Realaml e-sign document expires.
- Document Failed — Triggers when a Realaml e-sign document fails.
- Document Sent — Triggers when a Realaml e-sign document is sent and final pricing is available.
- Document Status Changed — Triggers when a Realaml e-sign document status changes.
- Document Voided — Triggers when a Realaml e-sign document is voided.
- Form Created — Triggers when a Realaml form is created.
- Form Submitted — Triggers when a Realaml form is submitted and its report has been generated.
- Ownership Case Completed — Triggers when a Realaml ownership case is completed and its report has been generated.
- Ownership Case Created — Triggers when a Realaml ownership case is created and its initial pricing is available.
- Risk Rating Completed — Triggers when a Realaml risk rating is completed.
- Risk Rating Created — Triggers when a Realaml risk rating is created.
Actions (4)
Things Salesflare can make it do
- Create and Send Document — Create a Realaml e-sign document from a draft/template and send it.
- Run Check — Create and immediately run a Quick ID, PEP, or PEP company check.
- Send Check — Create and send a Realaml check for the customer to complete.
- Send Form — Send a Realaml form for completion
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