Centralize data and automate business processes with Xama Onboarding integrations
Streamline your business processes by centralizing your Xama Onboarding data. Boost.space connects to your IT tools and helps aggregate their data into central databases. Data centralization serves as the foundation for easy collaboration across teams, process automation across tools, and data analysis with a complete story.
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Xama Onboarding Triggers / Actions (33)
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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.
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