PlanSource connector for Okou
Connect PlanSource to read organizations, employee and dependent demographics, benefit coverages, payroll deductions, beneficiaries, EOI, ACA, administrator, and page-content data.
Sales & operations · OAuth 2.0 Access Token
Use PlanSource in Okou
PlanSource Administrative API for read-only benefits administration, employee, dependent, coverage, payroll, compliance, and organization data.
Once connected, supported PlanSource 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 PlanSource
- Read organizations visible to the connected PlanSource API user.
- Read PlanSource subscriber and employee demographic records.
- Read PlanSource dependent records and metadata.
- Read PlanSource benefit coverages, lines, and dependent coverages.
- Read PlanSource payroll coverage and deduction data.
- Read PlanSource evidence-of-insurability processing records.
- Read PlanSource administrator records.
- Read PlanSource organization page content and content blocks.
How the PlanSource connector works
A connected service becomes one permissioned step in the work you hand off.
- 1
Connect PlanSource
Choose OAuth 2.0 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 PlanSource securely
Use the connection method that fits your account and grant only the access the workflow needs.
- OAuth 2.0 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 PlanSource covers
The topics this connector's published operations touch.
- benefits administration
- human resources
- hris
- payroll
- employee benefits
- employees
PlanSource connector questions
- What can Okou do with PlanSource?
- Connect PlanSource to read organizations, employee and dependent demographics, benefit coverages, payroll deductions, beneficiaries, EOI, ACA, administrator, and page-content data. Documented actions include: Read organizations visible to the connected PlanSource API user. Read PlanSource subscriber and employee demographic records.
- How do I connect PlanSource to Okou?
- Connect PlanSource using OAuth 2.0 Access Token. The connection controls which supported actions a workflow can use.
- Can PlanSource run in an automated workflow?
- Yes. After it is connected, supported PlanSource actions can run in reusable Okou workflows on demand, on a schedule, or from an event trigger.
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