Personr and Zuora との統合と自動化

Personr and Zuora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

Zuora
  • New/updated order
    New or updated order in Zuora
  • New/updated record
    New or updated records in Zuora

    • 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

Zuora
  • Custom action
    Custom action in Zuora (Custom)
  • Create custom record Batch
    Create custom record in Zuora
  • Create record
    Create record in Zuora
  • Get custom record
    Get custom record in Zuora
  • Get record
    Get record by ID in Zuora
  • Get order by order number Batch
    Get order in Zuora by order number
  • Get orders by subscription number
    Get orders by subscription number in Zuora
  • Query records Batch
    Query records using ZOQL in Zuora
  • Search records Batch
    Search records in Zuora
  • Update custom record Batch
    Update custom record in Zuora
  • Update order trigger date
    Update trigger date for pending order in Zuora
  • Update record
    Update record in Zuora

    • Any other action you can think up

単一のプラットフォーム

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