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.

Triggers whenever a new client is added in Hub.

Triggers whenever a client is removed from your Hub account.

Triggers whenever any information in a client record is changed in Hub.

Triggers whenever the status of a Hub company report is updated, so you can stay informed about any changes.

Triggers whenever a new contact is added to your Hub account.

Triggers when a contact is removed from your Hub, letting you take action whenever someone is deleted from your contact list.

Triggers whenever any information about a contact in Hub is changed or updated.

Creates a new company report or updates an existing one with the latest information.

Creates a new client record in Hub.

Creates a new contact record in Hub, allowing you to store and manage contact details easily.

Creates a new AML (Anti-Money Laundering) report or updates an existing one with the latest information.

Creates a new onboarding report or updates an existing one, helping you keep track of your onboarding process.

Deletes a specific report using its unique ID.

Deletes a specific client from your Hub account.

Deletes a contact from your Hub account.

Starts an Anti-Money Laundering (AML) check for a selected contact in your Hub account.

Allows you to make a custom, authorized API request to the connected service.

Send a request to the Hub API to retrieve or update information as needed.

Remove a client from your Hub account.

Triggers whenever a new onboarding request is created, sent back, or updated, helping you stay on top of all changes in your onboarding process.

Triggers whenever the status of a report is updated.

Resets a specific stage in an onboarding report, allowing you to start that part of the process over again.

Fetches detailed information for a specific company report using its unique ID.

Fetches an Anti-Money Laundering (AML) report for a specific contact in your Hub.

Finds and displays detailed information for a specific Hub client using their unique ID.

Fetches a detailed company report from Hub using a specific account ID.

Adds a new contact to your Hub account.

Fetches detailed information about a specific Hub risk assessment using its unique ID.

Fetches a specific AML (Anti-Money Laundering) report using its unique ID.

Fetches a specific onboarding report using its unique ID.

Retrieves a specific onboarding request associated with a Hub Contact.

Triggers whenever a risk assessment is removed from your Hub.

Triggers whenever the status of a Hub risk assessment is updated, so you can stay informed about any changes.

Find Hub clients by entering their name or email address.

Creates a new onboarding request for a specific contact in Hub.

Instantly searches for and retrieves details from a specific report using the chosen report type and report ID.

Change a client's type, for example, updating it from "Unknown" to "Company."

Updates the details of an existing Hub Contact.