Xama Onboarding, Gmail, Freshsales Integrations
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Triggers when an AML check is created, returned or updated.
Triggers when a client is created within Hub.
Triggers when a Hub client is deleted.
Triggers when a client record is updated in Hub.
Triggers when a Hub contact is created.
Triggers when a Hub contact is deleted.
Triggers when a Hub contact is updated.
Triggers when an onboarding request is created, returned or updated.
Triggers when a report status has changed.
Triggers when a Hub risk assessment is deleted.
Triggers when a Hub risk assessment has a change in status.
Triggers when a new email is received to be processed according to specified criteria.
Checks if new account was created.
Checks if new appointment was created.
Checks if new contact was created.
Checks if new deal was created.
Checks if new lead was created.
Checks if new Sales activity was created.
Creates or updates a single company report.
Creates a Hub client record.
Creates a Hub contact record.
Creates or updates a single AML report.
Creates or updates a single onboarding report.
Deletes a report by ID.
Initiates an AML check on a Hub contact.
Performs an arbitrary authorized API call.
Make an API call to the Hub API
Resets a stage within an onboarding report.
Retrieves a single company report by ID.
Retrieves an AML report specific to a Hub contact.
Retrieves a single Hub client record by ID.
Creates a Hub contact record.
Retrieves a Hub risk assessment by ID.
Retrieves a single AML report by ID.
Retrieves a single onboarding report by ID.
Retrieves and onboarding request specific to a Hub Contact.
Creates an onboarding request in Hub against a contact.
Performs an immediate lookup on the specified report by report type and report ID.
Updates a Hub Contact
Copies an email or a draft into a selected folder.
Creates a new draft and adds it to a selected folder.
Removes an email or a draft from a selected folder.
Marks an email or a draft in a selected directory as read by setting the "Read" flag.
Marks an email or draft in a selected directory as unread by setting the "Unread" flag.
Modifies labels on the specified email message.
Moves a chosen email or a draft to a selected folder.
Sends a new email.
Converts a lead to a contact.
Creates a new contact.
Creates a new deal.
Creates a new lead.
Creates a manual call log for new or existing lead/contact or an existing account.
Creates a new account.
Creates a new appointment.
Creates a note for specific object.
Creates new Freshsales activity.
Creates a new task.
Deletes a specific contact.
Deletes a specific deal.
Deletes a specific lead.
Deletes a specific account.
Deletes a specific appointment.
Deletes a specific note.
Deletes a specific Freshsales activity.
Deletes a specific Task.
Performs an arbitrary authorized API call.
Updates information of specific contact.
Updates information of a specific deal.
Updates information of a specific lead.
Updates information of specific account.
Updates information of specific appointment.
Updates a specific note.
Updates information of a specific Freshsales activity.
Updates a specific task.
Views details of a specific contact.
Views details of a specific deal.
Views details of a specific lead.
Views details of a specific account.
Views details of a specific appointment.
Views details of a specific Freshsales activity.
Views details of a specific task.
Iterates through received attachments.
Search Hub clients by name or email address.
Lists all accounts on your Freshsales account.
Lists all appointments on your Freshsales account.
Lists all contacts on your Freshsales account.
Lists all deals on your Freshsales account.
Lists all files and links attached to a specific lead, contact, account or deal.
Lists all leads on your Freshsales account.
Lists all Freshsales activities on your account.
Lists all tasks on your Freshsales account.
Searches through your Freshsales account for match.
Searches through your Freshsales account for match.
Searches through your Freshsales account for match.
Searches through your Freshsales account for match.
Searches through your Freshsales account for match.