Requirements
Before you set up the credential, make sure you have an active Workiva account and OAuth client credentials, granted by signing in with your account ready.[3]
Get your Workiva credentials
You’ll be redirected to sign in and approve access — your password is never shared with WEXTL.
- Client IDtextRequired
- Client SecretpasswordRequired
Connect Workiva in WEXTL
- Log in to your WEXTL account, add the Workiva node module to your workflow, and click Create new credential.Instant triggers use webhooks — click Create a webhook first when adding one, then create the credential.
- Optional: In the Credential name field, enter a name for the credential.
- Enter the authentication credentials you copied from your Workiva account, or follow the on-screen instructions to create the credential.
- If prompted, authenticate your account and confirm access.
- If you want to make changes to your credential in the future, follow the steps in Manage credentials →
Notes
Credentials are org-scoped; share them with teammates from the Credentials picker on any of its nodes.For detailed information on connecting an application, see Connect an application →
Workiva node modules
The list below is a reference of every Workiva node module the integration supports. You will be able to pick any of them on the workflow canvas while building automations.
Each Workiva node module below opens to reveal its input parameters, outputs, and connection requirements.
Watch DocumentsTrigger
Output fields[3]
| Field | Type |
|---|---|
| Created | object |
| Date time | date |
| ID | text |
| Modified | object |
| Date time | date |
| Name | text |
| Template | boolean |
Watch FilesTrigger
Output fields[3]
| Field | Type |
|---|---|
| Container | text |
| Created | object |
| Date time | date |
| ID | text |
| Kind | text |
| Modified | object |
| Date time | date |
| Name | text |
| Template | boolean |
| Type | text |
Watch TasksTrigger
Output fields[3]
| Field | Type |
|---|---|
| Assignee | object |
| Display name | text |
| text | |
| ID | text |
| Completed | object |
| Date time | text |
| Created | object |
| Date time | date |
| User | object |
| Description | text |
| Due date | text |
| ID | text |
| Location | object |
| File | text |
| File segment | text |
| Modified | object |
| Date time | date |
| Source URL | text |
| Status | text |
| Title | text |
Get a DocumentAction
Get a FileAction
Get a RecordAction
Get a SectionAction
Get a TaskAction
Input fields[3]
| Field | Type |
|---|---|
Task IDRequired | choice |
Output fields[3]
| Field | Type |
|---|---|
| Assignee | object |
| Display name | text |
| text | |
| ID | text |
| Completed | object |
| Date time | text |
| Created | object |
| Date time | text |
| User | object |
| Description | text |
| Due date | text |
| ID | text |
| Location | object |
| File | text |
| File segment | text |
| Modified | object |
| Date time | text |
| Source URL | text |
| Status | text |
| Title | text |
Get DocumentsSearch
Get FilesSearch
Get Organization UsersSearch
Get RecordsSearch
Get SectionsSearch
Get TasksSearch
Input fields[3]
| Field | Type |
|---|---|
| Order By | text |
| Filter | text |
| Limit | number |
Output fields[3]
| Field | Type |
|---|---|
| Assignee | object |
| Display name | text |
| text | |
| ID | text |
| Completed | object |
| Date time | text |
| Created | object |
| Date time | date |
| User | object |
| Description | text |
| Due date | text |
| ID | text |
| Location | object |
| File | text |
| File segment | text |
| Modified | object |
| Date time | date |
| Source URL | text |
| Status | text |
| Title | text |
Create a FileAction
Create a GroupAction
Create a RecordAction
Create a SectionAction
Create a TaskAction
Input fields[3]
| Field | Type |
|---|---|
AssigneeRequired | object |
IDRequired | text |
TitleRequired | text |
| Description | text |
| Due Date | date |
| Location | object |
FileRequired | text |
| File Segment | text |
| Status | text |
Output fields[3]
| Field | Type |
|---|---|
| Assignee | object |
| Display name | text |
| text | |
| ID | text |
| Completed | object |
| Date time | text |
| Created | object |
| Date time | text |
| User | object |
| Description | text |
| Due date | text |
| ID | text |
| Location | object |
| File | text |
| File segment | text |
| Modified | object |
| Date time | text |
| Source URL | text |
| Status | text |
| Title | text |
Create an Organization UserAction
Input fields[3]
| Field | Type |
|---|---|
Wk-Service-ProviderRequired | text |
EmailRequired | |
UsernameRequired | text |
| Display Name | text |
| Given Name | text |
| Family Name | text |
| Status | text |
Output fields[3]
| Field | Type |
|---|---|
| Created | object |
| Date time | date |
| Display name | text |
| text | |
| Family name | text |
| Given name | text |
| ID | text |
| Modified | object |
| Date time | text |
| Status | text |
| Username | text |
Create Record EditsAction
Delete a RecordAction
Input fields[3]
| Field | Type |
|---|---|
Record IDRequired | choice |
Delete a SectionAction
Input fields[3]
| Field | Type |
|---|---|
Document IDRequired | text |
Delete a TaskAction
Input fields[3]
| Field | Type |
|---|---|
Task IDRequired | choice |
Export a DocumentAction
Input fields[3]
| Field | Type |
|---|---|
Document IDRequired | text |
FormatRequired | choice |
| DOCX Options | object |
| Include Leader Dots | boolean |
| Show Table Cell Shading | boolean |
| PDF Options | object |
| Include Alternate Row Fill | boolean |
| Include Attachment Labels | boolean |
| Include Comments | boolean |
| Include Draft Watermark | boolean |
| Include Hyperlinks | boolean |
| Include Leader Dots | boolean |
| Include Track Changes | boolean |
| Remove Space From Partial Export | boolean |
| Tag for Web Accessibility | boolean |
| Use CMYK Colorspace | boolean |
| XHTML Options | object |
| Editable Simple | boolean |
| Editable XHTML | boolean |
| Include External Hyperlinks | boolean |
| Include Headers and Footers | boolean |
| Sections | array |
| Section ID | text |
Import a FileAction
Make an API Calluniversal
Update a FileAction
Update a Member in a GroupAction
Input fields[3]
| Field | Type |
|---|---|
Wk-Service-ProviderRequired | text |
Update a RecordAction
Update a SectionAction
Update a TaskAction
Input fields[3]
| Field | Type |
|---|---|
Task IDRequired | choice |
AssigneeRequired | object |
IDRequired | text |
TitleRequired | text |
| Description | text |
| Due Date | date |
| Location | object |
FileRequired | text |
| File Segment | text |
| Status | text |
Output fields[3]
| Field | Type |
|---|---|
| Assignee | object |
| Display name | text |
| text | |
| ID | text |
| Completed | object |
| Date time | text |
| Created | object |
| Date time | text |
| User | object |
| Description | text |
| Due date | text |
| ID | text |
| Location | object |
| File | text |
| File segment | text |
| Modified | object |
| Date time | text |
| Source URL | text |
| Status | text |
| Title | text |
Templates
Look for Workiva templates in the WEXTL template library.
Browse templates →Explore alternative apps
- Bling[2]Brazilian ERP and ecommerce back-office platform for invoices, inventory, orders, and contacts.
- CandisAccounts-payable automation for invoices, approvals, and ERP exports.
- BillAccounts-payable and receivable — manage bills, invoices, vendors, and payments.
- bexioBusiness software for small businesses and startups.
- AdyenGlobal payment platform for online, in-person, and unified commerce transactions.
References
- WEXTL® Workiva Source Code connector implementation.
- Our users use cases and automations.
- Official API Documentation for Workiva.
- WEXTL® visual workflow builder data.
Last updated: Jul 24, 2026 18:13