Connect Xama Onboarding integrations
Enforce AML compliance for your accounting firm by automating Xama Onboarding with Make. Linking your client directory to our workflow automation tool lets you instantly trigger identity checks, log risk assessments, and organize verification files. Register for a free account to automatically run your background screenings.
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 daily tasks. Sync client data, run background checks, and simplify your workflows.
Automate AML and Identity Checks: Integrate Xama Onboarding with Make
Connect Xama Onboarding with Make to automate your client verification. Instantly sync AML checks with your CRM, send Slack alerts, and save identity documents to cloud storage, speeding up your entire client onboarding process.
Trigger AML and identity checks automatically the moment a new client is added to your CRM.
Get immediate Slack or email notifications whenever an AML check is completed or requires manual review.
Automatically save verified identity documents and AML reports directly into your team's cloud storage folders.
Sync verification results directly with your accounting software to quickly transition approved clients to active status.
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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