Send, list, read and delete Plecto registrations, create and list members, and read data sources, dashboards, teams, slideshows, formulas, posts and achievements.
Explore 19 workflow actions for Plecto, including account permissions and operation limits.
15 read actions4 write actions
WORKFLOW ACTIONS
What you can configure.
Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.
Create member
Write
Create an employee without login access (or update the one with the same API provider ID).
Permissions and limits
Account permissions
A Plecto user (email and password) with access to the areas the call reads or writes
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete registration
Write
Permanently delete one registration (it cannot be undone).
Permissions and limits
Account permissions
A Plecto user (email and password) with access to the areas the call reads or writes
A repeated request may repeat the external action. Review the previous result before retrying a write.
Get registration
Read
Read one registration.
Permissions and limits
Account permissions
A Plecto user (email and password) with access to the areas the call reads or writes
List achievement types
Read
Award, record and membership achievements.
Permissions and limits
Account permissions
A Plecto user (email and password) with access to the areas the call reads or writes
List dashboards
Read
The organization's dashboards.
Permissions and limits
Account permissions
A Plecto user (email and password) with access to the areas the call reads or writes
List data sources
Read
The organization's data sources.
Permissions and limits
Account permissions
A Plecto user (email and password) with access to the areas the call reads or writes
List favorites
Read
Dashboards marked as favorite (shortcuts on the Home page).
Permissions and limits
Account permissions
A Plecto user (email and password) with access to the areas the call reads or writes
List formulas
Read
The organization's formulas.
Permissions and limits
Account permissions
A Plecto user (email and password) with access to the areas the call reads or writes
List members
Read
The organization's employees, optionally the one with an API provider and ID.
Permissions and limits
Account permissions
A Plecto user (email and password) with access to the areas the call reads or writes
List my teams
Read
The teams the signed-in user is a member or manager of (all teams for Global Admins).
Permissions and limits
Account permissions
A Plecto user (email and password) with access to the areas the call reads or writes
List news feed posts
Read
News feed posts.
Permissions and limits
Account permissions
A Plecto user (email and password) with access to the areas the call reads or writes
List registrations
Read
A page of registrations, by data source, dates or external ID.
Permissions and limits
Account permissions
A Plecto user (email and password) with access to the areas the call reads or writes
List screen devices
Read
The TVs and computer screens slideshows were sent to.
Permissions and limits
Account permissions
A Plecto user (email and password) with access to the areas the call reads or writes
List screens
Read
Slideshows with UUID, name, rotation and organization.
Permissions and limits
Account permissions
A Plecto user (email and password) with access to the areas the call reads or writes
List slideshows
Read
The organization's slideshows.
Permissions and limits
Account permissions
A Plecto user (email and password) with access to the areas the call reads or writes
List teams
Read
All teams with members, managers, data sources and home dashboards.
Permissions and limits
Account permissions
A Plecto user (email and password) with access to the areas the call reads or writes
List themes
Read
Themes for dashboards and contests.
Permissions and limits
Account permissions
A Plecto user (email and password) with access to the areas the call reads or writes
Send registration
Write
Add a registration to an API data source, or update the one with the same data source and external ID.
Permissions and limits
Account permissions
A Plecto user (email and password) with access to the areas the call reads or writes
A repeated request may repeat the external action. Review the previous result before retrying a write.
Send registrations
Write
Add or update up to 100 registrations in one request (external IDs must differ).
Permissions and limits
Account permissions
A Plecto user (email and password) with access to the areas the call reads or writes
A repeated request may repeat the external action. Review the previous result before retrying a write.
SETUP
Start with a controlled test.
01Connect the intended account
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
02Review inputs and access
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
03Confirm the result
Inspect step outputs and confirm the result in Plecto. A saved workflow is not a completed provider action.
Data & Docs · CONNECTION
