Acumatica ERP and Personr integrations and automations

Seamlessly connect Acumatica ERP and Personr. Automate workflows, and boost efficiency with Workato.

Rating

4.9

Pre-built

150+

integrations

Total

100+

active users

avg

2 min

to connect

Custom Connections

Available

via HTTP connector

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Triggers

When this happens…

Acumatica ERP

New/updated record Batch
New/updated record in Acumatica ERP
New event Real-time
New event in Acumatica ERP
New/updated record
New/updated record in Acumatica ERP

Any other trigger you can think up

Personr

Updated entity verification Real-time
Updated entity in PersonR

Any other trigger you can think up

Actions

Do this…

Acumatica ERP

Create record
Create record in Acumatica ERP
Create records in batches Batch
Create record in Acumatica ERP
Custom action
Custom action in Acumatica ERP
Delete record
Delete record in Acumatica ERP
Get record details
Get record by ID in Acumatica ERP
Search records
Search for records in Acumatica ERP
Update record
Update record in Acumatica ERP
Update records in batches Batch
Update record in Acumatica ERP

Any other action you can think up

Personr

Custom action
Custom action in Personr (Custom)
Create an Entity
Create a new entity in Personr
Generating a verification link
Once you've created an entity, you can generate a hosted link for verification in Personr
Retrieving entity questionnaire answers
If your flow contains a questionnaire or product and plan logic block using Flow Logic, use this endpoint to retrieve the answers inputted by the entity during the verification process
Retrieving entity verification results
Verifications typically take ~2 minutes on average to process. When an entity has finished processing, use this action to retrieve extracted registry data along with the verification result

Any other action you can think up

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