STEP 1
Connect Candis 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.
Candis and Workiva Integration
Build finance workflows between Candis and Workiva on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.
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Learn about Candis and Workiva
Detailed info you need to know about Candis and Workiva integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Candis to Workiva
Set up your Candis and Workiva integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Candis 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 Candis and Workiva. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Candis and Workiva work in WEXTL?
WEXTL exposes actions and triggers for Candis 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.
Candis triggersWorkiva actions
Candis modules
- Create a ContactCreates a creditor or debtor contact.
- Create a Cost DimensionCreates a new cost dimension.
- Create a General Ledger AccountCreates a new general ledger account in Candis.
- Create a Goods ReceiptCreates a goods receipt in a Candis account.
- Create a Tax CodeCreates a tax code in a Candis account.
- Create Additional Delivery CostsImports additional delivery cost definitions from an ERP system into Candis for use in purchase orders and goods receipts.
- Create an ExportCreates an export and returns basic details.
- Create Payment ConditionsCreates payment conditions in Candis.
- Create Purchase OrdersImports purchase orders from your ERP system into Candis. If a purchase order with the same number already exists, it will be updated automatically.
- Download a FileDownloads a PDF or XML file by ID.
- Get an ExportRetrieves a single existing export.
- Get Export PostingsRetrieves a list of postings that were exported.
- List ExportsRetrieves a list of past exports in the organization.
- List InvoicesReturns a paginated list of invoices for the organization with optional filtering by status and date ranges.
- List OrganizationsRetrieves all organization details.
- List ReimbursementsRetrieves all reimbursements.
- Make an API CallPerforms an arbitrarily authorized API call request.
- Update a ContactUpdates an existing creditor or debtor contact.
- Update a Cost DimensionUpdates an existing cost dimension.
- Update a General Ledger AccountUpdates an existing general ledger account.
- Update a Goods ReceiptUpdates an existing goods receipt.
- Update a Tax CodeUpdates an existing tax code.
- Update Additional Delivery CostsUpdates additional delivery costs in a Candis account.
- Update an InvoiceUpdates an existing invoice.
- Update Payment ConditionUpdates an existing payment condition in Candis.
- Update Purchase OrderUpdates existing purchase orders from a Candis account.
- Watch ExportsTriggers when an export change occurs.
- Watch InvoicesTriggers when there is a change in an organization's invoices.
- Watch ReimbursementsTriggers when reimbursement changes occur.
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.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Candis and Workiva integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting Candis and Workiva.
Connect your Candis 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 Candis's "Watch Exports" fires, WEXTL can "Create a File" in Workiva. Candis has 3 triggers (including Watch Exports, Watch Invoices, and Watch Reimbursements); 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. Candis-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 Candis (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 Candis + 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 Candis and Workiva integration.
- Candis and Workiva integration source code, module specs and credentials implementation.
- Our Candis and Workiva integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Candis 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.
- Candis integration information
- Workiva integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library