Personr and Reftab integrations and automations

Seamlessly connect Personr and Reftab. 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…

Personr
  • Updated entity verification Real-time
    Updated entity in PersonR

    • Any other trigger you can think up

Reftab
  • New asset Real-time
    New asset in Reftab
  • Updated asset Real-time
    Updated asset in Reftab

    • Any other trigger you can think up

Actions

Do this…

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

Reftab
  • Custom action
    Custom action in (Custom)
  • Create record
    Create record in Reftab
  • Delete record
    Delete record in Reftab
  • Get record details by ID
    Get record details by ID in Reftab
  • Search records
    Search records in Reftab
  • Update record
    Update record in Reftab

    • Any other action you can think up

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