Maxio and Personr との統合と自動化

Maxio and Personrを他のツールとシームレスに接続。 ワークフローを自動化し、業務効率を向上させます。

評価

4.9

事前構築済み

150+

統合

合計

100+

アクティブユーザー

平均

2分

接続まで

カスタム接続

利用可能

HTTPコネクター経由で利用可能

主要企業が Workato を活用

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強力なワークフローを迅速に構築

Triggers

When this happens…

Maxio
  • New customer
    New customer in Maxio
  • New site event
    New site event in Maxio
  • New subscription
    New subscription in Maxio

    • 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…

Maxio
  • Custom action
    Custom action in Maxio (Custom)
  • Create charge
    Create charge in Maxio
  • Create subscription
    Create subscription in Maxio
  • Get customer details by ID
    Get customer details from Maxio
  • Get product details by ID
    Get product details from Maxio
  • Get subscription details by ID
    Get subscription details from Maxio
  • Get transaction details by ID
    Get transaction details from Maxio
  • Search customer by reference
    Search customer by reference from Maxio

    • 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

単一のプラットフォーム

  • 強力
  • 俊敏性
  • スピード
  • 革新