Realaml and Salesflare

How to connect Realaml

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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