Xama Onboarding connector for Okou
Connect Xama Hub to search and manage client accounts, contacts, onboarding verification, and risk assessments through the official API.
Sales & operations · Bearer Access Token
Use Xama Onboarding in Okou
Use the official Xama API for client onboarding, identity verification, AML/KYC/KYB workflows, onboarding reports, and risk-assessment results.
Once connected, supported Xama Onboarding actions can become steps in a reusable workflow alongside the other services your team uses. Run the workflow once, on a schedule, or when an event starts it.
What you can do with Xama Onboarding
- Search Xama accounts and contacts without changing provider state.
- Read Xama client account lists and account details.
- Read Xama account contacts and contact details.
- Read Xama onboarding verification reports.
- Read Xama account risk-assessment results and status.
- Create or update Xama client accounts.
- Create or update Xama account contacts.
- Start or configure Xama onboarding verification for a contact; this can send invitations and consume provider usage.
How the Xama Onboarding connector works
A connected service becomes one permissioned step in the work you hand off.
- 1
Connect Xama Onboarding
Choose Bearer Access Token.
- 2
Choose the work
Use only the supported actions your workflow needs.
- 3
Run it your way
Start it once, schedule it, or attach an event trigger.
Connect Xama Onboarding securely
Use the connection method that fits your account and grant only the access the workflow needs.
- Bearer Access Token
Connector access is controlled per service and per action, so a workflow does not need broader access than the work you ask it to do.
What Xama Onboarding covers
The topics this connector's published operations touch.
- xama
- xama hub
- client onboarding
- customer onboarding
- aml
- kyc
Xama Onboarding connector questions
- What can Okou do with Xama Onboarding?
- Connect Xama Hub to search and manage client accounts, contacts, onboarding verification, and risk assessments through the official API. Documented actions include: Search Xama accounts and contacts without changing provider state. Read Xama client account lists and account details.
- How do I connect Xama Onboarding to Okou?
- Connect Xama Onboarding using Bearer Access Token. The connection controls which supported actions a workflow can use.
- Can Xama Onboarding run in an automated workflow?
- Yes. After it is connected, supported Xama Onboarding actions can run in reusable Okou workflows on demand, on a schedule, or from an event trigger.
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