Conga and Personr integrations and automations

Seamlessly connect Conga 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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Build Powerful Workflows, fast

Triggers

When this happens…

Conga
  • New/updated record
    New/updated record in Conga

    • 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…

Conga
  • Custom action
    Custom action in Conga (Custom)
  • Create records Batch
    Create records records in batch in Conga
  • Delete records Batch
    Delete records records in batch in Conga
  • Download document based on document ID
    Download document based on fully signed ID in Conga
  • Create record
    Create new record in Conga
  • Get record by ID
    Get record by ID from Conga
  • Query records
    Query records from Conga
  • Search records
    Search records from Conga
  • Update record
    Update existing record in Conga
  • Generate a document record
    Generates a new contract document record in Conga
  • Send email
    Send email in Conga
  • Update records Batch
    Update records records in batch in Conga

    • 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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