Cone + Xama Hub

Create new Xama Hub clients from accepted proposals in Cone

Streamline your workflow efficiency with this automated process. When you accept a proposal in the Cone app, it prompts the action to create a new client in Xama Hub. This workflow not only saves time but also ensures data consistency across your applications, giving you more time to focus on strategic tasks.

When this happens...
Proposal Accepted
Triggers when a proposal is accepted (signed by all signatories).
TriggerInstant
automatically do this!
Create Client
Creates a new individual / company
ActionWrite

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Supported triggers and actions

Client Converted to Customer
Triggers when a prospect is converted to customer.
Trigger
Instant
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Client Request Completed
Triggers when a client request is completed
Trigger
Instant
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Client Request Sent
Triggers when a client request is sent
Trigger
Instant
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Invoice Cancelled
Triggers when an invoice is cancelled.
Trigger
Instant
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Invoice Finalized
Triggers when invoice is finalized or created in final state.
Trigger
Instant
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Invoice Updated
Triggers when invoice is updated.
Trigger
Instant
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Project Created
Triggers when a project is created manually
Trigger
Instant
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Project Edited
Triggers when a project is edited
Trigger
Instant
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Project Overdue
Triggers when a project is overdue
Trigger
Instant
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Proposal Created
Triggers when proposal is saved for the first time.
Trigger
Instant
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Proposal Published
Triggers when a proposal is published
Trigger
Instant
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Task Completed
Triggers when an internal task is completed
Trigger
Instant
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Task Overdue
Triggers when an internal task is overdue
Trigger
Instant
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- Business NameRequired
- Contact First NameRequired
- Contact Middle Name
- Contact Last NameRequired
- Contact Phone
- Contact EmailRequired
- Is PrimaryRequired
Action
Write
- First NameRequired
- Middle Name
- Last NameRequired
- EmailRequired
- Phone
Action
Write
- First NameRequired
- Last NameRequired
- Middle Name
- Contact First NameRequired
- Contact Middle Name
- Contact Last NameRequired
- Contact Phone
- Contact EmailRequired
- Is PrimaryRequired
Action
Write
- Client IdRequired
- Contact First NameRequired
- Contact Middle Name
- Contact Last NameRequired
- Contact EmailRequired
- Contact Phone
- Contact Street
- Contact City
- Contact Postcode
- Contact Country Code
Action
Write

Client Created
Triggers when a Client is created.
Trigger
Instant
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Client Request Created
Triggers when a client request is created
Trigger
Instant
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Client Updated
Triggers when a Client is updated.
Trigger
Instant
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Invoice Created
Triggers when invoice is created as draft.
Trigger
Instant
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Invoice Paid
Triggers when an invoice is paid.
Trigger
Instant
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Invoice Written Off
Triggers when an invoice is written off.
Trigger
Instant
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Project Created From Recurring Rule
Triggers when a project is created from recurring role
Trigger
Instant
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Project Ended
Triggers when a project is ended
Trigger
Instant
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Proposal Accepted
Triggers when a proposal is accepted (signed by all signatories).
Trigger
Instant
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Proposal Lost
Triggers when a proposal is marked as lost.
Trigger
Instant
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Proposal Revoked
Triggers when a proposal is revoked.
Trigger
Instant
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Task Created
Triggers when an internal task is created
Trigger
Instant
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- Business NameRequired
- Contact First NameRequired
- Contact Middle Name
- Contact Last nameRequired
- Contact Phone
- Contact EmailRequired
- Is PrimaryRequired
Action
Write
- TypeRequired
- First Name
- Middle Name
- Last Name
- Client TypeRequired
- Contact First NameRequired
- Contact Last NameRequired
- Contact Middle Name
- EmailRequired
- Phone
- Is PrimaryRequired
Action
Write
- First NameRequired
- Middle Name
- Last NameRequired
- Contact First NameRequired
- Contact Middle Name
- Contact last nameRequired
- Contact EmailRequired
- Contact Phone
- Is PrimaryRequired
Action
Write
- 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

About Cone

Cone Unified Proposals and Practice Management Software

Related categories

Accounting

About Xama Hub

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

Related categories

Accounting

Cone + Xama Hub

Create new Xama Hub clients from accepted proposals in Cone

Client Converted to Customer

Client Request Completed

Client Request Sent

Invoice Cancelled

Invoice Finalized

Invoice Updated

Project Created

Project Edited

Project Overdue

Proposal Created

Proposal Published

Task Completed

Task Overdue

Create Business Prospect

Create Contact

Create Individual Prospect

Create Contact

Client Created

Client Request Created

Client Updated

Invoice Created

Invoice Paid

Invoice Written Off

Project Created From Recurring Rule

Project Ended

Proposal Accepted

Proposal Lost

Proposal Revoked

Task Created

Create Business Customer

Create Client

Create Individual Customer

Create Client

Find Client or Contact

About Cone

Related categories

About Xama Hub

Related categories