Personr and Risk Cloud との統合と自動化

Personr and Risk Cloud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…

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

    • Any other trigger you can think up

Risk Cloud
  • Created Record in Workflow Real-time
    Triggers when a Record is created in a speceific Step in Risk Cloud
  • Moved Record in Workflow Real-time
    Triggers when a Record is moved between Steps in Risk Cloud

    • 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

Risk Cloud
  • Custom action
    Custom action in Risk Cloud© - Community Connector (Custom)
  • Create a New Object
    Create an object in Risk Cloud
  • Download Table Report
    Download Table Report
  • Get MIME Type from Extension
    Get MIME Type from Extension.
  • Get Object by ID
    Get object by ID in Risk Cloud
  • List Attachments in Record Field
    List Attachments on a Record Field.
  • Update an Object
    Update object in Risk Cloud
  • Upload Attachment
    Upload Attachment

    • 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