- Category
- People & HR
- Connection
- Connects with a key
- Actions
- 26
What Era can do with Persona
Each of these is a ready step in Era’s chat and workflows.
Actions26
- Create Inquiry
- Get Inquiry
- List Inquiries
- Update Inquiry
- Approve Inquiry
- Decline Inquiry
- Mark Inquiry for Review
- Resume Inquiry
- Expire Inquiry
- Generate Inquiry Link
- Print Inquiry PDF
- Redact Inquiry
- Create Account
- Get Account
- List Accounts
- Update Account
- Import Accounts (CSV)
- Redact Account
- List Cases
- Get Case
- Create Report
- Get Report
- List Reports
- Get Verification
- Get Document
- List Inquiry Templates
How to connect
- 1
In Era, find Persona under Apps and press Connect.
- 2
Get an API key from your Persona account and paste it; Era keeps it in its encrypted vault.
- 3
Now you can ask Era, or use it in your workflows.
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