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
Google Calendar
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
  • Clears a primary calendar. This operation deletes all events associated with the primary calendar of an account.

  • Creates a new calendar.

  • Creates a new access control rule.

  • Creates a new event.

  • Deletes a calendar.

  • Deletes an access control rule.

  • Deletes an event.

  • Duplicates an event.

  • Returns metadata for a calendar.

  • Returns metadata of an access control rule.

  • Returns metadata for an event in the specific calendar.

  • Returns free/busy information for a set of calendars.

  • Performs an arbitrary authorized API call.

  • Updates an existing calendar.

  • Updates an existing access control rule.

  • Updates an existing event.

Select a trigger and an action

Create workflow (opens in a new tab)