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.
Xama Onboarding
This app is supported and maintained by the official vendor Xama Technologies.
Triggers and actions
Developed, supported and maintained by community users.
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Xama Onboarding
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.
Automated client onboarding
Automatically trigger identity verification and AML screening in Xama as soon as a new client signs up in your CRM.
Instant compliance alerts
Receive immediate Slack notifications or email alerts the moment a client fails an AML check or triggers a PEP warning.
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Streamlined document storage
Sync completed AML reports and identity documents from Xama directly to your preferred cloud storage folders.
Error-free client data syncing
Keep your CRM and accounting software updated by automatically syncing the corporate details verified by Xama.
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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.
What is a module?
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.
What is mapping?
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.