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Aerion connector for Okou

Connect Aerion to read professional-services projects, time, people, clients, planning, and operational records through the official REST API.

Sales & operations · Bearer Access Token

Use Aerion in Okou

Use the official Aerion REST API to read professional-services projects, time, people, clients, planning, and operational records.

Once connected, supported Aerion 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 Aerion

  • Read resource planner assignments.
  • Read absence requests.
  • Read external integration records attached to clients.
  • Read Aerion analytics, including project, time, cost, and revenue views; requires explicit approval.
  • Read Aerion documents; requires explicit approval.
  • Read Aerion color metadata.
  • Read resource planner analytics.
  • Read configured absence types.

How the Aerion connector works

A connected service becomes one permissioned step in the work you hand off.

  1. 1

    Connect Aerion

    Choose Bearer Access Token.

  2. 2

    Choose the work

    Use only the supported actions your workflow needs.

  3. 3

    Run it your way

    Start it once, schedule it, or attach an event trigger.

Connect Aerion securely

Use the connection method that fits your account and grant only the access the workflow needs.

  • Bearer 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 Aerion covers

The topics this connector's published operations touch.

  • professional services
  • project management
  • time tracking
  • resource planning
  • capacity planning
  • invoicing

Aerion connector questions

What can Okou do with Aerion?
Connect Aerion to read professional-services projects, time, people, clients, planning, and operational records through the official REST API. Documented actions include: Read resource planner assignments. Read absence requests.
How do I connect Aerion to Okou?
Connect Aerion using Bearer Access Token. The connection controls which supported actions a workflow can use.
Can Aerion run in an automated workflow?
Yes. After it is connected, supported Aerion actions can run in reusable Okou workflows on demand, on a schedule, or from an event trigger.

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