Manage Reftab assets, maintenance, loans (check out and check in), loanees, locations and reservations from your workflows.
Explore 29 workflow actions for Reftab, including account permissions and operation limits.
14 read actions15 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.
Check in loan
Write
Returns a loaned item (sets the loan status to in), optionally moving the asset to a location.
Permissions and limits
Account permissions
A Reftab API key pair (public and secret key) from Settings; the key's account permissions apply
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create asset
Write
Create an asset
Permissions and limits
Account permissions
A Reftab API key pair (public and secret key) from Settings; the key's account permissions apply
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create asset maintenance
Write
Create an asset maintenance
Permissions and limits
Account permissions
A Reftab API key pair (public and secret key) from Settings; the key's account permissions apply
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create loan (check out)
Write
Create a loan
Permissions and limits
Account permissions
A Reftab API key pair (public and secret key) from Settings; the key's account permissions apply
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create loanee
Write
Create loanees
Permissions and limits
Account permissions
A Reftab API key pair (public and secret key) from Settings; the key's account permissions apply
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create location
Write
Create a location
Permissions and limits
Account permissions
A Reftab API key pair (public and secret key) from Settings; the key's account permissions apply
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create reservation
Write
Create a reservation
Permissions and limits
Account permissions
A Reftab API key pair (public and secret key) from Settings; the key's account permissions apply
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete asset
Write
Delete an asset
Permissions and limits
Account permissions
A Reftab API key pair (public and secret key) from Settings; the key's account permissions apply
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete asset maintenance
Write
Delete an asset maintenance
Permissions and limits
Account permissions
A Reftab API key pair (public and secret key) from Settings; the key's account permissions apply
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete reservation
Write
Delete a reservation
Permissions and limits
Account permissions
A Reftab API key pair (public and secret key) from Settings; the key's account permissions apply
A repeated request may repeat the external action. Review the previous result before retrying a write.
Get asset
Read
OAuth requires assets:read.
Permissions and limits
Account permissions
A Reftab API key pair (public and secret key) from Settings; the key's account permissions apply
Get asset maintenance
Read
OAuth requires maintenance:read.
Permissions and limits
Account permissions
A Reftab API key pair (public and secret key) from Settings; the key's account permissions apply
Get loanee
Read
OAuth requires borrowers:read.
Permissions and limits
Account permissions
A Reftab API key pair (public and secret key) from Settings; the key's account permissions apply
Get location
Read
OAuth requires locations:read.
Permissions and limits
Account permissions
A Reftab API key pair (public and secret key) from Settings; the key's account permissions apply
Get next asset ID
Read
Get next asset ID
Permissions and limits
Account permissions
A Reftab API key pair (public and secret key) from Settings; the key's account permissions apply
Get reservation
Read
OAuth requires reservations:read.
Permissions and limits
Account permissions
A Reftab API key pair (public and secret key) from Settings; the key's account permissions apply
List asset maintenance
Read
OAuth requires maintenance:read.
Permissions and limits
Account permissions
A Reftab API key pair (public and secret key) from Settings; the key's account permissions apply
List assets
Read
OAuth requires assets:read.
Permissions and limits
Account permissions
A Reftab API key pair (public and secret key) from Settings; the key's account permissions apply
List assets at a location
Read
Get all assets at a location
Permissions and limits
Account permissions
A Reftab API key pair (public and secret key) from Settings; the key's account permissions apply
List categories
Read
OAuth requires metadata:read.
Permissions and limits
Account permissions
A Reftab API key pair (public and secret key) from Settings; the key's account permissions apply
List loanees
Read
OAuth requires borrowers:read.
Permissions and limits
Account permissions
A Reftab API key pair (public and secret key) from Settings; the key's account permissions apply
List loans
Read
OAuth requires loans:read.
Permissions and limits
Account permissions
A Reftab API key pair (public and secret key) from Settings; the key's account permissions apply
List locations
Read
OAuth requires locations:read.
Permissions and limits
Account permissions
A Reftab API key pair (public and secret key) from Settings; the key's account permissions apply
List reservations
Read
OAuth requires reservations:read.
Permissions and limits
Account permissions
A Reftab API key pair (public and secret key) from Settings; the key's account permissions apply
Update asset
Write
Update an asset
Permissions and limits
Account permissions
A Reftab API key pair (public and secret key) from Settings; the key's account permissions apply
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update asset maintenance
Write
Update an asset maintenance
Permissions and limits
Account permissions
A Reftab API key pair (public and secret key) from Settings; the key's account permissions apply
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update loan
Write
Update a loan
Permissions and limits
Account permissions
A Reftab API key pair (public and secret key) from Settings; the key's account permissions apply
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update loanee
Write
Update a loanee
Permissions and limits
Account permissions
A Reftab API key pair (public and secret key) from Settings; the key's account permissions apply
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update location
Write
Update a location
Permissions and limits
Account permissions
A Reftab API key pair (public and secret key) from Settings; the key's account permissions apply
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 Reftab. A saved workflow is not a completed provider action.
Productivity ยท CONNECTION
