STEP 1
Select Workiva in workflow
Pick Workiva app in the workflow builder [4] - just one click to select the app.
Workiva Integration
Connected reporting and compliance platform for finance and disclosure teams. Sync Workiva invoices, payments, and financial records with CRM, billing, and operations tools. When Watch Documents arrives, automatically continue with Get a Document or Get a File.
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- GDPR
- Data Encryption
- 2FA
- Local Data Region
Supported triggers and actions for Workiva integration
Triggers can detect changes in Workiva and run actions that can create, search or modify data inside Workiva automatically [3] — exactly how you set them.
- 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.
- 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.
- 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.
How to integrate Workiva in automation workflow?
3 simple steps to make your Workiva connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.
STEP 2
Connect Workiva
When prompted, authorize access to Workiva in WEXTL once. Workiva credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].
WEXTL wants to integrate with your Workiva account. Approve?
STEP 3
Build a workflow
Build your workflow with Workiva yourself or with WEXTL® AI Builder. Connect Workiva to any available integrations [5], or use HTTP node to go beyond them.
Workiva
How Workiva connects and integrates with WEXTL
Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Workiva app is called in workflows. That allows your finance automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that Workiva supports.
The following table illustrates what fields Workiva integration require during authorization flow inside our workflow builder [4].
You can read how to get your Client Credentials from here: https://developers.workiva.com/2022-01-01/setup.html
Connect Workiva
Client ID*Text
••••••••
Client Secret*Text
••••••••
Demonstration of Workiva connection step inside WEXTL Workflow Builder [4].
| Field | Type | Help |
|---|---|---|
Client IDRequired | text | — |
Client SecretRequired | password | — |
Connect Workiva to popular apps on WEXTL
Enter a name of the other app you want to sync with Workiva below. Click on selected app to explore integration options with Workiva. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.
Example automation with Workiva integration
Select Watch Files trigger from Workiva - this will be a starting point in your automation. Whenever event happens in Workiva, workflow will start [7] from Watch Files node.
Search for Import a File, connect it as the next step of integration sequence. You can use filters between Watch Files and Import a File, so only important data pass from Watch Files to the next step. WEXTL gives you full control over the process of Workiva automation. All parts of workflow are visible on the canvas [4].
Workiva on WEXTL has 32 modules for building finance automations. Explore Workiva documentation for more.
Video slide demonstrates how Watch Files and Import a File [6] nodes are used in Workiva workflow.
Frequently asked questions
Common questions about automating Workiva in your workflows.
Workiva has 3 triggers, including "Watch Documents", "Watch Files", and "Watch Tasks". Triggers are start points of the workflow, and automations may start from them.
Integration has 29 actions, including "Get a Document", "Get a File", and "Get a Record", and more. Refer to our Workiva Documentation for detailed inputs and outputs.
No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but our customers do that in rare cases [4].
Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.
The Workiva integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by Workiva official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.
Absolutely. Where Workiva provides native webhooks, you can use instant triggers to eliminate polling delay. For custom webhooks, WEXTL offers Custom Webhook node, so you can start automation whenever Workiva or any other service sends event to webhook URL.
WEXTL is an AI-first visual canvas. The platform allows you to describe automation in plain text — and AI will wire nodes for Workiva inside the workflow builder [4]. You can also use built-in workflow nodes (AI Agent, Human in the Loop, Condition, Aggregate Results) in pair with Workiva modules to craft complex integration flows with branches, filtering, and conditional logic. There are absolutely no limits of what you can build.
References
List of sources used to gather information about the Workiva integration.
- Workiva integration source code, module specs and credentials implementation.
- Internal Workiva integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official Workiva vendor API documentation — 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.
- WEXTL® Apps Library
- WEXTL® Workiva App Documentation
- WEXTL® Workflow Scheduler
- WEXTL® HTTP node documentation