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# Manage customers

EMBEDDED APIS

The endpoints in this guide are Embedded APIs and require an Embedded workspace. Contact your Workato representative for more information.

The Managed Users resource provides the ability to programmatically manage customers.

API CLIENT ACCESS

API clients require access to the DEV environment to manage collaborators in an Embedded customer workspace. Refer to Create a client role to configure an API client's access.

# Rate limits

Manage customers resources have the following rate limits:

Type Resource Limit
POSTCreate customer:
/api/managed_users		1,000 requests per minute
DELETERemove member from customer workspace:
/api/managed_users/:id/members
/:member_id		1,000 requests per minute
POSTProvision environments:
/api/managed_users/:id/environments		1,000 requests per minute
AllAll Usage endpoints1,000 requests per minute
AllAll other Members endpoints60 requests per minute
AllAll other Manage customers endpoints60 requests per minute

# Quick reference

DEPRECATED ENDPOINTS

The following endpoints are deprecated:

  • /api/managed_users/:id/upgrade
  • /api/managed_users/:id/downgrade
  • /api/managed_users/:id/member

These endpoints will continue to function indefinitely but will no longer receive updates. You can use the fully supported endpoints listed in the following table:

The Managed Users resource contains the following endpoints:

Type Resource Description
POST /api/managed_users Create a customer.
PUT /api/managed_users/:id Update a customer.
DELETE /api/managed_users/:id Delete a customer.
GET /api/managed_users/:id Get a customer.
GET /api/managed_users List all customers.
GET /api/managed_users/:id/members Get a list of collaborators in a customer workspace.
GET /api/managed_users/:id/members/:member_id Get customer workspace collaborator details.
POST /api/managed_users/:id/members Add collaborator to customer workspace.
PUT /api/managed_users/:id/members/:member_id Update a customer workspace collaborator.
DELETE /api/managed_users/:id/members/:member_id Remove collaborator from customer workspace.
GET /api/managed_users/:id/members/:member_id/project_grants List a customer workspace's project grants.
GET /api/managed_users/:id/connections List connections in a customer workspace.
GET /api/managed_users/:id/members/:member_id/privileges Get privileges from a customer workspace collaborator.
GET /api/managed_users/:managed_user_id/members/
:id/projects_privileges		 Get projects privileges from a customer workspace collaborator.
POST /api/v2/managed_users/statistics/usage Retrieve usage metrics for customer workspaces with enhanced data granularity.
POST /api/v2/managed_users/statistics/connection_usage Retrieve connection-based usage metrics for specified customer workspaces.
GET /api/managed_users/usage Get task usage of all customers by month.
POST /api/managed_users/:id/environments Provision Environments for an existing customer.
PUT /api/managed_users/:id/upgrade

This endpoint is deprecated. Instead, make a PUT request to the /api/managed_users/:id endpoint and update the customer's plan ID.		 Deprecated. Upgrade a customer.
PUT /api/managed_users/:id/downgrade

This endpoint is deprecated. Instead, make a PUT request to the /api/managed_users/:id endpoint and update the customer's plan ID.		 Deprecated. Downgrade a customer.
POST /api/managed_users/:id/member

This endpoint is deprecated. Instead, make a POST request to the /api/managed_users/:id/members endpoint.		 Deprecated. Add a member to a customer workspace.
DELETE /api/managed_users/:id/member

This endpoint is deprecated. Instead, make a DELETE request to the /api/managed_users/:id/members/:member_id endpoint.		 Deprecated. Remove a member from a customer workspace.

# Create customer

Creates a new Embedded customer.

POST /api/managed_users

# Request body

Name Type Description
name string
required		 The full name of the customer.
notification_email string
required		 The email address for receiving error and administrative notifications.
team_name string
optional		 The name of the customer workspace.
oauth_id string
optional		 The identifier used for OAuth authentication.
provision_environments boolean
optional		 Determines whether the new Embedded customer is provisioned with the Environments feature. Defaults to false.
external_id string
optional		 An external identifier for the Embedded customer.
origin_url string
optional		 Applies to Embedded account customers. Provide a value if the Embedded iframe is hosted on a non-default origin page, such as customer-specific custom domains. Defaults to the origin configured at the workspace level.
frame_ancestors string
optional		 A list of comma-separated URLs used as frame ancestors in the Content-Security-Policy HTTP header. This configuration allows the rendering of Workato iframes on the domains you specify.
plan_id string
optional		 The plan ID. Defaults to the standard plan if not specified.
time_zone string
optional		 The timezone name. Defaults to PST if not specified. Refer to the Timezone list for accepted values.
whitelisted_apps array of strings
optional		 A list of connection providers for apps the customer can access. Refer to the App access section for details.
full_embedding boolean
optional		 If true, end users are directed to the customer's origin_url. Set to false to disable full embedding. Defaults to null, inheriting the value (true or false) from the Embedded partner's admin settings.
auth_settings hash
optional		 Authentication settings for the customer workspace.
auth_settings[type] string
conditional		 Specifies the authentication type. Accepted values include workato_auth, two_fa_auth, and saml_sso.
auth_settings[provider] string
conditional		 The identity provider name. Required if using saml_sso as the auth_settings[type]. Accepted values include okta, onelogin, and others.
auth_settings[metadata_url] string
conditional		 The URL of the identity provider's metadata XML file for configuration details. Required if auth_settings[sso_url], auth_settings[saml_issuer], and auth_settings[x509_cert] are not provided.
auth_settings[sso_url] string
conditional		 The single sign-on URL provided by the identity provider for user authentication. Required if auth_settings[metadata_url] is not provided.
auth_settings[saml_issuer] string
conditional		 A unique identifier for the identity provider, often used to identify the issuer of SAML assertions. Required if auth_settings[metadata_url] is not provided.
auth_settings[x509_cert] string
conditional		 The X.509 certificate from the identity provider. This is used to verify SAML assertion signatures. Required if auth_settings[metadata_url] is not provided.
auth_settings[jit_provisioning] boolean
optional		 Choose to enable Just-in-Time (JIT) provisioning, allowing Workato to create user accounts upon first sign-in.
auth_settings[saml_role_updates_allowed] boolean
optional		 Determines if role sync with the SAML identity provider is enabled. Defaults to true.
auth_settings[saml_required] boolean
optional		 Indicates if SAML authentication is enforced for the customer. Defaults to true.
environments array of objects
optional		 An array of environment objects specifying configurations such as external IDs and error notification emails for each environment.
environments
[environment_type]		 string
optional		 Specifies the environment type for creating customer information. Accepted values include dev, test, and prod, but see the warning on dev inclusion.
environments
[external_id]		 string
optional		 External ID for the test or prod environments. Use external_id in the main request body for the dev environment.
environments
[error_notification_emails]		 string
optional		 Error notification emails for the test or prod environments. Use notification_email in the main request body for the dev environment.
timeout_id string
optional		 Timeout in seconds. The following values are accepted:
- 900 (15 minutes)
- 1800 (30 minutes)
- 2700 (45 minutes)
- 14400 (4 hours)
- 28800 (8 hours)
- 43200 (12 hours)
- 86400 (1 day)
- 172800 (2 days)
- 259200 (3 days)
- 604800 (7 days)
- 1209600 (14 days)


400 BAD REQUEST

Avoid providing environments[error_notification_emails] and environments[external_id] for the dev environment.

If these values conflict with notification_email and external_id specified in the main request body, the API returns A 400 Bad Request error due to conflicting assignments for the same attribute.

Instead, use notification_email and external_id for the dev environment and reserve environments[error_notification_emails] and environments[external_id] for the test and prod environments.

# Sample requests

# Request with Workato authentication

This example request creates a new Embedded customer using Workato authentication.

curl  -X POST https://www.workato.com/api/managed_users \
      -H 'Authorization: Bearer <api_token>' \
      -H 'Content-Type: application/json' \
      -d '{
            "name": "Alex Workato",
            "team_name": "Nutech",
            "notification_email": "[email protected]",
            "provision_environments": true,
            "external_id": "UU0239093497",
            "whitelisted_apps": ["salesforce", "netsuite"],
            "time_zone": "Central Time (US & Canada)",
            "auth_settings": {
                "type": "workato_auth"
            },
            "full_embedding": false,
            "environments": [
                {
                    "environment_type": "test",
                    "external_id": "UU0239093498",
                    "error_notification_emails": "[email protected]"
                },
                {
                    "environment_type": "prod",
                    "external_id": "UU0239093499",
                    "error_notification_emails": "[email protected]"
                }
            ]
          }'
Response: Workato authentication 
{
    "id": 32122,
    "external_id": "UU0239093497",
    "name": "Alex Workato",
    "environments": [
        {
            "id": 32124,
            "environment_type": "prod",
            "external_id": "UU0239093499",
            "error_notification_emails": "[email protected]"
        },
        {
            "id": 32123,
            "environment_type": "test",
            "external_id": "UU0239093498",
            "error_notification_emails": "[email protected]"
        },
        {
            "id": 32122,
            "environment_type": "dev",
            "external_id": "UU0239093497",
            "error_notification_emails": "[email protected]"
        }
    ],
    "timeout_id":"43200",
    "notification_email": "[email protected]",
    "full_embedding": false,
    "admin_notification_emails": "[email protected]",
    "error_notification_emails": "[email protected]",
    "plan_id": "oem_enterprise",
    "origin_url": null,
    "trial": false,
    "in_trial": false,
    "whitelisted_apps": [
        "netsuite",
        "salesforce"
    ],
    "frame_ancestors": null,
    "created_at": "2024-12-11T11:04:37.084-08:00",
    "updated_at": "2024-12-11T11:04:37.084-08:00",
    "time_zone": "Central Time (US & Canada)",
    "team_name": "Nutech",
    "auth_settings": {
        "type": "workato_auth",
    },
    "current_billing_period_start": "2024-12-11T11:04:37.084-08:00",
    "current_billing_period_end": "2025-01-11T11:04:37.084-08:00",
    "task_count": 0,
    "active_connection_limit": 0,
    "active_connection_count": 0,
    "active_recipe_count": 0
}

# Request with SAML SSO and metadata URL

This example request creates a new Embedded customer using SAML SSO and the metadata URL. If using this method, the following auth_settings fields are required:

  • type
  • provider
  • metadata_url
curl  -X POST https://www.workato.com/api/managed_users \
      -H 'Authorization: Bearer <api_token>' \
      -H 'Content-Type: application/json' \
      -d '{
            "name": "Alex Workato",
            "team_name": "Nutech",
            "notification_email": "[email protected]",
            "provision_environments": true,
            "external_id": "UU0239093497",
            "whitelisted_apps": ["salesforce", "netsuite"],
            "time_zone": "Central Time (US & Canada)",
            "auth_settings": {
                "type": "saml_sso",
                "provider": "okta",
                "metadata_url: "https://nutech.okta.com/app/exk29ua5yiqFVszrz0h8/sso/saml/metadata",
                "saml_role_updates_allowed": true,
                "saml_required": true
            },
            "full_embedding": false,
            "environments": [
                {
                    "environment_type": "test",
                    "external_id": "UU0239093498",
                    "error_notification_emails": "[email protected]"
                },
                {
                    "environment_type": "prod",
                    "external_id": "UU0239093499",
                    "error_notification_emails": "[email protected]"
                }
            ]
          }'
Response: SAML SSO and metadata URL 
{
    "id": 32122,
    "external_id": "UU0239093497",
    "name": "Alex Workato",
    "environments": [
        {
            "id": 32124,
            "environment_type": "prod",
            "external_id": "UU0239093499",
            "error_notification_emails": "[email protected]"
        },
        {
            "id": 32123,
            "environment_type": "test",
            "external_id": "UU0239093498",
            "error_notification_emails": "[email protected]"
        },
        {
            "id": 32122,
            "environment_type": "dev",
            "external_id": "UU0239093497",
            "error_notification_emails": "[email protected]"
        }
    ],
    "timeout_id":"43200",
    "notification_email": "[email protected]",
    "full_embedding": false,
    "admin_notification_emails": "[email protected]",
    "error_notification_emails": "[email protected]",
    "plan_id": "oem_enterprise",
    "origin_url": null,
    "trial": false,
    "in_trial": false,
    "whitelisted_apps": [
        "netsuite",
        "salesforce"
    ],
    "frame_ancestors": null,
    "created_at": "2024-12-11T11:04:37.084-08:00",
    "updated_at": "2024-12-11T11:04:37.084-08:00",
    "time_zone": "Central Time (US & Canada)",
    "team_name": "Nutech",
    "auth_settings": {
        "type": "saml_sso",
        "provider": "okta",
        "metadata_url": "https://nutech.okta.com/app/exk29ua5yiqFVszrz0h8/sso/saml/metadata",
        "saml_role_updates_allowed": true,
        "saml_required": true
    },
    "current_billing_period_start": "2024-12-11T11:04:37.084-08:00",
    "current_billing_period_end": "2025-01-11T11:04:37.084-08:00",
    "task_count": 0,
    "active_connection_limit": 0,
    "active_connection_count": 0,
    "active_recipe_count": 0
}

# Request with SAML SSO and X.509 certificate

This example request creates a new Embedded customer using SAML SSO and the X.509 certificate. If using this method, the following auth_settings fields are required:

  • type
  • provider
  • sso_url
  • saml_issuer
  • x509_cert
curl  -X POST https://www.workato.com/api/managed_users \
      -H 'Authorization: Bearer <api_token>' \
      -H 'Content-Type: application/json' \
      -d '{
            "name": "Alex Workato",
            "team_name": "Nutech",
            "notification_email": "[email protected]",
            "provision_environments": true,
            "external_id": "UU0239093497",
            "whitelisted_apps": ["salesforce", "netsuite"],
            "time_zone": "Central Time (US & Canada)",
            "auth_settings": {
                "type": "saml_sso",
                "provider": "okta",
                "sso_url": "https://nutech.okta.com/app/nutech_1/exk21ojjvq6212R6e5d7/sso/saml",
                "saml_issuer": "http://www.okta.com/exk21ojjvq6212R6e5d7",
                "x509_cert": "-----BEGIN CERTIFICATE-----\nMIID...YOUR_CERT_DATA...IDAQAB\n-----END CERTIFICATE-----"
            },
            "full_embedding": false,
            "environments": [
                {
                    "environment_type": "test",
                    "external_id": "UU0239093498",
                    "error_notification_emails": "[email protected]"
                },
                {
                    "environment_type": "prod",
                    "external_id": "UU0239093499",
                    "error_notification_emails": "[email protected]"
                }
            ]
          }'
Response: SAML SSO and X.509 certificate 
{
    "id": 32122,
    "external_id": "UU0239093497",
    "name": "Alex Workato",
    "environments": [
        {
            "id": 32124,
            "environment_type": "prod",
            "external_id": "UU0239093499",
            "error_notification_emails": "[email protected]"
        },
        {
            "id": 32123,
            "environment_type": "test",
            "external_id": "UU0239093498",
            "error_notification_emails": "[email protected]"
        },
        {
            "id": 32122,
            "environment_type": "dev",
            "external_id": "UU0239093497",
            "error_notification_emails": "[email protected]"
        }
    ],
    "timeout_id":"43200",
    "notification_email": "[email protected]",
    "full_embedding": false,
    "admin_notification_emails": "[email protected]",
    "error_notification_emails": "[email protected]",
    "plan_id": "oem_enterprise",
    "origin_url": null,
    "trial": false,
    "in_trial": false,
    "whitelisted_apps": [
        "netsuite",
        "salesforce"
    ],
    "frame_ancestors": null,
    "created_at": "2024-12-11T11:04:37.084-08:00",
    "updated_at": "2024-12-11T11:04:37.084-08:00",
    "time_zone": "Central Time (US & Canada)",
    "team_name": "Nutech",
    "auth_settings": {
        "type": "saml_sso",
        "provider": "okta",
        "sso_url": "https://nutech.okta.com/app/nutech_1/exk21ojjvq6212R6e5d7/sso/saml",
        "saml_issuer": "http://www.okta.com/exk21ojjvq6212R6e5d7",
        "x509_cert": "-----BEGIN CERTIFICATE-----\nMIID...YOUR_CERT_DATA...IDAQAB\n-----END CERTIFICATE-----"
    },
    "current_billing_period_start": "2024-12-11T11:04:37.084-08:00",
    "current_billing_period_end": "2025-01-11T11:04:37.084-08:00",
    "task_count": 0,
    "active_connection_limit": 0,
    "active_connection_count": 0,
    "active_recipe_count": 0
}

# Update customer

Updates an existing Embedded customer's information. You can use this endpoint to update specific parameters, such as external_id and error_notification_emails, in both test and production environments. Include the environments key in the request body to specify the environment.

PUT /api/managed_users/:id

Additional notes:

  • For customers on task-based plans, use this endpoint to update the task limit override and make a one-time adjustment.
  • For Embedded partners, use this endpoint to update the custom origin URL for a specific customer.

# Path parameters

Name Type Description
id string
required		 Embedded customer ID/external ID.
External ID must be prefixed with an E (for example, EA2300) and the resulting ID should be URL encoded.

# Request body

PROPERTIES

Properties update only if the payload includes the property. To clear a property’s value, set it to null in the payload.

Name Type Description
name string
optional		 Updated name of the customer workspace. Displays in customer profiles, collaborator views, and audit logs.
team_name string
optional		 Updated name of the team workspace associated with the customer. Appears in workspace settings, customer management views, and the navigation sidebar for switching between workspaces.
notification_email string
optional		 Email for error and administrative notifications.
error_notification_emails string
optional		 Emails for error notifications, overriding the value in the notification_email property. This property applies specifically to the dev environment and differs from environments[error_notification_emails].
admin_notification_emails string
optional		 Emails for administrative notifications. This property overrides what you input in notification email property.
external_id string
optional		 External identifier for the Embedded customer. This field applies specifically to the dev environment and differs from environments[external_id].
origin_url string
optional		 Applies to Embedded customers. Provide a value if the embedded iframe is hosted on a custom domain or non-default origin page. Defaults to the origin configured at the account level.
frame_ancestors string
optional		 Provide one or more comma-separated frame ancestors. These URLs are used in the Content-Security-Policy HTTP header to allow rendering of Workato IFrames.
plan_id string
optional		 The ID of the plan.
in_trial boolean
optional		 Switches the user between a free plan and a subscription plan.
task_limit_adjustment number
optional		 Adjusts the task limit for the current accounting period. Only valid for task-based plans. This adjustment doesn't apply to subsequent periods. Make a negative adjustment by adding -. For example, -5000.
custom_task_limit number
optional		 Overrides the current plan limit. Limit override must result in a value greater than the current task usage.
whitelisted_apps array
optional		 A list of connection provider values specifying the apps the customer can access. Refer to Admin Console App access for more information.
time_zone string
optional		 Timezone name. View this document for a list of timezones. Defaults to PST if not specified.
auth_settings object
optional		 Authentication settings for the customer. Accepted types are workato_auth and saml_sso. When configuring saml_sso, accepted providers include "okta", "onelogin", and "others".
auth_settings
[saml_role_updates_allowed]		 boolean
optional		 Determines if role sync with the SAML identity provider is enabled. Defaults to true.
auth_settings[saml_required] boolean
optional		 Indicates if SAML authentication is enforced. Defaults to true.
current_billing_period_start string
optional		 Set the current billing start date. The date should be provided in ISO 8601 format.
full_embedding boolean
optional		 When set to true, end users are sent to the customer's origin_url. Set this field to false to disable the fully embedded redirect process at the customer workspace level. If you don't specify this value, it defaults to null and inherits the value (true or false) from the Embedded partner's admin settings.
environments array of objects
optional		 An array of environment objects specifying where to update the customer's information, including the external ID and error notification emails for each environment.
environments
[environment_type]		 string
required		 Specifies the environment type for updating customer information. Accepted values include test and prod.
environments
[external_id]		 string
optional		 The updated external ID specific to each environment (test or prod). This field differs from the external_id in the main request body, applying only to the specified environments.
environments
[error_notification_emails]		 string
optional		 Specifies updated error notification emails for each environment (test or prod). This field differs from error_notification_emails in the main request body, applying only to the specified environments.
timeout_id string
optional		 Timeout in seconds. The following values are accepted:
- 900 (15 minutes)
- 1800 (30 minutes)
- 2700 (45 minutes)
- 14400 (4 hours)
- 28800 (8 hours)
- 43200 (12 hours)
- 86400 (1 day)
- 172800 (2 days)
- 259200 (3 days)
- 604800 (7 days)
- 1209600 (14 days)

# Sample request

curl  -X PUT https://www.workato.com/api/managed_users/3498583 \
      -H 'Authorization: Bearer <api_token>' \
      -H 'Content-Type: application/json' \
      -d '{
            "name": "Nutech",
            "team_name": "Nutech team workspace",
            "notification_email": "[email protected]",
            "admin_notification_emails": "[email protected]",
            "error_notification_emails": "[email protected]",
            "in_trial": false,
            "task_limit_adjustment": 1000,
            "custom_task_limit": 10000,
            "current_billing_period_start": "2024-11-01",
            "environments": [
                {
                    "environment_type": "test",
                    "external_id": "ext-ec-test-22",
                    "error_notification_emails": "[email protected]"
                },
                {
                    "environment_type": "prod",
                    "external_id": "ext-ec-prod-15",
                    "error_notification_emails": "[email protected]"
                }
            ],
            "external_id": "ext-ect-dev-13",
            "origin_url": "https://abc123.acme.com",
            "frame_ancestors": "https://mysite.test.com",
            "plan_id": "oem_enterprise",
            "time_zone": "Amsterdam",
            "whitelisted_apps": [
                "salesforce",
                "workday"
            ],
            "auth_settings": {
                "type": "saml_sso",
                "provider": "okta",
                "metadata_url": "https://nutech.okta.com/sso/metadata",
                "saml_role_updates_allowed": true,
                "saml_required": true
            },
            "full_embedding": true
        }'

# Response

{
    "id": 3498583,
    "external_id": "ext-ect-dev-13",
    "name": "Nutech",
    "environments": [
        {
            "id": 3498585,
            "environment_type": "prod",
            "external_id": "ext-ec-prod-15",
            "error_notification_emails": "[email protected]"
        },
        {
            "id": 3498584,
            "environment_type": "test",
            "external_id": "ext-ec-test-22",
            "error_notification_emails": "[email protected]"
        },
        {
            "id": 3498583,
            "environment_type": "dev",
            "external_id": "ext-ect-dev-13",
            "error_notification_emails": "[email protected]"
        }
    ],
    "timeout_id":"43200",
    "notification_email": "[email protected],[email protected]",
    "full_embedding": true,
    "admin_notification_emails": "[email protected]",
    "error_notification_emails": "[email protected]",
    "plan_id": "oem_enterprise",
    "origin_url": "https://abc123.acme.com",
    "trial": false,
    "in_trial": false,
    "whitelisted_apps": [
        "salesforce",
        "workday"
    ],
    "frame_ancestors": "https://mysite.test.com",
    "created_at": "2024-10-30T09:56:46.060-07:00",
    "updated_at": "2024-11-13T15:27:40.360-08:00",
    "time_zone": "Amsterdam",
    "team_name": "Nutech team workspace",
    "auth_settings": {
        "type": "workato_auth"
        "provider": "okta",
        "metadata_url": "https://nutech.okta.com/sso/metadata",
        "saml_role_updates_allowed": true,
        "saml_required": true
    },
    "current_billing_period_start": "2024-11-01T00:00:00.000-07:00",
    "current_billing_period_end": "2024-11-30T23:00:00.000-08:00",
    "task_count": 0,
    "active_connection_limit": 0,
    "active_connection_count": 3,
    "active_recipe_count": 0,
    "current_billing_period_start": "2024-11-01"
}

# Delete customer

ACCOUNT RECOVERABILITY

After you delete a customer account, it can't be fully recovered. Use caution when using this endpoint.

Deletes an Embedded customer.

DELETE /api/managed_users/:id

# Path parameters

Name Type Description
id string
required		 Embedded customer ID/external ID.
External ID must be prefixed with an E (for example, EA2300) and the resulting ID should be URL encoded.

# Sample request

curl  -X DELETE https://www.workato.com/api/managed_users/28942 \
      -H 'Authorization: Bearer <api_token>' \
      -H 'Content-Type: application/json' \

# Response

{
    "success": true
}

# Get customer

Retrieve details about an Embedded customer's account.

GET /api/managed_users/:id

# Path parameters

Name Type Description
id string
required		 Embedded customer ID/external ID.
External ID must be prefixed with an E (for example, EA2300) and the resulting ID should be URL encoded.

# Sample request

curl  -X GET https://www.workato.com/api/managed_users/27819 \
      -H 'Authorization: Bearer <api_token>'

# Responses

# Without environments

{
    "id": 27819,
    "external_id": null,
    "name": "ACME Automations",
    "environments": [],
    "notification_email": "[email protected]",
    "full_embedding": null,
    "admin_notification_emails": "[email protected]",
    "error_notification_emails": "[email protected]",
    "plan_id": "oem_enterprise",
    "origin_url": null,
    "trial": false,
    "in_trial": false,
    "whitelisted_apps": [],
    "frame_ancestors": null,
    "created_at": "2024-10-02T16:16:14.512-07:00",
    "updated_at": "2024-10-02T16:16:14.512-07:00",
    "time_zone": "Pacific Time (US & Canada)",
    "team_name": "ACME team workspace",
    "auth_settings": {
        "type": "workato_auth"
    },
    "current_billing_period_start": "2024-10-02T16:16:14.689-07:00",
    "current_billing_period_end": "2024-11-02T16:16:14.689-07:00",
    "task_count": 0,
    "active_connection_limit": 0,
    "active_connection_count": 0,
    "active_recipe_count": 0
}

# With environments

{
    "id": 27819,
    "external_id": null,
    "name": "ACME Automations",
    "environments": [
        {
            "id": 27821,
            "environment_type": "prod",
            "external_id": null
        },
        {
            "id": 27820,
            "environment_type": "test",
            "external_id": null
        },
        {
            "id": 27819,
            "environment_type": "dev",
            "external_id": null
        }
    ],
    "notification_email": "[email protected]",
    "full_embedding": null,
    "admin_notification_emails": "[email protected]",
    "error_notification_emails": "[email protected]",
    "plan_id": "oem_enterprise",
    "origin_url": null,
    "trial": false,
    "in_trial": false,
    "whitelisted_apps": [],
    "frame_ancestors": null,
    "created_at": "2024-10-02T16:16:14.512-07:00",
    "updated_at": "2024-10-02T16:16:14.512-07:00",
    "time_zone": "Pacific Time (US & Canada)",
     "team_name": "ACME team workspace",
    "auth_settings": {
        "type": "workato_auth"
    },
    "current_billing_period_start": "2024-10-02T16:16:14.689-07:00",
    "current_billing_period_end": "2024-11-02T16:16:14.689-07:00",
    "task_count": 0,
    "active_connection_limit": 0,
    "active_connection_count": 0,
    "active_recipe_count": 0
}

# Get list of customers

Get a list of all customers. This endpoint returns the data in the customer table of the Admin Console.

GET /api/managed_users/

# Path parameters

Name Type Description
page integer
optional		 Page number. Defaults to 1.
per_page integer
optional		 Page size. Defaults to 100 (maximum is 100).

# Sample request

curl  -X GET https://www.workato.com/api/managed_users/ \
      -H 'Authorization: Bearer <api_token>'

# Responses

TASK COUNT FOR BILLING PERIOD

The task count provided by this endpoint represents the number of tasks completed during the customer's billing period.

# Without environments

{
    "result": [
        {
            "id": 27819,
            "external_id": null,
            "name": "ACME Automations",
            "environments": [],
            "notification_email": "[email protected]",
            "full_embedding": null,
            "admin_notification_emails": "[email protected]",
            "error_notification_emails": "[email protected]",
            "plan_id": "oem_enterprise",
            "origin_url": null,
            "trial": false,
            "in_trial": false,
            "whitelisted_apps": [],
            "frame_ancestors": null,
            "created_at": "2024-10-02T16:16:14.512-07:00",
            "updated_at": "2024-10-02T16:16:14.512-07:00",
            "time_zone": "Pacific Time (US & Canada)",
            "team_name": "ACME team workspace",
            "auth_settings": {
                "type": "workato_auth"
            },
            "current_billing_period_start": "2024-10-02T16:16:14.689-07:00",
            "current_billing_period_end": "2024-11-02T16:16:14.689-07:00",
            "task_count": 0,
            "active_connection_limit": 0,
            "active_connection_count": 0,
            "active_recipe_count": 0
        },
        ...
    ]
}

# With environments

{
    "result": [
        {
            "id": 27819,
            "external_id": null,
            "name": "ACME Automations",
            "environments": [
                {
                    "id": 27821,
                    "environment_type": "prod",
                    "external_id": null
                },
                {
                    "id": 27820,
                    "environment_type": "test",
                    "external_id": null
                },
                {
                    "id": 27819,
                    "environment_type": "dev",
                    "external_id": null
                }
            ],
            "notification_email": "[email protected]",
            "full_embedding": null,
            "admin_notification_emails": "[email protected]",
            "error_notification_emails": "[email protected]",
            "plan_id": "oem_enterprise",
            "origin_url": null,
            "trial": false,
            "in_trial": false,
            "whitelisted_apps": [],
            "frame_ancestors": null,
            "created_at": "2024-10-02T16:16:14.512-07:00",
            "updated_at": "2024-10-02T16:16:14.512-07:00",
            "time_zone": "Pacific Time (US & Canada)",
            "team_name": "ACME team workspace",
            "auth_settings": {
                "type": "workato_auth"
            },
            "current_billing_period_start": "2024-10-02T16:16:14.689-07:00",
            "current_billing_period_end": "2024-11-02T16:16:14.689-07:00",
            "task_count": 0,
            "active_connection_limit": 0,
            "active_connection_count": 0,
            "active_recipe_count": 0
        }
        ...
    ]
}

# Get a list of collaborators in a customer workspace

Retrieves a list of all collaborators in an Embedded customer workspace.

GET /api/managed_users/:id/members

# Path parameters

Name Type Description
id string
required		 The Embedded customer ID or external ID.
External IDs must be URL encoded and prefixed with an E, for example: EA2300.

# Sample request

curl  -X GET 'https://www.workato.com/api/managed_users/19029/members' \
      -H 'Authorization: Bearer <api_token>'

# Response

[
  {
    "id": 1680,
    "grant_type": "team",
    "role_name": "Admin",
    "external_id": null,
    "name": "Rosario",
    "email": "[email protected]",
    "time_zone": "Pacific Time (US & Canada)",
    "user_groups": [
      {
        "id": "ug-APHDLfHB-dTXBtz",
        "name" : "All collaborators",
        "system": true  
      },
      {
        "id": "ug-APHDLfHB-dTXBtg",
        "name" : "Developers",
        "system": false
      }
    ],
    "env_roles": [
      {
        "environment_type": "dev",
        "name": "Admin",
        "role_type": "privilege_group"
      }
    ]
  },
  {
    "id": 2641,
    "grant_type": "customer_manager",
    "role_name": "Admin",
    "external_id": null,
    "name": "Noam",
    "email": "[email protected]",
    "time_zone": "Eastern Time (US & Canada)",
    "user_groups": [
      {
        "id": "ug-APHDLfHB-dTXBtz",
        "name" : "All collaborators",
        "system": true  
      }
    ],
    "env_roles": [
      {
        "environment_type": "dev",
        "name": "Admin",
        "role_type": "privilege_group"
      }
    ]
  }
]

# Get customer workspace collaborator details

Retrieves a collaborator from an Embedded customer workspace.

GET /api/managed_users/:id/members/:member_id

# Path parameters

Name Type Description
id string
required		 The Embedded customer ID or external ID.
External IDs must be URL encoded and prefixed with an E, for example: EA2300.
member_id string
required		 The ID of the collaborator to retrieve.

# Sample request

curl  -X GET 'https://www.workato.com/api/managed_users/19029/members/34567' \
      -H 'Authorization: Bearer <api_token>'

# Response

{
  "id": 1680,
  "grant_type": "team",
  "role_name": "Admin",
  "external_id": null,
  "name": "Noam",
  "email": "[email protected]",
  "time_zone": "Pacific Time (US & Canada)",
  "user_groups": [
    {
      "id": "ug-APHDLfHB-dTXBtz",
      "name" : "All collaborators",
      "system": true  
    },
    {
      "id": "ug-APHDLfHB-dTXBtg",
      "name" : "Developers",
      "system": false
    }
  ],
  "env_roles": [
    {
      "environment_type": "dev",
      "name": "Admin",
      "role_type": "privilege_group"
    }
  ]
}

# Add collaborator to customer workspace

Adds a collaborator to the specified Embedded customer workspace. Alternatively, you can use the Invite a collaborator to a managed customer workspace endpoint to invite a collaborator.

POST /api/managed_users/:id/members

# Path parameters

Name Type Description
id string
required		 The Embedded customer ID or external ID.
External IDs must be URL encoded and prefixed with an E, for example: EA2300.

# Request body

ADD AN EXISTING USER

You must provide the oauth_id and omit the following parameters to add an existing Workato user to an embedded workspace:

  • role_name
  • external_id
  • time_zone
  • name
Name Type Description
role_name string
conditional		 The role to assign the member. Required if env_roles is not provided.
name string
conditional		 The full name of the member. Required when creating a new user to add to an embedded workspace.
env_roles object
conditional		 The environment roles object. Required if role_name is not provided.
env_roles[environment_type] string
conditional		 The type of environment in the customer workspace where you plan to add the member. Required if role_name is not provided. Use dev for single-environment workspaces.
env_roles[name] string
conditional		 The role to assign the member for the specific environment. Required if role_name is not provided.
env_roles[role_type] string
optional		 The type of role to assign the collaborator. Accepted values include privilege_group and environment. The default value is privilege_group.
oauth_id string
optional		 The identifier used for OAuth.
external_id string
optional		 The external identifier for the member.
time_zone string
optional		 The timezone name. Refer to the Timezone list section for more information. Defaults to PST if not specified.

SPECIFY ROLES FOR DIFFERENT ENVIRONMENTS

You must provide either role_name or env_roles in the request body:

  • role_name assigns a role in the dev environment only.

  • env_roles lets you specify roles for different environments.

You can't combine role_name and env_roles in the same request. If both are included, Workato assigns only the roles in env_roles and ignores role_name.

# Sample requests

Refer to the following sections to add collaborators to specific environments:

# Using role_name

curl  -X POST https://www.workato.com/api/managed_users/27819/members \
      -H 'Authorization: Bearer <api_token>' \
      -H 'Content-Type: application/json' \
      -d '{
            "name": "Jack Smith",
            "role_name": "Admin",
            "external_id": "UU0239093499"
         }'
Response: Using role_name 
{
  "data": {
    "id": 12341,
    "grant_type": "team",
    "role_name": "Admin",
    "external_id": "UU0239093499",
    "name": "Jack Smith",
    "email": "[email protected]",
    "time_zone": "Pacific Time (US & Canada)",
    "created_at": "2024-09-13T07:26:48.779-07:00",
    "last_activity_log": null
  }
}

# Using env_roles

curl  -X POST https://www.workato.com/api/managed_users/27819/members \
      -H 'Authorization: Bearer <api_token>' \
      -H 'Content-Type: application/json' \
      -d '{
            "name": "Jack Smith",
            "env_roles": [
                {
                  "environment_type": "dev",
                  "name": "Admin",
                  "role_type": "privilege_group"
                },
                {
                  "environment_type": "test",
                  "name": "Admin",
                  "role_type": "privilege_group"

                },
                {
                  "environment_type": "prod",
                  "name": "Admin",
                  "role_type": "privilege_group"
                }
            ],
            "external_id": "UU0239093499"
         }'
Response: Using env_roles 
{
  "data": {
    "id": 12341,
    "grant_type": "team",
    "role_name": "Admin",
    "external_id": "UU0239093499",
    "name": "Jack Smith",
    "email": "[email protected]",
    "time_zone": "Pacific Time (US & Canada)",
    "created_at": "2024-09-24T08:06:09.883-07:00",
    "last_activity_log": null,
    "env_roles": [
      {
        "environment_type": "dev",
        "name": "Admin",
        "role_type": "privilege_group"
      },
      {
        "environment_type": "test",
        "name": "Admin",
        "role_type": "privilege_group"
      },
      {
        "environment_type": "prod",
        "name": "Admin",
        "role_type": "privilege_group"
      }
    ]
  }
}

# Update customer workspace collaborator

Updates an existing collaborator and their roles in an Embedded customer workspace.

UPDATE MEMBER RESTRICTION

You can update the role_name field for any member, whether they were added manually or through the API.

However, you can only update the following fields for collaborators who don't have their own Workato workspace:

  • oauth_id
  • external_id
  • time_zone
  • name

These users exist only as collaborators in Embedded customer workspaces and don't own standalone Workato accounts.

PUT /api/managed_users/:id/members/:member_id

# Path parameters

Name Type Description
id string
required		 The Embedded customer ID or external ID.
External IDs must be URL encoded and prefixed with an E, for example: EA2300.
member_id string
required		 The ID of the collaborator you plan to update.

# Request body

Name Type Description
name string
optional		 The updated full name of the member.
role_name string
optional		 The updated role to assign the member. You cannot include both role_name and env_roles in the same request.
env_roles object
optional		 Defines the collaborator's updated environment roles. You cannot include both env_roles and role_name in the same request.
env_roles[environment_type] string
optional		 The type of workspace environment where you plan to update the collaborator's roles. Use dev for single-environment workspaces.
env_roles[name] string
optional		 The role to assign the collaborator for the specific environment.
env_roles[role_type] string
optional		 The type of role to assign the collaborator. Accepted values include privilege_group and environment. The default value is privilege_group.
oauth_id string
optional		 The updated identifier used for OAuth.
external_id string
optional		 The updated external identifier for the member.
time_zone string
optional		 The updated timezone name. Refer to the Timezone list section for more information. Defaults to PST if not specified.

SPECIFY ROLES FOR DIFFERENT ENVIRONMENTS

You can't combine role_name and env_roles in the same request. If both are included, Workato assigns only the roles in env_roles and ignores role_name.

  • role_name assigns a role in the dev environment only.
  • env_roles lets you specify roles for different environments.

# Sample requests

Refer to the following sections to add collaborators to specific environments:

# Using role_name

curl  -X PUT https://www.workato.com/api/managed_users/EUU0239093499/members/12341 \
      -H 'Authorization: Bearer <api_token>' \
      -H 'Content-Type: application/json' \
      -d '{
            "name": "Jack Smith",
            "role_name": "Admin",
            "external_id": "UU0239093499"
         }'
Response: Using role_name 
{
  "data": {
    "id": 12341,
    "grant_type": "team",
    "role_name": "Admin",
    "external_id": "UU0239093499",
    "name": "Jack Smith",
    "email": "[email protected]",
    "time_zone": "Pacific Time (US & Canada)",
    "created_at": "2024-09-13T07:26:48.779-07:00",
    "last_activity_log": null
  }
}

# Using env_roles

curl  -X PUT https://www.workato.com/api/managed_users/EUU0239093499/members/12341 \
      -H 'Authorization: Bearer <api_token>' \
      -H 'Content-Type: application/json' \
      -d '{
            "name": "Jack Smith",
            "env_roles": [
                {
                  "environment_type": "dev",
                  "name": "Admin",
                  "role_type": "privilege_group"
                },
                {
                  "environment_type": "test",
                  "name": "Admin",
                  "role_type": "privilege_group"

                },
                {
                  "environment_type": "prod",
                  "name": "Admin",
                  "role_type": "privilege_group"
                }
            ],
            "external_id": "UU0239093499"
         }'
Response: Using env_roles 
{
  "data": {
    "id": 12341,
    "grant_type": "team",
    "role_name": "Admin",
    "external_id": "UU0239093499",
    "name": "Jack Smith",
    "email": "[email protected]",
    "time_zone": "Pacific Time (US & Canada)",
    "created_at": "2024-09-24T08:06:09.883-07:00",
    "last_activity_log": null,
    "env_roles": [
      {
        "environment_type": "dev",
        "name": "Admin",
        "role_type": "privilege_group"
      },
      {
        "environment_type": "test",
        "name": "Admin",
        "role_type": "privilege_group"
      },
      {
        "environment_type": "prod",
        "name": "Admin",
        "role_type": "privilege_group"
      }
    ]
  }
}

# Remove collaborator from customer workspace

Removes a collaborator from an Embedded customer workspace. This doesn't delete the collaborator's Workato account.

DELETE /api/managed_users/:id/members/:member_id

# Path parameters

Name Type Description
id string
required		 The Embedded customer ID or external ID.
External IDs must be URL encoded and prefixed with an E, for example: EA2300.
member_id string
required		 The ID of the collaborator to remove.

# Sample request

curl -X DELETE 'https://www.workato.com/api/managed_users/19029/members/pg-AQAEnmMX-b4rPeT' \
  -H 'Authorization: Bearer <api_token>'

# Response

{
  "data": [
    { 
      "id": "pg-AQAEnmMX-b4rPeT"
    }
  ]
}

# List a customer workspace's project grants

Retrieves all project grants from an Embedded customer workspace. This doesn't include project access granted through collaborator groups.

PROJECT GRANTS

A project grant assigns a project role to a collaborator or group. Refer to Project grants to manage project grants using the Embedded API or Manage project access and roles to manage project grants in the UI.

GET /api/managed_users/:id/members/:member_id/project_grants

# Path parameters

Name Type Description
id string
required		 The Embedded customer ID or external ID.
External IDs must be URL encoded and prefixed with an E, for example: EA2300.
member_id string
required		 The ID of the workspace to retrieve project grants from.

# Query parameters

Name Type Description
page[number] integer
optional		 The page number to retrieve. The default value is 1.
page[size] integer
optional		 The number of items per page to retrieve. The default and maximum value is 100.

# Sample request

curl -X GET 'https://www.workato.com/api/managed_users/19029/members/34567/project_grants?page[number]=1&page[size]=100' \
  -H 'Authorization: Bearer <api_token>'

# Response

{
  "data": [
    { 
      "id": "pg-AQAEnmMX-b4rPeT", 
      "project": {
        "id": 178230, 
        "name": "Development",
        "environment": {
          "id": 148425, 
          "type": "dev"
        }, 
      }, 
      "project_role": { 
        "id": "pr-AQAEnmK3-EQpeYM", 
        "name": "Developers"
      }
    }, 
    {
      "id": "pg-AQAEnmKE-xpCFwT", 
      "project": {
        "id": 178230, 
        "name": "Sales",
        "environment": {
          "id": 148426, 
          "type": "prod"
        }, 
      }, 
      "project_role": {
        "id": "pr-AQAEnmK3-EQpeYM", 
        "name": "Developers"
      }
    }
  ],
  "total": 2,
  "page": {
    "number": 1,
    "size": 100
  }
}

# List customer connections

Get a list of connections in an Embedded customer's account.

GET /api/managed_users/:id/connections

# Path parameters

Name Type Description
id string
required		 Embedded customer ID/external ID.
External ID must be prefixed with an E (for example, EA2300) and the resulting ID should be URL encoded.

# Sample request

curl  -X GET https://www.workato.com/api/managed_users/27819/connections \
      -H 'Authorization: Bearer <api_token>'

# Response

{
  "result": [
    {
      "id": 6132,
      "name": "My Box account",
      "provider": "box",
      "authorization_status": "success",
      "authorized_at": "2019-09-10T18:20:08.854-07:00",
      "created_at": "2019-09-10T18:19:57.437-07:00",
      "updated_at": "2019-09-10T18:20:08.859-07:00"
    },
    {
      "id": 6131,
      "name": "My Salesforce account",
      "provider": "salesforce",
      "authorization_status": "success",
      "authorized_at": "2019-09-10T18:19:43.018-07:00",
      "created_at": "2019-09-10T18:19:12.902-07:00",
      "updated_at": "2019-09-10T18:19:43.021-07:00"
    }
  ]
}

# Get privileges from a customer workspace collaborator

Retrieves the privileges and roles of a collaborator in an Embedded customer workspace. The response returns an array of roles for each environment (for example, dev, test, and prod) with the following information:

  • Environment type
  • User role
  • All permissions assigned to the role
  • Role type

The response includes roles from both the legacy model (role_type: privilege_group) and the new model (role_type: environment).

GET /api/managed_users/:id/members/:member_id/privileges

# Path parameters

Name Type Description
id string
required		 The Embedded customer ID or external ID.
External IDs must be URL encoded and prefixed with an E, for example: EA2300.
member_id string
required		 The ID of the collaborator whose privileges you plan to retrieve.

# Sample request

curl  -X GET 'https://www.workato.com/api/managed_users/19029/members/34567/privileges' \
      -H 'Authorization: Bearer <api_token>'

# Sample response

{
    "data": [
        {
            "environment_type": "dev",
            "name": "Operator",
            "role_type": "privilege_group",
            "privileges": {
                "Recipes": [
                    "read",
                    "run",
                    "read_run_history"
                ],
                "Folders": [
                    "read"
                ],
                "Projects": [
                    "read"
                ],
                "Use in recipes": [
                    "all"
                ],
                "Test automation": [
                    "read"
                ]
            }
        },
        {
            "environment_type": "test",
            "name": "Operator",
            "role_type": "privilege_group",
            "privileges": {
                "Recipes": [
                    "read",
                    "run",
                    "read_run_history"
                ],
                "Folders": [
                    "read"
                ],
                "Projects": [
                    "read"
                ],
                "Use in recipes": [
                    "all"
                ],
                "Test automation": [
                    "read"
                ]
            }
        },
        {
            "environment_type": "prod",
            "name": "Operator",
            "role_type": "privilege_group",
            "privileges": {
                "Recipes": [
                    "read",
                    "run",
                    "read_run_history"
                ],
                "Folders": [
                    "read"
                ],
                "Projects": [
                    "read"
                ],
                "Use in recipes": [
                    "all"
                ],
                "Test automation": [
                    "read"
                ]
            }
        }
    ]
}

# Get projects privileges from a customer workspace collaborator

Retrieves project-level access for a collaborator in an Embedded customer workspace. This includes access assigned directly or through membership in a collaborator group. You can use this endpoint to audit project permissions.

GET /api/managed_users/:id/members/:member_id/projects_privileges

# Path parameters

Name Type Description
id string
required		 The Embedded customer ID or external ID.
External IDs must be URL encoded and prefixed with an E, for example: EA2300.
member_id string
required		 The ID of the collaborator to retrieve project privileges from.

# Sample request

curl  -X GET 'https://www.workato.com/api/managed_users/19029/members/34567/projects_privileges' \
      -H 'Authorization: Bearer <api_token>'

# Response

{
  "data": [
    {
      "environment": {
        "id": 123456,
        "type": "dev"
      },
      "projects": {
        "61722": {
          "Folders": ["create", "view"]
        }
      }
    },
    {
      "environment": {
        "id": 789123,
        "type": "prod"
      },
      "projects": {
        "74137": {
          "Folders": ["view"]
        }
      }
    }
  ]
}

# Get usage (v2)

Retrieves usage metrics for specified customer workspaces within a defined time frame, including task usage, recipe counts, and counts of successful and failed jobs. This endpoint parses and returns datetime values in the Embedded admin's workspace timezone.

POST /api/v2/managed_users/statistics/usage

QUERY USAGE FOR MULTIPLE WORKSPACES IN A SINGLE REQUEST

We recommend querying usage for all relevant workspaces in a single request to optimize performance.

JOB COUNTING AND ALLOCATION

Each unique job run is counted only once. Jobs are never double-counted but may be allocated differently depending on the query timeframe, interval, and the most recent retry.

# Request body

Name Type Description
from string
required		 Start of the time range for retrieving usage metrics, in ISO 8601 format (YYYY-MM-DDTHH:mm:ss.SSSZ).
to string
required		 End of the time range for retrieving usage metrics, in ISO 8601 format (YYYY-MM-DDTHH:mm:ss.SSSZ).
interval string
optional		 Sets the time interval for aggregating results. Accepted values include none, year, month, week, day, and hour. Default is none.
workspace_ids[] array of integers
conditional		 Customer workspace IDs to retrieve usage data for. Required if external_ids[] is not provided.
external_ids[] array of strings
conditional		 Customer external IDs to retrieve usage data for. Required if workspace_ids[] is not provided.
folder_ids[] array of integers
optional		 Filters results to the specified folder IDs, returning tasks and job outcomes within those folders. Do not provide if using folder_name_pattern.
folder_name_pattern string
optional		 Filters results by folders matching the specified name pattern (for example, [PROD] Folder). Case-sensitive. Do not provide if using folder_ids[]. Wildcards and regular expressions are not supported.
recipe_ids[] array of integers
optional		 Filters results to the specified recipe IDs, returning tasks and job outcomes related to those recipes. Do not provide if using recipe_name_pattern.
recipe_name_pattern string
optional		 Filters results by recipes matching the specified name pattern (for example, [TEST] Recipe). Case-sensitive. Do not provide if using recipe_ids[]. Wildcards and regular expressions are not supported.
adapter_names_all[] array of strings
optional		 Filters results to recipes that use all of the specified connectors (for example, ["stripe", "workday", "zendesk"]). Do not provide if using adapter_names_any[].
adapter_names_any[] array of strings
optional		 Filters results to recipes that use any of the specified connectors (for example, ["stripe", "workday", "zendesk"]). Do not provide if using adapter_names_all[].
running boolean
optional		 Filters results to active (true) or inactive (false) recipes. Default is nil, which includes both active and inactive recipes.
group_by string
optional		 Specifies how results should be grouped. Accepted values include recipe and workspace. Default is workspace. Can only be set to recipe when either folder_ids[], recipe_ids[], folder_name_pattern, or recipe_name_pattern are specified.

INCLUDE USAGE METRICS FOR DELETED RECIPES

To include metrics for deleted recipes in the response, provide only the following fields in the request body:

  • from
  • to
  • workspace_ids or external_ids
  • interval (optional)

Including any additional fields limits the usage data to non-deleted recipes that match those conditions.

CASE-SENSITIVE FILTERS

The recipe_name_pattern and folder_name_pattern filters are case-sensitive. These filters return any recipe or folder whose name contains the specified pattern. For example, both DeVelopment and MedveDeV would match the pattern DeV. The filters accept patterns with three or more characters.

# Sample request

This example request retrieves monthly usage statistics for customer workspaces with IDs 10 and 2, from July 1, 2024, to September 26, 2024. The response is grouped by the specified recipes (IDs 100 and 200).

curl  -X POST 'https://www.workato.com/api/v2/managed_users/statistics/usage' \
      -H 'Authorization: Bearer <api_token>' \
      -H 'Content-Type: application/json' \
      -d '{
            "group_by": "recipe",
            "interval": "month",
            "workspace_ids": [10, 2],
            "recipe_ids": [100, 200],
            "from": "2024-07-01",
            "to": "2024-09-26"
          }'

# Responses

200 OK 
{
    "data": [
        {
            "recipe_id": 100, // Only part of the response when grouped by 'recipe'
            "workspace_id": 10,
            "intervals": [
                {
                    "start_datetime": "2024-07-01T00:00:00.000-07:00",
                    "successful_job_count": 52,
                    "failed_job_count": 3,
                    "task_count": 110
                },
                {
                    "start_datetime": "2024-08-01T00:00:00.000-07:00",
                    "successful_job_count": 78,
                    "failed_job_count": 6,
                    "task_count": 150
                },
                {
                    "start_datetime": "2024-09-01T00:00:00.000-07:00",
                    "successful_job_count": 64,
                    "failed_job_count": 2,
                    "task_count": 130
                }
            ]
        },
        {
            "recipe_id": 200,
            "workspace_id": 2,
            "intervals": [
                {
                    "start_datetime": "2024-07-01T00:00:00.000-07:00",
                    "successful_job_count": 43,
                    "failed_job_count": 5,
                    "task_count": 95
                },
                {
                    "start_datetime": "2024-08-01T00:00:00.000-07:00",
                    "successful_job_count": 61,
                    "failed_job_count": 8,
                    "task_count": 125
                },
                {
                    "start_datetime": "2024-09-01T00:00:00.000-07:00",
                    "successful_job_count": 72,
                    "failed_job_count": 7,
                    "task_count": 140
                }
            ]
        }
    ],
    "generated_at": "2024-09-26T13:48:46.839-07:00"
}
400 BAD REQUEST - NO MATCHING WORKSPACES FOUND

If the workspace IDs or external IDs provided in the request do not belong to the Embedded account's list of customers, or if all non-matching workspace IDs are ignored and the resulting list is empty, the following error is returned:

{
    "errors": [
        {
            "code": 400,
            "title": "No workspaces found matching the specified workspace filter conditions."
        }
    ]
}
400 BAD REQUEST - NO MATCHING RECIPES FOUND

If the folder IDs or recipe IDs provided in the request do not belong to the specified workspace or folder, or if all invalid folder IDs, recipe IDs, folder name patterns, and recipe name patterns are ignored and the resulting list is empty, the following error is returned:

{
    "errors": [
        {
            "code": 400,
            "title": "No recipes found matching the specified filter conditions."
        }
    ]
}
400 BAD REQUEST - SPECIFIED ADAPTERS NOT FOUND

The following error is returned when the request includes an adapter in adapter_names_any or adapter_names_all that does not exist:

{
    "errors": [
        {
            "code": 400,
            "title": "Specified adapters in the filter condition not found."
        }
    ]
}

# Get connection-based usage

Retrieves connection-based usage metrics for specified customer workspaces. This endpoint provides usage metrics specific to connections, distinct from the task-based metrics available through the Get usage (v2) endpoint.

POST /api/v2/managed_users/statistics/connection_usage

# Request body

Name Type Description
workspace_ids[] array of integers
conditional		 Customer workspace IDs used to retrieve connection-based usage data. Required if external_ids[] is not provided.
external_ids[] array of strings
conditional		 Customer external IDs used to retrieve connection-based usage data. Required if workspace_ids[] is not provided.
folder_ids[] array of integers
optional		 Filters results by the specified folder IDs, returning tasks and job outcomes within those folders. Do not provide if using folder_name_pattern.
folder_name_pattern string
optional		 Filters results by folders matching the specified name pattern (for example, [PROD] Folder). Case-sensitive. Do not provide if using folder_ids[]. Wildcards and regular expressions are not supported.
adapter_names[] array of strings
optional		 Filters results by the specified connectors.
include_runtime_connections boolean
optional		 Specifies whether to include runtime connections data in the response. Defaults to false.

# Sample request

curl  -X POST 'https://www.workato.com/api/v2/managed_users/statistics/connection_usage' \
      -H 'Authorization: Bearer <api_token>' \
      -H 'Content-Type: application/json' \
      -d '{
            "workspace_ids": [4552523],
            "folder_ids": [21256536],
            "adapter_names": ["salesforce", "workday", "stripe"]
          }'

# Response

{
    "data": [
        {
            "active_connections_count": 3,
            "active_connections_data": [
                {
                    "id": 15728497,
                    "name": "My Salesforce account",
                    "provider": "salesforce",
                    "authorization_status": "success",
                    "recipe_count": 5,
                    "running_recipe_count": 2,
                    "external_id": null,
                    "folder_id": 21256536,
                    "parent_account_id": null
                },
                {
                    "id": 15816920,
                    "name": "My Workday account",
                    "provider": "workday",
                    "authorization_status": "success",
                    "recipe_count": 2,
                    "running_recipe_count": 2,
                    "external_id": null,
                    "folder_id": 21256536,
                    "parent_account_id": null
                },
                {
                    "id": 15816922,
                    "name": "My Stripe account",
                    "provider": "stripe",
                    "authorization_status": "success",
                    "recipe_count": 2,
                    "running_recipe_count": 2,
                    "external_id": null,
                    "folder_id": 21256536,
                    "parent_account_id": null
                }
            ],
            "inactive_connections_count": 0,
            "inactive_connections_data": [],
            "active_opa_count": 0,
            "workspace_id": 4552523
        }
    ],
    "generated_at": "2024-10-23T08:53:05.428-07:00"
}

# Get monthly usage

Retrieves monthly usage metrics for all Embedded customers for the last 12 months. This endpoint returns datetime values in the Embedded admin's workspace timezone. Currently, only task data is available through this endpoint.

GET /api/managed_users/usage

GET USAGE V2 API

Use the Get usage (v2) endpoint to retrieve more granular task information for a specific date range, workspace, project, or recipe.

TASK COUNT BY CALENDAR MONTH

The task count by customer returned by this endpoint is the total of all tasks done in the associated calendar month. You can obtain the total usage across all plans using this endpoint, even if the customer's plan has changed or the billing date/usage has been reset.

# Sample request

curl  -X GET https://www.workato.com/api/managed_users/usage \
      -H 'Authorization: Bearer <api_token>'

# Response

Note: The following response has been truncated from 12 to three months.

{
   "result":{
      "data":[
         {
            "user_id": 7443,
            "intervals":[
               {
                  "start_datetime": "2019-10-01T00:00:00.000-07:00",
                  "task_count": null
               },
               {
                  "start_datetime": "2019-11-01T00:00:00.000-07:00",
                  "task_count": null
               },
               {
                  "start_datetime": "2020-10-01T00:00:00.000-07:00",
                  "task_count": 0
               }
            ]
         }
      ],
      "generated_at":"2020-10-02T05:41:29.232-07:00"
   }
}

# Provision Environments

Provision Environments for an existing customer that you specify.

POST /api/managed_users/:id/environments

# Request body

Name Type Description
environments array
optional		 A list of environment configurations.
environment_type string
conditional		 Specifies the type of environment. Required if environments is present. Possible values include dev, test, and prod.
external_id string
optional		 A unique identifier for the environment.
error_notification_emails string
optional		 Email address to receive error notifications.

# Sample request

curl -X POST https://www.workato.com/api/managed_users/:id/environments \
     -H 'Authorization: Bearer <api_token>' \
     -H 'Content-Type: application/json' \
     -d '{
           "environments": [
             {
               "environment_type": "dev",
               "external_id": "C1Dev",
               "error_notification_emails": "[email protected]"
             },
             {
               "environment_type": "test",
               "external_id": "C1Test",
               "error_notification_emails": "[email protected]"
             },
             {
               "environment_type": "prod",
               "external_id": "C1Prod",
               "error_notification_emails": "[email protected]"
             }
           ]
         }'

# Sample response

{
    "data": {
        "status": "created",
        "id": 29069,
        "external_id": null,
        "name": "Barnaby",
        "environments": [
            {
                "id": 29541,
                "environment_type": "prod"
            },
            {
                "id": 29540,
                "environment_type": "test"
            }
        ],
        "notification_email": "[email protected]",
        "full_embedding": true,
        "admin_notification_emails": "[email protected] ",
        "error_notification_emails": "[email protected]",
        "plan_id": "premium_quarterly",
        "origin_url": null,
        "trial": false,
        "in_trial": false,
        "whitelisted_apps": [],
        "frame_ancestors": null,
        "created_at": "2023-11-13T23:59:29.420-09:00",
        "updated_at": "2024-02-29T06:02:58.078-09:00",
        "time_zone": "Pacific Time (US & Canada)",
        "auth_settings": {
            "type": "workato_auth"
        },
        "current_billing_period_start": "2024-03-08T08:19:19.079-09:00",
        "current_billing_period_end": "2024-04-08T09:19:19.079-08:00",
        "task_count": 0,
        "active_connection_limit": 0,
        "active_connection_count": 5,
        "active_recipe_count": 5
    }
}
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Last updated: 9/9/2025, 5:23:16 PM

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