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
Pinterest
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
  • Creates a board.

  • Creates a new pin.

  • Deletes a specific board.

  • Deletes the selected pin.

  • Retrieves information about a specific board.

  • Returns information about a pin.

  • Performs an arbitrary authorized API call.

  • Updates a specific board.

  • Updates the selected pin.

Select a trigger and an action

Create workflow (opens in a new tab)