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Xama Onboarding - Create PDF, Word, Excel Documents
Xama Onboarding connects with Documentero to automatically create documents whenever client or onboarding events occur. When new clients, contacts, or reports are updated in Hub, Documentero can generate ready-to-use Word, PDF, or Excel files from your templates. This helps teams quickly produce compliance reports, onboarding packs, and client records without manual document preparation.
Xama Onboarding
Documentero
Triggers
AML Check Updated — Triggers when an AML check is created, returned or updated.
Client Created — Triggers when a client is created within Hub.
Client Deleted — Triggers when a Hub client is deleted.
Client Updated — Triggers when a client record is updated in Hub.
Company Report Updated — Triggers when a Hub company report has a change in status.
Contact Created — Triggers when a Hub contact is created.
Contact Deleted — Triggers when a Hub contact is deleted.
Contact Updated — Triggers when a Hub contact is updated.
Onboarding Request Updated — Triggers when an onboarding request is created, returned or updated.
Risk Assessment Deleted — Triggers when a Hub risk assessment is deleted.
Risk Assessment Status Change — Triggers when a Hub risk assessment has a change in status.
Report Updated — Triggers when a report status has changed.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Xama Onboarding using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Xama Onboarding using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF onboarding documents when a new client is created in Xama Onboarding
Create Word reports when AML checks are updated in Xama Hub
Export Excel summaries when risk assessment statuses change in Xama
Generate updated company reports in PDF whenever the Hub company report status is modified
Create client deletion confirmation letters in Word when a client is removed from Xama Hub
Automatically produce contact update reports in PDF when contact records are changed in Hub
Generate onboarding request status documents in Word when requests are updated
Export Excel logs of deleted risk assessments from Xama Hub
Create compliance-ready documents whenever a report status changes in Hub
Automatically generate PDF confirmation notices when a new contact is created in Xama Hub
How you can use Xama Onboarding + Documentero
Client Onboarding Pack
Generate a personalized onboarding pack in PDF format whenever a new client is created in Xama Hub.
AML Report
Create a compliance-ready AML report in Word format each time an AML check is updated.
Risk Assessment Summary
Automatically produce an Excel summary sheet when a risk assessment status changes in Xama.
Contact Information Sheet
Generate a contact details PDF whenever a new contact is added to the Hub.
Company Report Update
Produce a revised company report document whenever the Hub company report status changes.
Setup Guides
Zapier Tutorial: Integrate Xama Onboarding with Documentero
- Create a new Zap in Zapier.
- Add Xama Onboarding to the zap and choose one of the triggers (AML Check Updated, Client Created, Client Deleted). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Zapier: Add Documentero as the next step and connect it using your API key.
- In your zap, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Xama Onboarding trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Xama Onboarding with Documentero
- Create a new scenario in Make.
- Add Xama Onboarding to the scenario and choose one of the triggers (AML Check Updated, Client Created, Client Deleted). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Make: Add Documentero as the next step and connect it using your API key.
- In your scenario, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Xama Onboarding trigger.
- Run or schedule your scenario and verify the output.
Power Automate Tutorial: Integrate Xama Onboarding with Documentero
- Create a new flow in Power Automate.
- Add Xama Onboarding to the flow and choose one of the triggers (AML Check Updated, Client Created, Client Deleted). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Power Automate: Add Documentero as the next step and connect it using your API key.
- In your flow, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Xama Onboarding trigger.
- Test and save your flow.
