Units, Elasticsearch, Xama Onboarding Integrations

Elasticsearch
Units
Xama Onboarding
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Triggers

Xama Onboarding

AML Check Updated INSTANT

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

Xama Onboarding

Client Created INSTANT

Triggers when a client is created within Hub.

Xama Onboarding

Client Updated INSTANT

Triggers when a client record is updated in Hub.

Xama Onboarding

Contact Created INSTANT

Triggers when a Hub contact is created.

Xama Onboarding

Contact Updated INSTANT

Triggers when a Hub contact is updated.

Xama Onboarding

Onboarding Request Updated INSTANT

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

Xama Onboarding

Report Updated INSTANT

Triggers when a report status has changed.

Transformers

Units

Convert a value between units

Converts a value between selected units (e.g. metres to feets).

Actions

Elasticsearch

Query

Executes a query.

Elasticsearch

Query with Basic Auth

Executes a query against server secured with Basic Auth.

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 an API Call

Performs an arbitrary authorized API call.

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 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

Searches

Xama Onboarding

Search Hub Clients and Contacts

Search Hub clients by name or email address.