What actions can I run in Workiva?

29 actions are available, including "Get a Document", "Get a File", and "Get a Record", and more. Run them from any trigger in your automation stack — map fields once and they execute automatically.

Do I need to write code to automate this?

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 it is never required.

Is the integration secure?

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

Workiva Integrations

Connected reporting and compliance platform for finance and disclosure teams. Sync Workiva invoices, payments, and ledgers with CRM, billing, and ops tools.

Explore Documentation

GDPR
Data Encryption
2FA
Local Data Region

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 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.
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.

When to use Workiva

Common scenarios where Workiva automation saves time and reduces manual work.

Use Workiva's "Watch Documents" trigger to react the instant an event occurs and push data into connected tools.
Automate "Get a File" in Workiva as a workflow step — combine it with triggers, filters, and AI steps for full-pipeline coverage.
Include "Watch Tasks" from Workiva in larger multi-tool workflows to move data end-to-end without hand-offs.

Use in workflow automation

Start from Workiva’s Watch Files trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Import a File as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 32 ready-made steps for finance work, and every run records what went in and what came back.

Workiva workflow on the canvas: Watch Files then Import a File

Frequently asked questions

Common questions about automating Workiva in your workflows.

Workiva has 3 triggers, including "Watch Documents", "Watch Files", and "Watch Tasks". Use them to start workflows the moment Workiva events fire — no polling required.

Use in workflow automation

Start from Workiva’s Watch Files trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Import a File as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 32 ready-made steps for finance work, and every run records what went in and what came back.

Workiva Integrations

When to use Workiva

Use in workflow automation

Frequently asked questions

Workiva Integrations

When to use Workiva

Connect Workiva to any app in workflows

Use in workflow automation

Frequently asked questions

Connect Workiva to any app in workflows

Connect Workiva to any app in workflows

Connect Workiva to any app in workflows

Workiva Integrations

Workiva triggers and actions

When to use Workiva

Use in workflow automation

Frequently asked questions

What triggers does Workiva support?

What actions can I run in Workiva?

Do I need to write code to automate this?

Is the integration secure?

Workiva Integrations

Workiva triggers and actions

When to use Workiva

Connect Workiva to any app in workflows

Use in workflow automation

Frequently asked questions

What triggers does Workiva support?

What actions can I run in Workiva?

Do I need to write code to automate this?

Is the integration secure?

Connect Workiva to any app in workflows

Connect Workiva to any app in workflows

Connect Workiva to any app in workflows