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Xama Onboarding
Google Docs

Connect Xama Onboarding and Google Docs

Explore ready-made Xama Onboarding and Google Docs templates and start automating in minutes.

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Create a custom workflow

Integrate Xama Onboarding with Google Docs 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
Google Docs
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

  • Adds a tab to a Google Docs document.

  • Creates a new Google document by adding the content of HTML format.

  • Creates a copy of an existing template document and replaces any tags e.g. {{name}}, {{email}}. This module also allows users to replace images by new images with URLs.

  • Deletes a document.

  • Downloads a document to a required format.

  • Gets a content of a document.

  • Inserts or appends a new paragraph to an existing document.

  • Inserts a new image with URL to a document. The original size of the image is entered or the image is resized as required by the user. The original image ratio is maintained.

  • Makes all links in a document clickable.

  • Performs an arbitrary authorized API call.

  • Replaces an old text by a new text in a document.

  • Replaces an existing image with a new image with URL in the document. In order to fill the original image's bounds, the new image may be scaled or cropped.

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 Google Docs.

Add a Document Tab
Adds a tab to a Google Docs document.
Action
AML Check Updated
Triggers when an AML check is created, returned or updated.
Trigger
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
Contact Deleted
Triggers when a Hub contact is deleted.
Trigger
Contact Updated
Triggers when a Hub contact is updated.
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.