STEP 1
Connect Commas 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.
Commas and Workiva Integration
Keep Commas and Workiva in sync by integrating their events and actions. When finance events happen in Commas, update the Workiva automatically - without any line of code in visual workflow builder.
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Learn about Commas and Workiva
Detailed info you need to know about Commas and Workiva integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Commas to Workiva
Set up your Commas and Workiva integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Commas 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 Commas and Workiva. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Commas and Workiva work in WEXTL?
WEXTL exposes actions and triggers for Commas 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.
Commas triggersWorkiva actions
Commas modules
- Cancel a SubscriptionCancels a customer's subscription.
- Charge a CustomerCharges a customer using a saved payment method.
- Create a Checkout SessionCreate a new checkout session.
- Create a Discount CodeCreates a new discount code with the settings you define.
- Create a ProductCreate a new product.
- Create a RefunedIssue a full or partial refund for a completed payment.
- Create an InvoiceCreates the invoice and immediately emails it to the recipient with a hosted payment link.
- Delete a Discount CodeRemove a discount code by a provided ID.
- Extend a SubscriptionPushes out a customer's next billing date by a given number of days.
- Get a Discount CodeFetches the details of one discount code, including how many times it's been used.
- Get a TransactionReturns the full details of a single payment.
- Get an InvoiceRetrieve full invoice detail — line items, taxes, totals, recipient, and an activities audit trail.
- Get Customer Payment MethodGet a Customer's Saved Payment Methods#.
- Get Next Invoice NumberReturns your account's next sequential invoice number.
- List CustomersReturns a searchable, paginated list of all your customers.
- List Discount CodesReturns all your discount codes. Use the search parameter to quickly find a specific code.
- List InvoicesReturns a paginated list of invoices.
- List Product TransactionsGet all transactions for a product.
- List ProductsReturns all your products with their titles, prices, and ready-to-use payment links.
- List SubscribersReturns every subscriber across all your products. Filter by customer or product to narrow results.
- List Subscribers for a Checkout SessionReturns all subscriptions created from a specific checkout session.
- List Subscribers for a ProductsLists every subscriber to a specific product.
- List TransactionsReturns every payment that's been made across all your products.
- Make an API CallPerform an arbitrary authorized API request to Comma API.
- Mark an Invoice as PaidRecords an off-platform payment.
- Resend an InvoiceRe-sends the invoice email to the recipient.
- Update a Discount CodeUpdates an existing discount code. This is a full replacement, not a patch.
- Void an InvoiceVoids an open invoice so it can no longer be paid. Status becomes canceled.
- Watch CustomersWatch for a new customer records.
- Watch Discount CodesWatch for a new discount codes.
- Watch EventsTriggers when Commas sends a webhook event.
- Watch SubscribersWatch for a new subscriber records.
- Watch TransactionsWatch for a new transaction records.
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 Commas 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 Commas and Workiva.
Connect your Commas 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 Commas's "Watch Customers" fires, WEXTL can "Create a File" in Workiva. Commas has 5 triggers (including Watch Customers, Watch Discount Codes, and Watch Events); 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. Commas-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 Commas (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 Commas + 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 Commas and Workiva integration.
- Commas and Workiva integration source code, module specs and credentials implementation.
- Our Commas and Workiva integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Commas 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.
- Commas integration information
- Workiva integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library