Crossbeam and Personr integration | Workato

Build Powerful Workflows, fast

Personr

Any other trigger you can think up

Crossbeam

Get partners
Get your partners in Crossbeam
Get report data
Get report data in Crossbeam from one of your reports
Get reports
Get your reports in Crossbeam
Search partner records by record type and ID
Searches all your partner record data in Crossbeam for overlaps with a given record type and ID (found from the Search Record actions)
Search record by domain
Search your record data in Crossbeam with a matching domain
Search record by email
Search your record data in Crossbeam for a record with a matching email
Search record by ID
Searches your record data in Crossbeam with a matching ID

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