Xama Onboarding

Xama Onboarding

Vytvořte si pomocí Integromatu scénář na míru, který Vám usnadní práci se službou Xama Onboarding.

Vyzkoušejte Integromat ZDARMA
Integromat je pro běžné použití zdarma.

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Integromat automatizuje procesy, které děláte ručně. Propojuje aplikace, přenáší a transformuje data. To vše neustále 24 hodin denně, bez nutnosti Vašeho zásahu. Pouze nastavte, co má dělat a nechte ho pracovat za Vás. Šetřete svůj čas!

Spouštěče

Xama Onboarding

AML Check Updated OKAMŽITÝ

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

Xama Onboarding

Client Created OKAMŽITÝ

Triggers when a client is created within Hub.

Xama Onboarding

Client Deleted OKAMŽITÝ

Triggers when a Hub client is deleted.

Xama Onboarding

Client Updated OKAMŽITÝ

Triggers when a client record is updated in Hub.

Xama Onboarding

Contact Created OKAMŽITÝ

Triggers when a Hub contact is created.

Xama Onboarding

Contact Deleted OKAMŽITÝ

Triggers when a Hub contact is deleted.

Xama Onboarding

Contact Updated OKAMŽITÝ

Triggers when a Hub contact is updated.

Xama Onboarding

Onboarding Request Updated OKAMŽITÝ

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

Xama Onboarding

Report Updated OKAMŽITÝ

Triggers when a report status has changed.

Xama Onboarding

Risk Assessment Deleted OKAMŽITÝ

Triggers when a Hub risk assessment is deleted.

Xama Onboarding

Risk Assessment Status Change OKAMŽITÝ

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

Akce

Xama Onboarding

Create a Company Report

Creates or updates a single company report.

Xama Onboarding

Create a Hub Client

Creates a Hub client record.

Xama Onboarding

Create a Hub Contact

Creates a Hub contact record.

Xama Onboarding

Create an AML Report

Creates or updates a single AML report.

Xama Onboarding

Create an Onboarding Report

Creates or updates a single onboarding report.

Xama Onboarding

Delete Report

Deletes a report by ID.

Xama Onboarding

Initiate an AML Check

Initiates an AML check on a Hub contact.

Xama Onboarding

Make a Connect API Call

Performs an arbitrary authorized API call.

Xama Onboarding

Make a Hub API Call

Make an API call to the Hub API

Xama Onboarding

Reset Onboarding Stages

Resets a stage within an onboarding report.

Xama Onboarding

Retrieve a Company Report

Retrieves a single company report by ID.

Xama Onboarding

Retrieve a Hub AML Report

Retrieves an AML report specific to a Hub contact.

Xama Onboarding

Retrieve a Hub Client

Retrieves a single Hub client record by ID.

Xama Onboarding

Retrieve a Hub Contact

Creates a Hub contact record.

Xama Onboarding

Retrieve a Hub Risk Assessment

Retrieves a Hub risk assessment by ID.

Xama Onboarding

Retrieve an AML Report

Retrieves a single AML report by ID.

Xama Onboarding

Retrieve an Onboarding Report

Retrieves a single onboarding report by ID.

Xama Onboarding

Retrieve an Onboarding Request

Retrieves and onboarding request specific to a Hub Contact.

Xama Onboarding

Send Onboarding Request

Creates an onboarding request in Hub against a contact.

Xama Onboarding

Trigger a Report lookup

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

Xama Onboarding

Update a Hub Contact

Updates a Hub Contact

Vyhledávače

Xama Onboarding

Search Hub Clients and Contacts

Search Hub clients by name or email address.

Integrujte Xama Onboarding s těmito službami