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.

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

  1. When this happens...
    GoProposalGoProposal
    Proposal Won

    Triggers when a proposal is won.

    TriggerInstant
  2. automatically do this!
    Xama HubXama Hub
    Create Client

    Creates a new individual / company

    ActionWrite
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Supported triggers and actions

What does this mean?
  • GoProposal triggers, actions, and search

    Proposal Created

    Triggers when a new live proposal is created.

    Trigger
    Instant
    Try It
    • Client NameRequired

    • 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 AddressRequired

    Action
    Search
goproposal logo
goproposal logo

About GoProposal

GoProposal enables accountants to price consistently & eliminate scope creep.
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Related categories

  • Proposal & Invoice Management
xama-hub logo
xama-hub logo

About Xama Hub

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

Related categories

  • Accounting