Connect Xama Onboarding integrations
Validate client identity and compile anti-money laundering assessments by connecting Xama Onboarding with Make. Linking this compliance hub to our workflow automation tool lets you trigger instant background lookups, update onboarding stages, and archive certified reports automatically. Sign up for a free account today to build your first automated verification pipeline.
Verified apps are reviewed by Make.
App developer is its official vendor.
This app is supported and maintained by the vendor Xama Technologies.
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Triggers when an AML check is created, returned or updated.
Triggers when a client is created within Hub.
Triggers when a Hub client is deleted.
Triggers when a client record is updated in Hub.
Triggers when a Hub company report has a change in status.
Triggers when a Hub contact is created.
Triggers when a Hub contact is deleted.
Triggers when a Hub contact is updated.
Creates or updates a single company report.
Connect any app with Xama Onboarding
Popular Xama Onboarding workflows.
Connect Xama Onboarding with Make to automate your client checks. Link your favorite apps and simplify your onboarding workflows.
Automate Your Compliance Workflows by Integrating Xama Onboarding with Make
Integrate Xama Onboarding with Make to automate AML checks, sync client documents, and get instant compliance alerts. Keep your CRM updated and eliminate manual data entry errors with automated workflows.
Automatically trigger identity verification and AML screening in Xama as soon as a new client signs up in your CRM.
Sync completed AML reports and identity documents from Xama directly to your preferred cloud storage folders.
Receive immediate Slack notifications or email alerts the moment a client fails an AML check or triggers a PEP warning.
Keep your CRM and accounting software updated by automatically syncing the corporate details verified by Xama.
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