GoProposal + Xama Hub

Create Xama Hub clients for newly won GoProposal proposals

With this integration running, when a new proposal is accepted in GoProposal, a matching client will be created within Xama Hub automatically.

When this happens...
Proposal WonTriggers when a proposal is won.
TriggerInstant
automatically do this!
Create ClientCreates a new individual / company
ActionWrite

Discover other triggers and actions you can use with GoProposal and Xama Hub

Draft Proposal Created
Triggers when a new draft proposal is created.
Trigger
Instant
Try It
Proposal Won
Triggers when a proposal is won.
Trigger
Instant
Try It
- Client Id
  Required
- Contact First Name
  Required
- Contact Middle Name
- Contact Last Name
  Required
- Contact Email
  Required
- Contact Phone
- Contact Street
- Contact City
- Contact Postcode
- Contact Country Code
Action
Write

Proposal Created
Triggers when a new live proposal is created.
Trigger
Instant
Try It
- Client Name
  Required
- Registration Number
- Primary Contact First Name
- Primary Contact Middle Name
- Primary Contact Last Name
- Primary Contact Email
- Primary Contact Phone
- Primary Contact Street
- Primary Contact City
- Primary Contact Postcode
- Primary Contact Country Code
Action
Write
- Name or Email Address
  Required
Action
Search

About GoProposal

GoProposal enables accountants to price consistently & eliminate scope creep.

Related categories

About Xama Hub

Xama Hub enables the streamlined onboarding of customers through the automation of identity verification and anti money laundering checks.

Related categories