Workiva Integrations

Connected reporting and compliance platform for finance and disclosure teams. Connect Workiva to AI agents, automate workflows, and scale with confidence.

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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.
Create a FileCreates a new file.
Create a GroupCreates a new group in a workspace.
Create an Organization UserCreates a new organization user.
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 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.

Connect Workiva to any app in workflows

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Frequently asked questions

Everything you need to know about connecting Workiva to your workflows.

Connect your Workiva account, choose a trigger or action, and map fields so data flows automatically between Workiva and your workflows.

Workiva Integrations

Workiva triggers and actions

Connect Workiva to any app in workflows

Frequently asked questions

How does Workiva integration work in WEXTL?

Can Workiva start a workflow automatically?

Can I send data to Workiva from other systems?

Do I need coding to automate Workiva?

What are common Workiva use cases?

Can I control what data is sent to Workiva?

Workiva Integrations

Workiva triggers and actions

Connect Workiva to any app in workflows

Frequently asked questions

How does Workiva integration work in WEXTL?

Can Workiva start a workflow automatically?

Can I send data to Workiva from other systems?

Do I need coding to automate Workiva?

What are common Workiva use cases?

Can I control what data is sent to Workiva?

How do I handle errors in Workiva workflows?

Is Workiva integration secure?