Adaptive Insights connector for Okou
Connect to Workday Adaptive Planning (formerly Adaptive Insights) for planning metadata, security metadata, and integration tasks.
Sales & operations · Adaptive Planning bearer access token
Use Adaptive Insights in Okou
Workday Adaptive Planning (formerly Adaptive Insights) JSON REST API for planning metadata, security metadata, and integration tasks.
Once connected, supported Adaptive Insights 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 Adaptive Insights
- Read planning versions, exchange rate types, and modeled sheet availability.
- Read user instances, groups, and permission sets from Adaptive Planning.
- Read integration tasks and the details of a specific integration task run.
- Start a named integration task run; this can change data in connected systems.
How the Adaptive Insights connector works
A connected service becomes one permissioned step in the work you hand off.
- 1
Connect Adaptive Insights
Choose Adaptive Planning bearer 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 Adaptive Insights securely
Use the connection method that fits your account and grant only the access the workflow needs.
- Adaptive Planning 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.
Adaptive Insights connector questions
- What can Okou do with Adaptive Insights?
- Connect to Workday Adaptive Planning (formerly Adaptive Insights) for planning metadata, security metadata, and integration tasks. Documented actions include: Read planning versions, exchange rate types, and modeled sheet availability. Read user instances, groups, and permission sets from Adaptive Planning.
- How do I connect Adaptive Insights to Okou?
- Connect Adaptive Insights using Adaptive Planning bearer access token. The connection controls which supported actions a workflow can use.
- Can Adaptive Insights run in an automated workflow?
- Yes. After it is connected, supported Adaptive Insights actions can run in reusable Okou workflows on demand, on a schedule, or from an event trigger.
More sales & operations connectors
Explore other connectors in the same product category.
Adobe Commerce
Connect Adobe Commerce and Magento Open Source stores to manage catalog, customers, orders, inventory, stores, content, and promotions through the official REST API.
Acumatica
Connect your Acumatica ERP instance to read and manage customers, vendors, inventory, sales orders, invoices, payments, shipments, and projects.
Adversus
Connect Adversus to manage outbound sales contacts, leads, campaigns, call data, and workforce reports through its official API.
