About this integration
Connected reporting and compliance platform for finance and disclosure teams. This integration exposes its full API as workflow modules.
The integration includes 3 triggers, 11 search modules and 18 actions. Connections use oauth authentication. Webhook-based triggers fire instantly without polling.
How to connect
The credential form asks for Client ID and Client Secret.
Prefer the interactive builder form? Open it on the app page.
You’ll be redirected to sign in and approve access — your password is never shared with WEXTL.
You can read how to get your Client Credentials from here: https://developers.workiva.com/2022-01-01/setup.html
| Field | Type | Help |
|---|---|---|
Client IDRequired | text | — |
Client SecretRequired | password | — |
Use it in workflow automation
Start with Watch Documents, then add Create a File.
The canvas below runs Watch Documents into Create a File — watch the video, then drop a node onto the canvas.
Select the Watch Files trigger and the workflow fires automatically when the event occurs — no polling required.
Then add Import a File as the next node. Branch, filter, or hand off to other integrations from there.
The integration includes 21 ready-made modules for finance work — each run logs its inputs and outputs for debugging.
Workiva workflow on the canvas: Watch Files then Import a File
Triggers, searches and actions
Browse every Workiva module field below: 3 triggers, 11 searchs, and 18 actions you can drop onto the canvas.
Triggers
This integration includes 3 triggers — start a workflow the moment something changes in the app.
- Watch Documents
- Watch Files
- Watch Tasks
Searches
Use any of 11 search modules to retrieve records without leaving the workflow canvas.
- Get a Document
- Get a File
- Get a Record
- Get a Section
- Get a Task
6more searches
Actions
This integration includes 18 action modules — create, update, or delete records as part of any workflow.
- Create a File
- Create a Group
- Create an Organization User
- Create a Record
- Create a Section
13more actions
Explore the fields available for each Workiva trigger, search, and action.
Triggers
Output fields
| Field | Type |
|---|---|
Created | object |
Date time | date |
ID | text |
Modified | object |
Date time | date |
Name | text |
Template | boolean |
Output fields
| Field | Type |
|---|---|
Container | text |
Created | object |
Date time | date |
ID | text |
Kind | text |
Modified | object |
Date time | date |
Name | text |
Template | boolean |
Type | text |
Output fields
| Field | Type |
|---|---|
Assignee | object |
Display name | text |
Email | 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 |
Searches
Input fields
| Field | Type |
|---|---|
Document IDRequired | text |
Expand | text |
Output fields
| Field | Type |
|---|---|
Created | object |
Date time | date |
ID | text |
Modified | object |
Date time | text |
Name | text |
Template | boolean |
Input fields
| Field | Type |
|---|---|
File IDRequired | choice |
Output fields
| Field | Type |
|---|---|
Container | text |
Created | object |
Date time | date |
ID | text |
Kind | text |
Modified | object |
Date time | date |
Name | text |
Template | boolean |
Type | text |
Input fields
| Field | Type |
|---|---|
Record IDRequired | choice |
Expand | choice |
Output fields
| Field | Type |
|---|---|
ID | text |
Properties | object |
Date reported | object |
Email | object |
Hyperlink | object |
Type | text |
Input fields
| Field | Type |
|---|---|
Document IDRequired | text |
Output fields
| Field | Type |
|---|---|
Children | array |
ID | text |
Index | number |
Name | text |
Non printing | boolean |
Parent | object |
ID | text |
Name | text |
Input fields
| Field | Type |
|---|---|
Task IDRequired | choice |
Output fields
| Field | Type |
|---|---|
Assignee | object |
Display name | text |
Email | 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 |
Input fields
| Field | Type |
|---|---|
Order By | text |
Filter | text |
Limit | number |
Output fields
| Field | Type |
|---|---|
Created | object |
Date time | date |
ID | text |
Modified | object |
Date time | date |
Name | text |
Template | boolean |
Input fields
| Field | Type |
|---|---|
Order By | text |
Filter | text |
Limit | number |
Output fields
| Field | Type |
|---|---|
Container | text |
Created | object |
Date time | date |
ID | text |
Kind | text |
Modified | object |
Date time | date |
Name | text |
Template | boolean |
Type | text |
Input fields
| Field | Type |
|---|---|
Service ProviderRequired | text |
Limit | number |
Output fields
| Field | Type |
|---|---|
Attributes | object |
Active | boolean |
Display name | text |
Email | text |
First name | text |
Last login | text |
Last name | text |
Licenses | array |
Organization roles | array |
Saml ID | text |
User name | text |
ID | text |
Type | text |
Input fields
| Field | Type |
|---|---|
Filter | text |
Expand | choice |
Limit | number |
Output fields
| Field | Type |
|---|---|
ID | text |
Properties | object |
Date reported | object |
Email | object |
Hyperlink | object |
Type | text |
Input fields
| Field | Type |
|---|---|
Document IDRequired | text |
Limit | number |
Output fields
| Field | Type |
|---|---|
Children | array |
ID | text |
Index | number |
Name | text |
Non printing | boolean |
Parent | text |
Input fields
| Field | Type |
|---|---|
Order By | text |
Filter | text |
Limit | number |
Output fields
| Field | Type |
|---|---|
Assignee | object |
Display name | text |
Email | 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 |
Actions
Input fields
| Field | Type |
|---|---|
Kind | choice |
File Name | text |
Output fields
| Field | Type |
|---|---|
Container | text |
Created | object |
Date time | date |
ID | text |
Kind | text |
Modified | object |
Date time | date |
Name | text |
Template | boolean |
Type | text |
Input fields
| Field | Type |
|---|---|
Wk-Service-ProviderRequired | text |
NameRequired | text |
Output fields
| Field | Type |
|---|---|
Created | object |
Date time | date |
User | object |
ID | text |
Member count | number |
Modified | object |
Date time | text |
Name | text |
Input fields
| Field | Type |
|---|---|
Wk-Service-ProviderRequired | text |
EmailRequired | |
UsernameRequired | text |
Display Name | text |
Given Name | text |
Family Name | text |
Status | text |
Output fields
| Field | Type |
|---|---|
Created | object |
Date time | date |
Display name | text |
Email | text |
Family name | text |
Given name | text |
ID | text |
Modified | object |
Date time | text |
Status | text |
Username | text |
Input fields
| Field | Type |
|---|---|
Record Fields | array |
Record Fields | object |
Output fields
| Field | Type |
|---|---|
Record ID map | object |
My temp ID 123 | text |
Input fields
| Field | Type |
|---|---|
Document IDRequired | text |
IDRequired | text |
Name | text |
Non-Printing | boolean |
Parent | object |
Parent ID | text |
Parent Name | text |
Output fields
| Field | Type |
|---|---|
Children | array |
ID | text |
Index | number |
Name | text |
Non printing | boolean |
Parent | text |
Input fields
| Field | Type |
|---|---|
AssigneeRequired | object |
IDRequired | text |
TitleRequired | text |
Description | text |
Due Date | date |
Location | object |
FileRequired | text |
File Segment | text |
Status | text |
Output fields
| Field | Type |
|---|---|
Assignee | object |
Display name | text |
Email | 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 |
Input fields
| Field | Type |
|---|---|
OperationRequired | choice |
Label | text |
Properties | object |
Date Reported | date |
Email | |
Hyperlink | object |
Record ID | text |
Target ID | text |
Temporary Record ID | text |
Type | text |
Output fields
| Field | Type |
|---|---|
Record ID map | object |
My temp ID 123 | text |
Input fields
| Field | Type |
|---|---|
Record IDRequired | choice |
Input fields
| Field | Type |
|---|---|
Document IDRequired | text |
Input fields
| Field | Type |
|---|---|
Task IDRequired | choice |
Input fields
| 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 |
Input fields
| Field | Type |
|---|---|
File Name | text |
Kind | choice |
Output fields
| Field | Type |
|---|---|
Upload URL | text |
Input fields
| Field | Type |
|---|---|
URLRequired | text |
MethodRequired | choice |
Headers | array |
Header | object |
Query String | array |
Parameter | object |
Body | text |
Output fields
| Field | Type |
|---|---|
Body | text |
Headers | object |
Status code | number |
Input fields
| Field | Type |
|---|---|
File IDRequired | choice |
Kind | choice |
File Name | text |
Output fields
| Field | Type |
|---|---|
Container | text |
Created | object |
Date time | date |
ID | text |
Kind | text |
Modified | object |
Date time | date |
Name | text |
Template | boolean |
Type | text |
Input fields
| Field | Type |
|---|---|
Wk-Service-ProviderRequired | text |
Input fields
| Field | Type |
|---|---|
Record IDRequired | choice |
Record Fields | array |
Record Fields | object |
Output fields
| Field | Type |
|---|---|
Record ID map | object |
My temp ID 123 | text |
Input fields
| Field | Type |
|---|---|
Document IDRequired | text |
IDRequired | text |
NameRequired | text |
Non-Printing | boolean |
Parent | object |
ID | text |
Name | text |
Output fields
| Field | Type |
|---|---|
Children | array |
ID | text |
Index | number |
Name | text |
Non printing | boolean |
Parent | text |
Input fields
| 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
| Field | Type |
|---|---|
Assignee | object |
Display name | text |
Email | 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 |