GoProposal integration with Xama Hub
How to Create Xama Hub clients for newly won GoProposal proposals
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create Xama Hub clients for newly won GoProposal proposals" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Xama Hub integrations
Xama Hub actions
Nekton can use any feature that is available in Xama Hub API.
Using our advanced AI, you can easily create custom automations for Xama Hub.
Here are some typical actions you can do in your automated workflows.
Create Client
Creates a new individual / company
Find Client or Contact
Finds a client or contact by name or email.
Create Contact
Creates a new contact
About Xama Hub
Xama Hub enables the streamlined onboarding of customers through the automation of identity verification and anti money laundering checks.