1.Detect new customer creation
Integrate Booqable and booking tools to watch for customer creation events to trigger KYC onboarding.
Send KYC request and create customer record for bookings
Automatically monitor new customer creation across Booqable and Zapier Tables. Create and update when KYC verification links need sending—so you can send verification by SMS and email, log records, and keep onboarding moving without manual follow-up.
How this automation accelerates KYC verification
When a new booking customer is created, KYC steps can stall and compliance risk rises. This automation creates a customer record, shortens KYC links, and sends verification by SMS and email—so your team can complete onboarding faster.
Booqableor swap with your favorite app
2.Create customer record
Integrate Zapier Tables and data mapping tools to create a new table row to store customer onboarding details.
Zapier Tablesor swap with your favorite app
3.Shorten KYC form URL
Integrate URL Shortener by Zapier and link handling tools to shorten the long KYC form URL to update the table record.
URL-Kürzer von Zapieror swap with your favorite app
4.Add reporting row
Integrate Google Sheets and reporting spreadsheets to append a row to the worksheet for audit-ready visibility.
Google Sheetsor swap with your favorite app
5.Delay for record settling
Integrate Delay by Zapier and timing controls to pause for one minute to let records settle before outreach.
Verzögerung durch Zapieror swap with your favorite app
6.Send SMS verification
Integrate Twilio and messaging tools to send an SMS that includes the shortened KYC link to start verification.
Twilioor swap with your favorite app
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- View all
Explore all client onboarding (KYC/AML) automations
Accelerate client onboarding with automated intake routing, identity checks, and approval alerts
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Schritt 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Schritt 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Schritt 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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