AdvicePay connector for Okou
Connect to AdvicePay's read-only public API for financial-advisory clients, agreements, engagements, invoices, subscriptions, and transfers.
Sales & operations · OAuth Access Token
Use AdvicePay in Okou
AdvicePay read-only API workflows for financial-advisory clients, agreements, engagements, invoices, subscriptions, transfers, and related records.
Once connected, supported AdvicePay actions can become steps in a reusable workflow alongside the other services your team uses. Run the workflow once, on a schedule, or when an event starts it.
What you can do with AdvicePay
- Read the current AdvicePay user.
- Read AdvicePay administrator records.
- Read AdvicePay client and advisor attribute metadata.
- Read AdvicePay agreements and agreement downloads.
- Read AdvicePay deliverable-template records.
- Read AdvicePay engagements, summaries, and revenue details.
- Read AdvicePay invoices and invoice PDF downloads.
- Read AdvicePay notifications.
How the AdvicePay connector works
A connected service becomes one permissioned step in the work you hand off.
- 1
Connect AdvicePay
Choose OAuth Access Token.
- 2
Choose the work
Use only the supported actions your workflow needs.
- 3
Run it your way
Start it once, schedule it, or attach an event trigger.
Connect AdvicePay securely
Use the connection method that fits your account and grant only the access the workflow needs.
- OAuth Access Token
Connector access is controlled per service and per action, so a workflow does not need broader access than the work you ask it to do.
What AdvicePay covers
The topics this connector's published operations touch.
- advicepay
- financial advisory
- billing
- invoices
- engagements
- subscriptions
AdvicePay connector questions
- What can Okou do with AdvicePay?
- Connect to AdvicePay's read-only public API for financial-advisory clients, agreements, engagements, invoices, subscriptions, and transfers. Documented actions include: Read the current AdvicePay user. Read AdvicePay administrator records.
- How do I connect AdvicePay to Okou?
- Connect AdvicePay using OAuth Access Token. The connection controls which supported actions a workflow can use.
- Can AdvicePay run in an automated workflow?
- Yes. After it is connected, supported AdvicePay actions can run in reusable Okou workflows on demand, on a schedule, or from an event trigger.
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