Team
Shared credential for production and unattended runs.
Rize is an AI-powered time tracking and productivity tool that automatically tracks your work time and provides insights.
Tools and triggers
Available tools and events after Rize is connected.
Creates a new Counterparty in the Rize system. A counterparty represents an external party (such as a vendor, supplier, or business partner) that can receive transfers from your account. Use when setting up external…
Create a new API key for the partner. Use this action when you need to generate a new API key for authentication with the Rize API. The API key is created server-side and returned in the response. Note: This action…
Creates a new card in the Rize system. Use this action when you need to create a new card for a cardholder. The card will be associated with the specified partner financial account. Card creation is irreversible once…
Creates a new cardholder in the Rize system. Use this action when you need to register a new cardholder with their personal information, addresses, and tax identification. This action is irreversible once processed.
Create a new financial account for an existing partner in the Rize admin API. Use this action when you need to provision a new financial account (such as a bank account) for a partner organization that already exists…
Creates a new user in the Rize system. Use this action when you need to register a new user with their email, name, and role. Optionally, cardholder information can be provided to associate a cardholder profile with…
Retrieve detailed information about a specific cardholder using their unique identifier. Use this action when you need to fetch cardholder profile data including name, contact information, addresses, and demographic…
Retrieves the virtual card image asset. Returns the image representation of a virtual debit card which can be displayed in mobile or web applications. Use this action when you need to fetch the visual representation of…
Setup
Pick a scope, then confirm what can start a Protege and what it can do.
What can start a Protege from this app.
What a Protege can do after it starts.
Prefer team for production.
Shared credential for production and unattended runs.
Tied to one user—only when the workflow needs their account.
Team-scoped for supported chat surfaces.
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