Enrolment rows
Enrolment records returned by Perkbox, including plan name and status when the row includes them.
Perkbox + PaperThread
Connect Perkbox so PaperThread can answer enrolment questions and flag missing or lapsed coverage from the rows that come back.
How it integrates with Perkbox.
Coverage gaps
Missing or lapsed coverage is flagged from the enrolment rows that come back, including a row marked waived, pending, or terminated.
Plan and tier
Plan name and coverage tier are read only when the enrolment row includes them.
Read only
PaperThread does not write enrolment or coverage back to Perkbox.
How PaperThread puts that
context to work.
Read context
Answer enrolment questions from the Perkbox rows that come back.
Prepare actions
Prepare a follow-up when missing or lapsed coverage is flagged.
Route work
Send the next step to the person who owns it.
Update supported items
PaperThread does not write enrolment or coverage back. A gap the read cannot close stays open with a person.
Hand off to a person
Assign a person when the Perkbox connection cannot finish the action.
Common questions, clear answers.
Answers for this connection, including what PaperThread can read and what still needs a person.
It answers enrolment questions and flags missing or lapsed coverage from the Perkbox rows that come back, so the next step uses those records.
Enrolment rows returned by Perkbox. Plan name, coverage tier and status are used when the row includes them. A partial return is not a complete member list.
No. PaperThread does not write enrolment or coverage back to Perkbox, and it does not enrol a worker from this connection.
No. Perkbox stays the benefits record. PaperThread answers enrolment questions and flags missing or lapsed coverage from the rows that come back.
PaperThread keeps the case open and assigns a human step. Enrolment writes are not supported, so they are not marked done.
A workspace admin pastes a Perkbox API key and an optional company or employer ID. The key is stored in the credential vault. This connection uses an API key, not OAuth.
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Connect Perkbox to PaperThread.
Answer enrolment questions from Perkbox, flag missing or lapsed coverage, and keep anything unfinished with a person.