Unlock the power of streamlined financial reporting and compliance with Workiva's versatile API modules. Create, update, and manage files, documents, tasks, and more, enhancing collaboration and transparency across your organization. Ideal for those focused on accuracy and risk management.
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Make.comAvailable Module Types
- All Modules (33)
- Action
- Search
- Universal
- Trigger (polling)
- Instant Trigger (webhook)
Workiva API Integration for Make.com
Create custom Workiva automation workflows by using triggers, actions, and search modules listed below.
Action
Create a File
Creates a new file.
Action
Create a Group
Creates a new group in a workspace.
Action
Create an Organization User
Creates a new organization user.
Action
Create a Record
Creates a new record in the database or specified service.
Action
Create a Section
Creates a new section in a document.
Action
Create a Task
Creates a new task.
Action
Create Record Edits
Creates new edits for a record.
Action
Delete a Record
Deletes a single record.
Action
Delete a Section
Deletes a single section.
Action
Delete a Task
Deletes a single task.
Action
Export a Document
Initiates a document export.
Action
Get a Document
Retrieves a single document.
Action
Get a File
Retrieves a single file from the service.
Action
Get a Record
Retrieves a single record from the database.
Action
Get a Section
Retrieves a single section.
Action
Get a Task
Retrieves a single task from the service.
Search
Get Documents
Retrieves a list of documents.
Search
Get Files
Retrieves a list of files.
Search
Get Organization Users
Retrieves all users in an organization.
Search
Get Records
Retrieves a list of records from the service.
Search
Get Sections
Retrieves a list of sections in a document.
Search
Get Tasks
Retrieves a list of tasks.
Action
Import a File
Initiates a file import.
Universal
Make an API Call
Performs a custom API request.
Action
Update a Member in a Group
Updates a member in a group with new information.
Action
Update a File
Partially updates a single file.
Action
Update a Record
Updates a single record in the service.
Action
Update a Section
Partially updates a single section.
Action
Update a Task
Partially updates a single task.
Trigger (polling)
Watch Documents
Triggers when a new document is available.
Trigger (polling)
Watch Files
Triggers when a file is created, updated, or deleted.
Trigger (polling)
Watch Tasks
Triggers when there are new or updated tasks.
Instant Trigger (webhook)
Watch Events
Instant trigger Watch Events.
Workiva Automation Use Cases
Explore potential use cases for automations using Workiva API and utilize our integration modules crafted specifically for such workflows.
4 modules
Automated Task Creation and Updates
Automatically create a task when a new record is created and update the task with any edits made to the record.
Create a Task
Create a Record
Create Record Edits
Update a Task
4 modules
Document Management Workflow
Streamline document management by automatically creating a new section when a new file is imported. Automatically update sections when the corresponding file is updated.
Create a Section
Import a File
Update a Section
Update a File
3 modules
Trigger Group Notifications on File Changes
When a monitored file is uploaded or modified, notify the relevant group by creating a new task associated with the change.
Watch Files
Create a Task
Create a Group
3 modules
Automated Compliance Checks
Automatically retrieve and review documents, creating tasks based on specific compliance criteria that need to be addressed.
Get Documents
Create a Task
Watch Documents
2 modules
User Management and Record Creation
Automatically create a new organization user and assign records to them as part of the onboarding process.
Create an Organization User
Create a Record
2 modules
Export and Archive Document
Automatically export and archive a document when it is finalized or when new versions are detected.
Export a Document
Watch Documents
3 modules
Monitor and Update Task List
Set a workflow to automatically update the task list after importing or modifying files, ensuring all tasks are up to date with the latest information.
Import a File
Update a Task
Watch Tasks
3 modules
Automated Record Management
Automatically create and update records when changes are detected in specific files or documents, ensuring data consistency.
Create a Record
Update a Record
Watch Files
2 modules
Sync Section Updates Across Documents
When a section is updated in a document, automatically propagate the updates to other related documents to maintain consistency.
Update a Section
Get Sections
Supported Platforms
- Make.com
How to start with Workiva on Make.com?
Follow our step-by step guides on setting this API integration on Make.com no-code platform.
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