Refound your company for the AI era at ZapConnect 2026. Save your spot →

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 (Letter of Engagement signed) in GoProposal.
TriggerInstant
automatically do this!
Create ClientCreates a new individual / company
ActionWrite

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

AML Check Ready
Triggers when an AML (Anti-Money Laundering) check is ready for a proposal in GoProposal.
Trigger
Instant
Try It
Contact Deleted
Triggers when a contact is deleted in GoProposal.
Trigger
Instant
Try It
New Draft Proposal Created
Triggers when a draft proposal is created in GoProposal.
Trigger
Instant
Try It
New Live Proposal Sent
Triggers when a live proposal is sent to a client in GoProposal.
Trigger
Instant
Try It
Proposal Deleted
Triggers when a proposal is deleted in GoProposal.
Trigger
Instant
Try It

Proposal Made Live and Sent
Triggers when a proposal is made live and sent to a client in GoProposal.
Trigger
Instant
Try It
Proposal Resent
Triggers when a proposal is resent to a client in GoProposal.
Trigger
Instant
Try It

Proposal Superseded
Triggers when a proposal is superseded by a new version in GoProposal.
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

New Contact Created
Triggers when a new contact is created in GoProposal.
Trigger
Instant
Try It
Contact Updated
Triggers when a contact is updated in GoProposal.
Trigger
Instant
Try It
Follow-Up Date Reminder
Triggers when a follow-up date reminder fires for a proposal in GoProposal.
Trigger
Instant
Try It
New Proposal Created
Triggers when any proposal (live or draft) is created in GoProposal.
Trigger
Instant
Try It
Proposal Lost
Triggers when a proposal is marked as lost in GoProposal.
Trigger
Instant
Try It
Proposal Manually Marked as Won
Triggers when a proposal is manually marked as won in GoProposal.
Trigger
Instant
Try It
Proposal Signed
Triggers when a proposal is signed by a client in GoProposal.
Trigger
Instant
Try It
Proposal Won
Triggers when a proposal is won (Letter of Engagement signed) in GoProposal.
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

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