Intelliflo Office connector for Okou
Connect your Intelliflo Office account to access clients, plans, portfolios, firm data, and webhooks through the official API.
Sales & operations · API key and OAuth access token
Use Intelliflo Office in Okou
Use Intelliflo Office to read and manage clients, leads, plans, portfolios, firm records, documents, and webhook subscriptions through its official API.
Once connected, supported Intelliflo Office 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 Intelliflo Office
- Read installed applications and their firm or user settings.
- Read clients, leads, contacts, relationships, tags, and related client records.
- Read client attitude-to-risk records.
- Read client and lead objectives and requirement records.
- Read client financial records, plans, holdings, transactions, fees, and valuations.
- Read client identification records.
- Read client financial documents and document folders.
- Read firm-scoped records such as advisers, opportunities, models, and reference data.
How the Intelliflo Office connector works
A connected service becomes one permissioned step in the work you hand off.
- 1
Connect Intelliflo Office
Choose API key and 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 Intelliflo Office securely
Use the connection method that fits your account and grant only the access the workflow needs.
- API key and 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.
Intelliflo Office connector questions
- What can Okou do with Intelliflo Office?
- Connect your Intelliflo Office account to access clients, plans, portfolios, firm data, and webhooks through the official API. Documented actions include: Read installed applications and their firm or user settings. Read clients, leads, contacts, relationships, tags, and related client records.
- How do I connect Intelliflo Office to Okou?
- Connect Intelliflo Office using API key and OAuth access token. The connection controls which supported actions a workflow can use.
- Can Intelliflo Office run in an automated workflow?
- Yes. After it is connected, supported Intelliflo Office actions can run in reusable Okou workflows on demand, on a schedule, or from an event trigger.
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