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The simplest integration: Zapier triggers off a contact in your CRM and sends it to Instant Compliance as a customer, then polls back to update the CRM contact with the verification result.

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Prerequisites

  • An Instant Compliance API key with scopes customers:write customers:read aml:read. See Authentication.
  • A Zapier account.
  • A CRM connected to Zapier (HubSpot, Salesforce, Pipedrive, Airtable, Google Sheets — anything Zapier supports).

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Part 1 — Push CRM contacts in

1

Create a new Zap

Trigger: your CRM’s “New contact” (or “Updated contact”) event.
2

Add an Action: Webhooks by Zapier

Choose Custom Request.
3

Map fields

Replace {{...}} with Zapier’s field pickers.
4

Test

Run the Zap once. Verify the customer appears at https://app.instantcompliance.ai/customers tagged “Integration”.
The Idempotency-Key header makes Zapier’s automatic retries safe — if the same trigger fires twice we won’t create a duplicate.

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Part 2 — Sync results back

Set up a second Zap that polls Instant Compliance for status changes and updates your CRM.
1

Schedule trigger

Add a Schedule by Zapier → Every Hour trigger.
2

Webhook GET

Action: Webhooks by Zapier → GET.
3

Iterate the result array

Add a Looping by Zapier step on the data array from the previous step.
4

Update the CRM contact

Inside the loop, look up the CRM contact by external_id and write kyc_status + aml.status into a custom field. Mark the contact as cleared when kyc_status = VERIFIED AND aml.status = CLEAR.

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Going further

  • When webhooks ship in v2, you can drop the polling Zap entirely — we will push the update to your Zap webhook trigger the moment KYC completes.
  • For higher-volume workloads, replace Zapier with a tiny scheduled script. See Polling for status.