# Workday, Jira, and Okta recipe
This use case guides you through connecting Workday, Jira, and Okta to Workato to create a multi-application automation.
# What does this recipe do?
This recipe monitors Workday for new employees. The recipe creates a new user in Jira and Okta when a new employee is detected in Workday.
# Create your recipe
Complete the following steps to create a recipe that monitors Workday for new employees. When activity is detected, it creates a new user in Jira and a new user in Okta:
USE CASES ARE INTENDED AS EXAMPLES ONLY
This use case is intended to serve as an example. Recipe modifications such as trigger and action configuration and conditional logic may require adjustments if you plan to include this recipe in your own workflow.
Sign in to your Workato account and navigate to the workspace project where you plan to add the recipe.
Set up connections for Workday, Jira, and Okta using the steps in the following sections:
Set up your Workday connection.
# Before connecting to Workday
Before integrating with Workday using third-party services like Workato, we recommend using an Integration System User (ISU). Using an ISU ensures that all integration operations are logged under a designated user, separate from regular workflow processes. This is essential as changes to a regular worker’s security profile or their termination could disrupt integrations reliant on their account. For enhanced security, limit each ISU to a single integration system, such as Workato.
Additionally, if your integration involves custom objects in Workday, you must register a Workday API client. This step is required as the Workday REST API requires authentication through an OAuth client setup.
# Authentication requirements
The Workday connector supports both OAuth 2.0 and basic authentication methods. However, OAuth 2.0 authentication is required for working with the Workday REST API and custom objects. We recommend that you avoid using the deprecated Hybrid authentication method.
# Connection setup using OAuth 2.0 authentication
To configure your Workday connection in Workato using OAuth 2.0 authentication, complete the following steps:
Enter a unique Connection name to identify your Workday account in Workato.
Label your connection
Choose OAuth 2.0 as the Authentication type. This method is required for working with custom objects and for querying data using Workday Query Language (WQL) with the Workday REST API.
Select the Workday web services version appropriate for your Workday tenant. We recommend choosing the newest version available for access to the latest features and updates.
Locate and enter your Tenant ID from the URL when logged into Workday. For example, in https://impl.workday.com/sample_company/d/home.htmld, the tenant ID is sample_company.
Provide the WSDL URL associated with your Workday services.
Enter the Client ID and Client Secret from your API client settings.
Optional. Input your Refresh token if you are using an API client for integrations.
Enter your Authorization endpoint and Token endpoint from your API Client settings to complete the OAuth flow.
Select the Workday tenant timezone that matches your Workday tenant's settings. By default, Workday uses Pacific Standard Time (PST).
Optional. Click Advanced settings to configure the Advanced XML payload for multiple ID values field.
By default, when constructing the XML from your input, Workato wraps each value in fields with multiple values within its own container.
For example:
<languages><language>english</language></languages><languages><language>chinese</language></languages>
If you set the value to Yes, Workato unwraps these values, presenting them in a single container:
<languages><language>english</language><language>chinese</language></languages>
Consider enabling this if you encounter invalid payload errors.
Review the information you entered to ensure it's correct.
Click Connect to initiate the authorization process and complete the connection setup.
# Connection setup using basic authentication
To set up your Workday connection in Workato with basic authentication, complete the following steps:
Enter a unique Connection name to identify your Workday account in Workato.
Label your connection
Select Basic as the Authentication type. This method uses your Workday username and password for integration.
Select the Workday web services version appropriate for your Workday tenant. We recommend choosing the newest version available to access the latest features and updates.
Locate and enter your Tenant ID from the URL when logged into Workday. For example, in https://impl.workday.com/sample_company/d/home.htmld, the tenant ID is sample_company.
Provide the WSDL URL associated with your Workday services.
Input your Workday Login name and Password.
Select your Workday tenant timezone that matches your Workday tenant's settings. By default, Workday uses Pacific Standard Time (PST).
Click Advanced settings to configure the Advanced XML payload for multiple ID values field. By default, fields with multiple values are wrapped within a container. Set this option to yes to unwrap the values.
Review the information you entered to ensure it's correct.
Click Connect to initiate the authorization process and complete the connection setup.
Set up your Jira connection.
Click Create > Connection.
Search for and select Jira in the New Connection page.
Provide a name for your connection in the Connection name field.
Jira connection setup
Use the Location drop-down menu to select the project where you plan to store the connection.
Select your Connection type.
Use the Auth type drop-down menu to select the authentication method you plan to use. Supported options are Basic, API token, OAuth 2.0, and Personal access token.
Provide your Host name. For example, if your Jira URL is https://acme.atlassian.net, your host name is acme.atlassian.net.
Click Connect.
Set up your Okta connection.
Search for and select Okta in the New Connection page.
Select Okta as your app
Provide a name for your connection in the Connection name field.
Okta connection setup
Use the Location drop-down menu to select the project where you plan to store the connection.
Select the Authentication type you plan to use for your connection. Options are Authorization code grant, Client credentials, and API key.
Provide your Okta domain. You can find it in your Okta URL (for example, mycompany.okta.com or mytest.oktapreview.com).
Fill in other fields as required by your selected authentication method.
Click Connect.
Click Create > Recipe.
Provide a name for your recipe in the Name field and select the project in which you plan to store the recipe from the Location drop-down menu.
Ensure that Trigger from an app is selected under Pick a starting point and click Start building.
Set up your recipe
Set up your Workday New business object trigger.
Search for Workday in the Choose an app search box and select the Workday connection app you created in the preceding steps.
Select Workday as your app
Select New/updated business object as your trigger.
Select New/updated business object as your trigger
Use the calendar modal to select the date from which your recipe should begin to monitor events in the When first started, this recipe should pick up events from field. Learn more about this input field.
Set up your trigger
Use the Business object drop-down menu to select the object you plan to monitor for changes. For example, workers or employees.
Click Save.
Click the + Add step button and select Action in app.
Click Add step > Add action in app
Set up your Jira Create user action.
Search for Jira in the Choose an app search box and select the Jira connection you created in the preceding steps.
Choose Jira as your app
Select Create user as your action.
Select Create user
Map the Workday Email address | Step 1 datapill into the Email address field.
Set up Create user
Map the Workday Worker_Reference(Employee ID) | Step 1 datapill into the Display name field.
Use the Products drop-down menu to select the products for which you plan to grant access to the user.
Click Save.
Click the + Add step button and select Action in app.
Set up your Okta Create user action.
Search for Okta in the Choose an app search box and select the Okta connection app you created in the preceding steps.
Select Create user as your action.
Select Create user as your action
Map the Workday First name | Step 1 datapill into the First name field and the Workday Last name | Step 1 datapill into the Last name field.
Map the datapills for your action
Map the Workday Email address | Step 1 datapill into the Primary email ID field and the Workday Email address | Step 1 datapill into the Username field. The Username field must contain an email address.
Click Save.
Your Workday, Jira, and Okta recipe is ready to test and implement.
Last updated: 8/28/2024, 8:43:06 PM