Connect Humanity and RiskAdvisor

Both apps 45Humanity 22RiskAdvisor 23

• Trigger
  Approved Leave Requests

  Triggers when a leave request is approved or an approved leave request changes.

• Trigger
  New/Updated Employees

  Triggers when an employee is added or an existing employee is updated.

• Trigger
  New/Updated Time Entries

  Triggers when a time entry is created or updated in the last day.

• Trigger
  Published Shifts

  Triggers when a shift in the next 30 days is published or a published shift changes.

• Trigger
  Published Shifts by Employee

  Triggers when a published shift in the next 30 days that has employees assigned is created or changes.

• Action
  Assign Leave Type to Employee

  Enables a leave type for an employee, optionally setting how many days they are entitled to.

• Action
  Assign Positions to Employee

  Assigns positions to an employee, and optionally removes positions from them.

• Action
  Assign Skills to Employee

  Assigns a skill to an employee in Humanity, optionally with an expiration date and reminder.

• Action
  Create Shift

  Creates a new shift in a Humanity schedule (position), optionally assigning an employee to it.

• Action
  Create/Update Employee

  Creates a new employee, or updates an existing employee when their ID is given.

• Action
  Create/Update Location

  Creates a new location, or updates an existing location when its ID is given.

• Action
  Create/Update Position

  Creates a new position, or updates an existing position when its ID is given.

• Action
  Create/Update Skill

  Creates a new skill, or renames an existing skill when its ID is given.

• Action
  Create/Update Time Entry

  Creates a new time entry (timeclock record), or updates an existing one when its ID is given.

• Action
  Delete shift

  Deletes a shift from the Humanity schedule, optionally including the rest of its repeating series.

• Action
  Find Employee

  Finds a employee by its Humanity ID and returns its details.

• Action
  Find leave requests

  Returns leave requests in a date range, optionally filtered by status and employee.

• Action
  Find locations

  Finds locations and remote sites in Humanity, optionally by name, ID, type or last update time.

• Action
  Find Position

  Finds a position by its Humanity ID and returns its details.

• Action
  Find shifts

  Returns the shifts scheduled within a date range, optionally narrowed to specific employees, positions, locations or skills.

• Action
  Find timeclocks

  Returns timeclock records, optionally filtered by date range, employee, position, status or last update.

• Action
  Update shift

  Updates an existing shift's times, position, title, notes, location or staffing needs.

• Trigger
  Call-In Quote Submitted

  Triggers when a call-in quote is submitted to the current RiskAdvisor team.

• Trigger
  Custom QuoteForm Submitted

  Triggers when a custom quote form is submitted to the current RiskAdvisor team.

• Trigger
  New Client

  Triggers when a new client is created in RiskAdvisor.

• Trigger
  New Policy

  Triggers when a new policy-link result is captured in RiskAdvisor.

• Trigger
  New Risk Profile

  Triggers when a new risk profile is created in RiskAdvisor.

• Trigger
  QuoteForm Submitted

  Triggers when a quote form is submitted to the current RiskAdvisor team.

• Trigger
  Updated Client

  Triggers when a client is created or updated in RiskAdvisor.

• Action
  Add Notes

  Appends notes to a RiskAdvisor risk profile; existing notes are kept.

• Action
  Archive Client

  Archives a RiskAdvisor client together with its related risk profiles.

• Action
  Create Client

  Creates a client on the connected user's current RiskAdvisor team.

• Action
  Create Driver

  Adds a driver to a risk profile that has auto insurance.

• Action
  Create Risk Profile

  Creates a draft risk profile for an existing client on the current RiskAdvisor team.

• Action
  Create Vehicle

  Adds a vehicle to a risk profile that has auto insurance.

• Action
  Find Client

  Finds RiskAdvisor clients by exact email, or by a search over name, email and phone.

• Action
  Find Policy

  Finds policy-link results by client email or client ID.

• Action
  Find Risk Profile

  Finds risk profiles by the primary client's email, draft status or insurance type.

• Action
  Get Client

  Returns one RiskAdvisor client by its ID, with name, contact details and lead source.

• Action
  Get current user

  Returns the RiskAdvisor user who owns the connected account's API token.

• Action
  List call-in quotes

  Returns the 20 newest call-in quote submissions for your current team, optionally limited to one client's email.

• Action
  List Drivers

  Returns the drivers on a risk profile's auto insurance.

• Action
  List Teams

  Returns the teams (agencies) the connected RiskAdvisor user belongs to.

• Action
  List Vehicles

  Returns the vehicles on a risk profile's auto insurance.

• Action
  Update Client

  Updates an existing RiskAdvisor client; fields left blank stay unchanged.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.