Can AgentX trigger actions in Workiva, and Workiva in AgentX?

Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it.

Do I need to write code to integrate AgentX and Workiva?

No. AgentX-to-Workiva automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic.

AgentX + Workiva Integration

Connect AgentX (ai) and Workiva (finance) — trigger events in one app, run actions in the other.

Example: when Workiva's "Watch Documents" fires, WEXTL can "Create Conversation" in AgentX. AgentX has 19 actions (including Create Conversation, Create Speech, and Create Speech Stream); Workiva has 29 actions (including Create a File, Create a Group, and Create an Organization User).

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Workiva triggersAgentX actions

Workiva workflow triggers

AgentX workflow actions

Frequently asked questions

Common questions about connecting AgentX and Workiva.

Connect your AgentX and Workiva accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them.

AgentXBrowse all AgentX triggers, actions, and integrations.

WorkivaBrowse all Workiva triggers, actions, and integrations.

AgentX + Workiva Integration

Frequently asked questions

How do I connect AgentX and Workiva?

What can I automate between AgentX and Workiva?

Can AgentX trigger actions in Workiva, and Workiva in AgentX?

Do I need to write code to integrate AgentX and Workiva?

Explore AgentX and Workiva, or get started

AgentX + Workiva Integration

Frequently asked questions

How do I connect AgentX and Workiva?

What can I automate between AgentX and Workiva?

Can AgentX trigger actions in Workiva, and Workiva in AgentX?

Do I need to write code to integrate AgentX and Workiva?

Explore AgentX and Workiva, or get started