Workiva offers API integration to manage and automate data aggregation, reporting, and compliance tasks for business operations and ERPs.
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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.
Instant Trigger (webhook)
Watch Events
Instant trigger Watch Events.
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.
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.
Workiva Automation Use Cases
Explore potential use cases for automations using Workiva API and utilize our integration modules crafted specifically for such workflows.
2 modules
Create Organization User
Create a new user in the organization.
Create an Organization User
Get Organization Users
2 modules
Export Document
Export a document to a specified format.
Export a Document
Get a Document
2 modules
Create File
Create a new file in the workspace.
Create a File
Get Files
2 modules
Delete Task
Delete a specified task from the list.
Delete a Task
Get Tasks
2 modules
Update Section
Update details of a specific section.
Update a Section
Get a Section
2 modules
Create Task
Create a new task in the system.
Create a Task
Get Tasks
2 modules
Get Record Details
Retrieve details of a specific record.
Get a Record
Get Records
2 modules
Watch File Changes
Trigger actions on file changes.
Watch Files
Get Files
2 modules
Create Document Section
Create a new section in a document.
Create 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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