Clari and Personr integration | Workato

Build Powerful Workflows, fast

Personr

Any other trigger you can think up

Clari

Stop or cancel an in-progress job
Stop or cancel an in-progress job in Clari
Create a new Forecast Export
Create a new Forecast Export in Clari
Custom action
Custom action in Clari
View all jobs initiated by the connection user
View all jobs initiated by the connection user in Clari
View the status of a given export using its Job ID
View the status of a given export using its Job ID in Clari
Retrieve and save Forecast Export content
Retrieve and save Forecast Export content in Clari
View limit information for your organization
View limit information for your organization in Clari

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