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Xama Onboarding
Make AI Toolkit

Connect Xama Onboarding and Make AI Toolkit

Explore ready-made Xama Onboarding and Make AI Toolkit templates and start automating in minutes.

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Create a custom workflow

Integrate Xama Onboarding with Make AI Toolkit and automate the work that moves between them — no code required.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Xama Onboarding
Trigger: AML Check Updated
Make AI Toolkit
Action: Select an action
1. Select a trigger

  • 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.

  • Triggers when an onboarding request is created, returned or updated.

  • Triggers when a report status has changed.

  • Triggers when a Hub risk assessment is deleted.

  • Triggers when a Hub risk assessment has a change in status.

2. Select an action

  • Evaluates the tone of a text and determines if it’s `positive`, `neutral`, or `negative`. This is known as the sentiment.

  • Analyzes text and assigns it to categories from a list you define.

  • Splits text into smaller, more manageable pieces. These are known as chunks.

  • Retrieves information that you specify from a text.

  • Detects the language that text is written in.

  • Sends a request for AI to answer. The response will always be in the text format.

  • Adjusts the style and format of text to ensure it’s consistent.

  • Condenses longer text into a shorter summary.

  • Translates text from one language into another.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between Xama Onboarding and Make AI Toolkit.

AML Check Updated
Triggers when an AML check is created, returned or updated.
Trigger
Analyze sentiment
Evaluates the tone of a text and determines if it’s `positive`, `neutral`, or `negative`. This is known as the sentiment.
Action
Categorize text
Analyzes text and assigns it to categories from a list you define.
Action
Chunk text
Splits text into smaller, more manageable pieces. These are known as chunks.
Action
Client Created
Triggers when a client is created within Hub.
Trigger
Client Deleted
Triggers when a Hub client is deleted.
Trigger
Client Updated
Triggers when a client record is updated in Hub.
Trigger
Company Report Updated
Triggers when a Hub company report has a change in status.
Trigger
Contact Created
Triggers when a Hub contact is created.
Trigger
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Support

FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

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.