BlackLine and Personr integration | Workato

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Triggers

When this happens…

Personr

Updated entity verification Real-time
Updated entity in PersonR

Any other trigger you can think up

Actions

Do this…

BlackLine

Import account assignments
Import account assignments in BlackLine
Import account balances
Import account balances in BlackLine
Import account group mappings
Import account group mappings in BlackLine
Import account group settings
Import account group settings in BlackLine
Import account settings
Import account settings in BlackLine
Import bank balances
Import bank balances in BlackLine
Import budgets
Import budgets in BlackLine
Import CIM mappings
Import CIM mappings in BlackLine
Import currency rates
Import currency rates in BlackLine
Import entities
Import entities in BlackLine
Import entity types
Import entity types in BlackLine
Import item detail
Import item detail in BlackLine
Import multi-currency balances
Import multi-currency balances in BlackLine
Import subledger balances
Import subledger balances in BlackLine
Import task dependencies
Import task dependencies in BlackLine
Import task description
Import task description in BlackLine
Import tasks
Import tasks in BlackLine
Import tasks auto-certify completion
Import tasks auto-certify completion in BlackLine
Import team types
Import team types in BlackLine
Import teams
Import teams in BlackLine
Import user entities
Import user entities in BlackLine
Import user roles
Import user roles in BlackLine
Import user team assignments
Import user team assignments in BlackLine
Import users
Import users in BlackLine
Import variance group mapping
Import variance group mapping in BlackLine
Import variance group settings
Import variance group settings in BlackLine
Import variance rules
Import variance rules in BlackLine
Import variance settings
Import variance settings in BlackLine

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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