Salesflare Salesflare Integrations

Xama Onboarding and Salesflare

How to connect Xama Onboarding

What you can automate

  • When client Created in Xama Onboarding, create an account, then create a contact, then add a contact to an account in Salesflare.
  • When client Updated in Xama Onboarding, create an account, then create a contact, then add a contact to an account in Salesflare.
  • When company Report Updated in Xama Onboarding, create an account in Salesflare.
  • When contact Created in Xama Onboarding, create a contact in Salesflare.
  • When contact Updated in Xama Onboarding, create a contact in Salesflare.
  • When new Accounts in Salesflare, create a Company Report in Xama Onboarding.

Xama Onboarding operations on Make

Triggers (12)

Start a workflow when this happens

  • 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.
  • Company Report Updated — Triggers when a Hub company report has a change in status.
Show 7 more triggers
  • 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.
  • Report Updated — Triggers when a report status has changed.
  • 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.

Actions (26)

Things Salesflare can make it do

  • Create a Company Report — Creates or updates a single company report.
  • Create a Hub Client — Creates a Hub client record.
  • Create a Hub Contact — Creates a Hub contact record.
  • Create an AML Report — Creates or updates a single AML report.
  • Create an Onboarding Report — Creates or updates a single onboarding report.
Show 21 more actions
  • Delete Report — Deletes a report by ID.
  • Delete a Hub Client — Deletes a Hub Client
  • Delete a Hub Contact — Deletes a Hub Contact
  • Initiate an AML Check — Initiates an AML check on a Hub contact.
  • Make a Connect API Call — Performs an arbitrary authorized API call.
  • Make a Hub API Call — Make an API call to the Hub API
  • Offboard Hub Client — Offboard a Hub Client
  • Reset Onboarding Stages — Resets a stage within an onboarding report.
  • Retrieve a Company Report — Retrieves a single company report by ID.
  • Retrieve a Hub AML Report — Retrieves an AML report specific to a Hub contact.
  • Retrieve a Hub Client — Retrieves a single Hub client record by ID.
  • Retrieve a Hub Company report — Retrieves a Hub company report by account ID.
  • Retrieve a Hub Contact — Creates a Hub contact record.
  • Retrieve a Hub Risk Assessment — Retrieves a Hub risk assessment by ID.
  • Retrieve an AML Report — Retrieves a single AML report by ID.
  • Retrieve an Onboarding Report — Retrieves a single onboarding report by ID.
  • Retrieve an Onboarding Request — Retrieves and onboarding request specific to a Hub Contact.
  • Send Onboarding Request — Creates an onboarding request in Hub against a contact.
  • Trigger a Report lookup — Performs an immediate lookup on the specified report by report type and report ID.
  • Update a Hub Client's Type — Update a client's type E.g. from Unknown to Company
  • Update a Hub Contact — Updates a Hub Contact

Searches (1)

Look up existing records

  • Search Hub Clients and Contacts — Search Hub clients by name or email address.

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