STEP 1
Connect AgentX and Workiva
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
AgentX and Workiva Integration
Connect AgentX to Workiva on visual integration builder following simple steps below. When ai event fired from AgentX, it will run actions inside Workiva app - exactly how you set them in your finance automation. No coding skills required.
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Learn about AgentX and Workiva
Detailed info you need to know about AgentX and Workiva integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect AgentX to Workiva
Set up your AgentX and Workiva integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected AgentX and Workiva nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between AgentX and Workiva. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between AgentX and Workiva work in WEXTL?
WEXTL exposes actions and triggers for AgentX and Workiva that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Workiva triggersAgentX actions
Workiva modules
- Create a FileCreates a new file.
- Create a GroupCreates a new group in a workspace.
- Create a RecordCreates a new record in the database or specified service.
- Create a SectionCreates a new section in a document.
- Create a TaskCreates a new task.
- Create an Organization UserCreates a new organization user.
- Create Record EditsCreates new edits for a record.
- Delete a RecordDeletes a single record.
- Delete a SectionDeletes a single section.
- Delete a TaskDeletes a single task.
- Export a DocumentInitiates a document export.
- Get a DocumentRetrieves a single document.
- Get a FileRetrieves a single file from the service.
- Get a RecordRetrieves a single record from the database.
- Get a SectionRetrieves a single section.
- Get a TaskRetrieves a single task from the service.
- Get DocumentsRetrieves a list of documents.
- Get FilesRetrieves a list of files.
- Get Organization UsersRetrieves all users in an organization.
- Get RecordsRetrieves a list of records from the service.
- Get SectionsRetrieves a list of sections in a document.
- Get TasksRetrieves a list of tasks.
- Import a FileInitiates a file import.
- Make an API CallPerforms a custom API request.
- Update a FilePartially updates a single file.
- Update a Member in a GroupUpdates a member in a group with new information.
- Update a RecordUpdates a single record in the service.
- Update a SectionPartially updates a single section.
- Update a TaskPartially updates a single task.
- Watch DocumentsTriggers when a new document is available.
- Watch FilesTriggers when a file is created, updated, or deleted.
- Watch TasksTriggers when there are new or updated tasks.
AgentX modules
- Create ConversationCreates a new conversation with an agent.
- Create SpeechSynthesizes speech from text.
- Create Speech StreamSynthesizes speech from text.
- Delete Conversation ContextClears a conversation's memory context.
- Get AgentReturns an agent's info and current configuration.
- Get ConversationReturns a conversation and its messages.
- Get Message TraceReturns the prompt-trace id for a message.
- Get ProfileReturns the authenticated user profile.
- Get TraceReturns detailed prompt-trace information.
- List AgentsRetrieves the agents this key can use.
- List ConversationsRetrieves conversations for an agent.
- Make an API CallPerforms an arbitrary authorized API request to the AgentX API.
- Send MessageSends a message to a conversation.
- Send Message and WaitSends a message and waits for the full reply.
- Send Message and Wait for JSONSends a message and waits for the full reply.
- Send Message with AttachmentSends a message with a file to a conversation.
- Send Speech RecognitionTranscribes speech from audio.
- Update Conversation ContextAdds memory context to a conversation without sending a chat.
- Update Message VoteRecords a vote on a conversation message.
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. [3]
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 a Record). Add filters and transforms between steps when you need them. [1]
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. [2]
No. AgentX-to-Workiva automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment AgentX (or Workiva) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your AgentX + Workiva automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the AgentX and Workiva integration.
- AgentX and Workiva integration source code, module specs and credentials implementation.
- Our AgentX and Workiva integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for AgentX and Workiva — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- AgentX integration information
- Workiva integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library