Onboard and Personr integrations and automations

Seamlessly connect Onboard 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

Market leaders run on Workato

Build Powerful Workflows, fast

Triggers

When this happens…

Onboard

New Discussion Message
Triggers when a new message is posted in the discussion of a Task.
Map Updated
Map Updated
New or Updated Map Task
Triggers when a Map Task is created or updated.
New Map
Triggers when a new Map is created.

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…

Onboard

Create Customer
Creates a customer.
Create Map
Creates a Map.
Delete Customer
Delete Customer
Delete Map
Delete Map
Delete Map Task
Delete Map Task
List Customers
List of client customers.
Post Discussion Message
Posts a discussion a message in the given task.
Find Map Task
Find Map Tasks by Name.
Update Map
Update Map
Update Map Task
Update Map Task

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

One platform

Power
Agility
Speed
Innovation