Gmail, Xama Onboarding Integrations

Gmail
Xama Onboarding
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GmailWatch emailsGoogle SheetsAdd a rowGmailIterate attachmentsRouterFacebookCreate a postArchiveCreate an archiveDropboxUpload a fileDocuments onlyImages onlyWhen new email arrivesAdd a row to a sheetProcess attachmentsone by one ...Post images to pageZip all documentsUpload archive

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Triggers

Gmail

Watch emails

Triggers when a new email is received to be processed according to specified criteria.

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.

Actions

Gmail

Copy an email

Copies an email or a draft into a selected folder.

Gmail

Create a draft

Creates a new draft and adds it to a selected folder.

Gmail

Delete an email

Removes an email or a draft from a selected folder.

Gmail

Mark an email as read

Marks an email or a draft in a selected directory as read by setting the "Read" flag.

Gmail

Mark an email as unread

Marks an email or draft in a selected directory as unread by setting the "Unread" flag.

Gmail

Modify email labels

Modifies labels on the specified email message.

Gmail

Move an email

Moves a chosen email or a draft to a selected folder.

Gmail

Send an email

Sends a new email.

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

Iterators

Gmail

Iterate attachments

Iterates through received attachments.

Searches

Xama Onboarding

Search Hub Clients and Contacts

Search Hub clients by name or email address.

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