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Xama Onboarding
Tally

Connect Xama Onboarding and Tally

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

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Create a custom workflow

Integrate Xama Onboarding with Tally 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.

Tally
Trigger: Watch New Responses
Xama Onboarding
Action: Select an action
1. Select a trigger

  • Triggers when a new form response is submitted.

2. Select an action

  • Creates or updates a single company report.

  • Creates a Hub client record.

  • Creates a Hub contact record.

  • Creates or updates a single AML report.

  • Creates or updates a single onboarding report.

  • Deletes a Hub Client

  • Deletes a Hub Contact

  • Deletes a report by ID.

  • Initiates an AML check on a Hub contact.

  • Performs an arbitrary authorized API call.

  • Make an API call to the Hub API

  • Offboard a Hub Client

  • Resets a stage within an onboarding report.

  • Retrieves a single company report by ID.

  • Retrieves an AML report specific to a Hub contact.

  • Retrieves a single Hub client record by ID.

  • Retrieves a Hub company report by account ID.

  • Creates a Hub contact record.

  • Retrieves a Hub risk assessment by ID.

  • Retrieves a single AML report by ID.

  • Retrieves a single onboarding report by ID.

  • Retrieves and onboarding request specific to a Hub Contact.

  • Creates an onboarding request in Hub against a contact.

  • Performs an immediate lookup on the specified report by report type and report ID.

  • Update a client's type E.g. from Unknown to Company

  • Updates a Hub Contact

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 Tally.

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
Create a Company Report
Creates or updates a single company report.
Action
Load more

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.