Connect Outlign to Persona

Both apps 17Outlign 12Persona 5

• Trigger
  New Project

  Triggers when a new project is created.

• Trigger
  New Task

  Triggers when a new task is created.

• Action
  Create Client

  Creates a new client.

• Action
  Create Project

  Creates a new project from scratch.

• Action
  Create Section

  Creates a new section / phase in a project.

• Action
  Create Task

  Creates a new task in a project.

• Action
  Find Client

  Finds a client by name.

• Action
  Find Project

  Finds a project by name within a specific client.

• Action
  Find Section

  Finds sections / phases by title within a specific project.

• Action
  Find Task

  Finds tasks by title within a specific section.

• Action
  Update Section

  updates an existing section (phase): title, due_date, is_internal (all optional); fires phase.updated.

• Action
  Update Task

  updates an existing task (title, due_date, completed, etc.); changing due_date fires task.due_date_updated, completing fires task.completed.

• Action
  Add Account

  Create a new Account.

• Action
  Get Account

  Fetches a Persona Account by ID. An error occurs if the Account is not found.

• Action
  List Accounts

  Returns a list of your organization's Persona accounts, most recently created first, optionally filtered by reference ID.

• Action
  List Events

  Returns all events in your Persona organization, most recent first, optionally filtered by event name, object id or event id.

• Action
  Update Account

  Updates an existing Persona Account by ID.

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