--- title: How to Integrate Actionstep with Realaml & Run KYC/CDD Verifications | Realaml Help Center description: Realaml Knowledge Base --- [Skip to content](https://help.realaml.com/knowledge-base/how-to-integrate-actionstep-with-realaml-run-kyc/cdd-verifications-realaml-help-center#main-content) ![6303e989](https://help.realaml.com/hs-fs/hubfs/6303e989.png?width=100&height=68&name=6303e989.png) Open main navigation Close main navigation How can we help you? - There are no suggestions because the search field is empty. 1. [Realaml Knowledge Base](https://help.realaml.com/knowledge-base?hsLang=en) 2. [General Guides](https://help.realaml.com/knowledge-base/general-guides?hsLang=en) # How to Integrate Actionstep with Realaml & Run KYC/CDD Verifications | Realaml Help Center ### How to Integrate Actionstep with Realaml & Run KYC/CDD Verifications Easily connect Actionstep with Realaml to streamline your verification process. Follow this step-by-step guide to manage verifications with ease. ![](https://help.realaml.com/hubfs/Knowledge%20Base%20Import/JORDAN_HEADSHOT_2025-1741884224.png) Written by Jordan Updated over a year agoJordan ### 🎥 Watch this quick video See how to integrate Actionstep with Realaml and run KYC/CDD verifications in just a few minutes. [![](https://help.realaml.com/hubfs/Knowledge%20Base%20Import/image-2.png)](https://realamlnz.wistia.com/medias/wbbarq27rr) ### **Step 1: Create a Realaml Account (For New Users)** If you’re new to Realaml, follow these steps to create an account before connecting Actionstep: - Go to [Realaml Sign-Up Page](https://app.realaml.com/sign-up). - Enter your email and trading name. - Verify your email and log in to your new account. Go to [Realaml Sign-Up Page](https://app.realaml.com/sign-up). Enter your email and trading name. Verify your email and log in to your new account. ✅ **Your Realaml account is now set up!** ​ ### **Step 2: Connect Actionstep to Realaml** 1. Log in to your **Realaml** account. 2. Navigate to the **Integrations** tab. 3. Click **Connect** next to Actionstep. 4. Enter your **Actionstep login credentials** and complete the connection. Log in to your **Realaml** account. Navigate to the **Integrations** tab. Click **Connect** next to Actionstep. Enter your **Actionstep login credentials** and complete the connection. ✅ **You're now connected!** [![](https://help.realaml.com/hubfs/Knowledge%20Base%20Import/image-Apr-29-2026-05-29-17-0168-AM.png)](https://downloads.intercomcdn.com/i/o/upwnwcl8/1424678461/7d1c6074de579f724719a5a3e0d8/image.png?expires=1777442400&signature=20fee0ed9e44b2069b34f3278c4e0ffcebd85a1ebbde6104a975018360b969d2&req=dSQlEs95lYVZWPMW1HO4zcqf2arX4SymJq9xKldx7NG%2BSnzVUGoNM2mMgElH%0AlxIvVb17Md0dwMm%2F3%2FE%3D%0A) ### **Step 3: Run a KYC/CDD Verification** 1. Go to the **Run Checks** tab in Realaml. 2. Select your **preferred verification type**. 3. Use the **Actionstep search field** to find a Matter using the **Matter Number or Matter Description**. 4. Select the Matter—**Matter Contacts will automatically import**. 5. Review the **pre-filled contact details**, ensuring all required fields (e.g., Date of Birth) are complete. 6. Check the **Consent** box and click **Run Check**. Go to the **Run Checks** tab in Realaml. Select your **preferred verification type**. Use the **Actionstep search field** to find a Matter using the **Matter Number or Matter Description**. Select the Matter—**Matter Contacts will automatically import**. Review the **pre-filled contact details**, ensuring all required fields (e.g., Date of Birth) are complete. Check the **Consent** box and click **Run Check**. ​ [![](https://help.realaml.com/hubfs/Knowledge%20Base%20Import/image-Apr-29-2026-05-29-21-3400-AM.png)](https://downloads.intercomcdn.com/i/o/upwnwcl8/1424686697/25d20e75ce80d70d916d68f60c47/image.png?expires=1777442400&signature=51360083f446420f1b4633b517b4be2fd8c09e24414025e91162db6088bcc9ee&req=dSQlEs92m4dWXvMW1HO4zaiz8OoJUjeJ40p8JIH00WCAhVk4ARIpwOiXDYY1%0AWZdgKzo5xnFwCPAM%2BkQ%3D%0A) ### **Step 4: Verify Additional Clients** To verify multiple clients under the same Matter, simply **repeat Step 3** for each additional client. ​ ### **Step 5: Retrieve Your Verification Reports in Actionstep** Once verifications are complete, access your reports directly in Actionstep: 1. Open **Actionstep** and navigate to the relevant **Matter**. 2. Click on **Documents**—your **Realaml verification PDFs** will be stored here. Open **Actionstep** and navigate to the relevant **Matter**. Click on **Documents**—your **Realaml verification PDFs** will be stored here. ​ [![](https://help.realaml.com/hubfs/Knowledge%20Base%20Import/image-Apr-29-2026-05-29-26-7713-AM.png)](https://downloads.intercomcdn.com/i/o/upwnwcl8/1424687405/134bee3b5ae7bb36ea9826244482/image.png?expires=1777442400&signature=b71a5df8340c56b2c4ccdfea3e1953c2ee47c89e20fa44d425aef989b703b8d1&req=dSQlEs92moVfXPMW1HO4zdp9ywt0vB1OdkjKAzuv5rJGSWEn4gyNmvtrQ3%2FP%0APaHzxu6bBhp3YF8fRuU%3D%0A) - Go to Billing \> Disbursements to view the verification costs. Go to Billing \> Disbursements to view the verification costs. ​ [![](https://help.realaml.com/hubfs/Knowledge%20Base%20Import/image-Apr-29-2026-05-29-32-1701-AM.png)](https://downloads.intercomcdn.com/i/o/upwnwcl8/1424688969/59f52a3b8b6c25f38e82f62800b8/image.png?expires=1777442400&signature=1012b46da53e2efaba7829ae02bb6c4666a282bc329436a5e4e7382dc8340922&req=dSQlEs92lYhZUPMW1HO4zY%2FYKhdXVTvKf%2BkDAER6%2FuN2udTMW3myYLnFpnRM%0ALuuKFlOR%2BQ7ySZrSDA0%3D%0A) ​[Download](https://realaml-static.s3.ap-southeast-2.amazonaws.com/marketing/Actionstep+x+Realaml+Integration+Workflow.pdf) the integration workflow diagram below. ​ [![](https://help.realaml.com/hubfs/Knowledge%20Base%20Import/image-Apr-29-2026-05-29-40-3925-AM.png)](https://realaml-static.s3.ap-southeast-2.amazonaws.com/marketing/Actionstep+x+Realaml+Integration+Workflow.pdf) ### **Need Assistance?** 📩 **Email us** at [support@realaml.com](https://app.intercom.com/) ​ By integrating Actionstep with Realaml, you can efficiently manage KYC/CDD verifications, saving time while ensuring compliance. 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