Workflow Actions

With the new workflow actions feature, you can now initiate Pascal screenings or update existing screenings directly from your HubSpot workflows. This streamlines your compliance workflow, allowing you to trigger screenings automatically based on specific criteria or events defined in your custom workflows.

KYC Checks

Initiate KYC checks effortlessly by pressing the “Create case” button, or set up automatic checks in the integration settings for seamless screening of your contacts as soon as they are created. Pascal provides a detailed list of screening results within the app card and attaches them as notes to the contact or company page for easy reference.

KYC Risk Classification

Track your contact’s risk classification directly on the relevant client or company page. Pascal adds a property field for risk, allowing you to monitor and manage risk levels effectively. You can also manually adjust the risk property field if required.

Detailed KYC Reports

Dive deeper into KYC results by accessing the KYC case page through the provided link. Explore specific screening results in more detail within the Pascal app, empowering you to make informed compliance decisions.

Automatic KYC Reports

Stay informed with automatic reports of KYC checks, conveniently appearing as notes on the client or company page. This provides a comprehensive overview of screening outcomes for easy review and reference.