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Xama Onboarding integrace

Centralizujte data a automatizujte firemní procesy pomocí integrace Xama Onboarding

Zefektivněte firemní procesy díky centralizaci dat Xama Onboarding. Boost.space se napojí na vaše IT nástroje a pomůže agregovat jejich data do centrálních databází. Centralizace dat slouží jako základ pro jednoduchou spolupráci napříč týmy, automatizaci procesů napříč nástroji a analýzu dat s kompletním příběhem.

Integrace Xama Onboarding s tisíci dalšími aplikacemi na pár kliknutí.

14denní zkušební verze | Není vyžadována kreditní karta

Centralizace dat v Boost.Space a integrace Xama Onboarding Centralizujte data pomocí integrace ActiveCampaign, integrace WooCommerce, integrace Asana, integrace Slack, integrace Xama Onboarding. Plus integrace Chargebee a 1100+ dalších!
Xama Onboarding Šablony / Akce

Získejte náskok s našimi šablonami pro Xama Onboarding integraci nebo si vytvořte vlastní

AML Check Updated

Triggers when an AML check is created, returned or updated.

Client Created

Triggers when a client is created within Hub.

Client Deleted

Triggers when a Hub client is deleted.

Client Updated

Triggers when a client record is updated in Hub.

Contact Created

Triggers when a Hub contact is created.

Contact Deleted

Triggers when a Hub contact is deleted.

Contact Updated

Triggers when a Hub contact is updated.

Onboarding Request Updated

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

Risk Assessment Deleted

Triggers when a Hub risk assessment is deleted.

Risk Assessment Status Change

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

Report Updated

Triggers when a report status has changed.

Retrieve an AML Report

Retrieves a single AML report by ID.

Retrieve a Company Report

Retrieves a single company report by ID.

Create an AML Report

Creates or updates a single AML report.

Create a Company Report

Creates or updates a single company report.

Create an Onboarding Report

Creates or updates a single onboarding report.

Delete Report

Deletes a report by ID.

Retrieve a Hub AML Report

Retrieves an AML report specific to a Hub contact.

Retrieve an Onboarding Request

Retrieves and onboarding request specific to a Hub Contact.

Create a Hub Client

Creates a Hub client record.

Make a Hub API Call

Make an API call to the Hub API

Retrieve a Hub Contact

Creates a Hub contact record.

Create a Hub Contact

Creates a Hub contact record.

Initiate an AML Check

Initiates an AML check on a Hub contact.

Send Onboarding Request

Creates an onboarding request in Hub against a contact.

Retrieve a Hub Client

Retrieves a single Hub client record by ID.

Retrieve a Hub Risk Assessment

Retrieves a Hub risk assessment by ID.

Make a Connect API Call

Performs an arbitrary authorized API call.

Retrieve an Onboarding Report

Retrieves a single onboarding report by ID.

Reset Onboarding Stages

Resets a stage within an onboarding report.

Trigger a Report lookup

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

Update a Hub Contact

Updates a Hub Contact

Search Hub Clients and Contacts

Search Hub clients by name or email address.

14denní zkušební verze | Není vyžadována kreditní karta