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Xama Onboarding integrations

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.

Integrate Xama Onboarding with thousands of other apps in a few clicks.

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Centralize data in Boost.Space with Xama Onboarding integration Centralize data using ActiveCampaign integration, WooCommerce integration, Asana integration, Slack integration, Xama Onboarding integration, Xama Onboarding integration and 1100+ more!
Xama Onboarding Triggers / Actions

Get a head start with our Xama Onboarding integration templates or create your own

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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