Connect Xama Onboarding integrations
Certify your accounting firm's compliance by automating Xama Onboarding to run background identity verifications and manage risk assessments. Linking this hub to our workflow automation tool lets you instantly trigger new AML reports, search contacts, and update onboarding statuses. Sign up for free now to deploy your custom background screening queue.
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App developer is its official vendor.
This app is supported and maintained by the vendor Xama Technologies.
Build your Xama Onboarding integrations.
Unlocking the full potential of your client intake and compliance processes is easier than ever when you connect Xama Onboarding with the power of Make. This robust visual automation platform enables businesses to link Xama Onboarding with thousands of essential work tools, eliminating tedious manual data entry and reducing human error in your daily operations. By creating custom automated workflows, you can instantly sync client information, trigger background checks, and update your CRM database the moment a new profile is created. Whether you need to send automated email notifications, archive documents in secure cloud storage, or update project management boards, Make gives you the flexibility to design custom integrations tailored precisely to your unique business requirements without needing a developer. Embracing modern workflow automation not only saves valuable time but also ensures your customer onboarding cycle remains secure, consistent, and highly efficient. Ready to transform your daily operations and eliminate repetitive tasks? Sign up for a free account today and try Make to integrate Xama Onboarding and revolutionize how your business manages its essential workflows.
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 compliance checks, sync client data, and simplify your onboarding workflows.
Automate Compliance: Why Integrate Xama Onboarding Using Make
Connect Xama Onboarding with Make to automate AML checks, sync verified documents, and update client records instantly. Eliminate manual data entry and receive real-time status alerts across all your systems.
Automatically trigger identity and AML checks in Xama the moment a new client is added to your CRM or practice management software.
Receive instant notifications on Slack or via email as soon as a PEP or sanction screening flag is detected.
Instantly sync verified identity documents and risk assessments from Xama directly to your preferred cloud storage folders.
Connect your onboarding web forms to Xama to automatically populate client details and kickstart checks without typing a thing.
FAQ
Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.
A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.
Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.
Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.
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