--- title: Xama Onboarding slug: xama-onboarding description: How to integrate Xama Onboarding with Make.com image: https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/PREVIEW_xama-onboarding.png docTags: createdAt: 2026-01-12T22:28:36.563Z --- | ::Image[]{src="https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/xama-onboarding.png" size="50" width="512" height="512" position="center" alt="Xama Onboarding logo" showCaption="false"}
| Xama Technologies provides AML compliance solutions for UK accounting firms, offering identity verification, risk assessments, and document management. Integrating with Make.com would automate compliance workflows, streamline onboarding, and enhance regulatory processes for accounting professionals. | | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | :::hint{type="warning"} **Limited documentation** We currently can't provide complete documentation for Xama Onboarding because there isn't enough publicly available information about this app. Our AI-powered documentation system relies on comprehensive data from Xama Onboarding and public sources to create detailed guides. ::: # Xama Onboarding modules You can choose from a list of available modules to build your scenarios. :::ExpandableHeading ### AML Check Updated Triggers whenever a new AML (Anti-Money Laundering) check is created, updated, or returned, so you can stay informed about changes to your compliance checks. ::: :::ExpandableHeading ### Client Created Triggers whenever a new client is added in Hub. ::: :::ExpandableHeading ### Client Deleted Triggers whenever a client is removed from your Hub account. ::: :::ExpandableHeading ### Client Updated Triggers whenever any information in a client record is changed in Hub. ::: :::ExpandableHeading ### Company Report Updated Triggers whenever the status of a Hub company report is updated, so you can stay informed about any changes. ::: :::ExpandableHeading ### Contact Created Triggers whenever a new contact is added to your Hub account. ::: :::ExpandableHeading ### Contact Deleted Triggers when a contact is removed from your Hub, letting you take action whenever someone is deleted from your contact list. ::: :::ExpandableHeading ### Contact Updated Triggers whenever any information about a contact in Hub is changed or updated. ::: :::ExpandableHeading ### Create a Company Report Creates a new company report or updates an existing one with the latest information. ::: :::ExpandableHeading ### Create a Hub Client Creates a new client record in Hub. ::: :::ExpandableHeading ### Create a Hub Contact Creates a new contact record in Hub, allowing you to store and manage contact details easily. ::: :::ExpandableHeading ### Create an AML Report Creates a new AML (Anti-Money Laundering) report or updates an existing one with the latest information. ::: :::ExpandableHeading ### Create an Onboarding Report Creates a new onboarding report or updates an existing one, helping you keep track of your onboarding process. ::: :::ExpandableHeading ### Delete Report Deletes a specific report using its unique ID. ::: :::ExpandableHeading ### Delete a Hub Client Deletes a specific client from your Hub account. ::: :::ExpandableHeading ### Delete a Hub Contact Deletes a contact from your Hub account. ::: :::ExpandableHeading ### Initiate an AML Check Starts an Anti-Money Laundering (AML) check for a selected contact in your Hub account. ::: :::ExpandableHeading ### Make a Connect API Call Allows you to make a custom, authorized API request to the connected service. ::: :::ExpandableHeading ### Make a Hub API Call Send a request to the Hub API to retrieve or update information as needed. ::: :::ExpandableHeading ### Offboard Hub Client Remove a client from your Hub account. ::: :::ExpandableHeading ### Onboarding Request Updated Triggers whenever a new onboarding request is created, sent back, or updated, helping you stay on top of all changes in your onboarding process. ::: :::ExpandableHeading ### Report Updated Triggers whenever the status of a report is updated. ::: :::ExpandableHeading ### Reset Onboarding Stages Resets a specific stage in an onboarding report, allowing you to start that part of the process over again. ::: :::ExpandableHeading ### Retrieve a Company Report Fetches detailed information for a specific company report using its unique ID. ::: :::ExpandableHeading ### Retrieve a Hub AML Report Fetches an Anti-Money Laundering (AML) report for a specific contact in your Hub. ::: :::ExpandableHeading ### Retrieve a Hub Client Finds and displays detailed information for a specific Hub client using their unique ID. ::: :::ExpandableHeading ### Retrieve a Hub Company report Fetches a detailed company report from Hub using a specific account ID. ::: :::ExpandableHeading ### Retrieve a Hub Contact Adds a new contact to your Hub account. ::: :::ExpandableHeading ### Retrieve a Hub Risk Assessment Fetches detailed information about a specific Hub risk assessment using its unique ID. ::: :::ExpandableHeading ### Retrieve an AML Report Fetches a specific AML (Anti-Money Laundering) report using its unique ID. ::: :::ExpandableHeading ### Retrieve an Onboarding Report Fetches a specific onboarding report using its unique ID. ::: :::ExpandableHeading ### Retrieve an Onboarding Request Retrieves a specific onboarding request associated with a Hub Contact. ::: :::ExpandableHeading ### Risk Assessment Deleted Triggers whenever a risk assessment is removed from your Hub. ::: :::ExpandableHeading ### Risk Assessment Status Change Triggers whenever the status of a Hub risk assessment is updated, so you can stay informed about any changes. ::: :::ExpandableHeading ### Search Hub Clients and Contacts Find Hub clients by entering their name or email address. ::: :::ExpandableHeading ### Send Onboarding Request Creates a new onboarding request for a specific contact in Hub. ::: :::ExpandableHeading ### Trigger a Report lookup Instantly searches for and retrieves details from a specific report using the chosen report type and report ID. ::: :::ExpandableHeading ### Update a Hub Client's Type Change a client's type, for example, updating it from "Unknown" to "Company." ::: :::ExpandableHeading ### Update a Hub Contact Updates the details of an existing Hub Contact. ::: # Templates You can look for more templates in [Make's template gallery](https://www.make.com/en/templates), where you'll find thousands of pre-created scenarios. # Xama Onboarding resources You can have access to more resources related to this app on the following links : - [Visit Xama Onboarding website ](https://xamatech.com) - [View Xama Onboarding API documentation](https://xamatech.com/product/) - [Visit Xama Onboarding page on make](https://www.make.com/en/integrations/xama-onboarding) # Help us improve this documentation Have experience with Xama Onboarding? We'd love to hear from you. If you have insights, use cases, or technical details that could help other users, please consider: - Using the feedback widget at the bottom of the page - Sharing your knowledge in the [Make community](https://community.make.com) Your feedback helps us create better documentation for everyone. *** :::CtaButton{label="Get started for free" externalHref="https://www.make.com/en/register" openInNewTab="true"} :::