8 available actions
What your AI agent can do in Rize
Rize is an AI-powered time tracking and productivity tool that automatically tracks your work time and provides insights. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.
Showing all 8 actions.
Common starting points
- Get CardholderRetrieve detailed information about a specific cardholder using their unique identifier.
- Get Virtual Card ImageRetrieves the virtual card image asset.
- Create CardCreates a new card in the Rize system.
- Create CardholderCreates a new cardholder in the Rize system.
Browse all 8 actions by capability
Open a capability to see every supported action and its description.
Find & reviewLook up and review existing recordsView 2 actions
- Get CardholderRetrieve detailed information about a specific cardholder using their unique identifier.
- Get Virtual Card ImageRetrieves the virtual card image asset.
Create & communicateCreate records or send supported messagesView 6 actions
- Create API KeyCreate a new API key for the partner.
- Create CardCreates a new card in the Rize system.
- Create CardholderCreates a new cardholder in the Rize system.
- Create a Rize counterpartyCreates a new Counterparty in the Rize system.
- Create Partner Financial AccountCreate a new financial account for an existing partner in the Rize admin API.
- Create UserCreates a new user in the Rize system.
Connection record
A connection you can control.
- Sign-in
- Customer-managed key
- Setup
- Use a key you create and control. It is stored securely and limited to the work agreed for the role.
- Boundaries
- Only the approved role and actions.
- Off switch
- Revoke the connection from your account.
FAQ
Before you connect Rize
How does the agent connect to Rize?
With a key you create and control. It is stored securely, permissions are limited to what the agent needs, and you can revoke it at any time.
What can the agent actually do in Rize?
The page above lists the 8 actions currently available through the Rize connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.
Is Rize included in my plan?
Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.
How long until Rize is ready?
Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.
Bring the workflow together
Ready to put Rize to work?
Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.