Connect Xama Onboarding integrations
Verify new clients by automating Xama Onboarding to instantly run AML checks and compile detailed risk reports. Connect this software to create onboarding records from new web form submissions or update company profiles in your client hub. Sign up today to build your first automated compliance workflow.
Verified apps are reviewed by Make.
App developer is its official vendor.
This app is supported and maintained by the vendor Xama Technologies.
Build your Xama Onboarding integrations.
Create custom Xama Onboarding workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
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.
Looking to get more out of Xama Onboarding? With Make you can visually integrate Xama Onboarding into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
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