Pascal SMS Integration

A compliance officer at a real estate agency, a recruiter onboarding a new hire, or a finance team opening an account for a new client all share the same early step, checking that the person or business on the other end is not a sanctioned entity, a politically exposed person, or the subject of adverse media before anything moves forward. Pascal exists to run that screening automatically rather than by manual search.

Pascal does not send its own triggers, so the practical automation runs from Mobile Message across to Pascal. Connected through Zapier, an inbound text from someone starting an enquiry can open a new person case in Pascal for screening, or add them as a new client once that check clears, so the record exists before a human has manually typed a single detail into Pascal.

For a team handling a steady flow of new enquiries, that means screening starts the moment a text comes in rather than sitting in a queue until someone has time to key it in by hand. Pascal still generates and emails its own case reports and manages case updates once the screening is under way, so the automation covers the entry point and Pascal handles the compliance work from there.