Connect Personio and Relate

Both apps 49Personio 27Relate 22

• Trigger
  Employee Updated

  Triggers when an employee is updated.

• Trigger
  Employment Updated

  Triggers when one or more Employment details of a Person are updated

• Trigger
  New Absence

  Triggers when a new absence is created.

• Trigger
  New Candidate

  Fires when a new recruiting candidate is added in Personio.

• Trigger
  New Employee

  Triggers when a new employee is created.

• Trigger
  New Employment Created

  Triggers when one or more Employment details of a Person are created

• Trigger
  New Open Position

  Triggers when a new open position is created.

• Action
  Add project

  /v2/projects - create a project.

• Action
  Create Absence

  Creates a new absence.

• Action
  Create Attendance

  Creates a new attendance.

• Action
  Create Employee

  Creates a new employee.

• Action
  Delete absence

  /v2/absence-periods/{id} - delete an absence period.

• Action
  Delete attendance

  /v2/attendance-periods/{id} - delete an attendance period.

• Action
  Delete person

  /v2/persons/{id} - delete a person.

• Action
  Find Absence

  Finds an absence by employee ID.

• Action
  Find Employee

  Finds a employee based on email.

• Action
  Find Person

  Finds a person by their Personio ID, name, last name and email, optionally including their absence information.

• Action
  Get Employment

  Retrieves one employment of a person by id: position, status, type, working hours, org units, cost centers, supervisor, office, legal entity, dates.

• Action
  List absence types

  /v2/absence-types - list absence types.

• Action
  List Compensations

  Lists compensations filtered by person.id and a start_date/end_date window; returns id, amount, interval, type, effective_from per record.

• Action
  List legal entities

  /v2/legal-entities - list legal entities.

• Action
  List org units

  /v2/org-units - list org units.

• Action
  List projects

  /v2/projects - list projects.

• Action
  Update absence

  /v2/absence-periods/{id} - update an absence period.

• Action
  Update Attendance

  Updates an existing attendance.

• Action
  Update Employee

  Updates an existing employee.

• Action
  Update Employment

  updates an employment (position, department, office, weekly hours, status, etc.); requires personio:persons:write. Fires the employment.updated webhook.

• Trigger
  Contact Created

  Triggers when a new contact is added in Relate.

• Trigger
  Entry Created

  Triggers when a new entry is added to a Relate list or process.

• Trigger
  Entry Updated

  Triggers when an entry in a Relate list or process is added or changed.

• Trigger
  New Recorded Meeting

  Triggers when a new recorded meeting is added in Relate (only meetings with at least one completed recording appear).

• Trigger
  Note Created

  Triggers when a new note is added in Relate.

• Trigger
  Organization Created

  Triggers when a new organization is added in Relate.

• Action
  Create Contact

  Creates a contact in Relate from a first name and/or email address, optionally linked to an organization.

• Action
  Create Note

  Creates a note on an organization in Relate, optionally linked to a deal.

• Action
  Create Organization

  Creates an organization in Relate from a name and/or website domain.

• Action
  Delete Contact

  Deletes a Relate contact.

• Action
  Delete Note

  Deletes a note in Relate.

• Action
  Delete Organization

  Deletes a Relate organization.

• Action
  Find Contact

  Finds a contact in Relate by email address or phone number and returns the first match.

• Action
  Find Entry From Organization Process

  Finds an organization's entry in a Relate process by organization ID.

• Action
  Find Note

  Returns the most recently updated notes in Relate, optionally only those updated after a given time; the first note is also returned on its own.

• Action
  Find Organization

  Returns Relate organizations, most recently updated first, optionally only those updated after a given time. The first organization's fields are also returned on their own.

• Action
  Get Contact

  Returns one Relate contact by its ID.

• Action
  Get Organization

  Returns one Relate organization by its ID.

• Action
  Get Recording

  Returns a meeting recording from Relate with its AI summary, topics, action items and transcript (summary and transcript are empty until processing is done).

• Action
  Update Contact

  Updates a Relate contact's name or email addresses.

• Action
  Update Note

  Updates a note's text or linked deal in Relate.

• Action
  Update Organization

  Updates a Relate organization's name or domains.

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