What actions can I run in Priority?

7 actions are available, including "Search Entity Data", "Create an Entity", and "Create a Related Entity", and more. Run them from any trigger in your automation stack — map fields once and they execute automatically.

Do I need to write code to automate this?

No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but it is never required.

Is the integration secure?

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

Priority Integrations

Cloud ERP for finance, logistics, and operations management. Wire Priority into workflows so reconciliations and notifications stay accurate.

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GDPR
Data Encryption
2FA
Local Data Region

Search Entity DataRetrieves data of an entity by specified query parameters.
Create an EntityCreates an entity in the specified service.
Create a Related EntityCreates a related entity in the system.
Delete an EntityDeletes an entity from the specified service.
Make an API CallPerforms an arbitrary authorized API call.
Update an EntityUpdates an entity in the service.
Update a Related EntityUpdates a related entity with new information or changes.

When to use Priority

Common scenarios where Priority automation saves time and reduces manual work.

Run "Search Entity Data" in Priority from any upstream event — map fields once and let the automation handle the rest.
Automate "Create an Entity" in Priority as a workflow step — combine it with triggers, filters, and AI steps for full-pipeline coverage.
Layer "Create a Related Entity" from Priority with filters, transforms, and AI steps to build automations that match your exact business logic.

Use in workflow automation

Start from Priority’s Search Entity Data step and wire it straight into the run — one node on the canvas, no glue script.

Add Create an Entity as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 7 ready-made steps for finance work, and every run records what went in and what came back.

Priority workflow on the canvas: Search Entity Data then Create an Entity

Frequently asked questions

Common questions about automating Priority in your workflows.

Priority has no triggers, but it provides 7 actions including "Search Entity Data", "Create an Entity", and "Create a Related Entity". Pair them with triggers from other apps to automate Priority tasks.

Use in workflow automation

Start from Priority’s Search Entity Data step and wire it straight into the run — one node on the canvas, no glue script.

Add Create an Entity as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 7 ready-made steps for finance work, and every run records what went in and what came back.

Priority Integrations

When to use Priority

Use in workflow automation

Frequently asked questions

Priority Integrations

When to use Priority

Connect Priority to any app in workflows

Use in workflow automation

Frequently asked questions

Connect Priority to any app in workflows

Connect Priority to any app in workflows

Connect Priority to any app in workflows

Priority Integrations

Priority triggers and actions

When to use Priority

Use in workflow automation

Frequently asked questions

What triggers does Priority support?

What actions can I run in Priority?

Do I need to write code to automate this?

Is the integration secure?

Priority Integrations

Priority triggers and actions

When to use Priority

Connect Priority to any app in workflows

Use in workflow automation

Frequently asked questions

What triggers does Priority support?

What actions can I run in Priority?

Do I need to write code to automate this?

Is the integration secure?

Connect Priority to any app in workflows

Connect Priority to any app in workflows

Connect Priority to any app in workflows