# Workato docs > Documentation for Workato, the enterprise AI control and execution plane for building and governing AI agents, MCP servers, and integrations on a unified orchestration platform. These docs cover Workato's agentic platform (Agent Studio, skills, knowledge, and guardrails), enterprise MCP infrastructure (Composer, Registry, Gateway, and Runtime), and the orchestration platform (iPaaS, API management, data orchestration, process automation, recipes, and connectors), along with administration and governance. The table of contents below links to Markdown versions of each page, optimized for LLMs. ## Table of Contents ### AIRO - [AIRO](https://docs.workato.com/en/airo.md): AIRO is Workato's AI automation engineer that transforms intent into production-ready business solutions. - [AIRO - Homepage](https://docs.workato.com/en/airo/homepage.md): Navigate Workato's AI-powered homepage with active incidents, recent work access, and quick-start options for new automation projects using AIRO. - [AIRO - Chat with AIRO](https://docs.workato.com/en/airo/chat.md): Chat with AIRO from anywhere in Workato. Get context-aware help and keep your conversation and its context as you move between pages. - [AIRO - What AIRO knows](https://docs.workato.com/en/airo/knowledge-bases.md): AIRO uses your workspace assets and Workato platform knowledge to give you accurate, context-aware answers. - [AIRO - Blueprints](https://docs.workato.com/en/airo/blueprints.md): Transform business requirements into detailed implementation plans with AIRO blueprints. Generate complete automation strategies before building any assets. - [AIRO - AIRO MCP server](https://docs.workato.com/en/airo/mcp.md): Connect any MCP-compatible AI client to your Workato workspace using OAuth 2.0 or an API token, and manage your automation projects using natural language. - [AIRO - Acumen](https://docs.workato.com/en/airo/acumen.md): Acumen monitors your Workato workspace, raises active incidents, accelerates troubleshooting, and forecasts usage so you can manage automations once they go live. #### Chat with AIRO - [AIRO - Manage AIRO chat history](https://docs.workato.com/en/airo/chat/chat-history.md): Manage your AIRO conversations. Rename and organize multiple AIRO conversations across different automation projects. #### What AIRO knows - [AIRO - AIRO Playbooks](https://docs.workato.com/en/airo/knowledge/manage.md): Upload, preview, search, and delete playbooks that AIRO references when answering questions. #### Blueprints - [AIRO - Create your first blueprint](https://docs.workato.com/en/airo/blueprints/create.md): Step-by-step guide to creating your first AIRO blueprint. Transform business requirements into detailed automation plans using employee onboarding as a practical example. - [AIRO - Manage blueprints](https://docs.workato.com/en/airo/blueprints/manage.md): Organize AIRO blueprints by renaming, deleting, sorting, and filtering your automation implementation plans. #### Build with AIRO - [AIRO - Create recipes with AIRO](https://docs.workato.com/en/airo/recipe-editor/create-recipes.md): Build and modify Workato recipes with AIRO. Describe your automation in plain language and AIRO configures the recipe directly in the editor. ##### Recipes - [AIRO - Map fields with AIRO](https://docs.workato.com/en/airo/recipe-editor/map-fields.md): Map data fields and generate text content with AIRO in Workato recipes. Find datapills quickly and create dynamic content for emails, notifications, and more. - [AIRO - Write formulas with AIRO](https://docs.workato.com/en/airo/recipe-editor/write-formulas.md): Write Workato formulas using natural language with AIRO. Describe data transformations and get AI-generated formula code for complex recipe logic. - [AIRO - Generate recipe descriptions with AIRO](https://docs.workato.com/en/airo/recipe-editor/generate-descriptions.md): Generate automated recipe documentation with AIRO. Create comprehensive descriptions of your automation workflows based on recipe steps and configurations. ### MCP - [MCP](https://docs.workato.com/en/mcp.md): Learn how Model Context Protocol (MCP) connects AI agents to business tools and data, and how to build and use Workato MCP servers in AI Hub. - [MCP Registry](https://docs.workato.com/en/mcp/mcp-registry.md): The MCP Registry is the central catalog of MCP servers in your Workato organization for discovering, adding, and reusing servers across teams. - [MCP Runtime](https://docs.workato.com/en/mcp/mcp-runtime.md): The MCP Runtime is the Workato-hosted layer that operates your MCP servers, handles client traffic, and runs each tool with the user's own identity. - [MCP Control Plane](https://docs.workato.com/en/mcp/mcp-control-plane.md): The MCP Control Plane governs MCP servers across your organization, enforcing authorization, traffic limits, audit data, and governance policies. - [Remote MCP servers](https://docs.workato.com/en/mcp/remote-mcp-servers.md): Learn how remote MCP servers are hosted externally to serve multiple users and AI platforms, and install one with a URL or Workato Identity. - [MCP local servers](https://docs.workato.com/en/mcp/mcp-local-servers.md): Learn how an MCP local server runs on your machine to connect AI models to local files, databases, and Workato API collections and Developer APIs. - [Workato Developer API MCP server](https://docs.workato.com/en/mcp/developer-api-mcp.md): Expose Workato Developer and Embedded APIs as a remote MCP server so AI tools like Claude Desktop and Cursor can manage assets and projects. - [MCP - Troubleshoot errors](https://docs.workato.com/en/mcp/troubleshooting.md): Troubleshoot common MCP errors, including Workato Identity access, end-user group setup, user access tracking, and SSL inspection. - [MCP - FAQs](https://docs.workato.com/en/mcp/faqs.md): Answers to common questions about Model Context Protocol (MCP), including setup, authentication, Verified User Access, and troubleshooting. #### MCP Registry - [Manage MCP server registry](https://docs.workato.com/en/mcp/manage-mcp-registry.md): Set up an MCP server registry and control private or public visibility so members and other users can discover Workato MCP servers. - [Request MCP server registry access](https://docs.workato.com/en/mcp/request-mcp-registry-access.md): Request access to MCP servers in your organization's registry that authenticate with Workato Identity or an API token. #### MCP composition - [Prebuilt MCP servers](https://docs.workato.com/en/mcp/prebuilt-mcps.md): Workato prebuilt MCP servers integrate AI tooling into your workflows with customizable tools, business logic, user provisioning, and rate limits. - [Manage MCP server tools](https://docs.workato.com/en/mcp/manage-tools.md): Manage MCP server tools from the Overview page to start, stop, add, and remove tools and edit the LLM-facing server description. - [MCP Apps](https://docs.workato.com/en/mcp/mcp-apps.md): MCP Apps lets tools return interactive tables, forms, and dashboards inside the LLM chat so users view, sort, and act on data without leaving the conversation. - [MCP app development](https://docs.workato.com/en/mcp/mcp-app-development.md): Build a Workato MCP app with HTML and JavaScript, including the SDK connection, calling tools, Content Security Policy, and debugging. - [MCP server design best practices](https://docs.workato.com/en/mcp/mcp-server-design.md): Learn best practices for designing MCP servers, including how they differ from traditional APIs, tool scope, error handling, and LLM reasoning. - [MCP server tool design](https://docs.workato.com/en/mcp/mcp-server-tool-design.md): Learn best practices for designing MCP server tools, including tool breakdown, data optimization, error codes, and testing with AI agent workflows. #### MCP Control Plane ##### Gateway - [MCP access methods](https://docs.workato.com/en/mcp/mcp-authentication.md): Configure MCP server access with API token-based access or OAuth2 single sign-on through Workato Identity, and switch between access methods. ###### Authorization - [MCP verified user access](https://docs.workato.com/en/mcp/verified-user-access.md): Learn how MCP verified user access uses runtime user connections so each end user authenticates to external tools with their own credentials. - [MCP verified user access configuration](https://docs.workato.com/en/mcp/verified-user-access-configuration.md): Configure MCP verified user access by setting up Workato Identity, end-user groups, and OAuth 2.0 end user tool connections. #### Work with MCP clients - [Genies as MCP clients](https://docs.workato.com/en/mcp/genies-as-mcp-clients.md): Connect MCP servers as skills in an Agent Studio genie to call external APIs and third-party tools without building custom skills. - [MCP server access and configuration](https://docs.workato.com/en/mcp/mcp-server-access-and-configuration.md): Access and configure your MCP servers in AI Hub, view server details and tools, and retrieve the MCP remote URL for your clients. #### Use cases - [MCP use cases - LLM, GitHub, and Workato Developer API](https://docs.workato.com/en/getting-started/use-cases/mcp/github-developer-api-llm.md): Create an MCP integration that enables your LLM to create new issues in GitHub using the Workato Developer API. - [MCP Use Cases - LLM, Snowflake, and Workato Developer API](https://docs.workato.com/en/getting-started/use-cases/mcp/snowflake-developer-api.md): Create an MCP integration that enables an LLM to query Snowflake data using natural language commands through integration with the Workato Developer API. ### Prebuilt MCP servers - [Prebuilt MCP servers](https://docs.workato.com/en/mcp/prebuilt-mcps/mcp-servers.md): Browse Workato prebuilt MCP servers that let AI models interact with business apps using ready-to-use, customizable tool templates. - [MCP servers - AI model configurations](https://docs.workato.com/en/mcp/prebuilt-mcps/ai-model-configuration.md): Configure your prebuilt MCP server with AI models including ChatGPT, Claude, Cursor, and Microsoft Copilot using your remote MCP URL. #### Prebuilt MCP servers - [MCP servers - Airtable](https://docs.workato.com/en/mcp/prebuilt-mcps/airtable-mcp-server.md): Use the Airtable MCP server to connect your LLM to Airtable with a curated set of tools to retrieve, create, update, and delete records. - [MCP servers - Box](https://docs.workato.com/en/mcp/prebuilt-mcps/box-mcp-server.md): Use the Box MCP server to connect your LLM to Box Content Cloud with tools to find, retrieve, organize, and share files and folders through natural language. - [MCP servers - Calendly](https://docs.workato.com/en/mcp/prebuilt-mcps/calendly-scheduling-mcp-server.md): Use the Calendly MCP server to connect your LLM to Calendly with tools to book, cancel, and prep for external-facing meetings, share scheduling links, and manage event type availability. - [MCP servers - Canva](https://docs.workato.com/en/mcp/prebuilt-mcps/canva-mcp-server.md): Use the Canva MCP server to connect your LLM to Canva with repeatable, structured management of designs, assets, folders, and brand templates. - [MCP servers - Confluence](https://docs.workato.com/en/mcp/prebuilt-mcps/confluence-mcp-server.md): Use the Confluence MCP server to connect your LLM to Confluence with a curated set of tools to retrieve content, create pages, view attachments, update pages, and archive pages. - [MCP servers - Databricks Data Explorer](https://docs.workato.com/en/mcp/prebuilt-mcps/databricks-data-explorer-mcp-server.md): The Databricks Data Explorer MCP server lets LLMs explore Unity Catalog tables, retrieve schemas, and run read-only SQL queries through conversation. - [MCP servers - Discord](https://docs.workato.com/en/mcp/prebuilt-mcps/discord-mcp-server.md): Use the Discord MCP server to let AI assistants read, post, and reply to channel messages, manage threads, and moderate members. - [MCP servers - Docusign](https://docs.workato.com/en/mcp/prebuilt-mcps/docusign-esignature-mcp-server.md): Use the Docusign MCP server to connect your LLM to Docusign with tools to send agreements for signature, track progress, retrieve signed documents, and manage in-progress agreements through natural language. - [MCP servers - Dropbox](https://docs.workato.com/en/mcp/prebuilt-mcps/dropbox-mcp-server.md): Use the Dropbox MCP server to connect your LLM to Dropbox with tools to find, browse, retrieve, organize, and share files through natural language. - [MCP servers - ElevenLabs](https://docs.workato.com/en/mcp/prebuilt-mcps/elevenlabs-mcp-server.md): Use the ElevenLabs MCP server to connect your LLM to ElevenLabs with tools for voice and model inspection as well as text-to-speech audio generation. - [MCP servers - Excel](https://docs.workato.com/en/mcp/prebuilt-mcps/excel-mcp-server.md): Use the Excel MCP server to connect your LLM to Microsoft Excel with a curated set of tools to read, update, and manage workbooks and tabular data stored in Microsoft 365. - [MCP servers - Freshdesk](https://docs.workato.com/en/mcp/prebuilt-mcps/freshdesk-mcp-server.md): Use the Freshdesk MCP server to let LLMs search, create, and update support tickets, monitor SLAs, and reply through conversation. - [MCP server - GitHub](https://docs.workato.com/en/mcp/prebuilt-mcps/github-mcp-server.md): Use the GitHub MCP server to connect your LLM to GitHub with a curated set of tools to understand codebases, track development progress, and create and update issues and pull requests. - [MCP servers - GitLab Explorer](https://docs.workato.com/en/mcp/prebuilt-mcps/gitlab-explorer-mcp-server.md): Use the GitLab Explorer MCP server to connect your LLM to GitLab with tools to retrieve and manage projects, issues, merge requests, commits, and pipelines through natural language. - [MCP servers - Gmail](https://docs.workato.com/en/mcp/prebuilt-mcps/gmail-mcp-server.md): Use the Gmail MCP server to connect your LLM to Gmail with a curated set of tools to discover messages and threads, retrieve full email content and attachments, compose and revise drafts, and send emails. - [MCP servers - Gong](https://docs.workato.com/en/mcp/prebuilt-mcps/gong-mcp-server.md): Use the Gong MCP server to connect your LLM to Gong with a curated set of tools to retrieve and explore customer conversation history through recordings and transcripts. - [MCP servers - Google Calendar](https://docs.workato.com/en/mcp/prebuilt-mcps/google-calendar-mcp-server.md): Use the Google Calendar MCP server to connect your LLM to Google Calendar with a curated set of tools to retrieve events, check availability, and create, update, or delete calendar entries. - [MCP servers - Google Contacts](https://docs.workato.com/en/mcp/prebuilt-mcps/google-contacts-mcp-server.md): Use the Google Contacts MCP server to connect your LLM to Google Contacts with tools to find, create, update, delete, and organize personal contacts through natural language. - [MCP servers - Google Directory End User](https://docs.workato.com/en/mcp/prebuilt-mcps/google-directory-end-user-mcp-server.md): Use the Google Directory End User MCP server to connect your LLM to Google Workspace with a curated set of tools to search for colleagues, retrieve profile information, and explore organizational relationships. - [MCP servers - Google Docs](https://docs.workato.com/en/mcp/prebuilt-mcps/google-docs-mcp-server.md): Use the Google Docs MCP server to connect your LLM to Google Docs with a curated set of tools to author content, apply edits, propose suggestions, manage comments, and surface mentions. - [MCP servers - Google Drive](https://docs.workato.com/en/mcp/prebuilt-mcps/google-drive-mcp-server.md): Use the Google Drive MCP server to connect your LLM to Google Drive with a curated set of tools to discover files, retrieve metadata and content, organize folders, and manage sharing and access. - [MCP servers - Google Meet](https://docs.workato.com/en/mcp/prebuilt-mcps/google-meet-mcp-server.md): Use the Google Meet MCP server to connect your LLM to Google Meet with tools to retrieve post-meeting context and create or configure persistent meeting Spaces through natural language. - [MCP servers - Google Sheets](https://docs.workato.com/en/mcp/prebuilt-mcps/google-sheets-mcp-server.md): Use the Google Sheets MCP server to connect your LLM to Google Sheets with a curated set of tools to access tabular data, append and update rows, manage sheets, and perform multi-step updates. - [MCP servers - Google Slides](https://docs.workato.com/en/mcp/prebuilt-mcps/google-slides-mcp-server.md): Use the Google Slides MCP server to let LLMs discover presentations, analyze slide content, manage slide structure, manage review feedback, and make targeted content updates. - [MCP servers - Google Tasks](https://docs.workato.com/en/mcp/prebuilt-mcps/google-tasks-mcp-server.md): Use the Google Tasks MCP server to connect your LLM to Google Tasks with tools to create, view, edit, complete, reopen, delete, move, and reorder tasks, and to create and browse task lists. - [MCP servers - Highspot](https://docs.workato.com/en/mcp/prebuilt-mcps/highspot-mcp-server.md): Use the Highspot MCP server to let LLMs discover, share, and track sales content and access battle cards by chat. - [MCP servers - Jira](https://docs.workato.com/en/mcp/prebuilt-mcps/jira-mcp-server.md): Use the Jira MCP server to connect your LLM to Jira with a curated set of tools to search for issues, retrieve details, review comments and activity history, create new issues, update status, and modify issue fields. - [MCP servers - Mailchimp Campaign Management](https://docs.workato.com/en/mcp/prebuilt-mcps/mailchimp-campaign-management-mcp-server.md): Use the Mailchimp Campaign Management MCP server to connect your LLM to Mailchimp with audience curation, campaign authoring, and sending through natural conversation. - [MCP servers - MailChimp Marketing Reports](https://docs.workato.com/en/mcp/prebuilt-mcps/mailchimp-marketing-reports-mcp-server.md): Use the MailChimp Marketing Reports MCP server to let your LLM perform read-only discovery and analytics across audiences, campaigns, and contacts. - [MCP servers - Marketo Leads and Activity Ops](https://docs.workato.com/en/mcp/prebuilt-mcps/marketo-leads-and-activity-ops-mcp-server.md): Use the Marketo Leads and Activity Ops MCP server to connect your LLM to Marketo with tools to retrieve, create, update leads, review activity history, and manage static list membership through natural language. - [MCP servers - Marketo Program Ops](https://docs.workato.com/en/mcp/prebuilt-mcps/marketo-program-ops-mcp-server.md): Use the Marketo Program Ops MCP server to connect your LLM to Marketo with tools to create, manage, and run marketing programs, activate campaigns, and track performance through natural language. - [MCP servers - Microsoft PowerPoint](https://docs.workato.com/en/mcp/prebuilt-mcps/microsoft-powerpoint-mcp-server.md): Use the Microsoft PowerPoint MCP server to connect your LLM to Microsoft PowerPoint with content retrieval, slide structure manipulation, targeted text updates, and speaker notes management. - [MCP servers - Microsoft Teams Conversations](https://docs.workato.com/en/mcp/prebuilt-mcps/microsoft-teams-conversations-mcp-server.md): Use the Microsoft Teams Conversations MCP server to connect your LLM to Microsoft Teams with tools to search, retrieve, and participate in conversations across channels and chats through natural language. - [MCP servers - Microsoft Word](https://docs.workato.com/en/mcp/prebuilt-mcps/microsoft-word-mcp-server.md): Use the Microsoft Word MCP server to connect your LLM to Word with tools to create, read, update, and collaborate on documents through natural language. - [MCP servers - Miro](https://docs.workato.com/en/mcp/prebuilt-mcps/miro-mcp-server.md): Use the Miro MCP server to connect your LLM to Miro boards with tools to find boards, read and capture structured content, update items, and organize content using frames and tags. - [MCP server - Namely End User](https://docs.workato.com/en/mcp/prebuilt-mcps/namely-end-user-mcp-server.md): Use the Namely End User MCP server to connect your LLM to Namely with a curated set of tools to check PTO balances, look up a colleague's contact information, review your own profile, or check on your team's time-off status. - [MCP servers - Namely Workforce Intelligence](https://docs.workato.com/en/mcp/prebuilt-mcps/namely-workforce-intelligence-mcp-server.md): Use the Namely Workforce Intelligence MCP server to connect your LLM to Namely with a curated set of tools to search employees, analyze organizational hierarchy, aggregate workforce metrics, and perform administrative updates. - [MCP servers - Notion Databases](https://docs.workato.com/en/mcp/prebuilt-mcps/notion-databases-mcp-server.md): Use the Notion Databases MCP server to let LLMs query, create, update, and archive database items without opening the Notion app. - [MCP servers - Notion Pages](https://docs.workato.com/en/mcp/prebuilt-mcps/notion-pages-mcp-server.md): Use the Notion Pages MCP server to let LLMs create, read, update, organize, and archive pages and contribute to page discussions. - [MCP servers - Okta End User](https://docs.workato.com/en/mcp/prebuilt-mcps/okta-end-user-mcp-server.md): Use the Okta End User MCP server to connect your LLM to Okta with a curated set of tools to retrieve your identity, access, and authentication information. - [MCP servers - OneDrive](https://docs.workato.com/en/mcp/prebuilt-mcps/onedrive-mcp-server.md): Use the OneDrive MCP server to connect your LLM to Microsoft OneDrive with tools to find, organize, share, and manage files and folders through natural language. - [MCP servers - Outlook Calendar](https://docs.workato.com/en/mcp/prebuilt-mcps/outlook-calendar-mcp-server.md): Use the Outlook Calendar MCP server to connect your LLM to Outlook Calendar with a curated set of tools to retrieve events, check availability, and create, update, or delete calendar entries. - [MCP servers - Outlook Contacts](https://docs.workato.com/en/mcp/prebuilt-mcps/outlook-contacts-mcp-server.md): Use the Outlook Contacts MCP server to connect your LLM to Microsoft Outlook with tools to find, create, update, delete, and organize personal contacts through natural language. - [MCP servers - Outlook Email](https://docs.workato.com/en/mcp/prebuilt-mcps/outlook-email-mcp-server.md): Use the Outlook Email MCP server to let LLMs read, draft, send, and organize Microsoft Outlook email and manage attachments by chat. - [MCP servers - Outreach Sales Engagement](https://docs.workato.com/en/mcp/prebuilt-mcps/outreach-sales-engagement-mcp-server.md): Use the Outreach MCP server to connect your LLM to Outreach with tools to manage sequences, prospects, accounts, calls, tasks, and enrollment through natural language. - [MCP servers - QuickBooks Online AP and Expenses](https://docs.workato.com/en/mcp/prebuilt-mcps/quickbooks-online-ap-and-expenses-mcp-server.md): Use the QuickBooks Online AP and Expenses MCP server to connect your LLM to QuickBooks Online with tools to list, review, and record expenses, and look up vendors and accounts through natural language. - [MCP servers - QuickBooks Online Billing and AR](https://docs.workato.com/en/mcp/prebuilt-mcps/quickbooks-online-billing-and-ar-mcp-server.md): Use the QuickBooks Online Billing and AR MCP server to connect your LLM to QuickBooks Online with tools to list, review, create, and send invoices, and look up customers and items through natural language. - [MCP servers - Salesforce Sales Explorer](https://docs.workato.com/en/mcp/prebuilt-mcps/salesforce-sales-explorer-mcp-server.md): Use the Salesforce Sales Explorer MCP server to connect your LLM to Salesforce with a curated set of tools to search for records, retrieve details, create new entries, and update existing information. - [MCP servers - ServiceNow ITSM](https://docs.workato.com/en/mcp/prebuilt-mcps/servicenow-itsm-mcp-server.md): Use the ServiceNow ITSM MCP server to connect your LLM to ServiceNow with incident logging, triage, resolution, and knowledge search through natural conversation. - [MCP servers - Shopify Orders and Fulfillment](https://docs.workato.com/en/mcp/prebuilt-mcps/shopify-orders-and-fulfillment-mcp-server.md): Use the Shopify Orders and Fulfillment MCP server to connect your LLM to Shopify with a curated set of tools to retrieve order information, search orders, manage fulfillment status, and handle order cancellations. - [MCP servers - Slack](https://docs.workato.com/en/mcp/prebuilt-mcps/slack-mcp-server.md): Use the Slack MCP server to connect your LLM to Slack with tools to search messages and channels, retrieve channel history and thread context, post and schedule messages, explore communication spaces, and look up user profiles. - [MCP servers - Snowflake Data Explorer](https://docs.workato.com/en/mcp/prebuilt-mcps/snowflake-mcp-server.md): Use the Snowflake Data Explorer MCP server to connect your LLM to Snowflake with tools to discover, understand, and retrieve data. - [MCP servers - Stripe Billing Operations](https://docs.workato.com/en/mcp/prebuilt-mcps/stripe-mcp-server.md): Use the Stripe Billing Operations MCP server to connect your LLM to Stripe with a curated set of tools for customer lookup, payment troubleshooting, subscription management, invoice handling, and dispute visibility. - [MCP servers - SurveyMonkey Authoring](https://docs.workato.com/en/mcp/prebuilt-mcps/surveymonkey-authoring-mcp-server.md): Use the SurveyMonkey Authoring MCP server to connect your LLM to SurveyMonkey with tools to build and edit survey content through natural conversation. - [MCP servers - SurveyMonkey Distribution](https://docs.workato.com/en/mcp/prebuilt-mcps/surveymonkey-distribution-mcp-server.md): Use the SurveyMonkey Distribution MCP server to connect your LLM to SurveyMonkey with tools to publish surveys and track responses through natural conversation. - [MCP servers - Trello](https://docs.workato.com/en/mcp/prebuilt-mcps/trello-mcp-server.md): Use the Trello MCP server to connect your LLM to Trello with tools to discover, read, create, and update assets for task management and project tracking. - [MCP servers - WordPress Content Operations](https://docs.workato.com/en/mcp/prebuilt-mcps/wordpress-content-operations-mcp-server.md): Use the WordPress Content Operations MCP server to connect your LLM to WordPress with tools to create, update, and manage posts, pages, custom post types, categories, tags, media, and comments through natural language. - [MCP servers - Workday End User](https://docs.workato.com/en/mcp/prebuilt-mcps/workday-end-user-mcp-server.md): Use the Workday End User MCP server to connect your LLM to Workday with a curated set of tools to manage employee profiles, time-off balances, and approval workflows. - [MCP servers - X Social Listening and Research](https://docs.workato.com/en/mcp/prebuilt-mcps/x-social-listening-and-research-mcp-server.md): Use the X Social Listening and Research MCP server to let LLMs monitor brand mentions, track competitors, and research X accounts. - [MCP servers - Xero AP and Expenses](https://docs.workato.com/en/mcp/prebuilt-mcps/xero-ap-and-expenses-mcp-server.md): Use the Xero AP and Expenses MCP server to connect your LLM to Xero with tools to create, approve, and void supplier bills, and import batches of spend-money expenses with duplicate detection. - [MCP servers - Xero Billing and AR](https://docs.workato.com/en/mcp/prebuilt-mcps/xero-billing-and-ar-mcp-server.md): Connect your LLM to Xero with tools to find, create, approve, send, and correct sales invoices, record payments, and set up repeating invoices across every connected Xero organization. - [MCP servers - YouTube Creator](https://docs.workato.com/en/mcp/prebuilt-mcps/youtube-creator-mcp-server.md): Use the YouTube Creator MCP server to connect your LLM to YouTube with a curated set of tools to retrieve structured YouTube data, analyze videos and channels, manage comments, and organize playlists. - [MCP servers - Zendesk Knowledge Base](https://docs.workato.com/en/mcp/prebuilt-mcps/zendesk-knowledge-base-mcp-server.md): Use the Zendesk Knowledge Base MCP server to connect your LLM to Zendesk Guide with tools to search, read, navigate, create, and update knowledge base articles through natural language. - [MCP servers - Zendesk Ticket Management](https://docs.workato.com/en/mcp/prebuilt-mcps/zendesk-ticket-management-mcp-server.md): Use the Zendesk Ticket Management MCP server to let LLMs find, create, and update Support tickets, manage queues, and monitor SLAs. - [MCP servers - Zoom Meetings](https://docs.workato.com/en/mcp/prebuilt-mcps/zoom-meetings-mcp-server.md): Use the Zoom Meetings MCP server to connect your LLM to Zoom with a curated set of tools to search for past meetings, retrieve recordings and transcripts, check attendance, and create or update meetings. - [MCP servers - ZoomInfo B2B Intelligence](https://docs.workato.com/en/mcp/prebuilt-mcps/zoominfo-b2b-intelligence-mcp-server.md): Use the ZoomInfo B2B Intelligence MCP server to connect your LLM to ZoomInfo with tools to search and enrich B2B company and contact data, discover buying intent, and research accounts through natural language. ### Agentic - [Agentic](https://docs.workato.com/en/agentic/agentic.md): Agentic is a low-code platform for building and managing AI agents called genies that take action and orchestrate workflows across your systems. - [Skills](https://docs.workato.com/en/agentic/skills.md): Learn how skills define workflows that AI agents invoke, letting genies and MCP servers take action and respond to end users in Workato. - [Agentic - FAQs](https://docs.workato.com/en/agentic/faqs.md): Answers to common questions about Workato Agentic features, including Agent Studio, Workato GO, knowledge bases, security, and MCP. #### Skills - [Design skills for databases](https://docs.workato.com/en/agentic/skills/design-skills-for-databases.md): Design database skills by mapping how users naturally ask questions to the filters and parameters your data source uses to retrieve data. - [Skill design best practices](https://docs.workato.com/en/agentic/skills/skill-design-best-practices.md): Learn best practices for designing reliable skills that genies invoke correctly, receive the right inputs, and execute without failure. - [Skill prompt](https://docs.workato.com/en/agentic/skills/skill-prompt.md): Learn how to write effective skill prompts using a complete template so the LLM reliably decides when to invoke a skill and how to use it. - [MCP server skills](https://docs.workato.com/en/agentic/skills/mcp-server-skills.md): Add MCP server skills to a genie so it can call custom and common provider MCP servers and access external APIs without custom skill logic. - [Skills - User confirmation](https://docs.workato.com/en/agentic/skills/user-confirmation.md): User confirmation skills allow you to require user confirmation before a skill runs. - [Skill version management](https://docs.workato.com/en/agentic/skills/version-management.md): Manage skill version history to review changes, compare versions, roll back, and run test cases without disrupting dependent genies or MCP servers. - [Knowledge bases versus skills](https://docs.workato.com/en/agentic/agent-studio/knowledge-bases-vs-skills.md): Learn whether to access genie data through a knowledge base for semantic search or a skill for structured, deterministic queries. ### Agent Studio - [Agent Studio](https://docs.workato.com/en/agentic/agent-studio.md): Build and manage no-code AI agents called genies in Agent Studio to perform actions, call workflows, and extend them to your own systems. - [Genie key components](https://docs.workato.com/en/agentic/agent-studio/genies-configuration.md): Learn the key components of a genie in Agent Studio, including its AI model, chat interface, knowledge base, and skills. - [Agent Studio use cases](https://docs.workato.com/en/getting-started/use-cases/agent-studio/agent-studio-use-cases.md): Explore Agent Studio use cases with step-by-step guides for building genies that talk to users, understand requests, and perform actions. - [Manage users and access](https://docs.workato.com/en/agentic/agent-studio/manage-users-and-access.md): Manage users and access in Agent Studio, using Workato Identity and end-user groups to control which genies each user can access. - [App Events](https://docs.workato.com/en/agentic/agent-studio/app-events.md): Learn how to create App Events that enable genies to proactively respond to triggers from external systems like Salesforce or Zoom, without waiting for user input. - [Agent Studio limits](https://docs.workato.com/en/agentic/agent-studio/limits.md): Reference for Agent Studio limits, including feature limits and developer API endpoint limits for building and managing genies in Workato. - [Agent Studio - Troubleshoot errors](https://docs.workato.com/en/agentic/agent-studio/troubleshooting/troubleshooting.md): Troubleshoot common Agent Studio errors, including arithmetic and calculation issues, and apply solutions such as a Python code execution skill. - [Agent Studio - FAQs](https://docs.workato.com/en/agentic/agent-studio/faqs.md): Find answers to common questions about Agent Studio, including genies, knowledge bases, skills, security, authentication, and troubleshooting. #### Genie key components - [AI model and job description](https://docs.workato.com/en/agentic/agent-studio/ai-model/ai-model.md): Learn how the AI model and job description shape genie behavior, persona, and constraints, and how to switch between Anthropic Claude and OpenAI GPT. - [Chat interface](https://docs.workato.com/en/agentic/agent-studio/chat-interface/chat-interface.md): Chat interface is the genie component visibly exposed to your end users, and supports Slack, Microsoft Teams, Workato GO, and internal systems with custom chatbots. - [Guardrails](https://docs.workato.com/en/agentic/agent-studio/guardrails/guardrails.md): Configure security and safety controls for your genies, including prompt attack detection, harmful content filtering, and PII handling. - [Knowledge bases](https://docs.workato.com/en/agentic/agent-studio/knowledge-bases/knowledge-bases.md): Learn how knowledge bases serve as a genie's memory, storing policies, documentation, and conversation history for grounded responses. - [Skills](https://docs.workato.com/en/agentic/skills.md): Learn how skills define workflows that AI agents invoke, letting genies and MCP servers take action and respond to end users in Workato. ##### AI model and job description - [AI model versions](https://docs.workato.com/en/agentic/agent-studio/ai-model/ai-model-versions.md): Reference for Claude and OpenAI model versions supported in Agent Studio, including deprecated versions, scheduled end-of-life dates, and Workato's automatic migration behavior. - [Job description structure](https://docs.workato.com/en/agentic/agent-studio/ai-model/job-description-structure.md): Create a job description that behaves consistently with clear operating principles, knowledge base retrieval rules, and security safeguards. ##### Chat interface - [Channel support](https://docs.workato.com/en/agentic/agent-studio/chat-interface/channel-support.md): Enable channel support to allow genies to participate in Slack and Microsoft Teams channels. - [Headless API](https://docs.workato.com/en/agentic/agent-studio/chat-interface/headless-api.md): Enable your application to talk to your genie directly over a REST API. ###### Headless API - [Custom interface via API walkthrough](https://docs.workato.com/en/agentic/agent-studio/chat-interface/chain-headless-api-requests.md): Walk through building a complete genie conversation with the custom interface API. - [Build a custom chat UI](https://docs.workato.com/en/agentic/agent-studio/chat-interface/build-a-custom-chat-ui.md): A step-by-step build for a custom chat UI on the Headless API, including backend, SSE render loop, event handlers, and recovery. - [Headless API troubleshooting](https://docs.workato.com/en/agentic/agent-studio/chat-interface/headless-api-troubleshooting.md): Find solutions for common Headless API authentication, authorization, and streaming errors. ##### Knowledge base - [Knowledge base design best practices](https://docs.workato.com/en/agentic/agent-studio/knowledge-bases/design-best-practices.md): Learn how to scope, describe, and structure a genie knowledge base for reliable retrieval across a single functional area. - [Knowledge base management](https://docs.workato.com/en/agentic/agent-studio/knowledge-bases/knowledge-base-management.md): Manage content across Workato GO and custom genie knowledge bases to search, organize, remove documents, and track storage footprints. - [Knowledge base data ingestion](https://docs.workato.com/en/agentic/agent-studio/knowledge-bases/data-ingestion.md): Learn how to ingest content into a genie knowledge base using Workato GO data sources or recipes, and how to chunk it for retrieval. - [Knowledge base retrieval prompting](https://docs.workato.com/en/agentic/agent-studio/knowledge-bases/retrieval-prompting.md): Learn how to write retrieval instructions that tell a genie which knowledge base to search and prevent loops and wasted context tokens. - [Knowledge bases versus databases](https://docs.workato.com/en/agentic/agent-studio/knowledge-bases/knowledge-bases-and-databases.md): Learn when to use a knowledge base for semantic search and when to use a structured database for accurate, complete genie results. - [Knowledge base and database best practices](https://docs.workato.com/en/agentic/agent-studio/knowledge-bases/knowledge-base-and-database-best-practices.md): Learn best practices for writing skill and knowledge base descriptions and job descriptions that route genie queries to the right source. - [Knowledge base recipes](https://docs.workato.com/en/agentic/agent-studio/knowledge-bases/knowledge-base-recipes.md): Create a knowledge base recipe that syncs content from connected apps so your genie's knowledge base stays current with the latest data. - [Knowledge bases versus skills](https://docs.workato.com/en/agentic/agent-studio/knowledge-bases-vs-skills.md): Learn whether to access genie data through a knowledge base for semantic search or a skill for structured, deterministic queries. ##### Skills - [Design skills for databases](https://docs.workato.com/en/agentic/skills/design-skills-for-databases.md): Design database skills by mapping how users naturally ask questions to the filters and parameters your data source uses to retrieve data. - [Skill design best practices](https://docs.workato.com/en/agentic/skills/skill-design-best-practices.md): Learn best practices for designing reliable skills that genies invoke correctly, receive the right inputs, and execute without failure. - [Skill prompt](https://docs.workato.com/en/agentic/skills/skill-prompt.md): Learn how to write effective skill prompts using a complete template so the LLM reliably decides when to invoke a skill and how to use it. - [MCP server skills](https://docs.workato.com/en/agentic/skills/mcp-server-skills.md): Add MCP server skills to a genie so it can call custom and common provider MCP servers and access external APIs without custom skill logic. - [Skills - User confirmation](https://docs.workato.com/en/agentic/skills/user-confirmation.md): User confirmation skills allow you to require user confirmation before a skill runs. - [Knowledge bases versus skills](https://docs.workato.com/en/agentic/agent-studio/knowledge-bases-vs-skills.md): Learn whether to access genie data through a knowledge base for semantic search or a skill for structured, deterministic queries. #### Getting started with genies - [Create your first genie](https://docs.workato.com/en/agentic/agent-studio/create-a-genie.md): Create your first genie in Agent Studio, an AI-powered agent that performs contextual, goal-oriented tasks using LLMs, knowledge bases, and skills. ##### Scope and design - [Plan your genie scope](https://docs.workato.com/en/agentic/agent-studio/plan-genie-scope.md): Learn how to scope a genie for reliability in Agent Studio by defining subdomains, designing for a user persona, and writing a focused job description. - [Genie design patterns](https://docs.workato.com/en/agentic/agent-studio/genie-design-patterns.md): Learn the eleven genie design patterns in Agent Studio and use the decision matrix to choose the right architecture for your build. - [Design genie workflows with multiple steps](https://docs.workato.com/en/agentic/agent-studio/design-workflows-with-multiple-steps.md): Learn how to design genie workflows with multiple steps using a recipe-orchestrated architecture of specialized genies for accurate, reliable results. #### Use cases - [Knowledge base use case - Connect your knowledge base to Confluence](https://docs.workato.com/en/getting-started/use-cases/agent-studio/knowledge-bases/knowledge-base-confluence-use-case.md): Connect a genie knowledge base to Confluence so it periodically scans pages and syncs updates, giving your genie company-specific knowledge. - [Skill use case - Send a Slack message from your genie chat](https://docs.workato.com/en/getting-started/use-cases/agent-studio/skills/slack-send-message-skill.md): Add a Slack skill to your genie so it can send a custom message to a channel you specify directly from your genie chat. - [Genie use case - Validate Coupa expenses with an expense genie](https://docs.workato.com/en/getting-started/use-cases/agent-studio/genies/expense-genie-coupa-use-case.md): Build an expense genie that connects to Coupa and validates employee expenses by extracting data from receipt uploads as the source of truth. - [Genie use case - Build a personal assistant genie with Telegram](https://docs.workato.com/en/getting-started/use-cases/agent-studio/genies/personal-assistant-genie-telegram-agent-orchestration-use-case.md): Build a personal assistant genie that connects to Telegram, processes incoming messages, and automates scheduling through a custom skill. - [Genie use case - Process purchase orders with a procurement genie](https://docs.workato.com/en/getting-started/use-cases/agent-studio/genies/procurement-genie-decision-model.md): Build a procurement genie that uses a decision model to evaluate purchase order requests and decide whether to accept, reject, or back-order them. - [Genie use case - Route requests across agents with a decision model](https://docs.workato.com/en/getting-started/use-cases/agent-studio/genies/route-requests-across-agents-decision-model.md): Build a front-facing genie that uses a decision model to route each user request to the right specialist genie based on its category. #### Manage users and access - [Agent Studio - Verified user access](https://docs.workato.com/en/agentic/agent-studio/verified-user-access.md): Verified user access authenticates actions at runtime to create user connections that link to the parent connection, environment, and user ID in Workato Identity. #### Work with genies - [Overview page](https://docs.workato.com/en/agentic/agent-studio/genie-overview-page.md): Explore the Agent Studio Overview page to view your genie's AI model, skills, knowledge bases, app events, and performance metrics. - [Conversations page](https://docs.workato.com/en/agentic/agent-studio/conversations.md): View and analyze your genie's conversation history, debug errors, and improve genie performance using the Conversations page. - [Agent Studio - Upload files and images](https://docs.workato.com/en/agentic/agent-studio/upload-files-and-images.md): Upload files and images to genies in Agent Studio through the chat interface, with supported file types, size limits, and parsing behavior. - [Agent Studio - Action Board in Workato GO](https://docs.workato.com/en/agentic/agent-studio/action-board.md): Build an Action Board dashboard in Workato GO to visualize Agent Studio KPI metrics and track genie performance against company goals. - [Agent Studio - Business approvals](https://docs.workato.com/en/agentic/agent-studio/business-approvals.md): Build Agent Studio skills with approval workflows so a designated reviewer approves or rejects genie operations in the chat interface before execution. - [Agent Studio - Agent orchestration](https://docs.workato.com/en/agentic/agent-studio/agent-orchestration.md): Learn how agent orchestration lets recipes assign tasks to genies that plan and execute multi-step business processes autonomously. - [Agent Studio Test mode](https://docs.workato.com/en/agentic/agent-studio/test-genie.md): Use Test mode to chat directly with your genie and test skill and knowledge base retrieval with custom use case scenarios. #### Connectors - [Enterprise context by Workato connector](https://docs.workato.com/en/agentic/agent-studio/connectors/enterprise-context-connector/enterprise-context-connector.md): Manage documents stored within knowledge bases directly within your recipe. - [Workato Genie connector](https://docs.workato.com/en/agentic/agent-studio/connectors/workato-genie-connector/workato-genie-connector.md): Use the Workato Genie connector to assign tasks, send business events, manage approvals, and store knowledge from within a recipe. - [Workato Skill connector](https://docs.workato.com/en/agentic/agent-studio/connectors/workato-skill-connector/workato-skill-connector.md): Build skills that AI agents call as tools, using a built-in connector available with MCP and Agent Studio plans. ##### Enterprise Context connector - [Enterprise context by Workato connector - Delete document](https://docs.workato.com/en/agentic/agent-studio/connectors/enterprise-context-connector/actions/delete-document.md): Delete a document from a knowledge base programmatically. - [Enterprise context by Workato connector - List documents](https://docs.workato.com/en/agentic/agent-studio/connectors/enterprise-context-connector/actions/list-documents.md): List documents in a knowledge base programmatically. - [Enterprise context by Workato connector - Search documents](https://docs.workato.com/en/agentic/agent-studio/connectors/enterprise-context-connector/actions/search-documents.md): Search documents in a knowledge base programmatically. - [Enterprise context by Workato connector - Upsert documents](https://docs.workato.com/en/agentic/agent-studio/connectors/enterprise-context-connector/actions/upsert-documents.md): Upsert documents in a knowledge base programmatically. ##### Workato Genie connector - [Workato Genie connector - Assign task to genie action](https://docs.workato.com/en/agentic/agent-studio/connectors/workato-genie-connector/actions/assign-task-to-genie.md): Assign a task to a genie and wait for it to complete before the recipe continues. - [Workato Genie connector - Assign task to user action](https://docs.workato.com/en/agentic/agent-studio/connectors/workato-genie-connector/actions/assign-task-to-user.md): Assign a task to a user and wait for them to complete it before the recipe continues. - [Workato Genie connector - Create approval request action](https://docs.workato.com/en/agentic/agent-studio/connectors/workato-genie-connector/actions/create-approval-request.md): Create an approval request record in a data table as the first step of a Business approvals workflow. - [Workato Genie connector - Send business event action](https://docs.workato.com/en/agentic/agent-studio/connectors/workato-genie-connector/actions/send-business-event.md): Send a business event to a genie and deliver a notification to a specified user. - [Workato Genie connector - Store knowledge action](https://docs.workato.com/en/agentic/agent-studio/connectors/workato-genie-connector/actions/store-knowledge.md): Store documents in a knowledge base as part of a knowledge base recipe. ##### Workato Skill connector - [Workato Skill connector - Start workflow trigger (real-time)](https://docs.workato.com/en/agentic/agent-studio/connectors/workato-skill-connector/start-workflow.md): Receives a request from a calling AI system. Declares the input parameters the AI system supplies and the result schema it expects in return. - [Workato Skill connector - Return response action](https://docs.workato.com/en/agentic/agent-studio/connectors/workato-skill-connector/return-response.md): Ends a skill and sends a result to the calling AI system. - [Workato Skill connector - Transition from the Workato Genie connector](https://docs.workato.com/en/agentic/agent-studio/connectors/workato-skill-connector/transition-from-genie-connector.md): What changes moving from the Workato Genie connector to the Workato Skill connector, and how to migrate an existing skill. - [Workato Skill connector - FAQs](https://docs.workato.com/en/agentic/agent-studio/connectors/workato-skill-connector/workato-skill-connector-faqs.md): Frequently asked questions about the Workato Skill connector and the transition from the Workato Genie connector. ### Agent Studio data and security - [Agent Studio security](https://docs.workato.com/en/agentic/agent-studio/security.md): Learn how Agent Studio secures genies and knowledge bases with role-based access control, collaborator and end-user roles, and authentication. - [Agent Studio - Genie governance](https://docs.workato.com/en/agentic/agent-studio/genie-governance/genie-governance.md): Learn how genie governance addresses identity, behavioral manipulation, and PII exposure across the layers of an enterprise Agent Studio deployment. - [Agent Studio - Verified user access](https://docs.workato.com/en/agentic/agent-studio/verified-user-access.md): Verified user access authenticates actions at runtime to create user connections that link to the parent connection, environment, and user ID in Workato Identity. - [Agent Studio data](https://docs.workato.com/en/agentic/agent-studio/data.md): Learn how Agent Studio genies use data tables, knowledge bases, and skills, plus data residency, security, and conversation retention considerations. #### Genie governance - [Agent Studio - Establish user identity](https://docs.workato.com/en/agentic/agent-studio/genie-governance/establish-user-identity.md): Learn why conversational identity is untrustworthy and how to establish verified user identity for genies from authenticated platform context. - [Agent Studio - Genie behavioral manipulation](https://docs.workato.com/en/agentic/agent-studio/genie-governance/behavioral-manipulation.md): Learn how to add behavioral and security safeguards to a genie job description to prevent manipulation, prompt injection, and social engineering. - [Agent Studio - PII anonymization patterns](https://docs.workato.com/en/agentic/agent-studio/genie-governance/pii-anonymization-patterns.md): Learn the three layers for anonymizing PII in Agent Studio genie workflows and when to apply each to meet compliance requirements. ### Workato Genies - [Workato Genies](https://docs.workato.com/en/agentic/workato-genies.md): Workato Genies are purpose-built AI agents that automate specific business functions with ready-made skills, knowledge bases, and app integrations. #### IT - [EDI Genie](https://docs.workato.com/en/agentic/workato-genies/it/edi-genie.md): EDI Genie is a packaged genie for Workato EDI (powered by Orderful) that delivers end-to-end visibility across your EDI transactions, automates compliance reporting, and accelerates issue resolution. - [IT Support Genie](https://docs.workato.com/en/agentic/workato-genies/it/it-support-genie.md): IT Support Genie is an IT helpdesk assistant that deflects common queries, provisions application access, manages passwords, and creates tickets across your connected IT systems. - [License Genie](https://docs.workato.com/en/agentic/workato-genies/it/license-genie.md): License Genie helps IT and finance teams identify underutilized software licenses, coordinate approvals, and reduce software costs. ##### EDI Genie - [EDI Genie features](https://docs.workato.com/en/agentic/workato-genies/it/edi-genie/features.md): Learn about EDI Genie's core and extended features, including transaction retrieval, partner health monitoring, proactive alerts, and knowledge ingestion. - [How EDI Genie works](https://docs.workato.com/en/agentic/workato-genies/it/edi-genie/how-it-works.md): Learn how EDI Genie processes user requests, routes them to Orderful skills, and delivers results, including folder structure details. - [Set up EDI Genie](https://docs.workato.com/en/agentic/workato-genies/it/edi-genie/setup.md): Step-by-step instructions for setting up EDI Genie, including package installation, connection configuration, project properties, and genie activation. - [Using EDI Genie](https://docs.workato.com/en/agentic/workato-genies/it/edi-genie/usage.md): Learn how to use EDI Genie for common EDI operations tasks, including example prompts for transaction retrieval, partner health, audit reports, and more. ##### IT Support Genie - [IT Support Genie features](https://docs.workato.com/en/agentic/workato-genies/it/it-support-genie/features.md): IT Support Genie's core and extended features, from query deflection and access provisioning through password and group management. - [How IT Support Genie works](https://docs.workato.com/en/agentic/workato-genies/it/it-support-genie/how-it-works.md): Learn how IT Support Genie processes requests, runs its multi-tier approval workflow, validates identity actions, manages groups, and organizes its project folders. - [Set up IT Support Genie](https://docs.workato.com/en/agentic/workato-genies/it/it-support-genie/setup.md): Step-by-step instructions for setting up IT Support Genie, including package installation, connections, metadata, project properties, and genie activation. - [Using IT Support Genie](https://docs.workato.com/en/agentic/workato-genies/it/it-support-genie/usage.md): How to use IT Support Genie for common IT tasks, with example prompts for access requests, password and group management, and knowledge questions. ##### License Genie - [License Genie features](https://docs.workato.com/en/agentic/workato-genies/it/license-genie/features.md): Learn about the core and extended features in License Genie, including scheduled optimization, multi-tier approval workflows, and contract data extraction. - [How License Genie works](https://docs.workato.com/en/agentic/workato-genies/it/license-genie/how-it-works.md): Learn how the approval workflow and license downgrade process in License Genie work, including folder structure and audit trail details. - [Set up License Genie](https://docs.workato.com/en/agentic/workato-genies/it/license-genie/setup.md): Step-by-step instructions for setting up License Genie, including connections, metadata configuration, project properties, and genie activation. #### Sales - [CPQ Genie](https://docs.workato.com/en/agentic/workato-genies/sales/cpq-genie.md): CPQ Genie is an AI Salesforce CPQ assistant that streamlines quote creation, enforces business rules, and keeps Salesforce data clean and consistent. - [Rep Genie](https://docs.workato.com/en/agentic/workato-genies/sales/rep-genie.md): Rep Genie helps sales reps sell by automating call follow-up, CRM updates, account research, call prep, and coaching insights across the deal lifecycle. ### API platform - [API Platform](https://docs.workato.com/en/api-management.md): The Workato API Platform lets you build, secure, publish, and monitor APIs with an API gateway, proxies, recipes, collections, and governance. - [API monitoring and analytics](https://docs.workato.com/en/api-mgmt/api-monitoring-analytics.md): Track API usage and performance in Workato with dashboard metrics and logs covering response times, error messages, and traffic patterns across endpoints. - [Security Best Practices for APIs](https://docs.workato.com/en/api-mgmt/api-security.md): Learn security best practices for Workato APIs, including protecting API tokens, refreshing tokens, and using IP allowlists. - [API Gateway](https://docs.workato.com/en/api-mgmt/api-gateway.md): The Workato API gateway gives you a single entry point to secure, route, and optimize APIs with authentication, traffic management, and data mediation. - [API edge gateway](https://docs.workato.com/en/api-mgmt/api-edge-gateway.md): API Edge Gateway routes API traffic from on-premise environments to the Workato API platform with centralized management, observability, and policy control. - [AI gateway](https://docs.workato.com/en/api-mgmt/ai-gateway.md): Learn how AI gateway collections expose secured Workato endpoints so LLMs, GPTs, and AI agents can take actions on your behalf. - [API collections](https://docs.workato.com/en/api-mgmt/api-collections.md): Group API endpoints with a common access pattern into Workato API collections, covering proxy, recipe, and AI gateway collection types. - [API Endpoint Management](https://docs.workato.com/en/api-mgmt/api-endpoints.md): Manage and expose recipe-based and proxy-based API endpoints with the Workato API platform, and organize them into API collections for consistent access. - [API Governance](https://docs.workato.com/en/api-mgmt/api-governance.md): Govern your APIs in Workato with access policies, RecipeOps monitoring triggers, and recipe version management for rate limits and quota control. - [API security](https://docs.workato.com/en/api-mgmt/securing-apis.md): Learn how Workato API management secures your APIs with clients, applications, authentication methods, and mutual TLS enforcement. - [API Library](https://docs.workato.com/en/api-mgmt/api-library.md): The API library is a centralized catalog where users in your workspace discover, document, and test shared API collections with auto-generated OpenAPI specs. - [API developer portal](https://docs.workato.com/en/api-mgmt/api-developer-portal.md): Use the Workato API developer portal to share API documentation, manage client access, control authentication, and let clients test endpoints. - [Calling APIs](https://docs.workato.com/en/api-mgmt/calling-apis.md): Learn how to call API platform endpoints from other recipes or external tools using Auth token, OAuth 2.0, or JWT authorization headers. - [API platform limits](https://docs.workato.com/en/api-mgmt/limits.md): Reference for Workato API platform limits, including the default thresholds and notes that apply to API platform usage. #### API monitoring & analytics - [API Platform - Dashboard](https://docs.workato.com/en/api-mgmt/dashboard.md): Use the Workato API platform dashboard to monitor endpoints and collections, track requests, errors, and policy violations in real time. - [API Platform - Logs](https://docs.workato.com/en/api-mgmt/api-logs.md): Use API logs to view incoming API requests across your workspace, filter by status, client, or collection, and export records as CSV to troubleshoot issues. #### API collections - [API proxy collections](https://docs.workato.com/en/api-mgmt/api-collections/proxy-collection.md): Create an API proxy collection in Workato to forward requests to your existing API backend with monitoring, access control, and authentication. - [API recipe collections](https://docs.workato.com/en/api-mgmt/api-collections/recipe-collection.md): Create an API recipe collection in Workato to expose business logic through secure, customizable endpoints powered by individual API recipes. - [SOAP API recipe collection](https://docs.workato.com/en/api-mgmt/api-collections/soap-api-recipe-collection.md): Create a SOAP API recipe collection in Workato to expose SOAP 1.1 or 1.2 endpoints generated from a WSDL definition for legacy systems. - [API proxy collections](https://docs.workato.com/en/api-mgmt/api-collections/gateway-collection.md): Create an AI gateway collection in Workato to expose endpoints to LLMs, GPTs, and AI applications for secure, authorized actions. - [Edit an API collection](https://docs.workato.com/en/api-mgmt/api-collections/edit-collection.md): Access and edit a Workato API collection after you create it, using the overview page to manage endpoints and collection settings. - [Configure collection settings](https://docs.workato.com/en/api-mgmt/api-collections/configure-settings.md): Configure Workato API collection settings, including version, description, URL, sharing, and Postman sync for recipe, proxy, and AI gateway collections. - [Unauthenticated API collections](https://docs.workato.com/en/api-mgmt/unauthenticated-collections.md): Allow an API proxy collection to accept unauthenticated requests so public endpoints, such as OIDC discovery documents, can be served without client credentials. - [Sync to Postman](https://docs.workato.com/en/api-mgmt/api-collections/sync-postman.md): Sync a deployed Workato API collection to your Postman workspace to increase visibility and drive adoption through internal and external portals. - [Download OpenAPI spec](https://docs.workato.com/en/api-mgmt/api-collections/download-openapi.md): Download an OpenAPI 3.0 or 2.0 spec for a Workato API collection to document all endpoints and use them with tools like Postman. - [API collection management FAQs](https://docs.workato.com/en/api-mgmt/api-collections-management-faqs.md): Answers to common questions about API collection management in Workato, including collection types, access, and how to manage endpoints. #### API endpoints - [API recipe endpoints](https://docs.workato.com/en/api-mgmt/api-recipes.md): API recipes are a Workato recipe type you can call as API endpoints to share data and logic with other recipes or external users. - [API proxy endpoints](https://docs.workato.com/en/api-mgmt/api-proxy-endpoints.md): Create API proxy endpoints in the Workato API platform to securely forward requests to external APIs with managed security, transformation, and access. - [Testing API Endpoints](https://docs.workato.com/en/api-mgmt/testing-endpoints.md): Learn how to test recipe-based and proxy-based API endpoints in the Workato API platform before exposing them to clients. - [API endpoint caching](https://docs.workato.com/en/api-mgmt/api-caching.md): Learn how API endpoint caching stores GET responses to cut duplicate requests, speed up recipe actions, and reduce jobs. - [API Endpoints FAQs](https://docs.workato.com/en/api-mgmt/api-endpoints-management-faqs.md): Find answers to common questions about managing API endpoints in Workato, including error codes, testing, securing, and monitoring endpoint usage. ##### API recipe endpoints - [Create an API recipe](https://docs.workato.com/en/api-mgmt/api-recipes/walkthrough.md): Create a Workato API recipe so external partners and internal users can access and consume data through an API endpoint. - [API Recipes - New API request trigger](https://docs.workato.com/en/api-mgmt/api-recipes/trigger-new-api-request.md): Reference for the New API request trigger in API recipes, covering request and response content type, headers, and schema inputs. - [API Recipes - Respond to API request Action](https://docs.workato.com/en/api-mgmt/api-recipes/action-response-to-api-request.md): Reference for the Respond to API request action in Workato API recipes, which ends the job and sends the HTTP response defined by the New API request trigger. - [Configure a new API recipe endpoint](https://docs.workato.com/en/api-mgmt/configure-recipe-endpoint.md): Configure a new API recipe endpoint in an API recipe collection so clients can call your recipe through the Workato API platform. - [SOAP API Recipe Walkthrough](https://docs.workato.com/en/api-mgmt/api-recipes/soap-walkthrough.md): Build a Workato SOAP API recipe that parses and processes SOAP requests through a target API hosted on-premises using an HTTP connection. ##### API proxy endpoints - [Configure a new API proxy endpoint](https://docs.workato.com/en/api-mgmt/configure-proxy-endpoint.md): Configure a new API proxy endpoint to forward requests to an external API, including creating, viewing, and setting up the schema. - [Apply API proxy transformations](https://docs.workato.com/en/api-mgmt/api-proxy-transformation.md): Configure API proxy transformations to modify requests and responses as they pass through the Workato gateway, aligning client and target schemas and formats. #### API governance - [API Access Policies](https://docs.workato.com/en/api-mgmt/api-access-policies.md): Learn how API access policies use rate limit and request limit rules to control how clients call your Workato APIs. - [RecipeOps by Workato](https://docs.workato.com/en/connectors/recipeops.md): The RecipeOps by Workato connector enables you to monitor and manage active recipes, automating responses to stopped recipes and failed jobs. - [Recipe Version Management](https://docs.workato.com/en/recipes/version-management.md): Learn how Workato tracks recipe versions, logs recipe and schema changes, and lets you compare versions with Recipe Diff. ##### RecipeOps - [RecipeOps - API concurrency threshold exceeded](https://docs.workato.com/en/connectors/recipeops/triggers/concurrency-exceeded.md): The API concurrency threshold exceeded trigger in the RecipeOps connector fires when workspace API requests exceed 80% of the concurrency limit. - [RecipeOps - API policy quota violation trigger](https://docs.workato.com/en/connectors/recipeops/triggers/api-policy-violation.md): The API policy quota violation trigger in the RecipeOps connector fires when an access profile exceeds a policy quota threshold of 80, 90, or 100 percent. - [RecipeOps - API policy rate limit violation trigger](https://docs.workato.com/en/connectors/recipeops/triggers/rate-limit-violation.md): The API policy rate limit violation trigger in the RecipeOps connector fires when an access profile exceeds its assigned API rate limits. - [RecipeOps - API request timeout trigger](https://docs.workato.com/en/connectors/recipeops/triggers/api-request-timeout.md): The API request timeout trigger in the RecipeOps connector fires when an API request to any workspace endpoint exceeds its configured timeout limit. #### API security - [Manage API clients and applications](https://docs.workato.com/en/api-mgmt/api-client-mgmt.md): Manage API clients and applications in Workato to group users, authenticate requests, control collection access, and set security parameters. - [Access Tokens](https://docs.workato.com/en/api-mgmt/access-tokens.md): Learn how Workato access tokens authenticate API recipe clients, and compare Auth Token, OAuth 2.0, JWT, and OpenID Connect formats. ##### API access - [Custom validation](https://docs.workato.com/en/api-mgmt/custom-validation.md): Configure custom validation for Workato API management. - [Create an API client with DCR](https://docs.workato.com/en/api-mgmt/create-client-dcr.md): Create an API client that uses a dynamic client registration provider so consumers can generate their own credentials in the developer portal. ##### Authentication - [Auth Token](https://docs.workato.com/en/api-mgmt/auth-token.md): Learn how to retrieve and refresh an Auth token, the simplest way to authenticate an API request with the Workato API platform. - [API platform - OAuth2.0](https://docs.workato.com/en/api-mgmt/oauth2.md): Set up OAuth 2.0 client credentials authentication for API platform clients to call Workato endpoints using access tokens instead of static tokens. - [API platform - JSON Web Token](https://docs.workato.com/en/api-mgmt/jwt-token.md): Set up JSON Web Token (JWT) authentication for API platform clients using RSA or HMAC signing to authenticate calls with signed tokens. - [OpenID Connect](https://docs.workato.com/en/api-mgmt/oidc.md): Configure OpenID Connect authentication so the API platform verifies JWTs issued by your identity provider for cross-domain access. - [OAuth 2.0 token introspection](https://docs.workato.com/en/api-mgmt/oauth2-token-introspection.md): Set up OAuth 2.0 token introspection on an API client to validate access tokens issued by an external identity provider for each request. - [Mutual TLS](https://docs.workato.com/en/api-mgmt/mtls.md): Configure mutual TLS (mTLS) for an API platform client to require valid client certificates verified against your workspace truststore. ###### JSON web token - [JWT Token](https://docs.workato.com/en/api-mgmt/jwt-workato-claim.md): Learn how the Workato API platform inspects JWT claims to match the API key and authorize incoming requests from identity providers. - [API platform - Extract JWT payload claims](https://docs.workato.com/en/api-mgmt/jwt-token/extract-jwt-payload-claims.md): Learn how to extract JWT payload claims such as email, employee ID, and scopes in a Workato recipe using the JWT claims datapill. #### API developer portal - [Configure the developer portal](https://docs.workato.com/en/api-mgmt/configure-developer-portal.md): Set up the Workato developer portal to brand your client portal, manage client access, and publish API collections. - [Access the developer portal](https://docs.workato.com/en/api-mgmt/access-developer-portal.md): Log in to the API developer portal with a magic link or Workato Identity to discover, test, and consume published APIs. ##### Configure the developer portal - [Custom domain](https://docs.workato.com/en/api-mgmt/custom-domain-portal.md): Configure a custom domain to serve the Workato API developer portal under your own branded URL with automatic TLS certificates. - [JIT user settings](https://docs.workato.com/en/api-mgmt/developer-portal-jit.md): Configure JIT user settings to set the authentication method and policy for API clients created when users log in to the developer portal via SSO. #### Settings - [Custom Domain](https://docs.workato.com/en/api-mgmt/custom-domain.md): Configure a custom domain to route Workato API platform endpoints through your own subdomain instead of the default apim.workato.com URL. - [Custom authorization](https://docs.workato.com/en/api-mgmt/custom-authorization.md): Configure custom authorization to enforce additional claims on API endpoints, enabling role-based access control and custom business logic. - [Truststore](https://docs.workato.com/en/api-mgmt/truststore.md): Manage certificate bundles in the Workato Truststore to define trusted CA chains that validate client certificates during mTLS authentication. - [API Prefix](https://docs.workato.com/en/api-mgmt/api-prefix.md): Learn how API prefixes set unique base paths per Workato account so you can separate development, testing, and production endpoints and reuse collection paths. - [API concurrency](https://docs.workato.com/en/api-mgmt/api-concurrency.md): Configure API concurrency in Workato to set how your workspace queues or rejects requests when the simultaneous request limit is reached. - [API traffic mirroring](https://docs.workato.com/en/api-mgmt/traffic-mirroring.md): Configure API traffic mirroring to send Workato API request and response payloads to a SIEM provider for anomaly detection and PII monitoring. - [Dynamic client registration](https://docs.workato.com/en/api-mgmt/api-dynamic-client.md): Set up dynamic client registration so Workato can register API clients with your IdP like Okta and issue OAuth 2.0 credentials automatically. ### Data orchestration - [Data orchestration](https://docs.workato.com/en/data-orchestration.md): Workato data orchestration lets you build data pipelines to combine, transform, and load data into databases and warehouses, then monitor runs. - [Data orchestration - Concepts](https://docs.workato.com/en/data-orchestration/concepts.md): Learn the core data orchestration concepts behind Workato pipelines, including data lakes, warehouses, ETL and ELT, sources, staging, and targets. - [Data sources](https://docs.workato.com/en/data-orchestration/data-sources.md): Find supported data sources in Workato and learn how to connect databases, SaaS apps, files, and on-premise systems to your recipes. - [Data destinations](https://docs.workato.com/en/data-orchestration/destinations.md): Connect Workato to supported data destinations like Snowflake, BigQuery, Redshift, Databricks, Amazon S3, and SQL Server for storage and analysis. - [Extract data](https://docs.workato.com/en/data-orchestration/extract-data.md): Extract data from SaaS apps, databases, and file systems in Workato using event-driven, bulk, and batch methods for ETL and ELT pipelines. - [Load data](https://docs.workato.com/en/data-orchestration/load-data.md): Load data in batch or bulk into destinations like Snowflake with Workato connector actions to insert, update, upsert, and replicate records. - [Data transformation](https://docs.workato.com/en/data-orchestration/data-transformation.md): Learn how data transformation works in Workato with ETL and ELT patterns for normalizing, aggregating, enriching, and cleaning data. - [Workato Data pipeline recipes: Sync data from an application to a database](https://docs.workato.com/en/data-orchestration/data-pipeline-recipe.md): Learn how Workato data pipelines automate large-scale replication, extracting, transforming, and loading data from sources into data warehouses. - [Data orchestration limits](https://docs.workato.com/en/data-orchestration/limits.md): Reference for Workato data orchestration limits, including SQL Collection and SQL Transformations limits for data integration and pipeline features. #### Data sources - [Connect to data sources](https://docs.workato.com/en/data-orchestration/how-to/connect-data-sources.md): Connect Workato to data sources like Salesforce, NetSuite, Oracle, Workday, SAP, and SQL Server to start building integration recipes. #### Extract data - [Replication pipelines](https://docs.workato.com/en/data-orchestration/replication-pipelines.md): Learn how Workato replication pipelines continuously copy data between systems using CDC, schema replication, and bulk and batch processing. - [Set up extraction frequency](https://docs.workato.com/en/data-orchestration/extraction-frequency.md): Set up how often Workato extracts data from source systems using batch, bulk, real-time, or micro-batch polling processing methods. - [Change data capture](https://docs.workato.com/en/data-orchestration/change-data-capture.md): Learn how Change Data Capture (CDC) in Workato tracks database inserts, updates, and deletions and syncs them to downstream systems using triggers. #### Data transformation - [Data transformation - Transformation techniques](https://docs.workato.com/en/data-orchestration/how-to/data-transformation/transformation-techniques.md): Learn the data transformation techniques in Workato, including built-in formulas, custom code in Ruby, Python, or JavaScript, and SQL. - [Data orchestration - SQL-based transformation](https://docs.workato.com/en/data-orchestration/data-transformation/sql-transformations/sql-based.md): Learn how to perform SQL-based transformations in Workato using SQL Transformations and SQL Collection with database connectors. - [Workato connectors - SQL Transformations](https://docs.workato.com/en/features/sql-transformations.md): SQL Transformations lets you transform large volumes of data from multiple sources using SQL SELECT statements with joins and other functions. - [Workato connectors - SQL collection](https://docs.workato.com/en/data-orchestration/data-transformation/sql-transformations/sql-collection.md): Use SQL Collection by Workato to create temporary tables and run SQL queries that manipulate and synchronize data across multiple systems. - [Workato connectors - JSON Transformations by Workato](https://docs.workato.com/en/features/json-transformations.md): JSON Transformations by Workato connector uses jq expressions to filter, extract, and reshape JSON data from one or more sources in your recipes. - [Workato connectors - SQL collection](https://docs.workato.com/en/data-orchestration/data-transformation/sql-transformations/sql-collection.md): Use SQL Collection by Workato to create temporary tables and run SQL queries that manipulate and synchronize data across multiple systems. ##### SQL Transformations - [SQL Transformations Connector Actions](https://docs.workato.com/en/features/sql-transformations-actions.md): Reference for the SQL Transformations connector and its Query CSV data action for joining, transforming, and formatting CSV data sources. - [SQL Transformations - Set up your data source](https://docs.workato.com/en/features/sql-transformations-data-source-setting.md): Set up data sources for the SQL Transformations Query CSV data action, including content stream and file inputs in CSV, Excel, JSON, Avro, and Parquet. - [SQL Transformations - Transform Avro and Parquet files](https://docs.workato.com/en/features/sql-transformations-avro-parquet.md): Learn how SQL Transformations reads Avro and Parquet files, infers their schema, and processes high-volume datasets faster than CSV or JSON. - [SQL Transformations - Query setting](https://docs.workato.com/en/features/sql-transformations-query-setting.md): Set up your SQL query and parameters for SQL Transformations, powered by the Apache DataFusion engine with support for joins and standard SQL. - [SQL Transformations - Output setting](https://docs.workato.com/en/features/sql-transformations-output-setting.md): Configure SQL Transformations output settings to stream results as a content stream or save them as a file in FileStorage, with format options. - [SQL Transformations - Output fields](https://docs.workato.com/en/features/sql-transformations-output-fields.md): Reference for the SQL Transformations Query CSV data action output fields, including FileStorage file path, CSV contents, and number of rows. - [SQL Transformations - Use cases - Change data capture](https://docs.workato.com/en/features/sql-transformations-cdc.md): Build a recipe that uses SQL Transformations to compare an incoming extract with historical data and load only the changed rows to S3. - [SQL Transformations - Use cases - Validation and cleansing](https://docs.workato.com/en/features/sql-transformations-data-validation-cleansing.md): Build a recipe that uses SQL Transformations to validate, cleanse, and standardize leads from an on-prem source before loading them to Marketo. - [SQL Transformations - Use cases - Data enrichment](https://docs.workato.com/en/features/sql-transformations-data-enrichment.md): Build a recipe that fetches Salesforce opportunities, enriches them with data from other sources using SQL Transformations, and sends them to SFTP. ##### JSON Transformations by Workato - [Workato connectors - JSON Transformations by Workato - JSON transformation action](https://docs.workato.com/en/features/json-transformation-action.md): Use the JSON transformation action to apply jq expressions to one or more JSON sources and control the output format.” #### Data pipelines - [Data Pipelines: Key concepts](https://docs.workato.com/en/data-orchestration/data-pipeline-recipe/concepts.md): Learn key Workato data pipeline concepts, including sources and destinations, sync types, pipeline runs, schema drift management, and data masking. - [Configure a data pipeline](https://docs.workato.com/en/data-orchestration/data-pipeline-recipe/create-data-pipeline-recipe.md): Configure a Workato data pipeline to extract records from a source and replicate them to a destination warehouse with synced schema. - [Monitor Data Pipeline recipes](https://docs.workato.com/en/data-orchestration/data-pipeline-recipe/monitor.md): Monitor and manage Workato data pipelines to track sync status, review object runs, analyze performance, and manage connections. - [Monitor data pipelines using recipes](https://docs.workato.com/en/data-orchestration/data-pipeline-recipe/pipeline-triggers.md): Build Workato recipes that monitor data pipelines, automate error handling, and send alerts when object syncs fail. - [Sync types](https://docs.workato.com/en/data-orchestration/sync-types.md): Learn the data pipeline sync types in Workato: full sync, incremental sync with CDC, and object re-sync to keep destinations up to date. - [Troubleshoot Data Pipeline recipes](https://docs.workato.com/en/data-orchestration/data-pipeline-recipe/troubleshoot.md): Troubleshoot Workato data pipelines by reviewing failed object runs and investigating error details on the Runs tab. ##### Configure a data pipeline - [Configure Amazon S3 as your data pipeline source](https://docs.workato.com/en/data-orchestration/data-pipeline-recipe/configure-s3.md): Configure Amazon S3 as a data pipeline source to extract and sync .csv and .parquet files from your buckets to your destination. - [Configure Asana as a data pipeline source](https://docs.workato.com/en/data-orchestration/data-pipeline-recipe/configure-asana.md): Set up Asana as a data pipeline source to extract work-management data, such as tasks, projects, portfolios, goals, and their related records, from the Asana REST API and sync it to your destination. - [Configure Azure Blob Storage as your data pipeline source](https://docs.workato.com/en/data-orchestration/data-pipeline-recipe/configure-blob.md): Set up Azure Blob Storage as a data pipeline source to extract and sync records from CSV and Parquet files into your destination. - [Configure BambooHR as your data pipeline source](https://docs.workato.com/en/data-orchestration/data-pipeline-recipe/configure-bamboo-hr.md): Configure BambooHR as a data pipeline source to extract employee records, job and compensation history, time off, and custom table data into your destination. - [Configure Confluence as your data pipeline source](https://docs.workato.com/en/data-orchestration/data-pipeline-recipe/configure-confluence.md): Configure Confluence as a data pipeline source to extract spaces, pages, blog posts, comments, and related content from Confluence Cloud and sync them to your destination. - [Configure Coupa as your data pipeline source](https://docs.workato.com/en/data-orchestration/data-pipeline-recipe/configure-coupa.md): Set up Coupa as a data pipeline source to extract and sync records through the Coupa REST API into your destination. - [Set up a Data Pipeline recipe: Connect to a Databricks destination](https://docs.workato.com/en/data-orchestration/data-pipeline-recipe/connect-to-databricks.md): Configure Databricks as a data pipeline destination to replicate records from source applications into your workspace using the source schema. - [Configure Ellucian Banner as your data pipeline source](https://docs.workato.com/en/data-orchestration/data-pipeline-recipe/configure-ellucian.md): Set up Ellucian Banner as a data pipeline source to extract and sync records through the Ethos Integration APIs into your destination. - [Configure Facebook as a data pipeline source](https://docs.workato.com/en/data-orchestration/data-pipeline-recipe/configure-facebook.md): Set up Facebook as a data pipeline source to extract ad account, campaign, and performance insights data from the Meta Marketing API and sync it to your destination. - [Set up a Data Pipeline recipe - Connect to a Google BigQuery destination](https://docs.workato.com/en/data-orchestration/data-pipeline-recipe/connect-to-bigquery.md): Configure Google BigQuery as a data pipeline destination to replicate records from source applications using the source schema. - [Configure Google Cloud Storage as your data pipeline source](https://docs.workato.com/en/data-orchestration/data-pipeline-recipe/configure-cloud.md): Set up Google Cloud Storage as a data pipeline source to extract and sync records from CSV and Parquet files into your destination. - [Configure Google Drive as your data pipeline source](https://docs.workato.com/en/data-orchestration/data-pipeline-recipe/configure-drive.md): Set up Google Drive as a data pipeline source to extract and sync records from CSV and Parquet files into your destination. - [Configure Greenhouse as a data pipeline source](https://docs.workato.com/en/data-orchestration/data-pipeline-recipe/configure-greenhouse.md): Set up Greenhouse as a data pipeline source to extract recruiting data, such as applications, candidates, jobs, offers, and scorecards, from the Greenhouse Harvest API and sync it to your destination. - [Configure HiBob as your data pipeline source](https://docs.workato.com/en/data-orchestration/data-pipeline-recipe/configure-hibob.md): Configure HiBob as a data pipeline source to extract employee data, historical people records, time off, compensation, and custom table objects into your destination. - [Configure HubSpot as your data pipeline source](https://docs.workato.com/en/data-orchestration/data-pipeline-recipe/configure-hubspot.md): Set up HubSpot as a data pipeline source to extract and sync CRM objects through the HubSpot REST API into your destination. - [Configure Intercom as a data pipeline source](https://docs.workato.com/en/data-orchestration/data-pipeline-recipe/configure-intercom.md): Set up Intercom as a data pipeline source to extract and sync conversation, contact, and help center records into your destination. - [Configure Jira as your data pipeline source](https://docs.workato.com/en/data-orchestration/data-pipeline-recipe/configure-jira.md): Set up Jira as a data pipeline source to extract and sync issues, projects, users, and related records into your destination. - [Configure Marketo as your data pipeline source](https://docs.workato.com/en/data-orchestration/data-pipeline-recipe/configure-marketo.md): Configure Marketo as a data pipeline source to extract object records through the REST API and sync them to your destination. - [Configure NetSuite2 as your data pipeline source](https://docs.workato.com/en/data-orchestration/data-pipeline-recipe/configure-netsuite2.md): Configure NetSuite2 as a data pipeline source to extract records through SuiteAnalytics Connect and sync them to your destination. - [Configure Oracle as your data pipeline source](https://docs.workato.com/en/data-orchestration/data-pipeline-recipe/configure-oracle.md): Configure Oracle as a data pipeline source to extract database table records and sync them to your destination with full or incremental sync. - [Configure Oracle as your data pipeline source](https://docs.workato.com/en/data-orchestration/data-pipeline-recipe/configure-oracle-fusion.md): Configure Oracle Fusion Cloud as a data pipeline source to extract data in bulk through BICC and sync it to your destination. - [Configure Outreach as your data pipeline source](https://docs.workato.com/en/data-orchestration/data-pipeline-recipe/configure-outreach.md): Configure Outreach as a data pipeline source to extract Outreach records, such as prospects, accounts, opportunities, and sequence activity, and sync them to your destination. - [Configure QuickBooks as your data pipeline source](https://docs.workato.com/en/data-orchestration/data-pipeline-recipe/configure-quickbooks.md): Configure QuickBooks as a data pipeline source to extract accounting records and sync them to your destination with full or incremental sync. - [Configure Sage Intacct as a data pipeline source](https://docs.workato.com/en/data-orchestration/data-pipeline-recipe/configure-sage-intacct.md): Set up Sage Intacct as a data pipeline source to extract accounting and financial data, such as journal entries, invoices, bills, payments, items, and dimensions, from the Sage Intacct XML API and sync it to your destination. - [Configure Salesforce as your data pipeline source](https://docs.workato.com/en/data-orchestration/data-pipeline-recipe/configure-salesforce.md): Configure Salesforce as a data pipeline source to extract standard and custom object records through the Bulk API and sync them to your destination. - [Configure ServiceNow as your data pipeline source](https://docs.workato.com/en/data-orchestration/data-pipeline-recipe/configure-servicenow.md): Configure ServiceNow as a data pipeline source to extract and sync records into your destination. - [Configure Shopify as your data pipeline source](https://docs.workato.com/en/data-orchestration/data-pipeline-recipe/configure-shopify.md): Configure Shopify as a data pipeline source to extract commerce data, such as orders, products, customers, and transactions, from your Shopify store into your destination using the Shopify GraphQL Admin API. - [Configure Snowflake as your data pipeline destination](https://docs.workato.com/en/data-orchestration/data-pipeline-recipe/connect-to-snowflake.md): Set up Snowflake as a data pipeline destination in Workato to replicate data from source applications using the source schema. - [Configure SQL Server as your data pipeline destination](https://docs.workato.com/en/data-orchestration/data-pipeline-recipe/connect-to-sql-server.md): Set up SQL Server as a data pipeline destination in Workato to replicate data from source applications using the source schema. - [Configure SQL Server as your data pipeline source](https://docs.workato.com/en/data-orchestration/data-pipeline-recipe/configure-sql-server-source.md): Configure SQL Server as a data pipeline source to extract table records through an on-prem agent and sync them with Change Tracking. - [Configure Stripe as your data pipeline source](https://docs.workato.com/en/data-orchestration/data-pipeline-recipe/configure-stripe.md): Configure Stripe as a data pipeline source to extract payment, billing, and financial records and sync them to your destination. - [Configure Workday as your data pipeline source](https://docs.workato.com/en/data-orchestration/data-pipeline-recipe/configure-workday.md): Configure Workday as a data pipeline source to extract business object records from your tenant and sync them to your destination. - [Configure Workday RaaS as your data pipeline source](https://docs.workato.com/en/data-orchestration/data-pipeline-recipe/configure-workday-raas.md): Configure Workday RaaS as a data pipeline source to extract custom report data from your tenant and sync it to your destination. - [Configure Xero as a data pipeline source](https://docs.workato.com/en/data-orchestration/data-pipeline-recipe/configure-xero.md): Set up Xero as a data pipeline source to extract accounting data, such as invoices, contacts, payments, and chart-of-accounts records, from the Xero Accounting API and sync it to your destination. - [Configure Zendesk as your data pipeline source](https://docs.workato.com/en/data-orchestration/data-pipeline-recipe/configure-zendesk.md): Configure Zendesk as a data pipeline source to extract tickets, users, organizations, and related support data into your destination. - [Configure Zuora as your data pipeline source](https://docs.workato.com/en/data-orchestration/data-pipeline-recipe/configure-zuora.md): Configure Zuora as a data pipeline source to extract billing, subscription, payment, and revenue data from Zuora and sync it to your destination. ###### Configure SAP Data Agent - [Configure SAP Table Reader (SAP Data Agent)](https://docs.workato.com/en/data-orchestration/data-pipeline-recipe/configure-sap-agent.md): Configure SAP Table Reader to extract SAP table data into data pipelines through the SAP Data Agent using package-based extraction. - [Configure SAP BW OHD](https://docs.workato.com/en/data-orchestration/data-pipeline-recipe/configure-sap-agent-ohd.md): Extract data from SAP BW Open Hub Destinations into data pipelines using the SAP Data Agent. - [SAP Data Agent troubleshooting guide](https://docs.workato.com/en/data-orchestration/data-pipeline-recipe/configure-sap-table-reader-troubleshooting.md): Troubleshoot authorization errors and other issues when configuring or running data pipelines with SAP Table Reader and SAP BW OHD extraction. ### Process automation - [Process automation](https://docs.workato.com/en/process-automation.md): Workato process automation lets organizations design, run, and manage no-code workflows that connect apps and data across cloud and on-premises systems. ### Event streams - [Event streams](https://docs.workato.com/en/event-streams.md): Workato Event streams provides event-driven, message-oriented architecture that decouples publishers and consumers for guaranteed, persistent message delivery. - [Workato connectors - Workato Event streams](https://docs.workato.com/en/connectors/pubsub.md): Workato Event Streams lets you build event-driven workflows: publish single or batched messages and trigger recipes on new messages or batches. - [Workato API - Event streams public API](https://docs.workato.com/en/workato-api/pubsub.md): Reference for the Workato Event streams public API to publish single messages, publish batches, and consume messages from event topics. - [Event streams limits](https://docs.workato.com/en/connectors/pubsub/limits.md): Reference for Workato Event streams limits, including payload size and other constraints that apply when publishing and consuming messages. #### Workato Event streams - [Workato Event streams - how to use](https://docs.workato.com/en/connectors/pubsub/pubsub-how-to-use.md): Learn how to use Workato Event streams by creating a topic and building recipes that publish and consume messages from it. - [Workato Event streams - example scenarios](https://docs.workato.com/en/connectors/pubsub/pubsub-use-cases.md): Example use cases for Workato Event streams, including decoupling recipes and creating batches from real-time events with topics. - [Workato Event streams - permissions](https://docs.workato.com/en/connectors/pubsub/pubsub-permissions.md): Set granular Workato Event streams permissions using role-based access control to manage who can view, edit, create, or delete topics. - [Workato Event streams - setting up](https://docs.workato.com/en/connectors/pubsub/pubsub-settings.md): Manage Workato Event streams topics from the control UI, including topic schema, message history, retention, and reset settings. - [Workato Event streams - setting up](https://docs.workato.com/en/connectors/pubsub/pubsub-creating-new.md): Create and define a new topic in Workato Event streams so publishers and consumers know what to expect when sending or receiving messages. - [Workato Event streams - setting up](https://docs.workato.com/en/connectors/pubsub/pubsub-schema-config.md): Define the topic schema for Workato Event streams, setting message field names, data types, and hints manually or with a sample JSON. - [Workato Event streams - retention period](https://docs.workato.com/en/connectors/pubsub/pubsub-retention.md): Configure the retention period for a Workato Event streams topic to control how long subscribers can access published messages. - [Workato Event streams - resetting the topic](https://docs.workato.com/en/connectors/pubsub/pubsub-reset.md): Reset a Workato Event streams topic to clear all of its messages, which is useful after an incompatible schema change or invalid data. - [Workato Event streams - messages list](https://docs.workato.com/en/connectors/pubsub/pubsub-messages-preview.md): View the list of messages published to a Workato Event streams topic and inspect message details from the Message history tab. - [Workato Event streams - new message trigger](https://docs.workato.com/en/connectors/pubsub/pubsub-new-message-trigger.md): The new message trigger in Workato Event streams subscribes to a topic and picks up each message published to it as a trigger event. - [Workato Event streams - batch trigger](https://docs.workato.com/en/connectors/pubsub/pubsub-batch-trigger.md): The new batch of messages trigger in Workato Event streams polls batches of new messages from a topic at a specified time interval. - [Workato Event streams - actions](https://docs.workato.com/en/connectors/pubsub/pubsub-actions.md): The publish message action in the Workato Event streams connector lets you publish one message at a time to a topic that other recipes can consume. - [Workato Event streams - batch publish action](https://docs.workato.com/en/connectors/pubsub/pubsub-batch-action.md): The batch publish action in the Workato Event streams connector lets you publish up to 100 messages at a time to a topic other recipes can consume. - [Cross workspace sharing for Event Streams](https://docs.workato.com/en/cross-share-streams.md): Share Event streams topics across Automation HQ workspaces using cross-workspace grants. You can create grants, manage access, and deploy recipes that depend on shared topics ### IDP - [IDP by Workato - Versions](https://docs.workato.com/en/connectors/idp-by-workato/idp-versions.md): Overview of IDP by Workato model versions, including available versions, differences between versions, and how to migrate an action to a newer version. #### Actions - [IDP by Workato - Process document](https://docs.workato.com/en/connectors/idp-by-workato/process-document-action.md): The Process document action in the IDP by Workato connector extracts structured data from uploaded files and returns the results as datapills. - [IDP by Workato - Classify document action](https://docs.workato.com/en/connectors/idp-by-workato/classify-document-action.md): The Classify document action in the IDP by Workato connector analyzes document content and assigns it to a predefined category with a confidence score. ### MFT - [Managed File Transfer](https://docs.workato.com/en/managed-file-transfer.md): Workato Managed File Transfer (MFT) provides secure, automated, scalable file transfers with encryption, scheduling, monitoring, and SFTP and FTP(s) servers. - [Managed File Transfer - Transfer flows](https://docs.workato.com/en/managed-file-transfer/transfer-flows.md): Configure Managed File Transfer flows to automate file movement between systems, including detection, validation, transformation, and delivery. - [Managed File Transfer - File servers](https://docs.workato.com/en/managed-file-transfer/file-servers.md): Set up Workato MFT file servers as managed SFTP and FTPS endpoints so external partners and systems can securely upload and download files. #### Transfer flows - [Managed File Transfer - Error handling and retries](https://docs.workato.com/en/managed-file-transfer/error-handling-and-retries.md): Configure automatic retry and error handling for Managed File Transfer flows to recover from transient failures and ensure reliable delivery. - [Managed File Transfer - Alerts and monitoring](https://docs.workato.com/en/managed-file-transfer/alerts-and-monitoring.md): Monitor Managed File Transfer with run history, transfer logs, performance analytics, and configurable notifications for visibility into transfers. ### EDI - [Workato EDI connector](https://docs.workato.com/en/connectors/workato-edi.md): The Workato EDI connector, powered by Orderful, enables you to automate EDI workflows, exchanging purchase orders, invoices, and shipment notices. #### Triggers - [Workato EDI connector- New transactions in polling bucket trigger](https://docs.workato.com/en/connectors/workato-edi/new-transactions-bucket-trigger.md): Use the New transactions in polling bucket trigger to monitor a polling bucket for new transactions in Orderful. #### Actions - [Workato EDI connector- Convert data format](https://docs.workato.com/en/connectors/workato-edi/convert-data-format.md): Use the Convert data action to convert data from JSON to X12 or X12 to JSON. - [Workato EDI connector- Create record action](https://docs.workato.com/en/connectors/workato-edi/create-record.md): Use the create record action to create a record in Orderful, such as a transaction or acknowledgment. - [Workato EDI connector- Download transaction file action](https://docs.workato.com/en/connectors/workato-edi/download-transaction-file.md): Use the Download transaction file action to download file content from an Any File transaction's download URL. - [Workato EDI connector- Generate label action](https://docs.workato.com/en/connectors/workato-edi/generate-label.md): Use the Generate label action create a custom shipping label. - [Workato EDI connector- Get record action](https://docs.workato.com/en/connectors/workato-edi/get-record.md): Use the Get record action to retrieve details about a record, such as a transaction, transaction message, organization, acknowledgment, or delivery. - [Workato EDI connector- Search records action](https://docs.workato.com/en/connectors/workato-edi/search-records.md): Use the search records action (batch) to search for transactions or relationships in Orderful. - [Workato EDI connector- Send transaction file action](https://docs.workato.com/en/connectors/workato-edi/send-transaction-file.md): Use the Send transaction file action to send a file as an Any File transaction to a trading partner through Workato EDI. ### Decision models - [Decision models](https://docs.workato.com/en/recipes/decision-models.md): Learn how Workato decision models centralize reusable conditional business logic with decision tables, branches, and schema configs. - [Set up a decision model](https://docs.workato.com/en/features/decision-models/model-builder.md): Set up a decision model in Workato to create and configure business logic that processes input values and returns decision results. - [Decision tables](https://docs.workato.com/en/features/decision-models/decision-tables.md): Learn how Workato decision tables automate business rules by evaluating rows of conditions in sequence and returning matching output values. - [Decision Models by Workato connector - Make a decision action](https://docs.workato.com/en/features/decision-models/decision-models-by-workato.md): Use the Make a decision action in the Decision Models by Workato connector to call a decision model from a recipe and return its results. ### Workflow apps - [Workflow apps - overview](https://docs.workato.com/en/workflow-apps.md): Workato Workflow apps provide a no-code, visual builder for creating interactive apps that combine user actions, approvals, and automated service steps. - [Workflow apps- Builder experience](https://docs.workato.com/en/workflow-apps/builder-experience.md): Learn how Workflow apps define data sources, interface, and business logic using Workato recipes, data tables, and app settings. - [Workflow apps- Limits](https://docs.workato.com/en/workflow-apps/limits.md): Reference for Workato Workflow apps limits, including data table limits and the asset import and export support for apps, tables, and pages. - [Workflow apps- FAQs](https://docs.workato.com/en/workflow-apps/faq.md): Find answers to common questions about Workato Workflow apps, including application components, the user interface, and the Workflow apps portal. - [Troubleshoot Workflow apps errors](https://docs.workato.com/en/workflow-apps/workflow-apps-troubleshoot-runtime.md): Troubleshoot errors that occur when you use Workflow apps. #### Example use cases - [Workflow apps: Example use case: CRM app](https://docs.workato.com/en/workflow-apps/component-actions/crm-app.md): Build a Workflow app that uses Run recipe actions to view, create, update, and delete CRM accounts in Salesforce. - [Workflow apps: Example use case: Translation app](https://docs.workato.com/en/workflow-apps/component-actions/translation-app.md): Build a Workflow app that uses Run recipe actions and AI by Workato to translate documents into a target language. #### Administration - [Workflow apps - Permissions](https://docs.workato.com/en/workflow-apps/permissions.md): Learn how role-based access control governs who can build, manage, and configure Workflow apps and Workflow apps portal settings in Workato. - [Workflow apps- Apps directory](https://docs.workato.com/en/workflow-apps/apps.md): Browse the Workflow apps directory to find, search, filter, and sort every app in your workspace, or create a new app. - [Workflow apps- App-user and group management](https://docs.workato.com/en/workflow-apps/app-user-groups.md): Manage Workflow apps users and groups: invite app-users, provision with SSO JIT, and assign roles from the Workflow apps portal. - [Workflow apps- Portal settings](https://docs.workato.com/en/workflow-apps/portal-settings.md): Configure the Workflow apps portal name, URL prefix, branding, custom domain, email server, and security settings in Workato. - [Workflow apps- Builder experience - SAML authentication](https://docs.workato.com/en/workflow-apps/saml.md): Learn how SAML-based single sign-on for the Workflow apps portal enhances security, supports JIT provisioning, and centralizes access. - [Workflow apps - Custom domain](https://docs.workato.com/en/workflow-apps/custom-domain-email-server.md): Configure a custom domain and email server for Workflow apps to deliver a branded experience using CNAME and SPF DNS records. ##### SAML authentication - [Workflow apps - SAML authentication with Okta](https://docs.workato.com/en/workflow-apps/saml-sso-okta.md): Set up SAML-based SSO authentication for Workflow apps using Okta, including user group syncing to manage app access through your IdP. - [Workflow apps - SAML authentication with Microsoft Entra ID](https://docs.workato.com/en/workflow-apps/saml-sso-entra.md): Set up SAML-based SSO authentication for Workflow apps using Microsoft Entra ID, including user group syncing to manage app access through your IdP. #### Builder experience - [Workflow apps- Getting started](https://docs.workato.com/en/workflow-apps/getting-started.md): Get started with Workato Workflow apps to build low-code business applications using data tables, recipes, and pages, from a template or from scratch. - [Workflow apps - App settings](https://docs.workato.com/en/workflow-apps/app-settings.md): Manage your Workflow app from the Workflow app tab: connect assets, link pages to workflow stages, control access, and publish. - [Workflow apps - Verified user access](https://docs.workato.com/en/workflow-apps/verified-user-access.md): Learn how verified user access lets each Workflow app user authenticate with their own credentials to access external systems. - [Workflow apps- Builder experience - Page components](https://docs.workato.com/en/workflow-apps/page-components.md): Reference for Workflow apps page components, including content, display, and chart types, and how to customize each using the properties panel. - [Workflow apps: Component actions](https://docs.workato.com/en/workflow-apps/component-actions.md): Learn how Workflow apps component actions respond to button clicks, page loads, and other UI events to run recipes and complete tasks. - [Workflow apps- Variables](https://docs.workato.com/en/workflow-apps/component-actions/variables.md): Learn how variables store and reference recipe data in Workflow apps to build interactive experiences that respond to user actions. - [Workflow apps connector - overview](https://docs.workato.com/en/workflow-apps/workflow-apps-connector.md): Use the Workflow apps by Workato connector to add user steps to your workflows and manipulate app data and the Workflow apps portal. ##### App settings - [Workflow apps - App setup and access](https://docs.workato.com/en/workflow-apps/setup-and-access.md): Set up a Workflow app by customizing its name and icon, previewing its URL, and managing app access for users and groups. - [Workflow apps - App interface](https://docs.workato.com/en/workflow-apps/interface.md): Configure the Workflow app interface to manage pages, add tabs, assign pages to workflow stages, and control how columns display in your app. - [Workflow apps - App assets](https://docs.workato.com/en/workflow-apps/assets.md): Manage Workflow app assets from the Workflow app tab, including connected data tables, recipes, and unused assets, or create new ones. - [Workflow apps - Publish your app](https://docs.workato.com/en/workflow-apps/publish.md): Publish a Workflow app to make it available in the Workflow apps portal, and deactivate it to take it offline at any time. ##### Pages - [Workflow apps- Builder experience - Page templates](https://docs.workato.com/en/workflow-apps/page-templates.md): Reference for Workflow apps page templates, including submission form, approval form, dashboard, and blank page options for building pages quickly. - [Workflow apps- Builder experience - Create a page](https://docs.workato.com/en/workflow-apps/pages-create.md): Create a page in Workato Workflow apps from the Projects section and add it to an application to build your app interface. - [Workflow apps- Builder experience - Customize a page](https://docs.workato.com/en/workflow-apps/pages-customize.md): Customize Workflow apps pages with the drag-and-drop page editor using the canvas, content and background panel, properties panel, and page data. - [Workflow apps - preview a page](https://docs.workato.com/en/workflow-apps/pages-preview.md): Preview Workflow apps pages to check how they appear in the portal, test data population, and view responsive mobile and tablet layouts. - [Workflow apps- Builder experience - Use datapills in pages](https://docs.workato.com/en/workflow-apps/pages-datapill.md): Reference for using datapills in Workflow apps pages to build dynamic forms with user, request, project property, page component, and variable data. - [Workflow apps- prefill forms with URL parameters](https://docs.workato.com/en/workflow-apps/prefill-forms.md): Prefill Workflow apps page input fields using URL parameters to pre-populate form content and streamline data collection. - [Workflow apps - Public submission forms](https://docs.workato.com/en/workflow-apps/public-links.md): Create public submission forms in Workflow apps to collect requests and reports from users without a Workflow apps account. ##### Page components - [Workflow apps- Builder experience - Component design properties](https://docs.workato.com/en/workflow-apps/page-properties.md): Reference for Workflow apps component design properties, including editable, appearance, data, options, and rules, and which components support each. - [Workflow apps- Builder experience - Modify page components](https://docs.workato.com/en/workflow-apps/page-components-modify.md): Modify, resize, duplicate, or delete page components in Workflow apps, and undo or redo actions that change your page layout. - [Workflow apps- Builder experience - Built-in field validation](https://docs.workato.com/en/workflow-apps/built-in-field-validation.md): Learn how Workflow apps use built-in client-side validation to check email, URL, phone, and number fields as users enter data. - [Workflow apps- Builder experience - Custom field validation](https://docs.workato.com/en/workflow-apps/custom-field-validation.md): Configure custom client-side field validation in Workflow apps to limit input length, restrict values, and match regex patterns. - [Workflow apps - Drop-downs with recipe data source](https://docs.workato.com/en/workflow-apps/dropdown-recipe-data-source.md): Use recipes as a data source to dynamically populate single and multi-select drop-down components in Workflow apps. - [Workflow apps - Table with recipe data source](https://docs.workato.com/en/workflow-apps/table-recipe-data-source.md): Learn how to use recipes as a data source for Workflow apps table components to dynamically populate tables with data from other apps. ##### Component actions - [Workflow apps- Run recipe](https://docs.workato.com/en/workflow-apps/component-actions/run-recipe.md): Use Run recipe actions in Workflow apps to retrieve or modify data in external systems and update components based on user behavior. - [Workflow apps- Page and component actions](https://docs.workato.com/en/workflow-apps/component-actions/reset-components.md): Configure Reset/reload components actions to clear or refresh page components in a Workflow app after users submit data. - [Workflow apps- Open webpage action](https://docs.workato.com/en/workflow-apps/component-actions/open-webpage.md): Configure an Open a webpage action on a button so app users can navigate to a specific URL from the Workflow apps portal. - [Workflow apps- Complete task action](https://docs.workato.com/en/workflow-apps/component-actions/complete-task.md): Configure a Complete task action on button click in a Workflow app to resume a paused recipe job and complete a workflow request. - [Workflow apps- Save data to table](https://docs.workato.com/en/workflow-apps/component-actions/save-data.md): Configure a Save data to table action on a button to save workflow request data to a Workflow app's primary data table. ###### Run recipe - [Workflow apps- Action on page load](https://docs.workato.com/en/workflow-apps/component-actions/page-load.md): Configure a Run recipe action that retrieves or updates data in an external app when a page loads in the Workflow apps portal. - [Workflow apps- Action on button click](https://docs.workato.com/en/workflow-apps/component-actions/button-click.md): Configure a Run recipe action on button click in a Workflow app to retrieve or modify third-party data and return it in real-time. - [Workflow apps- Drop-down value change](https://docs.workato.com/en/workflow-apps/component-actions/drop-down-change.md): Configure a Run recipe action that retrieves or updates data in an external app when a drop-down value changes in a Workflow app. - [Workflow apps- Table row selection](https://docs.workato.com/en/workflow-apps/component-actions/row-selection.md): Configure a Run recipe action that retrieves or updates data in an external app when a user selects a table row in a Workflow app. ##### Workflow apps connector ###### Triggers - [Workflow apps connector - New component event trigger](https://docs.workato.com/en/workflow-apps/workflow-apps-connector/new-component-event-trigger.md): Configure the New component event trigger to run a recipe when a Run recipe action is invoked and return data to a Workflow app component. - [Workflow apps connector - New component event (drop-down) trigger](https://docs.workato.com/en/workflow-apps/workflow-apps-connector/new-component-event-drop-down-trigger.md): Configure the New component event (drop-down) trigger to populate Workflow app drop-down components with data from a third-party app. - [Workflow apps connector - New component event (Table widget) trigger](https://docs.workato.com/en/workflow-apps/workflow-apps-connector/new-component-event-table-trigger.md): Configure the New component event (Table widget) trigger to send data back to a table component when a Workflow app page loads. - [Workflow apps connector - New request trigger](https://docs.workato.com/en/workflow-apps/workflow-apps-connector/new-request-trigger.md): Configure the New request trigger to run a recipe in real time when a new request is created in a Workflow app or its data table. - [Workflow apps connector - new/updated request trigger](https://docs.workato.com/en/workflow-apps/workflow-apps-connector/new-updated-request-trigger.md): Configure the New/updated request trigger to run a recipe when a Workflow app request, task, or data table record is created or updated. ###### Actions - [Workflow apps connector - Change workflow stage action](https://docs.workato.com/en/workflow-apps/workflow-apps-connector/change-workflow-stage-action.md): Configure the Change workflow stage action to transition a request through stages in a Workflow app, such as marking it Done or Invalid. - [Workflow apps connector - Create request action](https://docs.workato.com/en/workflow-apps/workflow-apps-connector/create-request-action.md): Configure the Create request action to create a new request in a Workflow app, with input fields based on the app and its data table. - [Workflow apps Connector- Assign task to users action](https://docs.workato.com/en/workflow-apps/workflow-apps-connector/assign-task-to-users-action.md): Reference for the Workflow apps Assign task to users action, covering input fields, output objects, and task assignment behavior. - [Workflow apps connector - Complete workflow task programmatically action](https://docs.workato.com/en/workflow-apps/workflow-apps-connector/complete-workflow-task-programmatically-action.md): Configure the Complete workflow task programmatically action to approve, reject, or complete a Workflow app task with an optional status label. - [Workflow apps connector - Delete request action](https://docs.workato.com/en/workflow-apps/workflow-apps-connector/delete-request-action.md): Configure the Delete request action to remove a request from a Workflow app by its record ID using the Workflow apps connector. - [Workflow apps Connector- Get activity history (batch)](https://docs.workato.com/en/workflow-apps/workflow-apps-connector/get-activity-history-action.md): Configure the Get activity history (batch) action to retrieve a full audit trail of request creation, task assignments, status updates, and comments. - [Workflow apps connector - Get user data action](https://docs.workato.com/en/workflow-apps/workflow-apps-connector/get-user-data-action.md): Configure the Get user data (batch) action to retrieve user details from the Workflow apps portal by email, user group, and sort options. - [Workflow apps connector - invite user action](https://docs.workato.com/en/workflow-apps/workflow-apps-connector/invite-user-action.md): Configure the Invite user action to send an email invitation to the Workflow apps portal and add the user to one or more user groups. - [Workflow apps Connector- Get activity history (batch)](https://docs.workato.com/en/workflow-apps/workflow-apps-connector/return-data-component-action.md): Configure the Return data to component action to send data back to a Workflow app component, paired with a New component event trigger. - [Workflow apps connector - remove user action](https://docs.workato.com/en/workflow-apps/workflow-apps-connector/remove-user-action.md): Configure the Remove user action to remove a user from the Workflow apps portal by email using the Workflow apps connector. - [Workflow apps connector - search requests action](https://docs.workato.com/en/workflow-apps/workflow-apps-connector/search-requests-action.md): Configure the Workflow apps connector search requests action to find requests matching filters, sort criteria, and result limits. - [Workflow apps Connector- Share request action](https://docs.workato.com/en/workflow-apps/workflow-apps-connector/share-request-action.md): Use the Share request action to share a request from a Workflow app with a user or user group. - [Workflow apps connector - update request action](https://docs.workato.com/en/workflow-apps/workflow-apps-connector/update-request-action.md): Configure the Workflow apps connector update request action to change request fields, workflow stage, and assignee by record ID. - [Workflow apps connector- Unshare request action](https://docs.workato.com/en/workflow-apps/workflow-apps-connector/unshare-request-action.md): Use the Unshare request action to remove a user's or user group's access to a request in a Workflow app. #### App user experience - [Workflow apps- App user experience - Invitations and authentication](https://docs.workato.com/en/workflow-apps/invitations-authentication.md): Learn how users are invited to Workflow apps and how they authenticate using passwords, SAML single sign-on, or just-in-time provisioning. - [Workflow apps- Portal homepage](https://docs.workato.com/en/workflow-apps/portal-homepage.md): Learn how the Workflow apps portal homepage displays application tiles app-users can access and an inbox of tasks assigned to them. - [Workflow apps- Application page](https://docs.workato.com/en/workflow-apps/application-page.md): Learn how the Workflow apps Application page lets app-users submit, manage, filter, and view requests from connected data tables. - [Workflow apps- Manage tasks](https://docs.workato.com/en/workflow-apps/tasks.md): Learn how app-users view, filter, work on, reassign, and apply custom status labels to tasks in the Workflow apps portal. - [Workflow apps- User profile](https://docs.workato.com/en/workflow-apps/user-profile.md): Learn how to use the Workflow apps portal user profile to manage your name, password, connections, and notification settings. - [Workflow apps- Email notifications](https://docs.workato.com/en/workflow-apps/email-notifications.md): Learn how Workflow apps email notifications alert users about task assignments, completions, expirations, and comments. ### Connectors - [Connectors](https://docs.workato.com/en/connectors.md): Workato connectors securely connect and exchange data between your business apps with authentication, triggers, and actions for automated workflows. - [Connectors - Pre-built Connectors](https://docs.workato.com/en/connectors/prebuilt-connectors.md): Browse Workato pre-built connectors that integrate popular apps and services with ready-to-use triggers and actions maintained by Workato. - [Universal connectors](https://docs.workato.com/en/developing-connectors.md): Workato universal connectors let you build custom triggers, actions, and connectors using HTTP, OpenAPI, GraphQL, SOAP, and the connector SDK. - [Community connectors](https://docs.workato.com/en/developing-connectors/community/community.md): Install community connectors built with the Workato connector SDK to get a head-start on integrations without building from scratch. - [Contributing your connector](https://docs.workato.com/en/developing-connectors/community/community-listing.md): Contribute your custom connector to the Workato community library to share open-source or closed-source connectors with users. - [Connectors limits](https://docs.workato.com/en/connectors/limits.md): Review the timeout, language, database, and connector-specific limits that apply to Workato connectors. #### App connectors - [Workato connectors - Active Directory](https://docs.workato.com/en/connectors/active_directory.md): Connect Active Directory to Workato to automate user, group, and resource management. The connector authenticates with LDAP through an on-premise agent (OPA). - [Workato connectors - Adobe Commerce - Powered by Magento](https://docs.workato.com/en/connectors/adobe-commerce-magento.md): The Adobe Commerce (Magento) connector lets you automate e-commerce workflows: add customers and products, search orders, and trigger recipes on new events. - [Workato connectors - Adobe experience manager](https://docs.workato.com/en/connectors/adobe_experience_manager.md): The Adobe Experience Manager connector lets you manage AEM folders and assets, search and update assets, and trigger recipes when assets or folders change. - [Workato connectors - ADP Workforce Now](https://docs.workato.com/en/connectors/adp_workforce.md): The ADP Workforce Now connector lets you automate HR and payroll workflows, including scheduled searches for worker records. - [AI by Workato](https://docs.workato.com/en/connectors/ai-by-workato.md): The AI by Workato connector lets you summarize, translate, categorize, parse, and analyze text and draft emails using built-in AI models. - [Airtable](https://docs.workato.com/en/connectors/airtable.md): Connect Airtable to Workato to automate workflows with your cloud-based relational database platform. - [Workato connectors - Amazon S3](https://docs.workato.com/en/connectors/s3.md): Amazon S3 is a web service offered by Amazon Web Services that provides scalable and highly flexible cloud storage through web services interfaces. - [Workato connectors - Amazon Simple Email Service (SES)](https://docs.workato.com/en/connectors/amazon-ses.md): The Amazon SES connector enables you to use workflows like auto-responders, email unsubscribe systems, and applications that generate customer support tickets from incoming emails. - [Workato connectors - Amazon Simple Notification Service (SNS)](https://docs.workato.com/en/connectors/amazon-sns.md): Amazon SNS is a fully managed messaging service for both application-to-application and application-to-person communication. - [Workato connectors - Amazon SQS](https://docs.workato.com/en/connectors/sqs.md): Amazon SQS is a web service offered by Amazon Web Services that provides fully managed message queues for microservices, distributed systems, and serverless applications. - [Workato connectors - Analytics Cloud](https://docs.workato.com/en/connectors/analytics-cloud.md): The Analytics Cloud connector uses the standard Salesforce connector to upload data from external sources such as ERP systems and databases. - [Workato connectors - Anaplan](https://docs.workato.com/en/connectors/anaplan.md): The Anaplan connector lets you automate planning and forecasting: run import, export, process, and deletion batches and upload or download files. - [Workato connectors - Apache Kafka](https://docs.workato.com/en/connectors/kafka.md): Connect Apache Kafka to Workato to automate event streaming workflows by consuming and publishing messages to topics on your Kafka cluster. - [Workato connectors - Asana](https://docs.workato.com/en/connectors/asana.md): Connect to Asana to manage tasks, projects, and team collaboration workflows. - [Workato connectors - AWS Lambda](https://docs.workato.com/en/connectors/aws_lambda.md): The AWS Lambda connector enables you to invoke serverless functions and automate event-driven workflows with AWS Lambda in Workato. - [Workato connectors - Azure Blob Storage](https://docs.workato.com/en/connectors/azure_blob_storage.md): Azure Blob Storage enables you to create data lakes for analytics and provides storage for building powerful cloud-native and mobile apps. - [Workato connectors - Azure Monitor](https://docs.workato.com/en/connectors/azure_monitor.md): Azure Monitor is a comprehensive monitoring and observability platform for Azure resources. Send custom logs from your Workato recipes to Azure Monitor Logs for centralized monitoring, troubleshooting, and compliance tracking. - [Workato connectors - Azure OpenAI](https://docs.workato.com/en/connectors/azure-openai.md): Azure OpenAI is a collaboration between Microsoft Azure and OpenAI, an artificial intelligence research organization. Azure OpenAI is a cloud-based platform that enables users to build and deploy AI models. - [Workato connectors - BambooHR](https://docs.workato.com/en/connectors/bamboo-hr.md): The BambooHR connector lets you automate HR workflows: create, update, and list employees, manage time off requests, run reports, and trigger on changes. - [Workato connectors - BILL](https://docs.workato.com/en/connectors/bill.md): The BILL connector lets you automate finance workflows: create, update, and search records, build and send invoices, and trigger on new records. - [Workato connectors - BIM 360](https://docs.workato.com/en/connectors/bim360.md): The BIM 360 connector lets you automate construction workflows: manage project objects and issues, handle documents and drawings, and trigger on changes. - [Workato connectors - Box](https://docs.workato.com/en/connectors/box.md): The Box connector lets you automate content workflows: upload, download, and search files, manage shared links, and trigger on new or updated files. - [Workato connectors - Bynder](https://docs.workato.com/en/connectors/bynder.md): The Bynder connector lets you automate digital asset workflows: upload, download, search, and update assets and records, and trigger on new or updated assets. - [Workato connectors - Celonis](https://docs.workato.com/en/connectors/celonis.md): The Celonis connector lets you automate process mining workflows by triggering recipes on new events and signals from the Celonis process automation engine. - [Workato connectors - Cisco Webex Teams](https://docs.workato.com/en/connectors/cisco-webex-teams.md): The Cisco Webex Teams connector lets you automate messaging workflows: post messages, create and manage rooms, add people, and trigger on new messages. - [Workato connectors - Confluence](https://docs.workato.com/en/connectors/confluence.md): The Confluence connector lets you automate knowledge management workflows: create pages and tasks and search for existing pages. - [Workato connectors - Confluent Cloud](https://docs.workato.com/en/connectors/confluent-cloud.md): The Confluent Cloud connector lets you automate Kafka streaming workflows: publish messages to a topic and trigger recipes on new messages in a topic. - [Workato connectors - Coupa](https://docs.workato.com/en/connectors/coupa.md): The Coupa connector lets you automate spend management: create and search objects, manage purchase orders and suppliers, and trigger on object changes. - [Workato connectors - Databricks](https://docs.workato.com/en/connectors/databricks.md): The Databricks connector provides tools that allow you to maintain data solutions at scale. - [Workato connectors - Deputy](https://docs.workato.com/en/connectors/deputy.md): The Deputy connector lets you automate workforce management: create, update, and search employees, create tasks, and trigger on new leave or timesheets. - [Workato connectors - Google Dialogflow](https://docs.workato.com/en/connectors/dialogflow.md): Connect Google Dialogflow to Workato to power Workbot with natural language understanding for conversational interfaces and chatbots. - [Workato connectors - Docusign](https://docs.workato.com/en/connectors/docusign.md): Connect to Docusign to send, sign, and manage digital documents and eSignature workflows. - [Workato connectors - Dropbox](https://docs.workato.com/en/connectors/dropbox.md): Dropbox is a cloud content management and file sharing service. Connect Dropbox to Workato to automate file and collaboration workflows. - [Workato connectors - Egnyte](https://docs.workato.com/en/connectors/egnyte.md): The Egnyte connector lets you automate document workflows: upload, download, copy, move, and search files and folders, and trigger on file events. - [Workato connectors - Eloqua](https://docs.workato.com/en/connectors/eloqua.md): The Eloqua connector lets you automate marketing workflows: create, update, delete, get, and search records, and trigger on new or updated records. - [Email by Workato](https://docs.workato.com/en/connectors/email-by-workato.md): Email by Workato is a utility connector that sends internal notifications for recipe alerts, debugging, testing, and proof of concepts. - [Workato connectors - Eventbrite](https://docs.workato.com/en/connectors/eventbrite.md): The Eventbrite connector lets you automate event workflows: search events, attendees, and contacts, and trigger on new events, orders, and registrations. - [Excel](https://docs.workato.com/en/connectors/excel.md): Connect Excel to Workato to automate workflows with your workbook data. - [Workato connectors - Facebook Lead Ads](https://docs.workato.com/en/connectors/facebook-ads.md): The Facebook Lead Ads connector lets you trigger on new leads, list campaigns, and retrieve campaign and ad set insights for your ad workflows. - [Workato connectors - FTP/FTPS](https://docs.workato.com/en/connectors/ftp.md): The FTP/FTPS connector enables you to automate file operations on an FTP or FTPS server, including downloading, uploading, renaming, and removing files. - [Workato connectors - GitHub](https://docs.workato.com/en/connectors/github.md): The GitHub connector enables you to build powerful automation around GitHub to help manage these software development processes and manage your agile sprints. - [Workato connectors - Gmail](https://docs.workato.com/en/connectors/gmail.md): Gmail is a popular email service used by both consumers and businesses alike. - [Workato connectors - Gong](https://docs.workato.com/en/connectors/gong.md): Connects Workato to Gong to build automations. - [Workato connectors - Google BigQuery](https://docs.workato.com/en/connectors/bigquery.md): The Google BigQuery connector allows you to automate actions on datasets in your Google BigQuery instance, such as inserting rows or performing queries on existing datasets. - [Workato connectors - Google Calendar](https://docs.workato.com/en/connectors/google-calendar.md): Google Calendar is a cloud-based calendar application that enables scheduling, event tracking, reminders, and more. You can use Workato to synchronize data with Google Calendar automatically as part of a workflow. - [Workato connectors - Google Cloud Storage](https://docs.workato.com/en/connectors/google_cloud_storage.md): The Google Cloud Storage connector lets you manage object storage: create and list buckets, and upload, download, and delete objects. - [Workato connectors - Google Drive](https://docs.workato.com/en/connectors/google-drive.md): Connects Workato to Google Drive to build automations. - [Workato connectors - Google Sheets](https://docs.workato.com/en/connectors/google-sheets.md): The Google Sheets connector enables you to automate spreadsheet workflows, writing and reading rows to move data between Google Sheets and other apps. - [Workato connectors - Google Speech to Text](https://docs.workato.com/en/connectors/google-speech-to-text.md): Google Speech to Text allows converting audio to text by applying neural network models. - [Workato connectors - Google Text to Speech](https://docs.workato.com/en/connectors/google-text-to-speech.md): Learn how to connect to the Google Text to Speech connector in Workato. - [Workato connectors - Google Translate](https://docs.workato.com/en/connectors/google-translate.md): Translates an arbitrary text into any supported language using state-of-the-art Neural Machine Translation. - [Workato connectors - Google Vision](https://docs.workato.com/en/connectors/google-vision.md): The Google Vision connector lets you automate image analysis: read and extract printed text from images in your recipes. - [Workato connectors - Google Workspace](https://docs.workato.com/en/connectors/google-workspace.md): Google Workspace is a collection of cloud computing, productivity, and collaboration tools. - [Workato connectors - Goto Webinar](https://docs.workato.com/en/connectors/go-to-webinar.md): The GoTo Webinar connector enables you to automate webinar workflows, scheduling and promoting events, engaging attendees, and analyzing webinar performance. - [Workato connectors - Greenhouse](https://docs.workato.com/en/connectors/greenhouse.md): Use the Greenhouse connector to automate workflow for applicant tracking and recruiting. - [Workato connectors - Hive](https://docs.workato.com/en/connectors/hive.md): The Hive connector lets you automate project management: create, update, search, and delete records, apply templates, and trigger on new records. - [Workato connectors - HubSpot](https://docs.workato.com/en/connectors/hubspot.md): The HubSpot connector lets you automate CRM workflows: create, update, and search records, manage lists, and trigger on new records and form submissions. - [Workato connectors - IBM Db2](https://docs.workato.com/en/connectors/ibm-db2.md): The IBM Db2 connector enables you to automate relational database workflows, inserting, selecting, upserting, and deleting rows with SQL support. - [IDP by Workato](https://docs.workato.com/en/connectors/idp-by-workato.md): IDP by Workato is a utility connector that extracts data from images and PDFs, turning unstructured documents into structured output for your systems. - [Workato connectors - Insightly](https://docs.workato.com/en/connectors/insightly.md): The Insightly connector lets you automate CRM workflows: create, update, and search contacts and opportunities, and trigger on new or updated records. - [Workato connectors - Intercom](https://docs.workato.com/en/connectors/intercom.md): The Intercom connector lets you automate customer engagement: create and search users, reply to conversations, and trigger on new contacts and conversations. - [Workato connectors - Iterable](https://docs.workato.com/en/connectors/iterable.md): The Iterable connector lets you automate marketing workflows: upsert users, manage lists and subscriptions, send SMS, and track events. - [JavaScript snippets by Workato](https://docs.workato.com/en/connectors/javascript.md): The JavaScript connector is a utility connector that lets you run custom JavaScript code in a recipe to transform data or invoke external services. - [Workato connectors - JDBC](https://docs.workato.com/en/connectors/jdbc.md): The JDBC connector lets you work with any ANSI-compliant database: insert, update, delete, and select rows, run custom SQL, and trigger on new rows. - [Workato connectors - Jira](https://docs.workato.com/en/connectors/jira.md): The Jira connector lets you automate issue tracking: create, update, and search issues, manage comments and attachments, and trigger on new or updated issues. - [Workato connectors - Jira Service Desk](https://docs.workato.com/en/connectors/jsd.md): The Jira Service Desk connector lets you automate IT support: create customer requests and customers, manage comments, and retrieve queues and their issues. - [Workato connectors - JMS tools by Workato](https://docs.workato.com/en/connectors/jms.md): The JMS tools by Workato connector is an on-premise connector that lets you subscribe to and publish messages on Java Message Service topics and queues. - [Workato connectors - JSON Transformations by Workato](https://docs.workato.com/en/features/json-transformations.md): JSON Transformations by Workato connector uses jq expressions to filter, extract, and reshape JSON data from one or more sources in your recipes. - [Workato connectors - JumpCloud](https://docs.workato.com/en/connectors/jumpcloud.md): The JumpCloud connector lets you automate directory management: create, update, search, and delete objects, lock or unlock users, and reset MFA. - [Workato connectors - JWT](https://docs.workato.com/en/connectors/jwt.md): The JWT tools by Workato connector is a utility connector that generates and decodes JSON Web Tokens for secure authentication and information exchange. - [Workato connectors - LaunchDarkly](https://docs.workato.com/en/connectors/launchdarkly.md): The LaunchDarkly connector automates feature management: create, update, search, and switch feature flags, and trigger recipes on flag changes. - [Workato connectors - LinkedIn](https://docs.workato.com/en/connectors/linkedin.md): The LinkedIn connector enables you to automate B2B marketing workflows, syncing campaign performance and leads from LinkedIn Campaign Manager to your CRM. - [Workato connectors - MailChimp](https://docs.workato.com/en/connectors/mailchimp.md): The MailChimp connector enables you to automate email and marketing campaign workflows, managing subscribers and integrated campaigns across email and ads. - [Workato connectors - Mapper by Workato](https://docs.workato.com/en/connectors/mapper.md): Mapper is a utility connector that lets you map data to predefined common data model schemas before publishing or moving it between applications. - [Workato connectors - Marketo](https://docs.workato.com/en/connectors/marketo.md): The Marketo connector helps to automate marketing and provides tools for email marketing and lead management. - [Workato connectors - Microsoft Dynamics 365](https://docs.workato.com/en/connectors/dynamics-crm.md): The Microsoft Dynamics 365 connector enables you to automate sales, customer service, field service, and marketing CRM workflows in Workato. - [Message template by Workato](https://docs.workato.com/en/connectors/message-template-by-workato.md): Message template by Workato is a utility connector that lets you create reusable Mustache templates to generate HTML, text, JSON, and XML messages in recipes. - [Workato connectors - MongoDB Atlas](https://docs.workato.com/en/connectors/mongodb-atlas.md): The MongoDB Atlas connector enables you to automate cloud database workflows, inserting, updating, searching, and replicating documents at scale. - [Workato connectors - MySQL](https://docs.workato.com/en/connectors/mysql.md): The MySQL connector automates relational database workflows: insert, update, upsert, select, and delete rows, run custom SQL, and trigger on new rows. - [Workato connectors - Namely](https://docs.workato.com/en/connectors/namely.md): The Namely connector lets you automate HR workflows: create, update, and search employee profiles, post updates, and trigger on new or updated employees. - [Workato connectors - NetSuite REST](https://docs.workato.com/en/connectors/netsuite-rest.md): The NetSuite REST connector lets you automate ERP and CRM workflows: create, update, search, and delete records, run SuiteQL queries, and trigger on records. - [Workato connectors - NetSuite](https://docs.workato.com/en/connectors/netsuite.md): The NetSuite connector lets you automate ERP and CRM workflows: create, update, upsert, delete, and search standard and custom records, plus record triggers. - [Workato connectors - Okta](https://docs.workato.com/en/connectors/okta.md): The Okta connector lets you automate identity workflows: create, update, delete, activate, and suspend users, manage group membership, and trigger on events. - [Workato connectors - On-prem command-line scripts](https://docs.workato.com/en/connectors/on-prem-command-line-scripts.md): The On-prem command-line scripts connector is a utility connector that runs allowlisted command-line scripts in your private network through the on-prem agent. - [Workato connectors - On-prem files](https://docs.workato.com/en/connectors/on-prem-files.md): The On-prem files connector lets you upload, download, move, rename, and delete files, manage folders and CSV files, and trigger on new files in your network. - [OneDrive](https://docs.workato.com/en/connectors/onedrive.md): The OneDrive connector enables you to integrate and automate workflows to support file processing use cases. - [Workato connectors - OpenAI](https://docs.workato.com/en/connectors/openai.md): The OpenAI connector enables you to automate AI workflows, generating text and images, classifying text, and running models through the OpenAI API in Workato. - [Workato connectors - Oracle](https://docs.workato.com/en/connectors/oracle.md): The Oracle connector enables you to automate database workflows in Workato by selecting, inserting, upserting, and deleting rows or running custom SQL. - [Workato connectors - Oracle E-Business Suite](https://docs.workato.com/en/connectors/oracle-ebs.md): Connect to Oracle E-Business Suite to manage enterprise resources, automate business processes, and integrate ERP, CRM, and supply chain operations. - [Workato connectors - Oracle Fusion Cloud](https://docs.workato.com/en/connectors/oracle-fusion-cloud.md): The Oracle Fusion Cloud connector lets you create, update, get, and search records, run bulk imports and ESS jobs, and trigger on new or updated records. - [Workato connectors - Outlook](https://docs.workato.com/en/connectors/outlook/outlook.md): Set up and connect the Microsoft Outlook connector in Workato using OAuth 2.0 authorization code or client credentials authentication. - [Workato connectors - Outreach](https://docs.workato.com/en/connectors/outreach.md): The Outreach connector lets you create, update, and search records, add prospects to sequences, and trigger on new or updated objects and completed tasks. - [Workato connectors - OutSystems](https://docs.workato.com/en/connectors/outsystems.md): The OutSystems connector lets you create, update, search, and get records, including in batches, and trigger on new or updated records. - [Workato connectors - PagerDuty](https://docs.workato.com/en/connectors/pagerduty.md): The PagerDuty connector lets you search, get, update, and annotate incidents, send events, and trigger recipes on new incidents and notifications. - [Workato connectors - Percolate](https://docs.workato.com/en/connectors/percolate.md): The Percolate connector lets you create, update, and search objects, manage workflow steps, handle assets, and trigger on new, updated, or deleted objects. - [Workato connectors - Pipedrive](https://docs.workato.com/en/connectors/pipedrive.md): The Pipedrive connector lets you automate sales CRM workflows: create, update, search, and delete records and trigger recipes on new or updated records. - [Workato connectors - PipelineOps by Workato](https://docs.workato.com/en/connectors/pipelineops.md): The PipelineOps by Workato connector lets you monitor and respond to data pipeline sync events, enabling alerting and custom workflows for pipeline health. - [Workato connectors - PlanGrid](https://docs.workato.com/en/connectors/plangrid.md): The PlanGrid connector lets you automate construction workflows: create, update, upload, and retrieve objects and trigger recipes on new or updated objects. - [Workato connectors - PostgreSQL](https://docs.workato.com/en/connectors/postgresql.md): The PostgreSQL connector lets you automate database workflows: insert, select, update, upsert, and delete rows, and trigger on new or updated rows. - [Workato connectors - Python snippets by Workato](https://docs.workato.com/en/connectors/python.md): The Python snippets by Workato connector enables you to write and run custom Python code in recipes to transform data and convert file formats. - [Workato connectors - Quickbase](https://docs.workato.com/en/connectors/quickbase.md): The Quickbase connector lets you create, update, delete, and search records, download attachments, and trigger recipes on new or updated records. - [Workato connectors - QuickBooks Online](https://docs.workato.com/en/connectors/quickbooks.md): The QuickBooks Online connector lets you automate accounting: create, update, and search invoices, bills, payments, and customers, and trigger on new records. - [Recipe Functions by Workato](https://docs.workato.com/en/connectors/recipe-functions.md): The Recipe Functions by Workato connector enables you to build reusable recipes that can be called from other recipes to reduce redundancy and simplify testing. - [Workato connectors - Redshift](https://docs.workato.com/en/connectors/redshift.md): The Redshift connector lets you run SQL on your data warehouse: select, insert, update, upsert, and delete rows, and trigger on new rows. - [Workato connectors - Replicon](https://docs.workato.com/en/connectors/replicon.md): The Replicon connector lets you automate time tracking: trigger on new projects, users, and clients, ready-to-sync invoices, and updated timesheets. - [Workato connectors - RingCentral](https://docs.workato.com/en/connectors/ringcentral.md): Learn how to connect to RingCentral on Workato. - [Workato connectors - RPA by Workato](https://docs.workato.com/en/connectors/rpa-by-workato.md): The RPA by Workato connector lets you start automation jobs, get job and process details, retrieve job logs, and list departments and processes. - [Workato connectors - Ruby snippets by Workato](https://docs.workato.com/en/connectors/ruby-snippets-by-workato.md): The Ruby snippets by Workato connector enables you to write custom Ruby code and run it in your recipes to perform actions such as invoking external services. - [Workato connectors - Sage Intacct](https://docs.workato.com/en/connectors/intacct.md): The Sage Intacct connector lets you automate accounting workflows: manage vendors and trigger on new or updated bills, payments, and invoices. - [Workato connectors - Salesforce](https://docs.workato.com/en/connectors/salesforce.md): The Salesforce connector lets you automate CRM workflows: create, update, search, and delete records, manage files and approvals, and trigger on changes. - [Workato connectors - SAP Concur](https://docs.workato.com/en/connectors/concur.md): Connect to SAP Concur to manage travel and expense reporting, invoice processing, and user provisioning. - [Workato connectors - SAP RFC](https://docs.workato.com/en/connectors/sap.md): The SAP RFC connector lets you automate ERP workflows: send and track IDocs, call BAPIs and remote function modules, and trigger recipes on new IDocs. - [Workato connectors - SAP OData](https://docs.workato.com/en/connectors/sap-odata.md): The SAP OData connector lets you automate SAP workflows: create, update, search, delete, and get objects, batch CRUD requests, and trigger on object changes. - [Workato connectors - SuccessFactors](https://docs.workato.com/en/connectors/successfactors/successfactors.md): Set up and connect SAP SuccessFactors in Workato, including creating an integration system user and registering an OAuth 2.0 client application. - [Workato connectors - SendGrid](https://docs.workato.com/en/connectors/sendgrid.md): The SendGrid connector enables you to automate email workflows, sending marketing, transactional, and automated messages with high deliverability. - [Workato connectors - ServiceNow](https://docs.workato.com/en/connectors/servicenow.md): The ServiceNow connector enables you to automate IT service management workflows, improving incident tracking, onboarding, and team collaboration. - [Workato connectors - SFTP](https://docs.workato.com/en/connectors/sftp.md): The SFTP connector enables you to automate secure file transfer workflows, reading, writing, and managing files on your SFTP server. - [Workato connectors - SharePoint](https://docs.workato.com/en/connectors/sharepoint.md): The SharePoint connector lets you automate document workflows: upload, download, and search files and manage list rows, with triggers on new files and rows. - [Workato connectors - Shopify](https://docs.workato.com/en/connectors/shopify.md): The Shopify connector enables you to automate e-commerce workflows, managing online store orders, products, and customers across your applications. - [Workato connectors - Slack](https://docs.workato.com/en/connectors/slack.md): The Slack connector enables you to automate team messaging workflows, posting messages, managing channels, and turning conversations into tasks. - [Workato connectors - Smartsheet](https://docs.workato.com/en/connectors/smartsheet.md): The Smartsheet connector lets you automate work management: create, update, search, and get rows, and trigger recipes on new or updated rows. - [Workato connectors - SMB](https://docs.workato.com/en/connectors/smb.md): The SMB connector enables you to automate file-sharing workflows, uploading, downloading, and managing files and folders on SMB servers from Workato. - [SMS by Workato](https://docs.workato.com/en/connectors/sms-by-workato.md): SMS by Workato is a utility connector that sends low-volume SMS messages for recipe alerts, debugging, and testing before moving to a production provider. - [Workato connectors - Snowflake](https://docs.workato.com/en/connectors/snowflake.md): Connect to Snowflake to build powerful data workflows. - [Workato connectors - SQL Server](https://docs.workato.com/en/connectors/mssql.md): The SQL Server connector automates relational database workflows including insert, update, upsert, delete, select, replicate, and custom SQL actions. - [Stripe](https://docs.workato.com/en/connectors/stripe.md): Connect Stripe to Workato to automate payment processing, payouts, and financial workflows. - [Workato connectors - SurveyMonkey](https://docs.workato.com/en/connectors/surveymonkey.md): The SurveyMonkey connector lets you automate survey workflows: send survey invites and trigger recipes on completed survey responses. - [Workato connectors - Syslog](https://docs.workato.com/en/connectors/syslog.md): The Syslog connector enables you to automate logging workflows, forwarding messages from network devices to a central syslog server from Workato. - [Workato connectors - Tango Card](https://docs.workato.com/en/connectors/tango_card.md): The Tango Card connector lets you automate rewards workflows: create and resend gift card orders, search processed orders, and get account details. - [Workato connectors - TrackVia](https://docs.workato.com/en/connectors/trackvia.md): The TrackVia connector lets you automate data workflows: create, update, and delete records, manage files and users, and trigger on record changes. - [Workato connectors - Trello](https://docs.workato.com/en/connectors/trello.md): The Trello connector lets you automate project workflows: create boards, lists, and cards, move and comment on cards, and trigger on new cards. - [Workato connectors - Twilio](https://docs.workato.com/en/connectors/twilio.md): The Twilio connector enables you to automate communications workflows, sending SMS messages, placing voice calls, and connecting apps to phones. - [Workato connectors - Webhooks](https://docs.workato.com/en/connectors/workato-webhooks.md): The Webhooks connector enables you to trigger Workato recipes from real-time event notifications that applications send to a target URL. - [Workato connectors - WordPress](https://docs.workato.com/en/connectors/wordpress.md): Connect WordPress to Workato to automate content management for blogs, websites, and more. - [Workato connectors - Workday](https://docs.workato.com/en/connectors/workday.md): The Workday connector lets you automate HR and finance workflows: read and update business and custom objects, run reports, and trigger on object changes. - [Workato connectors - Workday REST](https://docs.workato.com/en/connectors/workday-rest.md): The Workday REST connector enables you to automate HR and finance workflows, syncing worker data and inbox tasks between Workday and other cloud apps. - [Workato connectors - Workfront](https://docs.workato.com/en/connectors/workfront.md): The Workfront connector lets you automate work management: create, update, and search objects, and trigger recipes on new or updated objects and events. - [Workato connectors - Wrike](https://docs.workato.com/en/connectors/wrike.md): The Wrike connector lets you automate project management: manage tasks, projects, folders, attachments, timelogs, and approvals, and trigger on changes. - [Workato connectors - Wufoo](https://docs.workato.com/en/connectors/wufoo.md): The Wufoo connector enables you to automate form workflows, capturing data from registration, contact, and payment forms you build in Wufoo. - [X (Twitter)](https://docs.workato.com/en/connectors/x-twitter.md): Connect X to Workato to automate workflows with your social media platform. - [Workato connectors - Xero](https://docs.workato.com/en/connectors/xero.md): The Xero connector lets you automate accounting workflows: create, update, and search invoices, contacts, and payments, and trigger on new or updated records. - [Workato connectors - Zendesk](https://docs.workato.com/en/connectors/zendesk.md): Connect to Zendesk to manage customer support tickets, track engagement, and automate customer service workflows. - [Workato connectors - Zoho CRM](https://docs.workato.com/en/connectors/zoho-crm.md): Connect to Zoho CRM to manage customer relationships, track sales activities, and automate business processes. - [Workato connectors - Zoom](https://docs.workato.com/en/connectors/zoom.md): Zoom is a cloud platform for video and audio conferencing, collaboration, chat, and webinars. - [Workato connectors - ZoomInfo](https://docs.workato.com/en/connectors/zoom-info.md): The ZoomInfo connector enables you to query the ZoomInfo database for company and contact data and enrich the records in your CRM with Workato. - [Workato connectors - Zuora](https://docs.workato.com/en/connectors/zuora.md): The Zuora connector lets you automate subscription billing workflows: create, update, search, and query records across your order-to-revenue processes. ##### Active Directory ###### Triggers - [Workato connectors - Active Directory - New entry trigger](https://docs.workato.com/en/connectors/active_directory/new_entry_trigger.md): The New entry trigger in the Active Directory connector monitors for newly created entries and fires when an entry matches your search filter. - [Workato connectors - Active Directory - New/updated entry trigger](https://docs.workato.com/en/connectors/active_directory/updated_entry_trigger.md): The New/updated entry trigger in the Active Directory connector monitors for newly created or updated entries matching your search filter. - [Workato connectors - Active Directory - Scheduled entry search trigger (Batch)](https://docs.workato.com/en/connectors/active_directory/scheduled_trigger.md): The Scheduled entry search batch trigger in the Active Directory connector searches entries on a schedule and processes matches in batches. ###### Actions - [Workato connectors - Active Directory - Search users action (Batch)](https://docs.workato.com/en/connectors/active_directory/search-users-action.md): The Search users batch action in the Active Directory connector retrieves user accounts matching your criteria and processes them in batches. - [Workato connectors - Active Directory - Add user to group action](https://docs.workato.com/en/connectors/active_directory/add-user-to-group-action.md): The Add user to group action in the Active Directory connector lets you add a user account to a group you specify. - [Workato connectors - Active Directory - Search entries action (Batch)](https://docs.workato.com/en/connectors/active_directory/search_entries.md): The Search entries batch action in the Active Directory connector retrieves entries matching your criteria and processes them in batches. - [Workato connectors - Active Directory - Add user action](https://docs.workato.com/en/connectors/active_directory/add-user-action.md): The Add user action in the Active Directory connector lets you create a new user account, using a reference user's attributes as a template. - [Workato connectors - Active Directory - Update user action](https://docs.workato.com/en/connectors/active_directory/update-user-action.md): The Update user action in the Active Directory connector lets you update the attributes of an existing user account you specify. - [Workato connectors - Active Directory - Add entry action](https://docs.workato.com/en/connectors/active_directory/add_entry.md): The Add entry action in the Active Directory connector lets you create a new entry, using a reference entry's attributes as a template. - [Workato connectors - Active Directory - Add group action](https://docs.workato.com/en/connectors/active_directory/add-group-action.md): The Add group action in the Active Directory connector lets you create a new group, using a reference group's attributes as a template. - [Workato connectors - Active Directory - Delete entry action](https://docs.workato.com/en/connectors/active_directory/delete-entry-action.md): The Delete entry action in the Active Directory connector lets you delete an entry you specify by distinguished name (DN). - [Workato connectors - Active Directory - Disable a user account action](https://docs.workato.com/en/connectors/active_directory/disable-a-user-account-action.md): The Disable a user account action in the Active Directory connector lets you disable a user account you specify by distinguished name. - [Workato connectors - Active Directory - Move user to organizational unit action](https://docs.workato.com/en/connectors/active_directory/move-user-to-organizational-unit-action.md): The Move user to organizational unit action in the Active Directory connector lets you move a user account to an organizational unit you specify. - [Workato connectors - Active Directory - Remove user from group action](https://docs.workato.com/en/connectors/active_directory/remove-user-from-group-action.md): The Remove user from group action in the Active Directory connector lets you remove a user account from a group you specify. - [Workato connectors - Active Directory - Rename entry action](https://docs.workato.com/en/connectors/active_directory/rename-entry-action.md): The Rename entry action in the Active Directory connector lets you change the distinguished name (DN) of an entry you specify. - [Workato connectors - Active Directory - Search group action (Batch)](https://docs.workato.com/en/connectors/active_directory/search-groups-action.md): The Search group batch action in the Active Directory connector retrieves groups matching your criteria and processes them in batches. - [Workato connectors - Active Directory - Set password to user action](https://docs.workato.com/en/connectors/active_directory/set-password-to-user-action.md): The Set password to user action in the Active Directory connector sets a new password for a user account over a secure LDAP connection. - [Workato connectors - Active Directory - Update entry action](https://docs.workato.com/en/connectors/active_directory/update_entry.md): The Update entry action in the Active Directory connector lets you update the attributes of an existing entry you specify by distinguished name. ##### ADP Workforce Now ###### Triggers - [Workato connectors - ADP Workforce Now Scheduled Worker Search Trigger](https://docs.workato.com/en/connectors/adp_workforce/scheduled_worker_search.md): The Scheduled worker search trigger in the ADP Workforce Now connector picks up workers matching a search filter on a schedule, in batches. ##### AI by Workato ###### Actions - [AI by Workato - Analyze text action](https://docs.workato.com/en/connectors/ai-by-workato/analyze-text-action.md): The Analyze text action in the AI by Workato connector extracts specific information from a piece of text based on the instructions you provide. - [AI by Workato - Categorize text action](https://docs.workato.com/en/connectors/ai-by-workato/categorize-text-action.md): The Categorize text action in the AI by Workato connector lets you classify or sort text into predefined categories for routing, tagging, and filtering. - [AI by Workato - Draft email action](https://docs.workato.com/en/connectors/ai-by-workato/draft-email-action.md): The Draft email action in the AI by Workato connector lets you generate personalized email subject lines and body content from a short description. - [AI by Workato - Parse text action](https://docs.workato.com/en/connectors/ai-by-workato/parse-text-action.md): The Parse text action in the AI by Workato connector extracts structured data such as names, dates, and addresses from unstructured text. - [AI by Workato - Summarize text action](https://docs.workato.com/en/connectors/ai-by-workato/summarize-text-action.md): The Summarize text action in the AI by Workato connector lets you condense long text into concise summaries with a defined maximum word count. - [AI by Workato - Translate text action](https://docs.workato.com/en/connectors/ai-by-workato/translate-text-action.md): The Translate text action in the AI by Workato connector lets you automatically translate source text from one language into another. ##### Airtable ###### Triggers - [Workato connectors - Airtable New record trigger](https://docs.workato.com/en/connectors/airtable/new-record-trigger.md): The New record trigger in the Airtable connector fires when a new record is detected in a table you monitor, checking every five minutes by default. - [Workato connectors - Airtable New or updated record trigger](https://docs.workato.com/en/connectors/airtable/new-updated-record-trigger.md): The New or updated record trigger in the Airtable connector fires when a record is created or an existing record is updated in a table you monitor. ###### Actions - [Workato connectors - Airtable Create record action](https://docs.workato.com/en/connectors/airtable/create-record-action.md): The Create record action in the Airtable connector lets you create a new record in the base and table you select, with dynamic column fields. - [Workato connectors - Airtable Delete record action](https://docs.workato.com/en/connectors/airtable/delete-record-action.md): The Delete record action in the Airtable connector lets you delete a specific record from a base and table by its record ID. - [Workato connectors - Airtable Get record action](https://docs.workato.com/en/connectors/airtable/get-record-action.md): The Get record action in the Airtable connector lets you fetch a single record from a base and table by its record ID. - [Workato connectors - Airtable List records action](https://docs.workato.com/en/connectors/airtable/list-records-action.md): The List records action in the Airtable connector lets you retrieve records from a base and table you specify, including their ID, name, and created time. - [Workato connectors - Airtable Search records action](https://docs.workato.com/en/connectors/airtable/search-records-action.md): The Search records action in the Airtable connector lets you find records in a base and table by the record names you specify. - [Workato connectors - Airtable Update record action](https://docs.workato.com/en/connectors/airtable/update-record-action.md): The Update record action in the Airtable connector lets you update a specific record in a base and table by its record ID. ##### Amazon S3 ###### Triggers - [Workato connectors - Amazon S3 trigger - New CSV file](https://docs.workato.com/en/connectors/s3/trigger-csv-file.md): The New CSV file trigger in the Amazon S3 connector fires when a CSV file is added to a selected bucket or folder, returning file metadata and rows. - [Amazon S3 - New file trigger](https://docs.workato.com/en/connectors/s3/trigger-new-file.md): The New file trigger monitors when a new file is added in a selected bucket or folder in Amazon S3. - [Amazon S3 - New file slice trigger](https://docs.workato.com/en/connectors/s3/trigger-new-file-slice.md): The New file slice trigger monitors when a new file is uploaded to a selected bucket or folder in Amazon S3. This trigger splits the uploaded file into slices of a specified size and creates a job for each individual slice. ###### Actions - [Workato connectors - Amazon S3 - Upload file action (non-streaming)](https://docs.workato.com/en/connectors/s3/action-upload-file.md): The Upload file action (non-streaming) uploads a file to a bucket or folder in Amazon S3. - [Workato connectors - Amazon S3 - Upload file action (streaming)](https://docs.workato.com/en/connectors/s3/action-upload-file-streaming.md): The Upload file action (streaming) uploads a file to a bucket or folder in Amazon S3. - [Workato connectors - Amazon S3 action - Download file](https://docs.workato.com/en/connectors/s3/action-download-file.md): The Download file action downloads contents of a file in Amazon S3. - [Workato connectors - Amazon S3 action - List files in bucket](https://docs.workato.com/en/connectors/s3/action-list-files.md): The List files in bucket action lists all files in a bucket in Amazon S3. - [Workato connectors - Amazon S3 action - Delete file](https://docs.workato.com/en/connectors/s3/action-delete-file.md): The Delete file action in the Amazon S3 connector lets you delete a file from a specified bucket and region by its object name. - [Workato connectors - Amazon S3 action - Create bucket](https://docs.workato.com/en/connectors/s3/action-create-bucket.md): The Create bucket action creates a new bucket in Amazon S3. - [Workato connectors - Amazon S3 action - Generate presigned URL](https://docs.workato.com/en/connectors/s3/action-presign-url.md): The Generate presigned URL action creates a temporary URL to a specific object in your Amazon S3 bucket. This URL can be passed to third-party users to upload, download, or modify an existing object. - [Workato connectors - Amazon S3 action - Rename file](https://docs.workato.com/en/connectors/s3/action-rename-file.md): The Rename file action in the Amazon S3 connector lets you rename an existing file in a bucket and returns the original and new file path and name. ##### Amazon SES ###### Actions - [Amazon SES - Create object action](https://docs.workato.com/en/connectors/amazon-ses/create-object.md): The Create object action creates an object in Amazon SES. - [Amazon SES - Delete object action](https://docs.workato.com/en/connectors/amazon-ses/delete-object.md): The Delete object action deletes an object in Amazon SES. - [Amazon SES - Get object](https://docs.workato.com/en/connectors/amazon-ses/get-object.md): The Get object action gets an object in Amazon SES. - [Amazon SES - List object](https://docs.workato.com/en/connectors/amazon-ses/list-object.md): The List object action lists objects in Amazon SES. - [Amazon SES - Send bulk email action](https://docs.workato.com/en/connectors/amazon-ses/send-bulk-email.md): The Send bulk email action sends emails to multiple destinations by using Amazon SES. - [Amazon SES - Send email action](https://docs.workato.com/en/connectors/amazon-ses/send-email.md): The Send email action sends an email by using Amazon SES. - [Amazon SES - Update object action](https://docs.workato.com/en/connectors/amazon-ses/update-object.md): The Update object action updates an object in Amazon SES. ##### Amazon SNS ###### Triggers - [Amazon SNS - New message trigger](https://docs.workato.com/en/connectors/amazon-sns/new-message-trigger.md): The New message trigger monitors a message topic and picks up newly published messages. ###### Actions - [Amazon SNS - Publish message action](https://docs.workato.com/en/connectors/amazon-sns/publish-message-action.md): The Publish message action publishes a message to a specified topic. ##### Amazon SQS ###### Triggers - [Amazon SQS - New message trigger](https://docs.workato.com/en/connectors/sqs/new-message-trigger.md): The Amazon SQS connector supports the New message and New message (Batch) triggers. ###### Actions - [Amazon SQS - Send message action](https://docs.workato.com/en/connectors/sqs/send-message-action.md): The Send Message action allows you to send a single message to a chosen SQS queue. - [Send messages (Batch)](https://docs.workato.com/en/connectors/sqs/send-message-batch-action.md): Send multiple messages to an Amazon SQS queue. - [Amazon SQS - Receive messages action](https://docs.workato.com/en/connectors/sqs/receive-messages-action.md): The Receive messages action pulls up to 10 messages from a chosen SQS queue. - [Amazon SQS - Delete message action](https://docs.workato.com/en/connectors/sqs/delete-message-action.md): The SQS connector supports the Delete message and Delete messages (batch) action. ###### Troubleshooting - [Troubleshoot Amazon SQS runtime](https://docs.workato.com/en/connectors/sqs/troubleshoot-runtime.md): Use this guide to troubleshoot errors that occur at runtime when you use the Amazon SQS connector in Workato. ##### Anaplan ###### Actions - [Workato connectors - Anaplan Download dump file action](https://docs.workato.com/en/connectors/anaplan/download-dump-file.md): The Download dump file action in the Anaplan connector lets you download the dump file from the latest task of a process and return its contents. - [Workato connectors - Anaplan Download file action](https://docs.workato.com/en/connectors/anaplan/download-file-action.md): The Download file action in the Anaplan connector lets you download a file from a selected workspace and model and return its contents. - [Workato connectors - Anaplan Run data export batch action](https://docs.workato.com/en/connectors/anaplan/run-export-action.md): The Run data export batch action in the Anaplan connector lets you run a data export process from a model and track its progress to completion. - [Workato connectors - Anaplan Run data import batch action](https://docs.workato.com/en/connectors/anaplan/run-import-action.md): The Run data import batch action in the Anaplan connector lets you import data into a model and track the import process to completion. - [Workato connectors - Anaplan Run deletion batch action](https://docs.workato.com/en/connectors/anaplan/run-deletion-action.md): The Run deletion batch action in the Anaplan connector lets you start a deletion task in a model and monitor its progress until it completes. - [Workato connectors - Anaplan Run process batch action](https://docs.workato.com/en/connectors/anaplan/run-process-action.md): The Run process batch action in the Anaplan connector lets you start a process in a model, monitor each task, and return results on completion. - [Workato connectors - Anaplan Upload file action](https://docs.workato.com/en/connectors/anaplan/upload-file-action.md): The Upload file action in the Anaplan connector lets you upload file contents to a selected workspace and model, including CSV options. ##### Apache Kafka ###### Triggers - [Workato connectors - Apache Kafka - New message in topic trigger](https://docs.workato.com/en/connectors/kafka/new-message-trigger.md): The New message trigger picks up new Kafka messages for a selected Kafka topic. - [Workato connectors - Apache Kafka - New messages in topic trigger (batch)](https://docs.workato.com/en/connectors/kafka/new-messages-trigger-batch.md): The New messages in topic batch trigger picks up new Kafka messages for a selected Kafka topic in batches. ###### Actions - [Workato connectors - Apache Kafka - Publish message action](https://docs.workato.com/en/connectors/kafka/publish-message.md): The Publish message action publishes a new message to a selected Kafka topic. - [Workato connectors - Apache Kafka - Publish messages action (batch)](https://docs.workato.com/en/connectors/kafka/publish-messages-batch.md): The Publish messages batch action publishes multiple messages to a selected Kafka topic in a single batch operation. ##### Asana - [Workato connectors - Asana - Triggers](https://docs.workato.com/en/connectors/asana/triggers.md): Browse the triggers supported by the Asana connector in Workato that start recipes when events occur in your Asana workspace. - [Workato connectors - Asana - Actions](https://docs.workato.com/en/connectors/asana/actions.md): Browse the actions supported by the Asana connector in Workato that let recipes create and manage tasks, projects, and other Asana records. ###### Triggers - [Workato connectors - Asana - New event trigger](https://docs.workato.com/en/connectors/asana/triggers/new-event.md): The New event trigger activates when an event occurs on an object in Asana. - [Workato connectors - Asana - New/updated task trigger](https://docs.workato.com/en/connectors/asana/triggers/new-or-updated-task.md): The New/updated task trigger checks for new or updated tasks in Asana once every polling interval. ###### Actions - [Workato connectors - Asana - Add task to section action](https://docs.workato.com/en/connectors/asana/actions/add-task-to-section.md): The Add task to section action adds a task to a section in Asana. - [Workato connectors - Asana - Create subtask action](https://docs.workato.com/en/connectors/asana/actions/create-subtask.md): The Create subtask action creates a subtask in Asana. - [Workato connectors - Asana - Create tag action](https://docs.workato.com/en/connectors/asana/actions/create-tag.md): The Create tag action creates a tag in Asana. - [Workato connectors - Asana - Create task action](https://docs.workato.com/en/connectors/asana/actions/create-task.md): The Create task action creates a task in Asana. - [Workato connectors - Asana - Get people details by ID action](https://docs.workato.com/en/connectors/asana/actions/get-people-details-by-id.md): The Get people details by ID action retrieves user details by ID in Asana. - [Workato connectors - Asana - Get project detail by ID action](https://docs.workato.com/en/connectors/asana/actions/get-project-detail-by-id.md): The Get project detail by ID action retrieves details about an Asana project using the project's ID. - [Workato connectors - Asana - Get project sections action (batch)](https://docs.workato.com/en/connectors/asana/actions/get-project-sections.md): The Get project sections batch action retrieves sections of a project in Asana. - [Workato connectors - Asana - Get task details by ID action](https://docs.workato.com/en/connectors/asana/actions/get-task-details-by-id.md): The Get task details by ID action retrieves the details of a task by ID in Asana. - [Workato connectors - Asana - List all tasks with tag action (batch)](https://docs.workato.com/en/connectors/asana/actions/list-all-tasks-with-tag.md): The List all tasks with tag batch action lists tasks with a tag in Asana. - [Workato connectors - Asana - List people action (batch)](https://docs.workato.com/en/connectors/asana/actions/list-people.md): The List people batch action lists people in Asana. - [Workato connectors - Asana - List project tasks action (batch)](https://docs.workato.com/en/connectors/asana/actions/list-project-tasks.md): The List project tasks batch action lists tasks in a specified project in Asana. - [Workato connectors - Asana - List workspaces action (batch)](https://docs.workato.com/en/connectors/asana/actions/list-workspaces.md): The List workspaces batch action lists all workspaces in Asana. - [Workato connectors - Asana - Search projects action (batch)](https://docs.workato.com/en/connectors/asana/actions/search-projects.md): The Search projects batch action searches projects in Asana. - [Workato connectors - Asana - Search tags action (batch)](https://docs.workato.com/en/connectors/asana/actions/search-tags.md): The Search tags batch action searches tags in Asana. - [Workato connectors - Asana - Search tasks action (batch)](https://docs.workato.com/en/connectors/asana/actions/search-tasks.md): The Search tasks batch action searches tasks in a specified workspace in Asana. - [Workato connectors - Asana - Update task action](https://docs.workato.com/en/connectors/asana/actions/update-task.md): The Update task action updates a task in Asana. ##### Azure Blob Storage ###### Triggers - [Azure Blob Storage - New blob trigger](https://docs.workato.com/en/connectors/azure_blob_storage/new-blob-trigger.md): The New blob trigger picks up new blobs that are created in Azure Blob Storage immediately. - [Workato connectors - Azure Blob Storage - New event trigger (real-time)](https://docs.workato.com/en/connectors/azure_blob_storage/new-event-trigger.md): The New event trigger activates when specified blob storage events occur in monitored containers. ###### Actions - [Azure Blob Storage - Create container action](https://docs.workato.com/en/connectors/azure_blob_storage/create-container-action.md): The create container action creates a container in the connected Azure Blob Storage account. - [Azure Blob Storage - Download blob contents action](https://docs.workato.com/en/connectors/azure_blob_storage/download-blob-contents-action.md): The download blob contents action downloads a blob in the connected Azure Blob Storage account. - [Azure Blob Storage - Generate pre-signed URL action](https://docs.workato.com/en/connectors/azure_blob_storage/generate-pre-signed-url-action.md): The generate pre-signed URL action generates a pre-signed URL for a blob in Azure Blob Storage. - [Azure Blob Storage - Get blob properties action](https://docs.workato.com/en/connectors/azure_blob_storage/get-blob-properties-action.md): The get blob properties action retrieves the properties of a blob in the Azure Blob Storage account, including its metadata. - [Azure Blob Storage - Get container properties action](https://docs.workato.com/en/connectors/azure_blob_storage/get-container-properties-action.md): The get container properties action retrieves the properties of a container in the Azure Blob Storage account. - [Azure Blob Storage - Search blobs action](https://docs.workato.com/en/connectors/azure_blob_storage/search-blob-action.md): The search blobs action searches blobs in your Azure Blob Storage account. - [Azure Blob Storage - Search containers action](https://docs.workato.com/en/connectors/azure_blob_storage/search-containers-action.md): The search containers action searches the containers in your Azure Blob Storage account. - [Azure Blob Storage - Update blob metadata action](https://docs.workato.com/en/connectors/azure_blob_storage/update-blob-metadata-action.md): The update blob metadata action updates the metadata attached to a blob in the connected Azure Blob Storage account. - [Azure Blob Storage - Upload blob action](https://docs.workato.com/en/connectors/azure_blob_storage/upload-blob-action.md): The upload blob action uploads a blob to the connected Azure blob Storage account. ##### Azure Monitor - [Workato connectors - Azure Monitor - Actions](https://docs.workato.com/en/connectors/azure-monitor/actions.md): Browse the actions supported by the Azure Monitor connector in Workato for sending and injecting custom logs into Azure Monitor. ###### Actions - [Workato connectors - Azure Monitor - Inject custom logs action](https://docs.workato.com/en/connectors/azure-monitor/actions/inject-custom-logs.md): The Inject custom logs action sends custom log events to Azure Monitor. It allows you to define the structure of your log events and send them to a specified Data Collection Rule (DCR) stream. - [Azure Monitor - Send custom log action](https://docs.workato.com/en/connectors/azure-monitor/actions/send-custom-log.md): Deprecated action that sends custom logs to Azure Monitor using the HTTP Data Collector API. Migrate to the Inject custom logs action. ##### Azure OpenAI ###### Actions - [Azure OpenAI - Complete text prompt action](https://docs.workato.com/en/connectors/azure-openai/complete-text-prompt.md): The Complete text prompt action generates completions for a given prompt using OpenAI's language models. - [Azure OpenAI - Generate images action](https://docs.workato.com/en/connectors/azure-openai/generate-images.md): The Generate images action generates high-quality images from text descriptions using machine learning models, such as Dall-E. - [Azure OpenAI - Generate text embedding action](https://docs.workato.com/en/connectors/azure-openai/generate-text-embedding.md): The Generate text embedding action allows you to represent text data as numerical vectors. - [Azure OpenAI - Send messages to ChatGPT action](https://docs.workato.com/en/connectors/azure-openai/chatgpt-conversations.md): The Send messages to ChatGPT action sends a message to Chat GPT and gathers a response using model GPT 3.5 Turbo from Azure OpenAI. ##### BambooHR - [Troubleshooting - BambooHR - 403 Forbidden errors](https://docs.workato.com/en/troubleshooting/bamboohr-403-trigger-error.md): Learn why the BambooHR connector returns 403 errors from restricted employee fields or data categories, and how to resolve the permissions. ###### Triggers - [Workato connectors - BambooHR - New employee trigger](https://docs.workato.com/en/connectors/bamboo-hr/new-employee-trigger.md): The New employee trigger in the BambooHR connector picks up new employees once every poll interval, processing each one as a separate job. - [Workato connectors - BambooHR - New employee real time trigger](https://docs.workato.com/en/connectors/bamboo-hr/new-employee-realtime-trigger.md): The New employee real-time trigger in the BambooHR connector fires through a webhook each time a new employee is created in your instance. - [Workato connectors - BambooHR - Updated employee trigger](https://docs.workato.com/en/connectors/bamboo-hr/updated-employee-trigger.md): The New/Updated employee trigger in the BambooHR connector picks up created or updated employees once every poll interval as separate jobs. - [Workato connectors - BambooHR - New/Updated employee real time trigger](https://docs.workato.com/en/connectors/bamboo-hr/updated-employee-realtime-trigger.md): The New/Updated employee real-time trigger in the BambooHR connector fires through a webhook each time an employee is created or updated. - [Workato connectors - BambooHR - Schedule custom employee report trigger](https://docs.workato.com/en/connectors/bamboo-hr/schedule-custom-report-trigger.md): The Schedule custom employee report trigger in the BambooHR connector runs a report on a schedule and returns new or updated employees between runs. ###### Actions - [Workato connectors - BambooHR - Create employee action](https://docs.workato.com/en/connectors/bamboo-hr/create-employee-action.md): The Create employee action in the BambooHR connector lets you create a new employee record with a first name, last name, and optional fields. - [Workato connectors – BambooHR – Create table record of employee](https://docs.workato.com/en/connectors/bamboo-hr/create-table-record.md): The Create table record of employee action adds a new row to a selected BambooHR employee table. - [Workato connectors - BambooHR - Create/update time off request action](https://docs.workato.com/en/connectors/bamboo-hr/create-update-time-off-request-action.md): The Create/update time off request action in the BambooHR connector lets you create or update a time off request on behalf of an employee. - [Workato connectors – BambooHR – Delete table record](https://docs.workato.com/en/connectors/bamboo-hr/delete-table-record.md): The Delete table record action removes a row from a selected BambooHR employee table. - [Workato connectors - BambooHR - Update employee action](https://docs.workato.com/en/connectors/bamboo-hr/update-employee-action.md): The Update employee action in the BambooHR connector lets you update an existing employee record identified by the employee ID. - [Workato connectors – BambooHR – Update table record of employee](https://docs.workato.com/en/connectors/bamboo-hr/update-table-record.md): The Update table record of employee action updates a row in a selected BambooHR employee table. - [Workato connectors - BambooHR - Update time off request status action](https://docs.workato.com/en/connectors/bamboo-hr/update-time-off-request-status-action.md): The Update time off request status action in the BambooHR connector lets you approve, deny, or cancel a specified time off request. - [Workato connectors - BambooHR - Get employee details by ID action](https://docs.workato.com/en/connectors/bamboo-hr/get-employee-details-action.md): The Get employee details by ID action in the BambooHR connector lets you retrieve default and custom fields for an employee by employee ID. - [Workato connectors - BambooHR - List employees in directory action](https://docs.workato.com/en/connectors/bamboo-hr/list-employees-in-directory-action.md): The List employees in directory action in the BambooHR connector lets you retrieve all employees in your instance along with their details. - [Workato connectors - BambooHR - List time off requests action](https://docs.workato.com/en/connectors/bamboo-hr/list-time-off-requests-action.md): The List time off requests action in the BambooHR connector lets you list time off requests between two dates, with filters to narrow the result. - [Workato connectors - BambooHR - Get table records of employee action](https://docs.workato.com/en/connectors/bamboo-hr/get-table-records-of-employee-action.md): The Get table records of employee action in the BambooHR connector lets you retrieve table data for an employee identified by the employee ID. - [Workato connectors - BambooHR - Create custom employee report action](https://docs.workato.com/en/connectors/bamboo-hr/create-custom-report-action.md): The Create custom employee report action in the BambooHR connector lets you build a report on employees from selected fields to fetch large volumes of data. - [Workato connectors - BambooHR - Get company employee report by ID action](https://docs.workato.com/en/connectors/bamboo-hr/get-company-report-by-id-action.md): The Get company employee report by ID action in the BambooHR connector lets you fetch an existing employee report by its report ID. ##### BILL ###### Triggers - [Workato connectors - BILL - New record trigger](https://docs.workato.com/en/connectors/bill/new-record-trigger.md): The New record trigger in the BILL connector monitors a specified object type and fires when new records are created in BILL. - [Workato connectors - BILL - New or updated record trigger](https://docs.workato.com/en/connectors/bill/new-or-updated-record-trigger.md): The New/updated record trigger in the BILL connector monitors a specified object type and fires when records are created or updated in BILL. ###### Actions - [Workato connectors - BILL - Search record action (batch)](https://docs.workato.com/en/connectors/bill/search-record-action.md): The Search record batch action in the BILL connector searches BILL objects in batches and returns the records that match your filter criteria. - [Workato connectors - BILL - Add line to invoice action](https://docs.workato.com/en/connectors/bill/add-line-to-invoice-action.md): The Add line to invoice action in the BILL connector adds a line item, including item, quantity, and price, to an existing invoice in BILL. - [Workato connectors - BILL - Create record action](https://docs.workato.com/en/connectors/bill/create-record-action.md): The Create record action in the BILL connector creates a new object of the type you select in BILL. - [Workato connectors - BILL - Delete record action](https://docs.workato.com/en/connectors/bill/delete-record-action.md): The Delete record action in the BILL connector deletes an object of the type you select using its internal ID in BILL. - [Workato connectors - BILL - Get disbursement data action](https://docs.workato.com/en/connectors/bill/get-disbursement-data-action.md): The Get disbursement data action in the BILL connector retrieves data about a payment, including its type, disbursement status, and vendor name. - [Workato connectors - BILL - Get record details by ID action](https://docs.workato.com/en/connectors/bill/get-record-details-by-ID-action.md): The Get record details by ID action in the BILL connector retrieves data about an object of the type you select using its internal ID in BILL. - [Workato connectors - BILL - Update record action](https://docs.workato.com/en/connectors/bill/update-record-action.md): The Update record action in the BILL connector updates an existing object of the type you select using its internal ID in BILL. - [Workato connectors - BILL - Send invoice action](https://docs.workato.com/en/connectors/bill/send-invoice-action.md): The Send invoice action emails an invoice to a customer in BILL." ##### BIM 360 ###### Triggers - [Workato connectors - BIM 360 - New or updated document in a project folder trigger](https://docs.workato.com/en/connectors/bim360/new-or-updated-document-in-a-project-folder-trigger.md): The new or updated document in a project folder trigger monitors a BIM 360 project folder you specify for newly created or updated documents. - [Workato connectors - BIM 360 - New or updated document in a project folder and subfolders trigger](https://docs.workato.com/en/connectors/bim360/new-or-updated-document-in-a-project-folder-and-subfolders-trigger.md): The new or updated document in a project folder and subfolders trigger monitors a BIM 360 project folder and its sub-folders for newly created or updated documents. - [Workato connectors - BIM 360 - New or updated issue (V2) in a project trigger](https://docs.workato.com/en/connectors/bim360/new-or-updated-issue-v2-in-a-project-trigger.md): The new or updated issue (V2) in a project trigger monitors a BIM 360 project folder you specify for newly created or updated issues. - [Workato connectors - BIM 360 - New or updated object in a project trigger](https://docs.workato.com/en/connectors/bim360/new-or-updated-object-in-a-project-trigger.md): The new or updated object in a project trigger monitors a BIM 360 project folder you specify for newly created or updated objects. ###### Actions - [Workato connectors - BIM 360 - Create issue in a project (V2) action](https://docs.workato.com/en/connectors/bim360/create-issue-in-a-project-v2-action.md): The create issue in a project (V2) action creates a new issue in BIM 360. - [Workato connectors - BIM 360 - Create object in a project action](https://docs.workato.com/en/connectors/bim360/create-object-in-a-project-action.md): The create object in a project action creates a new object in BIM 360. - [Workato connectors - BIM 360 - Download cost document in a project action](https://docs.workato.com/en/connectors/bim360/download-cost-document-in-a-project-action.md): The download cost document in a project action retrieves the file content of a BIM 360 cost document you specify. - [Workato connectors - BIM 360 - Download document in a project action](https://docs.workato.com/en/connectors/bim360/download-document-in-a-project-action.md): The download document in a project action retrieves the file content of a BIM 360 document you specify. - [Workato connectors - BIM 360 - Download drawing export in a project action](https://docs.workato.com/en/connectors/bim360/download-drawing-export-in-a-project-action.md): The export drawing in a project action retrieves the file content of an exported drawing you specify from BIM 360. - [Workato connectors - BIM 360 - Export drawing in a project action](https://docs.workato.com/en/connectors/bim360/export-drawing-in-a-project-action.md): The export drawing in a project action exports a page from a PDF in BIM 360's document management system as a new PDF file. - [Workato connectors - BIM 360 - Get document in a project action](https://docs.workato.com/en/connectors/bim360/get-document-in-a-project-action.md): The get document in a project action retrieves data about a BIM 360 document you specify. - [Workato connectors - BIM 360 - Get drawing export status in a project action](https://docs.workato.com/en/connectors/bim360/get-drawing-export-status-in-a-project-action.md): The get drawing export status in a project action retrieves data about a PDF export job in BIM 360. - [Workato connectors - BIM 360 - Get folder contents action (batch)](https://docs.workato.com/en/connectors/bim360/get-folder-contents-action.md): The get folder contents batch action retrieves the contents of a BIM 360 folder you specify. - [Workato connectors - BIM 360 - Get folder info in a project action](https://docs.workato.com/en/connectors/bim360/get-folder-info-in-a-project-action.md): The get folder info in a project action retrieves data about a BIM 360 folder you specify. - [Workato connectors - BIM 360 - Get issue in a project (V2) action](https://docs.workato.com/en/connectors/bim360/get-issue-in-a-project-v2-action.md): The get issue in a project (V2) action retrieves data about a BIM 360 issue you specify. - [Workato connectors - BIM 360 - Get object in a project action](https://docs.workato.com/en/connectors/bim360/get-object-in-a-project-action.md): The get object in a project action retrieves data about a BIM 360 object you specify. - [Workato connectors - BIM 360 - Get project details action](https://docs.workato.com/en/connectors/bim360/get-project-details-action.md): The get object in a project action retrieves data about a BIM 360 object you specify. - [Workato connectors - BIM 360 - Search issues in a project (V2) action (batch)](https://docs.workato.com/en/connectors/bim360/search-issues-in-a-project-v2-action.md): The search issues in a project (V2) batch action retrieves a list of the issues in a BIM 360 project you specify. - [Workato connectors - BIM 360 - Search objects in a project action](https://docs.workato.com/en/connectors/bim360/search-objects-in-a-project-action.md): The search objects in a project action searches a BIM 360 project and returns a list of objects matching the type you specify. - [Workato connectors - BIM 360 - Update issue in a project (V2) action](https://docs.workato.com/en/connectors/bim360/update-issue-in-a-project-v2-action.md): The update issue in a project (V2) action updates an existing issue you specify in BIM 360. - [Workato connectors - BIM 360 - Update object in a project action](https://docs.workato.com/en/connectors/bim360/update-object-in-a-project-action.md): The update object in a project action updates an existing object you specify in BIM 360. - [Workato connectors - BIM 360 - Upload document to a project action](https://docs.workato.com/en/connectors/bim360/upload-document-to-a-project-action.md): The upload document to a project action uploads a file to a project you specify in BIM 360. ##### Box ###### Triggers - [Workato connectors - Box - New file in folder](https://docs.workato.com/en/connectors/box/trigger-new-file.md): “The New/updated file trigger starts a recipe when a file is added or updated in a specified Box folder.” - [Box - New CSV file in folder trigger (Batch)](https://docs.workato.com/en/connectors/box/trigger-csv-file-folder.md): The New CSV file trigger (Batch) starts a recipe when Box adds a new CSV file to a specified folder. It processes CSV lines in batches. - [Box - New/updated CSV file in folder trigger](https://docs.workato.com/en/connectors/box/trigger-new-csv.md): The New/updated CSV file trigger starts a recipe when a CSV file is added or updated in a specified Box folder. It processes CSV rows in batches. - [Box - New line in CSV file trigger](https://docs.workato.com/en/connectors/box/trigger-new-csv-line.md): The New line in CSV file trigger starts a recipe when a new line is added to a specified CSV file in Box. - [Workato connectors - Box - New folder in folder](https://docs.workato.com/en/connectors/box/trigger-new-folder-in-folder.md): The New/updated folder in folder trigger starts a recipe when a new folder is added or an existing folder is updated in a specified Box folder. - [Box - New event in folder trigger (real-time)](https://docs.workato.com/en/connectors/box/trigger-new-event-folder.md): The New event in folder real-time trigger starts a recipe when Box detects file or folder events in a specified folder. - [Workato connectors - Box - New or updated sign event in folder](https://docs.workato.com/en/connectors/box/trigger-new-sign-event.md): The New/updated sign event trigger starts a recipe when a new sign request is created or an existing sign request is updated in a specified Box folder. - [Workato connectors - Box - New/updated file metadata in folder trigger](https://docs.workato.com/en/connectors/box/trigger-new-updated-metadata.md): The New/updated file metadata in folder trigger starts a recipe when a file metadata instance is created, updated, or deleted in a specified Box folder. ###### Actions - [Workato connectors - Box - Add comment to file](https://docs.workato.com/en/connectors/box/action-add-comment-file.md): The Add comment to file action adds a comment to a file in Box. - [Workato connectors - Box Cancel sign request action](https://docs.workato.com/en/connectors/box/action-cancel-sign.md): The Cancel sign request action cancels an existing sign request in Box. - [Workato connectors - Box - Copy file or folder](https://docs.workato.com/en/connectors/box/action-copy-file-folder.md): The Copy file or folder action copies a file or folder in Box to a target folder. - [Workato connectors - Box - Create collaboration](https://docs.workato.com/en/connectors/box/action-create-collaboration.md): The Create collaboration action creates a collaboration on a file or folder in Box. - [Workato connectors - Box - Create file metadata](https://docs.workato.com/en/connectors/box/action-create-file-metadata.md): The Create file metadata action creates standard or custom metadata on a file in Box. - [Workato connectors - Box - Create file shared link action](https://docs.workato.com/en/connectors/box/action-file-folder-shared-link.md): The Create file shared link action generates a direct shared link to a file in Box. - [Workato connectors - Box - Create folder](https://docs.workato.com/en/connectors/box/action-create-folder.md): The Create folder action creates a new folder in Box within a specified parent folder. - [Workato connectors - Box - Create folder shared link](https://docs.workato.com/en/connectors/box/action-folder-shared-link.md): The Create folder shared link action generates a direct shared link to a folder in Box. - [Workato connectors - Box Create sign request action](https://docs.workato.com/en/connectors/box/action-create-sign.md): The Create sign request action creates a sign request in Box on one or more files and sends email notifications to signers. - [Workato connectors - Box - Delete file metadata](https://docs.workato.com/en/connectors/box/action-delete-metadata.md): The Delete file metadata action deletes metadata from a file in Box. - [Workato connectors - Box - Delete file or folder](https://docs.workato.com/en/connectors/box/action-delete-file-folder.md): The Delete file or folder action deletes a file or folder from Box. - [Workato connectors - Box - Download file action](https://docs.workato.com/en/connectors/box/action-download-file.md): The Download file action downloads the contents of a file from Box. You can use the file contents in subsequent steps, such as uploading to another application. - [Workato connectors - Box - Get file comments (batch)](https://docs.workato.com/en/connectors/box/action-get-file-comments.md): The Get file comments (batch) action retrieves all comments from a file in Box. - [Workato connectors - Box - Get file download URL](https://docs.workato.com/en/connectors/box/action-get-file-url.md): The Get file download URL action retrieves the public URL of a file in Box. - [Workato connectors - Box - Get file metadata](https://docs.workato.com/en/connectors/box/action-get-file-metadata.md): The Get file metadata action retrieves metadata associated with a file in Box. - [Workato connectors - Box Get sign request action](https://docs.workato.com/en/connectors/box/action-get-sign.md): The Get sign request action retrieves details of an existing sign request in Box. - [Workato connectors - Box - List folder items (batch)](https://docs.workato.com/en/connectors/box/action-list-folder-items.md): The List folder items batch action retrieves the files and folders contained within a specific folder in Box. - [Workato connectors - Box List sign requests batch action](https://docs.workato.com/en/connectors/box/action-list-sign.md): The List sign requests action (Batch) retrieves all sign requests created by a user in Box. - [Workato connectors - Box - Rename other user's file or folder](https://docs.workato.com/en/connectors/box/action-rename-user.md): The Rename other user's file or folder action renames a file or folder that belongs to another user in your Box organization. Admin privileges are required. - [Workato connectors - Box - Rename/move file or folder](https://docs.workato.com/en/connectors/box/action-rename-file.md): The Rename/move file or folder action renames a file, moves a file or folder to another folder, or both in Box. - [Workato connectors - Box Resend sign request action](https://docs.workato.com/en/connectors/box/action-resend-sign.md): The Resend sign request action resends a sign request to all outstanding signers in Box. - [Workato connectors - Box - Search files or folders batch action](https://docs.workato.com/en/connectors/box/action-search-files.md): The Search files or folders batch action in the Box connector searches for files or folders by name, description, or contents in Box. - [Workato connectors - Box - Update CSV file](https://docs.workato.com/en/connectors/box/action-update-csv-file.md): The Update CSV file action updates or appends data to an existing CSV file in Box. - [Workato connectors - Box - Update file metadata](https://docs.workato.com/en/connectors/box/action-update-file-metadata.md): The Update file metadata action updates metadata fields for a file in Box. - [Workato connectors - Box - Upload file using file URL](https://docs.workato.com/en/connectors/box/action-upload-file-url.md): The Upload file using file URL action uploads a file to Box from a public URL. You can upload a new file to a folder or a new version of an existing file. - [Workato connectors - Box - Upload file using file contents](https://docs.workato.com/en/connectors/box/action-upload-file-contents.md): The Upload file action uploads a new file to Box or updates an existing file using file contents. ##### Bynder ###### Triggers - [Workato connectors - Bynder - New asset created](https://docs.workato.com/en/connectors/bynder/trigger-new-asset.md): The New asset trigger in the Bynder connector fires when a new asset is added to the account, checking for new assets every five minutes. - [Workato connectors - Bynder - New asset created](https://docs.workato.com/en/connectors/bynder/trigger-new-updated-asset.md): The New/updated asset trigger in the Bynder connector fires when an asset is added or an existing asset is updated, checking every five minutes. ###### Actions - [Workato connectors - Bynder - Search records](https://docs.workato.com/en/connectors/bynder/action-search-records.md): The Search records action in the Bynder connector searches for assets, collections, tags, metaproperties, and metaproperty options using standard fields. - [Workato connector - Bynder - Get record details by ID](https://docs.workato.com/en/connectors/bynder/action-get-record-details-by-id.md): The Get record details by ID action in the Bynder connector retrieves an asset, asset usage, or metaproperty record using its unique Bynder ID. - [Workato connectors - Bynder - Upload Asset](https://docs.workato.com/en/connectors/bynder/action-upload-asset.md): The Upload asset action in the Bynder connector uploads file contents as a new asset or a new version of an existing asset by its ID. - [Workato connectors - Bynder - Download asset](https://docs.workato.com/en/connectors/bynder/action-download-asset.md): The Download asset action in the Bynder connector downloads the contents of an asset so you can stream the file into other applications in your recipe. - [Workato connectors - Bynder - Update record](https://docs.workato.com/en/connectors/bynder/action-update-record.md): The Update record action in the Bynder connector updates the values or content of an existing asset or collection, subject to the required security roles. ##### Cisco Webex Teams ###### Triggers - [Workato connectors - Cisco Webex Teams New message trigger](https://docs.workato.com/en/connectors/cisco-webex-teams/triggers/new-message.md): The New message trigger in the Cisco Webex Teams connector fires in real time when a new message is posted in a selected room. - [Workato connectors - Cisco Webex Teams New button submission trigger](https://docs.workato.com/en/connectors/cisco-webex-teams/triggers/new-button-submission.md): The New button submission trigger in the Cisco Webex Teams connector fires in real time when a button is submitted, processing each as a job. ###### Actions - [Workato connectors - Cisco Webex Teams Add person to room action](https://docs.workato.com/en/connectors/cisco-webex-teams/actions/add-person-to-room.md): The Add person to room action in the Cisco Webex Teams connector lets you add a person to a room by email, optionally as a moderator. - [Workato connectors - Cisco Webex Teams Create room action](https://docs.workato.com/en/connectors/cisco-webex-teams/actions/create-room.md): The Create room action in the Cisco Webex Teams connector lets you create a new room with a specified topic and return its details. - [Workato connectors - Cisco Webex Teams Get attachment details action](https://docs.workato.com/en/connectors/cisco-webex-teams/actions/get-attachment-details.md): The Get attachment details action in the Cisco Webex Teams connector lets you retrieve details of a specific attachment action by its ID. - [Workato connectors - Cisco Webex Teams Get message details action](https://docs.workato.com/en/connectors/cisco-webex-teams/actions/get-message-details.md): The Get message details action in the Cisco Webex Teams connector lets you retrieve the details of a specific message by its ID. - [Workato connectors - Cisco Webex Teams Get person details action](https://docs.workato.com/en/connectors/cisco-webex-teams/actions/get-person-details.md): The Get person details action in the Cisco Webex Teams connector lets you retrieve details of a specific person by their unique ID. - [Workato connectors - Cisco Webex Teams Get room details action](https://docs.workato.com/en/connectors/cisco-webex-teams/actions/get-room-details.md): The Get room details action in the Cisco Webex Teams connector lets you retrieve details of a specific room, such as its topic and creator. - [Workato connectors - Cisco Webex Teams Post message action](https://docs.workato.com/en/connectors/cisco-webex-teams/actions/post-message.md): The Post message action in the Cisco Webex Teams connector lets you post a message to a specified room or to a specific person. - [Workato connectors - Cisco Webex Teams Update room action](https://docs.workato.com/en/connectors/cisco-webex-teams/actions/update-room.md): The Update room action in the Cisco Webex Teams connector lets you change the topic of a specific room and return its updated details. ##### Confluence ###### Actions - [Workato connectors - Confluence Create page action](https://docs.workato.com/en/connectors/confluence/create-page.md): The Create page action in the Confluence connector lets you create a new page in a specified space, returning its ID, status, and content details. - [Workato connectors - Confluence Create task action](https://docs.workato.com/en/connectors/confluence/create-task.md): The Create task action in the Confluence connector lets you add a new task to a specified page, including assignee, status, and due date. - [Workato connectors - Confluence Search pages action](https://docs.workato.com/en/connectors/confluence/search-pages.md): The Search pages action in the Confluence connector lets you find pages by keyword, space name, or page title and return matching page details. ##### Confluent Cloud ###### Triggers - [Workato connectors - Confluent Cloud new message in topic trigger](https://docs.workato.com/en/connectors/confluent-cloud/new-message-trigger.md): The New message in topic trigger in the Confluent Cloud connector fires for each new message created in a topic, processing every message as a separate job. - [Workato connectors - Confluent Cloud new messages in topic trigger (batch)](https://docs.workato.com/en/connectors/confluent-cloud/new-messages-batch-trigger.md): The New messages in topic trigger (batch) in the Confluent Cloud connector picks up new messages from a topic in batches on each poll interval. ###### Actions - [Workato connectors - Confluent Cloud publish message action](https://docs.workato.com/en/connectors/confluent-cloud/publish-message-action.md): The Publish message action in the Confluent Cloud connector lets you send a message to a topic you specify, with optional key and partition settings. ##### Coupa ###### Triggers - [Workato connectors - Coupa Object Triggers](https://docs.workato.com/en/connectors/coupa/object-triggers.md): The New/updated object trigger in the Coupa connector polls your instance and fires when objects are created or updated, with optional trigger conditions. ###### Actions - [Workato connectors - Coupa Object actions](https://docs.workato.com/en/connectors/coupa/object-actions.md): Use the Coupa connector object actions to create, update, search, and retrieve objects such as invoices, suppliers, and purchase orders in Coupa. - [Workato connectors - Coupa purchase order actions](https://docs.workato.com/en/connectors/coupa/purchase-order-actions.md): Use the Coupa connector purchase order actions to close or cancel a purchase order in Coupa by its internal Coupa ID. - [Workato connectors - Coupa supplier actions](https://docs.workato.com/en/connectors/coupa/supplier-actions.md): The Get supplier sites by supplier action in the Coupa connector lets you retrieve all supplier sites associated with a supplier you specify. - [Workato connectors - Coupa integration actions](https://docs.workato.com/en/connectors/coupa/integration-action.md): The Set integration run status action in the Coupa connector lets you update the status of an existing integration run by its run ID. ##### Databricks ###### Triggers - [Connectors - Databricks - New rows (batch) trigger](https://docs.workato.com/en/connectors/databricks/new-row-trigger.md): The New rows (batch) trigger in the Databricks connector picks up rows inserted in a selected table or view, processed as a batch each poll interval. - [Connectors - Databricks- New rows using custom SQL (batch) trigger](https://docs.workato.com/en/connectors/databricks/new-row-custom-sql-trigger.md): The New rows using custom SQL (batch) trigger in the Databricks connector picks up rows matching your SQL query as a batch each poll interval. - [Connectors - Databricks- New/updated rows via custom SQL (batch) trigger](https://docs.workato.com/en/connectors/databricks/new-updated-rows-custom-sql-trigger.md): The New/updated rows via custom SQL (batch) trigger in the Databricks connector picks up new and updated rows matching your SQL query each poll interval. ###### Actions - [Workato connectors – Databricks – Delete rows in table](https://docs.workato.com/en/connectors/databricks/delete-rows.md): The Delete rows in table action removes one or more rows from a selected Databricks table. - [Workato connectors – Databricks – Export query result as CSV file](https://docs.workato.com/en/connectors/databricks/export-result.md): The Export query result as CSV file action executes a SQL query and writes the result to a CSV file. - [Workato connectors – Databricks – Insert row in table](https://docs.workato.com/en/connectors/databricks/insert-row.md): The Insert row in table action adds a new row to a selected Databricks table. - [Connectors - Databricks - Run custom SQL](https://docs.workato.com/en/connectors/databricks/run-custom-sql.md): The Run custom SQL action in the Databricks connector lets you run DML and DDL statements such as INSERT, UPDATE, SELECT, DELETE, CREATE, and DROP. - [Connectors - Databricks- Select rows action](https://docs.workato.com/en/connectors/databricks/select-rows.md): The Select rows action in the Databricks connector lets you return rows from a table that match a WHERE condition, with ordering and limits. - [Connectors - Databricks- Select rows via custom SQL action](https://docs.workato.com/en/connectors/databricks/select-rows-custom-sql-action.md): The Select rows via custom SQL action in the Databricks connector lets you return rows from a custom SQL query, with ordering and row limits. - [Workato connectors – Databricks – Update rows in table](https://docs.workato.com/en/connectors/databricks/update-rows.md): The Update rows in table action modifies one or more rows in a selected Databricks table. - [Workato connectors – Databricks – Upload file to volume](https://docs.workato.com/en/connectors/databricks/upload-file-to-internal-stage.md): The Upload file to volume action uploads a file to a specified Databricks volume. ##### Deputy ###### Triggers - [Workato connectors - Deputy - New employee trigger](https://docs.workato.com/en/connectors/deputy/new-employee-trigger.md): The New employee trigger in the Deputy connector fires when new employee records are created in your Deputy instance, picking them up on each poll. - [Workato connectors - Deputy - New leave trigger](https://docs.workato.com/en/connectors/deputy/new-leave-trigger.md): The New leave trigger in the Deputy connector fires when new leave records are created in your Deputy instance, picking them up on each poll. - [Workato connectors - Deputy - New timesheet trigger](https://docs.workato.com/en/connectors/deputy/new-timesheet-trigger.md): The New timesheet trigger in the Deputy connector fires when new timesheet records are created in your Deputy instance, picking them up on each poll. ###### Actions - [Workato connectors - Deputy - Create employee action](https://docs.workato.com/en/connectors/deputy/create-employee-action.md): The Create employee action in the Deputy connector creates a new employee record with a name, company, role, and contact details. - [Workato connectors - Deputy - Create resource action](https://docs.workato.com/en/connectors/deputy/create-resource-action.md): The Create resource action in the Deputy connector creates a resource such as an employee agreement, employee workplace, or training record. - [Workato connectors - Deputy - Create sales data action](https://docs.workato.com/en/connectors/deputy/create-sales-data-action.md): The Create sales data action in the Deputy connector creates a new sales data record with a transaction date, area, sales reference, and amount. - [Workato connectors - Deputy - Create task action](https://docs.workato.com/en/connectors/deputy/create-task-action.md): The Create task action in the Deputy connector creates a new task record with a question, start and end dates, and a responsible user. - [Workato connectors - Deputy - Get resource action](https://docs.workato.com/en/connectors/deputy/get-resource-action.md): The Get resource action in the Deputy connector retrieves a resource such as an employee, agreement, workplace, or training record. - [Workato connectors - Deputy - Search employees action](https://docs.workato.com/en/connectors/deputy/search-employees-action.md): The Search employees action in the Deputy connector finds employees that match a given employee display name. - [Workato connectors - Deputy - Search resources action](https://docs.workato.com/en/connectors/deputy/search-resources-action.md): The Search resources action in the Deputy connector finds employee agreements, workplaces, or training records matching your search conditions. - [Workato connectors - Deputy - Search operational units action](https://docs.workato.com/en/connectors/deputy/search-operational-units-action.md): The Search operational units action in the Deputy connector finds operational units that match a given operational unit name. - [Workato connectors - Deputy - Update employee action](https://docs.workato.com/en/connectors/deputy/update-employee-action.md): The Update employee action in the Deputy connector updates an existing employee record, including name, role, contact details, and date of birth. - [Workato connectors - Deputy - Update resource action](https://docs.workato.com/en/connectors/deputy/update-resource-action.md): The Update resource action in the Deputy connector updates a resource such as an employee agreement, employee workplace, or training record. - [Workato connectors - Deputy - Associate employee action](https://docs.workato.com/en/connectors/deputy/associate-employee-action.md): The Associate employee action in the Deputy connector links an employee to an existing employee workplace and optionally an employee agreement. - [Workato connectors - Deputy - Unassociate employee action](https://docs.workato.com/en/connectors/deputy/unassociate-employee-action.md): The Unassociate employee action in the Deputy connector removes the link between an employee and an existing employee workplace. ##### Docusign ###### Triggers - [Workato connectors - Docusign - New document event trigger](https://docs.workato.com/en/connectors/docusign/trigger-new-document-event.md): The New document event trigger in the Docusign connector fires when someone in your organization sends a document, tracking the full signing lifecycle. - [Workato connectors - Docusign - New document received trigger](https://docs.workato.com/en/connectors/docusign/trigger-new-document-received.md): The New document received trigger in the Docusign connector fires when a new document arrives in a single mailbox for the authenticated user. - [Workato connectors - Docusign - New recipient event trigger](https://docs.workato.com/en/connectors/docusign/trigger-new-recipient-event.md): The New recipient event trigger in the Docusign connector fires on Recipient Connect events when someone in your organization receives a document. ###### Actions - [Workato connectors - Docusign - Create draft envelope from template action](https://docs.workato.com/en/connectors/docusign/action-create-draft-envelope-from-template.md): The Create draft envelope from template action in the Docusign connector lets you create a draft envelope based on a template you configure. - [Workato connectors - Docusign - Create/send document action](https://docs.workato.com/en/connectors/docusign/action-create-send-document.md): The Create/send document action in the Docusign connector lets you create and send a document for signing, with signers, routing, and signature tabs. - [Workato connectors - Docusign - Download document action](https://docs.workato.com/en/connectors/docusign/action-download-document.md): The Download document action in the Docusign connector lets you download a document from an envelope to a specified location. - [Workato connectors - Docusign - Get envelope action](https://docs.workato.com/en/connectors/docusign/action-get-envelope.md): The Get envelope action in the Docusign connector lets you retrieve the details of a single envelope by its ID. - [Workato connectors - Docusign - Get envelope recipients action](https://docs.workato.com/en/connectors/docusign/action-get-envelope-recipients.md): The Get envelope recipients action in the Docusign connector lets you retrieve the list of recipients for a given envelope. - [Workato connectors - Docusign - Get template action](https://docs.workato.com/en/connectors/docusign/action-get-template.md): The Get template action in the Docusign connector lets you retrieve the details of a single template by its ID. - [Workato connectors - Docusign - List documents in envelope (batch) action](https://docs.workato.com/en/connectors/docusign/action-list-documents-in-envelope.md): The List documents in envelope (batch) action in the Docusign connector lets you retrieve a list of all documents contained within a given envelope. - [Workato connectors - Docusign - List envelopes (batch) action](https://docs.workato.com/en/connectors/docusign/action-list-envelopes-batch.md): The List envelopes (batch) action in the Docusign connector lets you retrieve a batch of envelopes that match the criteria you specify. - [Workato connectors - Docusign - List templates (batch) action](https://docs.workato.com/en/connectors/docusign/action-list-templates-batch.md): The List templates (batch) action in the Docusign connector lets you retrieve a batch of templates that match the criteria you specify. - [Workato connectors - Docusign - Resend envelope action](https://docs.workato.com/en/connectors/docusign/action-resend-envelope.md): The Resend envelope action in the Docusign connector lets you resend an envelope to recipients who have not yet completed their action. - [Workato connectors - Docusign - Send document using a template action](https://docs.workato.com/en/connectors/docusign/action-send-document-using-template.md): The Send document using a template action in the Docusign connector lets you send a document based on a template you configure. - [Workato connectors - Docusign - Send envelope by ID action](https://docs.workato.com/en/connectors/docusign/action-send-envelope-by-id.md): The Send envelope by ID action in the Docusign connector lets you send an existing draft envelope. - [Workato connectors - Docusign - Void envelope action](https://docs.workato.com/en/connectors/docusign/action-void-envelope.md): The Void envelope action in the Docusign connector lets you void an in-process envelope so that it can no longer be acted on. ##### Dropbox ###### Triggers - [Workato connector - Dropbox - New/updated file in directory](https://docs.workato.com/en/connectors/dropbox/trigger-new-updated-file.md): The New/updated file in directory trigger in the Dropbox connector fires when a file is added or updated in a folder or its subfolders. - [Workato connector - Dropbox - New/updated CSV file in directory](https://docs.workato.com/en/connectors/dropbox/trigger-new-updated-csv.md): The New/updated CSV file in directory trigger in the Dropbox connector fires when a CSV file is added or updated in a folder or subfolders. - [Workato connector - Dropbox - New lines in CSV file trigger](https://docs.workato.com/en/connectors/dropbox/trigger-new-lines-in-csv-file.md): The new lines in CSV file triggers in the Dropbox connector process existing CSV rows on recipe start in real-time or batch mode. - [Workato connector - Dropbox - New file revision](https://docs.workato.com/en/connectors/dropbox/trigger-new-file-revision.md): The New file revision trigger in the Dropbox connector fires immediately when a monitored file is updated and a new revision is created. ###### Actions - [Workato connector - Dropbox - Download file](https://docs.workato.com/en/connectors/dropbox/action-download-file.md): The Download file action in the Dropbox connector lets you retrieve a file's contents to upload or reuse in later recipe steps. - [Workato connector - Dropbox - Search files](https://docs.workato.com/en/connectors/dropbox/action-search-files.md): The Search files action in the Dropbox connector lets you retrieve files whose names contain your keywords, including partial matches. - [Workato connector - Dropbox - Move/Rename file](https://docs.workato.com/en/connectors/dropbox/action-move-rename-file.md): The Move/rename file action in the Dropbox connector lets you move existing files to a new path or rename them within your account. - [Workato connector - Dropbox - Upload file](https://docs.workato.com/en/connectors/dropbox/action-upload-file.md): Use the Dropbox connector upload file actions in Workato to upload files to a folder by providing file contents through your recipe. - [Workato connectors - Dropbox - CSV file actions](https://docs.workato.com/en/connectors/dropbox/action-csv-file.md): Use the Dropbox connector CSV file actions in Workato to update CSV content, append or overwrite rows, and get a direct file URL. - [Workato connector - Dropbox - Folder actions](https://docs.workato.com/en/connectors/dropbox/action-folder.md): Use the Dropbox connector folder actions in Workato to create new folders and search for folders by keyword, including partial name matches. ##### Egnyte ###### Triggers - [Egnyte connector - New/updated/deleted events trigger](https://docs.workato.com/en/connectors/egnyte/new-updated-deleted-trigger.md): The New/updated/deleted events trigger in the Egnyte connector fires when a file or folder is created, updated, or deleted. ###### Actions - [Egnyte connector - Copy or move file action](https://docs.workato.com/en/connectors/egnyte/copy-move-file-action.md): The Copy or move file action in the Egnyte connector lets you copy a file or move it to a new location in Egnyte. - [Egnyte connector - Copy or move folder action](https://docs.workato.com/en/connectors/egnyte/copy-move-folder-action.md): The Copy or move folder action in the Egnyte connector lets you copy a folder or move it to a new location in Egnyte. - [Egnyte connector - Create folder action](https://docs.workato.com/en/connectors/egnyte/create-folder-action.md): The Create folder action in the Egnyte connector lets you create a new, named folder at a specified path in Egnyte. - [Egnyte connector - Download file action](https://docs.workato.com/en/connectors/egnyte/download-file-action.md): The Download file action in the Egnyte connector lets you download a file from a specified path in Egnyte using a configurable chunk size. - [Egnyte connector - Get event details action](https://docs.workato.com/en/connectors/egnyte/get-event-details-action.md): The Get event details action in the Egnyte connector lets you fetch the details of an Egnyte event using its object URI. - [Egnyte connector - Get object details action](https://docs.workato.com/en/connectors/egnyte/get-object-details-action.md): The Get object details action in the Egnyte connector lets you fetch the details of a selected file or folder object in Egnyte. - [Egnyte connector - Search objects batch action](https://docs.workato.com/en/connectors/egnyte/search-objects-action.md): The Search objects batch action in the Egnyte connector lets you search for files and other objects in Egnyte by name or content. - [Egnyte connector - Upload file action](https://docs.workato.com/en/connectors/egnyte/upload-file-action.md): The Upload file action in the Egnyte connector lets you upload a file to a selected folder in your Egnyte account. ##### Eloqua ###### Triggers - [Workato connectors - Eloqua - New/updated Records](https://docs.workato.com/en/connectors/eloqua/triggers.md): The New record and New or updated record triggers in the Eloqua connector fire when standard or custom records are created or updated. ###### Actions - [Workato connectors - Eloqua - Create records](https://docs.workato.com/en/connectors/eloqua/create-record.md): The Create record action in the Eloqua connector lets you create new standard or custom object records in Eloqua. - [Workato connectors - Eloqua - Update records](https://docs.workato.com/en/connectors/eloqua/update-record.md): The Update record action in the Eloqua connector lets you update standard or custom records by their internal ID in Eloqua. - [Workato connectors - Eloqua - Search records](https://docs.workato.com/en/connectors/eloqua/search-record.md): The Search records action in the Eloqua connector lets you search standard or custom records using your own search criteria in Eloqua. - [Workato connectors - Eloqua - Get records](https://docs.workato.com/en/connectors/eloqua/get-record.md): The Get records action in the Eloqua connector lets you retrieve the details of a standard or custom record by ID in Eloqua. - [Workato connectors - Eloqua - Delete records](https://docs.workato.com/en/connectors/eloqua/delete-record.md): The Delete records action in the Eloqua connector lets you delete a standard or custom record by ID in Eloqua. ##### Email by Workato - [Troubleshoot Email by Workato runtime errors](https://docs.workato.com/en/connectors/email-by-workato/troubleshoot-runtime.md): Use this guide to troubleshoot errors that occur at runtime when you use the Email by Workato connector in Workato. ##### Eventbrite ###### Triggers - [Workato connectors - Eventbrite New event attendee registered trigger](https://docs.workato.com/en/connectors/eventbrite/new-attendee-trigger.md): The New attendee registered for event trigger in the Eventbrite connector fires when a new attendee registers for an event and fetches their details. - [Workato connectors - Eventbrite New Contact trigger](https://docs.workato.com/en/connectors/eventbrite/new-contact-trigger.md): The New contact created trigger in the Eventbrite connector checks for new contacts added to a specific contact list in Eventbrite. - [Workato connectors - Eventbrite New event created trigger](https://docs.workato.com/en/connectors/eventbrite/new-event-trigger.md): The New event created trigger in the Eventbrite connector checks for new events created in a selected organization in Eventbrite. - [Workato connectors - Eventbrite New Order for Event trigger](https://docs.workato.com/en/connectors/eventbrite/new-order-trigger.md): The New order for event trigger in the Eventbrite connector checks for new orders and compiles the list of attendees included in each order. - [Workato connectors - Eventbrite New/Updated Attendee Registered trigger](https://docs.workato.com/en/connectors/eventbrite/updated-attendee-trigger.md): The New/updated attendee registered for event trigger in the Eventbrite connector checks for new or updated attendee registrations. - [Workato connectors - Eventbrite New/updated event attendee registered (real-time) trigger](https://docs.workato.com/en/connectors/eventbrite/updated-attendee-real-trigger.md): The New/updated event attendee registered for event (real-time) trigger in the Eventbrite connector fires via webhook as attendees are added or changed. - [Workato connectors - Eventbrite New/updated order for event trigger](https://docs.workato.com/en/connectors/eventbrite/updated-order-trigger.md): The New/updated order for event trigger in the Eventbrite connector checks for new or updated orders and retrieves the attendees in each order. ###### Actions - [Workato connectors - Eventbrite Create contact list action](https://docs.workato.com/en/connectors/eventbrite/create-list-action.md): The Create contact list action in the Eventbrite connector lets you create a new contact list, even when a list with the same name already exists. - [Workato connectors - Eventbrite Create/update contact action](https://docs.workato.com/en/connectors/eventbrite/update-contact-action.md): The Create/update contact action in the Eventbrite connector lets you add a contact to a list, or replace an existing contact by email. - [Workato connectors - Eventbrite Get event attendees action](https://docs.workato.com/en/connectors/eventbrite/get-event-action.md): The Get event attendees batch action in the Eventbrite connector lets you retrieve a list of attendees for a specific event using the event's ID. - [Workato connectors - Eventbrite Search Events action](https://docs.workato.com/en/connectors/eventbrite/search-events-action.md): The Search events batch action in the Eventbrite connector lets you find events by name or event ID and retrieve a list of matching events. ##### Excel ###### Actions - [Workato connectors - Excel - Search Workbooks action](https://docs.workato.com/en/connectors/excel/search-workbooks-action.md): The Search workbooks action in the Excel connector lets you find workbooks in a OneDrive or SharePoint file source by query. - [Workato connectors - Excel - List Worksheets action](https://docs.workato.com/en/connectors/excel/list-worksheets-action.md): The List worksheets action in the Excel connector lets you retrieve all worksheets and their metadata from a specified Excel file. - [Workato connectors - Excel - List Tables action](https://docs.workato.com/en/connectors/excel/list-tables-action.md): The List tables action in the Excel connector lets you retrieve all tables and their metadata found in a specified Excel file. - [Workato connectors - Excel - Add a Table action](https://docs.workato.com/en/connectors/excel/add-table-action.md): The Add a table action in the Excel connector lets you create a table over a cell range in a specified worksheet of an Excel file. - [Workato connectors - Excel - Add a Worksheet action](https://docs.workato.com/en/connectors/excel/add-worksheet-action.md): The Add a worksheet action in the Excel connector lets you add a new named worksheet to a specified Excel file. - [Workato connectors - Excel - Get cells action](https://docs.workato.com/en/connectors/excel/get-cells-action.md): The Get cells action in the Excel connector lets you retrieve a range of cell values from a worksheet using cell notation or a named range. - [Workato connectors - Excel - Get rows action](https://docs.workato.com/en/connectors/excel/get-rows-action.md): The Get rows action in the Excel connector lets you retrieve rows from a named table in your Excel spreadsheet by table name. - [Workato connectors - Excel - Add rows action](https://docs.workato.com/en/connectors/excel/add-rows-batch-action.md): The Add rows action in the Excel connector lets you add a list of rows to a table in a specified Excel file. - [Workato connectors - Excel - Update row action](https://docs.workato.com/en/connectors/excel/update-row-action.md): The Update row action in the Excel connector lets you update the values of a row in a table within a specified Excel file by index. - [Workato connectors - Excel - Delete row action](https://docs.workato.com/en/connectors/excel/delete-rows-action.md): The Delete row action in the Excel connector lets you delete a row from a table in a specified Excel file by its row index. ##### Facebook Lead Ads ###### Triggers - [Workato connectors - Facebook Lead Ads New Lead Trigger](https://docs.workato.com/en/connectors/facebook-ads/new-lead.md): The New lead trigger in the Facebook Lead Ads connector fires when a user completes a lead ad form on a selected Facebook page. ###### Actions - [Workato connectors - Facebook Lead Ads Get Adset insights action](https://docs.workato.com/en/connectors/facebook-ads/adset-insights.md): The Get Adset insights action in the Facebook Lead Ads connector retrieves advertising performance metrics for a given ad set by adset ID. - [Workato connectors - Facebook Lead Ads Get campaign insights action](https://docs.workato.com/en/connectors/facebook-ads/campaign-insights.md): The Get campaign insights action in the Facebook Lead Ads connector retrieves aggregate metrics across all ads and ad sets by campaign ID. - [Workato connectors - Facebook Lead Ads List Adset action](https://docs.workato.com/en/connectors/facebook-ads/list-adset.md): The List Adset action in the Facebook Lead Ads connector lets you retrieve a complete list of ad sets for a given ad account ID. - [Workato connectors - Facebook Lead Ads List Campaigns action](https://docs.workato.com/en/connectors/facebook-ads/list-campaigns.md): The List campaigns action in the Facebook Lead Ads connector lets you retrieve a list of campaigns for a given Facebook ad account ID. ##### FTP/FTPS ###### Triggers - [Workato connectors - FTP/FTPS - New CSV file added in directory on FTP/FTPS server (batch) trigger](https://docs.workato.com/en/connectors/ftp/new-csv-file-in-directory-trigger.md): This trigger monitors a server directory for newly added CSV files. - [Workato connectors - FTP/FTPS - New/updated file in directory trigger](https://docs.workato.com/en/connectors/ftp/new-updated-file-in-directory-trigger.md): This trigger monitors a server directory for new or updated files. ###### Actions - [Workato connectors - FTP/FTPS - Download file action](https://docs.workato.com/en/connectors/ftp/download-file-action.md): The Download file action retrieves a file from your server. - [Workato connectors - FTP/FTPS - Download large file action](https://docs.workato.com/en/connectors/ftp/download-large-file-action.md): The Download large file action retrieves a large file from your server. - [Workato connectors - FTP/FTPS - Get file information action](https://docs.workato.com/en/connectors/ftp/get-file-information-action.md): The Get file information action retrieves information about a file in the connected server. - [Workato connectors - FTP/FTPS - List files and directories action](https://docs.workato.com/en/connectors/ftp/list-files-directories-action.md): This action retrieves the first level of a directory from the connected server. - [Workato connectors - FTP/FTPS - Remove file action](https://docs.workato.com/en/connectors/ftp/remove-file-action.md): This action removes a file from the connected server. - [Workato connectors - FTP/FTPS - Rename file action](https://docs.workato.com/en/connectors/ftp/rename-file-action.md): This action renames a file on the connected server. - [Workato connectors - FTP/FTPS - Upload file action](https://docs.workato.com/en/connectors/ftp/upload-file-action.md): This action uploads a file to a folder you specify in the connected server. ##### GitHub ###### Triggers - [GitHub - Closed issue trigger](https://docs.workato.com/en/connectors/github/closed-issue-trigger.md): The Closed issue trigger monitors a GitHub repository and triggers when an issue is closed. - [GitHub - New issue trigger](https://docs.workato.com/en/connectors/github/new-issue-trigger.md): The New issue trigger monitors a GitHub repository and triggers when a new issue is created. - [GitHub - New PR trigger](https://docs.workato.com/en/connectors/github/new-pr-trigger.md): The New PR trigger monitors a GitHub repository and triggers when a new PR is created. - [GitHub - New or updated issue comment (real-time) trigger](https://docs.workato.com/en/connectors/github/new-updated-issue-comment-trigger.md): The New or updated issue comment (real-time) trigger monitors a GitHub repository and triggers when a comment on an issue is created or updated. - [GitHub - New or updated issue (real-time) trigger](https://docs.workato.com/en/connectors/github/new-updated-issue-trigger.md): The New or updated issue (real-time) trigger monitors a GitHub repository and triggers when an issue is created or updated. - [GitHub - New or updated milestone (real-time) trigger](https://docs.workato.com/en/connectors/github/new-updated-milestone-trigger.md): The New or updated milestone (real-time) trigger monitors a GitHub repository and triggers when a milestone is created or updated. - [GitHub - New or updated pull request (real-time) trigger](https://docs.workato.com/en/connectors/github/new-updated-pr-trigger.md): The New or updated pull request (real-time) trigger monitors a GitHub repository and triggers when a pull request is created or updated. ###### Actions - [GitHub - Create comment in an issue action](https://docs.workato.com/en/connectors/github/create-comment-action.md): The Create comment in an issue action creates a comment in an issue in GitHub. - [GitHub - Create issue action](https://docs.workato.com/en/connectors/github/create-issue-action.md): The Create issue action creates a new issue in GitHub. - [GitHub - Get issue or PR details in GitHub action](https://docs.workato.com/en/connectors/github/get-issue-pr-details-action.md): The Get issue or PR details action retrieves details of an issue or pull request. - [GitHub - List statuses for a ref (batch) action](https://docs.workato.com/en/connectors/github/list-statuses-for-ref-action.md): The List statuses for a ref (batch) action lists all statuses associated with a reference (ref) in GitHub. A ref is a commit SHA, branch name, or tag in GitHub. - [GitHub - Search issues and pull requests (batch) action](https://docs.workato.com/en/connectors/github/search-issues-pr-action.md): The Search issues and pull requests (batch) action searches for a issues or pull requests in a repository. - [GitHub - Update issue action](https://docs.workato.com/en/connectors/github/update-issue-action.md): The update issue action updates a selected issue in GitHub. ##### Gmail ###### Triggers - [Gmail - New email trigger](https://docs.workato.com/en/connectors/gmail/new-email-trigger.md): The New email trigger picks up new emails in your Gmail account. ###### Actions - [Gmail - Send email action](https://docs.workato.com/en/connectors/gmail/send-email-action.md): The Send email action sends an email from your Gmail account. - [Gmail - Download attachment action](https://docs.workato.com/en/connectors/gmail/download-attachment-action.md): The Download attachment action downloads an email attachment from your Gmail account. ##### Gong ###### Triggers - [Workato connector - Gong - New call trigger (real-time)](https://docs.workato.com/en/connectors/gong/new-call-realtime.md): The New call trigger in the Gong connector fires in real time when a new call matches the automation rule you set up in Gong. ###### Actions - [Workato connector - Gong - Add call](https://docs.workato.com/en/connectors/gong/add-call.md): The Add call action in the Gong connector lets you add a call by supplying a media download URL or uploading media with the Add call media action. - [Workato connector - Gong - Add call media](https://docs.workato.com/en/connectors/gong/add-call-media.md): The Add call media action in the Gong connector uploads a media file of up to 60 MB to a call you previously added with the Add call action. - [Workato connector - Gong - Create content share engagement event](https://docs.workato.com/en/connectors/gong/create-content-share-engagement-event.md): The Create content share engagement event action in the Gong connector pushes events into Gong when a user shares content with external participants. - [Workato connector - Gong - Create content view event](https://docs.workato.com/en/connectors/gong/create-content-view-event.md): The Create content view event action in the Gong connector pushes content view events to the Gong activity timeline when an external participant views content. - [Workato connector - Gong - Create custom action event](https://docs.workato.com/en/connectors/gong/create-custom-action-event.md): The Create custom action event action in the Gong connector pushes engagement events tied to a deal onto the deal's event timeline. - [Workato connector - Gong - Get call by ID](https://docs.workato.com/en/connectors/gong/get-call-by-id.md): The Get call by ID action in the Gong connector retrieves data for a specific call using its unique Gong ID. - [Workato connector - Gong - Search aggregated user data](https://docs.workato.com/en/connectors/gong/search-aggregated-user-data.md): The Search aggregated user data action in the Gong connector lists activity statistics for multiple users across time periods in a date range. - [Workato connector - Gong - Search call scorecards](https://docs.workato.com/en/connectors/gong/search-call-scorecards.md): The Search call scorecards action in the Gong connector retrieves scorecard answers by call date, review date, scorecard, or reviewed user. - [Workato connector - Gong - Search call transcripts](https://docs.workato.com/en/connectors/gong/search-call-transcripts.md): The Search call transcripts action in the Gong connector lists transcripts of calls within a specified date range and matching specific call IDs. - [Workato connector - Gong - Search calls](https://docs.workato.com/en/connectors/gong/search-calls.md): The Search calls action in the Gong connector lists detailed call data for calls within a specified date range and matching specific call IDs. - [Workato connector - Gong - Search users](https://docs.workato.com/en/connectors/gong/search-users.md): The Search users action in the Gong connector looks up users by their Gong internal IDs and returns their profile details. ##### Google BigQuery ###### Triggers - [Workato connectors - Google BigQuery Job completed trigger](https://docs.workato.com/en/connectors/bigquery/job-completed-trigger.md): The Job completed trigger polls regularly for jobs completed in Google BigQuery. - [Workato connectors - Google BigQuery Scheduled query trigger](https://docs.workato.com/en/connectors/bigquery/scheduled-query-trigger.md): The **Scheduled query** trigger executes a query on a regular basis. ###### Actions - [Workato connectors - Google BigQuery Insert action](https://docs.workato.com/en/connectors/bigquery/load_data.md): The Google BigQuery **Insert** action allows you to insert millions of rows into a BigQuery table efficiently. - [Workato connectors - Google BigQuery Select rows batch action](https://docs.workato.com/en/connectors/bigquery/select.md): The Select rows batch action retrieves rows from a Google BigQuery table using WHERE predicates. - [Google BigQuery - Select using custom SQL action](https://docs.workato.com/en/connectors/bigquery/select-rows-custom.md): Run a custom SQL query in Google BigQuery and retrieve matching rows. - [Google BigQuery - Select rows using custom SQL and insert into table](https://docs.workato.com/en/connectors/bigquery/select-rows-custom-insert.md): Run a custom SQL query in Google BigQuery and insert the results into a destination table. Use this action to stage or transform data for later use. - [Workato connectors - Google BigQuery Insert actions](https://docs.workato.com/en/connectors/bigquery/run-custom-sql.md): The **Run custom SQL** action allows you send a SQL string to Google BigQuery to be executed. - [Workato connectors - Google BigQuery Get query job output action](https://docs.workato.com/en/connectors/bigquery/get-query-result-action.md): This action takes in a specific Job ID and returns the query results of this job. ##### Google Calendar ###### Triggers - [Google Calendar - New event trigger](https://docs.workato.com/en/connectors/google-calendar/trigger-new-event.md): The New event trigger monitors a calendar you specify for newly created events. - [Google Calendar - New/updated event trigger](https://docs.workato.com/en/connectors/google-calendar/trigger-event-updated.md): The New/updated event monitors a calendar you specify for newly created or updated events. - [Google Calendar - Event start trigger](https://docs.workato.com/en/connectors/google-calendar/trigger-event-start.md): The Event start trigger monitors events in a calendar you specify and triggers jobs at the start time of an event or at a specified length before the start time. - [Google Calendar - Event end trigger](https://docs.workato.com/en/connectors/google-calendar/trigger-event-end.md): The Event end trigger monitors a calendar you specify for ending events. ###### Actions - [Google Calendar - Create event action](https://docs.workato.com/en/connectors/google-calendar/action-create-event.md): The Create event action adds a new event to a calendar you specify. - [Google Calendar - Search events action (batch)](https://docs.workato.com/en/connectors/google-calendar/action-search-events.md): The Search events batch action searches a calendar for events matching the search terms you specify. - [Google Calendar - Update event action](https://docs.workato.com/en/connectors/google-calendar/action-update-event.md): The Update event action updates an existing Google Calendar event you specify. - [Google Calendar - Delete Event action](https://docs.workato.com/en/connectors/google-calendar/action-delete-event.md): The Delete event action removes an existing event from a calendar you specify. - [Google Calendar - Add attendees to an event action (batch)](https://docs.workato.com/en/connectors/google-calendar/action-add-guest.md): The Add attendees to an event batch action adds participants to an existing event in a calendar you specify. - [Google Calendar - Delete attendees from an event action (batch)](https://docs.workato.com/en/connectors/google-calendar/action-remove-guest.md): The Delete attendees from an event batch action removes participants you specify from an existing event. - [Google Calendar - Get event by ID action](https://docs.workato.com/en/connectors/google-calendar/action-get-id.md): The Get event by ID action retrieves information about an event you specify by its Google Calendar ID. - [Google Calendar - Create all day event action](https://docs.workato.com/en/connectors/google-calendar/action-all-day-event.md): The Create all day event action schedules an all-day event in a calendar you specify. - [Google Calendar - Create calendar action](https://docs.workato.com/en/connectors/google-calendar/action-create-calendar.md): The Create calendar action creates a new calendar with the name, description, and time zone you specify. - [Google Calendar - Get calendar by ID action](https://docs.workato.com/en/connectors/google-calendar/action-get-calendar-by-id.md): The Get calendar by ID action retrieves a calendar you specify by its Google Calendar ID. - [Google Calendar - List calendars action](https://docs.workato.com/en/connectors/google-calendar/action-list-calendars.md): The List calendars action retrieves all calendars from your connected Google Calendar account. - [Google Calendar - Create task action](https://docs.workato.com/en/connectors/google-calendar/action-create-task.md): The Create task action creates a new task in a task list you specify. - [Google Calendar - Update task action](https://docs.workato.com/en/connectors/google-calendar/action-update-task.md): The Update task action updates an existing task in a Google Calendar task list you specify. ##### Google Cloud Storage ###### Actions - [Workato connector - Google cloud storage - Create bucket](https://docs.workato.com/en/connectors/google_cloud_storage/create-bucket.md): The Create bucket action in the Google Cloud Storage connector lets you create a new bucket with a unique name within a specified project. - [Workato connector - Google cloud storage - Delete bucket](https://docs.workato.com/en/connectors/google_cloud_storage/delete-bucket.md): The Delete bucket action in the Google Cloud Storage connector lets you delete a bucket from a specified project by its bucket name. - [Workato connector - Google cloud storage - Delete Object](https://docs.workato.com/en/connectors/google_cloud_storage/delete-object.md): The Delete object action in the Google Cloud Storage connector lets you delete an object and its metadata from a bucket, with generation conditions. - [Workato connector - Google cloud storage - Download object](https://docs.workato.com/en/connectors/google_cloud_storage/download-object.md): The Download object action in the Google Cloud Storage connector lets you download an object and its metadata from a bucket in a chosen data type. - [Workato connector - Google cloud storage - Get bucket](https://docs.workato.com/en/connectors/google_cloud_storage/get-bucket.md): The Get bucket action in the Google Cloud Storage connector lets you retrieve the details of a single bucket by its bucket name. - [Workato connector - Google cloud storage - List buckets](https://docs.workato.com/en/connectors/google_cloud_storage/list-buckets.md): The List buckets action in the Google Cloud Storage connector lets you list all buckets within a project, with optional prefix and pagination filters. - [Workato connector - Google cloud storage - List Objects](https://docs.workato.com/en/connectors/google_cloud_storage/list-objects.md): The List objects action in the Google Cloud Storage connector lets you list the details of all objects within a bucket, with folder and offset filters. - [Workato connector - Google cloud storage - Update bucket](https://docs.workato.com/en/connectors/google_cloud_storage/update-bucket.md): The Update bucket action in the Google Cloud Storage connector lets you update the settings of an existing bucket by bucket name. - [Workato connector - Google cloud storage - Update object metadata](https://docs.workato.com/en/connectors/google_cloud_storage/update-object-metadata.md): The Update object metadata action in the Google Cloud Storage connector lets you update an object's metadata and access controls within a bucket. - [Workato connector - Google cloud storage - Upload object with file streaming](https://docs.workato.com/en/connectors/google_cloud_storage/upload-object-with-file-streaming.md): The Upload object with file streaming action in the Google Cloud Storage connector uploads an object to a bucket using parallel uploads for any file size. ##### Google Drive ###### Triggers - [Workato connectors - Google Drive - New activity](https://docs.workato.com/en/connectors/google-drive/trigger-new-activity.md): The New activity trigger in the Google Drive connector fires when selected activities, such as edits or moves, occur in a parent folder and its subfolders. - [Workato connectors - Google Drive - New CSV file trigger](https://docs.workato.com/en/connectors/google-drive/trigger-new-csv-file.md): The New CSV file trigger in the Google Drive connector checks a folder every 5 minutes for new CSV files and processes their lines in batches. - [Workato connectors - Google Drive - New file or folder trigger](https://docs.workato.com/en/connectors/google-drive/trigger-new-file.md): The New file or folder trigger in the Google Drive connector fires in real time when a new file or folder is created in a specified folder. - [Workato connectors - Google Drive - New file or folder in folder hierarchy trigger](https://docs.workato.com/en/connectors/google-drive/trigger-new-file-hierarchy.md): The New file or folder in folder hierarchy trigger in the Google Drive connector picks up new files or folders created in a folder and its subfolders. ###### Actions - [Workato connectors - Google Drive - Add file permission action](https://docs.workato.com/en/connectors/google-drive/action-add-permission.md): Adds a permission to a file in Google Drive. - [Workato connectors - Google Drive - Copy file action](https://docs.workato.com/en/connectors/google-drive/action-copy-file.md): Copies a file from a source folder to a destination folder in Google Drive. - [Workato connectors - Google Drive - Create folder](https://docs.workato.com/en/connectors/google-drive/action-create-folder.md): Creates a new folder in Google Drive. - [Workato connectors - Google Drive - Delete file action](https://docs.workato.com/en/connectors/google-drive/action-delete-file.md): Deletes a file from Google Drive - [Workato connectors - Google Drive - Download file action](https://docs.workato.com/en/connectors/google-drive/action-download-file.md): Downloads the content of a file in Google Drive. - [Workato connectors - Google Drive - Export file action](https://docs.workato.com/en/connectors/google-drive/action-export-file.md): Exports Google files to other MIME types. - [Workato connectors - Google Drive - Get file permission action](https://docs.workato.com/en/connectors/google-drive/action-get-permission.md): Retrieves details for a permission associated with a file you specify in Google Drive. - [Workato connectors - Google Drive - List file permissions action](https://docs.workato.com/en/connectors/google-drive/action-list-permissions.md): Lists all permissions associated with a file you specify in Google Drive. - [Workato connectors - Google Drive - Remove file permission action](https://docs.workato.com/en/connectors/google-drive/action-remove-permissions.md): Removes a permission associated with a file you specify in Google Drive. - [Workato connectors - Google Drive - Rename or move file/folder action](https://docs.workato.com/en/connectors/google-drive/action-rename-file.md): Renames or moves a file or folder in Google Drive. - [Workato connectors - Google Drive - Search files or folders action](https://docs.workato.com/en/connectors/google-drive/action-search-files.md): Retrieves a list of files or folders that match your search criteria - [Workato connectors - Google Drive - Update permission action](https://docs.workato.com/en/connectors/google-drive/action-update-permission.md): Updates a permission associated with a file you specify in Google Drive. - [Workato connectors - Google Drive - Upload file action](https://docs.workato.com/en/connectors/google-drive/action-upload-file.md): Uploads a file to Google Drive using multipart streaming uploads. ##### Google Sheets ###### Triggers - [Workato connectors - Google Sheets New row in sheet in My Drive trigger](https://docs.workato.com/en/connectors/google-sheets/trigger-new-row-my-drive.md): The New row in sheet in My Drive trigger in the Google Sheets connector picks up new rows added at the bottom of a sheet stored in My Drive. - [Workato connectors - Google Sheets New row in sheet in My Drive trigger (real-time)](https://docs.workato.com/en/connectors/google-sheets/trigger-new-row.md): The New row in sheet in My Drive (real-time) trigger in the Google Sheets connector picks up new rows added at the bottom of a sheet in real time. - [Workato connectors - Google Sheets New/updated row in sheet in My Drive trigger](https://docs.workato.com/en/connectors/google-sheets/trigger-new-updated-row-my-drive.md): The New/updated row in sheet in My Drive trigger in the Google Sheets connector picks up changed rows and new rows in a My Drive sheet, up to 10,000 rows. - [Workato connectors - Google Sheets New/updated row in sheet in My Drive trigger (real-time)](https://docs.workato.com/en/connectors/google-sheets/trigger-new-updated-row.md): The New/updated row in sheet in My Drive (real-time) trigger in the Google Sheets connector picks up changed and new rows in a sheet in real time. - [Workato connectors - Google Sheets New row in sheet in Team Drive trigger](https://docs.workato.com/en/connectors/google-sheets/trigger-new-row-team-drive.md): The New row in sheet in Team Drive trigger in the Google Sheets connector picks up new rows added at the bottom of a sheet stored in a Team Drive. - [Workato connectors - Google Sheets New/updated row in sheet in Team Drive trigger](https://docs.workato.com/en/connectors/google-sheets/trigger-new-updated-row-team-drive.md): The New/updated row in sheet in Team Drive trigger in the Google Sheets connector picks up changed rows and new rows in a Team Drive sheet. ###### Actions - [Workato connectors - Google Sheets Add row action](https://docs.workato.com/en/connectors/google-sheets/action-add-row.md): The Add row action in the Google Sheets connector lets you add a new row to a spreadsheet sheet you select. - [Workato connectors - Google Sheets Add rows in bulk action](https://docs.workato.com/en/connectors/google-sheets/action-add-rows.md): The Add rows in bulk action in the Google Sheets connector lets you add multiple rows at the bottom of a selected sheet from a list datapill. - [Workato connectors - Google Sheets Get rows action](https://docs.workato.com/en/connectors/google-sheets/action-get-rows.md): The Get rows action in the Google Sheets connector lets you retrieve rows from a spreadsheet, returning the first 10,000 rows or a range you specify. - [Workato connectors - Google Sheets Search rows action](https://docs.workato.com/en/connectors/google-sheets/action-search-rows-v4.md): The Search rows action in the Google Sheets connector lets you find rows in a sheet by matching exact search values in each column. - [Workato connectors - Google Sheets Update row action](https://docs.workato.com/en/connectors/google-sheets/action-update-row-v4.md): The Update row action in the Google Sheets connector lets you update a row in a sheet, often paired with the Search rows action. - [Workato connectors - Google Sheets Update rows in bulk action](https://docs.workato.com/en/connectors/google-sheets/action-update-rows-in-bulk.md): The Update rows in bulk action in the Google Sheets connector lets you update up to 50,000 rows of a sheet in batches of 500. ##### Google Speech to Text ###### Actions - [Workato connectors - Google Speech to Text - Convert short speech to text action](https://docs.workato.com/en/connectors/google-speech-to-text/action-short-speech.md): Converts a short audio file into a text transcript. ##### Google Text to Speech ###### Actions - [Workato connectors - Google Text to Speech - Convert text to speech action](https://docs.workato.com/en/connectors/google-text-to-speech/action-synthesize-text.md): The Convert text to speech action converts text into synthetic voice audio, supporting 30 voices and multiple languages. ##### Google Translate ###### Actions - [Workato connectors - Google Translate action - Translate text](https://docs.workato.com/en/connectors/google-translate/action-translate-text.md): Allows you to translate any text into another language. ##### Google Vision ###### Actions - [Workato connectors - Google Vision action - Read text from image](https://docs.workato.com/en/connectors/google-vision/action-read-text.md): You can read text from an image with Google Vision. ##### Google Workspace ###### Triggers - [Google Workspace - New admin activity event trigger](https://docs.workato.com/en/connectors/google-workspace/trigger-new-admin-activity-event.md): This trigger runs the recipe every time a Google admin performs an activity in the Google Workspace. - [Google Workspace - New application event trigger](https://docs.workato.com/en/connectors/google-workspace/trigger-new-app-activity-event.md): The New application event trigger runs the recipe every time a specific event occurs in the selected Google Workspace application. - [Google Workspace - New user event action trigger](https://docs.workato.com/en/connectors/google-workspace/trigger-new-user-event.md): The **New user event** trigger listens to new user related events that are created in your Google Workspace instance. ###### Actions - [Google Workspace - Add object action](https://docs.workato.com/en/connectors/google-workspace/action-add-record.md): The Add record action allows you to add an object into the Google Workspace. - [Google Workspace - Delete object action](https://docs.workato.com/en/connectors/google-workspace/action-delete-record.md): The Delete record action allows you to delete an object in the Google Workspace. - [Google Workspace - Get record action](https://docs.workato.com/en/connectors/google-workspace/action-get-record.md): The Get record action allows you to get details of an object in the Google Workspace. - [Google Workspace - Mobile device action](https://docs.workato.com/en/connectors/google-workspace/action-mobile-device.md): The Mobile device action performs certain action on the mobile device resource enlisted in the Google Workspace. - [Google Workspace - Search record action](https://docs.workato.com/en/connectors/google-workspace/action-search-record.md): Search record action allows you to search for specific objects in the Google Workspace. - [Google Workspace - Transfer data action](https://docs.workato.com/en/connectors/google-workspace/action-transfer-data.md): Transfer data action allows you to transfer data from one user ID to another in the Google Workspace. - [Google Workspace - Add object action](https://docs.workato.com/en/connectors/google-workspace/action-update-record.md): Update record action allows you to update an object in the Google Workspace. ##### GoTo Webinar ###### Triggers - [Workato connectors - GoTo Webinar - New webinar session trigger](https://docs.workato.com/en/connectors/gotowebinar/new-webinar-session.md): The New webinar session trigger in the GoTo Webinar connector picks up new webinar session events from a specified time range on a polling interval. ###### Actions - [Workato connectors - GoTo Webinar - Get webinar details action](https://docs.workato.com/en/connectors/gotowebinar/get-webinar-details.md): The Get webinar details action in the GoTo Webinar connector lets you retrieve webinar details such as times, registrants, and subject by webinar key. - [Workato connectors - GoTo Webinar - Get attendees from session action](https://docs.workato.com/en/connectors/gotowebinar/get-attendees-from-session.md): The Get attendees from session action in the GoTo Webinar connector lets you retrieve attendees from a webinar session using a webinar and session key. ##### Greenhouse - [Workato connectors - Greenhouse - Greenhouse objects](https://docs.workato.com/en/connectors/greenhouse/object-types.md): Reference for Greenhouse object types exposed as Workato datapills, including the candidate, user, application, job, and offer objects and their fields. - [Greenhouse v3 migration guide](https://docs.workato.com/en/connectors/greenhouse/migration.md): Migrate Greenhouse recipes from the v1 and v2 APIs to v3, including creating an OAuth 2.0 connection and replacing legacy actions and triggers. - [Greenhouse v3 object coverage](https://docs.workato.com/en/connectors/greenhouse/object-coverage.md): Reference for the objects supported by Greenhouse v3 actions and triggers, including per-object fields and differences from v1 object coverage. ###### Triggers - [Workato connectors - Greenhouse - New object trigger](https://docs.workato.com/en/connectors/greenhouse/new-object-trigger.md): The New object trigger in the Greenhouse connector picks up newly created candidates, applications, and scheduled interviews, processing each as a job. - [Greenhouse - New object (v3) trigger](https://docs.workato.com/en/connectors/greenhouse/new-object-v3.md): The New object (v3) trigger triggers when a new object is created in Greenhouse using the v3 API. - [Greenhouse - New/updated object (v3) trigger](https://docs.workato.com/en/connectors/greenhouse/new-updated-v3.md): The New/updated object (v3) trigger triggers when an object is created or updated in Greenhouse using the v3 API. - [Workato connectors - Greenhouse - New event trigger](https://docs.workato.com/en/connectors/greenhouse/new-event-trigger.md): The New event trigger in the Greenhouse connector fires in real time when a configured candidate, application, job, or offer event arrives via webhook. ###### Actions - [Workato connectors - Greenhouse - Create object action](https://docs.workato.com/en/connectors/greenhouse/create-object-action.md): The Create object action in the Greenhouse connector lets you create new candidates, jobs, users, and candidate records in your Greenhouse instance. - [Greenhouse - Create object (v3) action](https://docs.workato.com/en/connectors/greenhouse/create-object-v3.md): The Create object (v3) action creates objects in Greenhouse using the v3 API. - [Greenhouse - Create attachment (v3) action](https://docs.workato.com/en/connectors/greenhouse/create-attachment-v3.md): The Create attachment (v3) action creates an attachment for an application in Greenhouse using the v3 API. - [Workato connectors - Greenhouse - Update object action](https://docs.workato.com/en/connectors/greenhouse/update-object-action.md): The Update object action in the Greenhouse connector lets you update a candidate, application, or job identified by its unique Greenhouse ID. - [Greenhouse - Update object (v3) action](https://docs.workato.com/en/connectors/greenhouse/update-object-v3.md): The Update object (v3) action updates objects in Greenhouse using the v3 API. - [Workato connectors - Greenhouse - Search objects action](https://docs.workato.com/en/connectors/greenhouse/search-objects-action.md): The Search action in the Greenhouse connector lets you search your Greenhouse instance for candidates, applications, jobs, offers, and users by criteria. - [Greenhouse - Search objects (v3) action](https://docs.workato.com/en/connectors/greenhouse/search-objects-v3.md): The Search objects (v3) action retrieves records from Greenhouse using the v3 API. - [Workato connectors - Greenhouse - Get object by ID action](https://docs.workato.com/en/connectors/greenhouse/get-object-by-id-action.md): The Get object by ID action in the Greenhouse connector lets you retrieve a candidate, application, job, offer, or user by its unique Greenhouse ID. - [Workato connectors - Greenhouse - Advance application action](https://docs.workato.com/en/connectors/greenhouse/advance-application-action.md): The Advance application action in the Greenhouse connector lets you move an active application to the next stage in the hiring pipeline. - [Workato connectors - Greenhouse - Mark candidate as hired action](https://docs.workato.com/en/connectors/greenhouse/mark-candidate-as-hired-action.md): The Mark candidate as hired action in the Greenhouse connector lets you set an active application's status to hired and set the start date. - [Greenhouse - Mark candidate as hired (v3) action](https://docs.workato.com/en/connectors/greenhouse/mark-candidate-v3.md): The Mark candidate as hired (v3) action marks an application as hired in Greenhouse using the v3 API. - [Greenhouse - Move application (v3) action](https://docs.workato.com/en/connectors/greenhouse/move-application-v3.md): The Move application (v3) action moves an application to a different stage or job in Greenhouse using the v3 API. - [Workato connectors - Greenhouse - Reject application action](https://docs.workato.com/en/connectors/greenhouse/reject-application-action.md): The Reject application action in the Greenhouse connector lets you reject an active application and set its status to rejected, with an optional email. - [Greenhouse - Reject application (v3) action](https://docs.workato.com/en/connectors/greenhouse/reject-application-v3.md): The Reject application (v3) action rejects an application in Greenhouse using the v3 API. - [Workato connectors - Greenhouse - Upload attachment action](https://docs.workato.com/en/connectors/greenhouse/upload-attachment-action.md): The Upload attachment action in the Greenhouse connector lets you attach a file to a candidate or application identified by its Greenhouse ID. ##### Hive ###### Triggers - [Workato connectors - Hive - New/updated action](https://docs.workato.com/en/connectors/hive/new-updated-record.md): The New/updated record trigger in the Hive connector fires when an action or project is created or an existing one is updated. ###### Actions - [Workato connectors - Hive - Update record](https://docs.workato.com/en/connectors/hive/update-record.md): The Update record action in the Hive connector lets you update an existing record, such as a project or action, by its ID. - [Workato connectors - Hive - Create record](https://docs.workato.com/en/connectors/hive/create-record.md): The Create record action in the Hive connector lets you create a new record such as a user, project, message, label, or action. - [Workato connectors - Hive - Get record details by ID](https://docs.workato.com/en/connectors/hive/get-record-details-by-id.md): The Get record details by ID action in the Hive connector lets you retrieve details for an object such as a user, project, or action by its ID. - [Workato connectors - Hive - Apply action template](https://docs.workato.com/en/connectors/hive/apply-action-template.md): The Apply action template action in the Hive connector lets you apply a predefined template to a selected action. - [Workato connectors - Hive - Delete record](https://docs.workato.com/en/connectors/hive/delete-record.md): The Delete record action in the Hive connector lets you delete an object such as a user, project, label, or action by its ID. - [Workato connectors - Hive - List record (batch)](https://docs.workato.com/en/connectors/hive/list-record.md): The List records batch action in the Hive connector lets you retrieve a list of records for a selected object, such as actions or projects. ##### HubSpot - [Workato connectors - HubSpot](https://docs.workato.com/en/connectors/hubspot/custom-oauth.md): Create a Custom OAuth profile for the HubSpot connector in Workato to add extra authentication security for internal users or customers. - [Workato connectors - HubSpot - Triggers](https://docs.workato.com/en/connectors/hubspot/triggers.md): Browse the triggers available in the HubSpot connector for Workato, including universal record triggers, new contact in list, and new form submission. - [Workato connectors - HubSpot - Actions](https://docs.workato.com/en/connectors/hubspot/actions.md): Browse the actions available in the HubSpot connector for Workato, including record, association, export and import, and contact actions. ###### Custom OAuth profiles - [Workato connectors - HubSpot - Scopes for custom oauth profiles](https://docs.workato.com/en/connectors/hubspot/scopes.md): Configure scopes for HubSpot Custom OAuth profiles in Workato so requested scopes match the HubSpot app and connections succeed without errors. ###### Triggers - [Workato connectors - HubSpot - New record trigger](https://docs.workato.com/en/connectors/hubspot/triggers/new-record.md): The New record trigger polls HubSpot for new records of the object type you specify. - [Workato connectors - HubSpot - New records trigger (batch)](https://docs.workato.com/en/connectors/hubspot/triggers/new-records-batch.md): The New records batch trigger checks HubSpot for newly created objects of the type you specify. - [Workato connectors - HubSpot - New/updated record trigger](https://docs.workato.com/en/connectors/hubspot/triggers/new-updated-record.md): The New/updated record trigger in the HubSpot connector monitors new or updated records for a selected object and processes each one as a separate job. - [Workato connectors - HubSpot - New/updated record trigger (batch)](https://docs.workato.com/en/connectors/hubspot/triggers/new-updated-record-batch.md): The New/updated record batch trigger monitors new or updated records in your HubSpot instance and processes records in batches. - [Workato connectors - HubSpot - New contact in list trigger](https://docs.workato.com/en/connectors/hubspot/triggers/new-contact-in-list.md): The New contact in list trigger in the HubSpot connector activates when a contact is added to a specified list, processing each contact as a job. - [Workato connectors - HubSpot - New form submission trigger](https://docs.workato.com/en/connectors/hubspot/triggers/new-form-submission.md): The New form submission trigger in the HubSpot connector notifies you when a new form is submitted, checking for new submissions every five minutes. ###### Actions - [Workato connectors - HubSpot - Get record action](https://docs.workato.com/en/connectors/hubspot/actions/get-record.md): The Get record action in the HubSpot connector lets you retrieve a HubSpot object by its ID and select which properties to return. - [Workato connectors - HubSpot - Search record action (batch)](https://docs.workato.com/en/connectors/hubspot/actions/search-record-batch.md): The Search record batch action in the HubSpot connector retrieves multiple records of a selected object that match the given search criteria. - [Workato connectors - HubSpot - Create record action](https://docs.workato.com/en/connectors/hubspot/actions/create-record.md): The Create record action in the HubSpot connector lets you create a record or batch of records and set the values of relevant properties. - [Workato connectors - HubSpot - Create records action (batch)](https://docs.workato.com/en/connectors/hubspot/actions/create-records-batch.md): The Create records batch action in the HubSpot connector lets you create records in batches for supported objects in your HubSpot instance. - [Workato connectors - HubSpot - Update record action](https://docs.workato.com/en/connectors/hubspot/actions/update-record.md): The Update record action in the HubSpot connector lets you update an existing record with given properties and returns the updated record details. - [Workato connectors - HubSpot - Update records action (batch)](https://docs.workato.com/en/connectors/hubspot/actions/update-records-batch.md): The Update records batch action in the HubSpot connector lets you update existing records such as contacts, companies, and deals in batches. - [Workato connectors - HubSpot - Get associations action (batch)](https://docs.workato.com/en/connectors/hubspot/actions/get-associations-batch.md): The Get associations batch action in the HubSpot connector lets you retrieve all associations of an object by object type. - [Workato connectors - HubSpot - Get contacts associated with a company action (batch)](https://docs.workato.com/en/connectors/hubspot/actions/get-contacts-associated-with-company-batch.md): The Get contacts associated with a company batch action in the HubSpot connector retrieves all contacts associated with a company by company ID. - [Workato connectors - HubSpot - List associations action (batch)](https://docs.workato.com/en/connectors/hubspot/actions/list-associations-batch.md): The List associations batch action in the HubSpot connector retrieves all associations for the specified object IDs, up to 2000 records. - [Workato connectors - HubSpot - Associate records action](https://docs.workato.com/en/connectors/hubspot/actions/associate-records.md): The Associate records action in the HubSpot connector lets you create an association between two records in your HubSpot instance. - [Workato connectors - HubSpot - Associate records action (batch)](https://docs.workato.com/en/connectors/hubspot/actions/associate-records-batch.md): The Associate records batch action in the HubSpot connector creates associations between records, accepting up to 2000 records per request. - [Workato connectors - HubSpot - Delete associations action (batch)](https://docs.workato.com/en/connectors/hubspot/actions/delete-associations-batch.md): The Delete associations batch action in the HubSpot connector deletes all associations for the record objects you specify, up to 100 records. - [Workato connectors - HubSpot - Export CRM data action](https://docs.workato.com/en/connectors/hubspot/actions/export-object-data-file.md): The Export object data (file) action in the HubSpot connector lets you bulk export object data and use the file in later recipe steps. - [Workato connectors - HubSpot - Import CRM data action](https://docs.workato.com/en/connectors/hubspot/actions/import-crm-data-file.md): The Import CRM data action in the HubSpot connector lets you bulk import data from a CSV file into a HubSpot object such as contacts or deals. - [Workato connectors - HubSpot - Get contacts in list action (batch)](https://docs.workato.com/en/connectors/hubspot/actions/get-contacts-in-list-batch.md): The Get contacts in list batch action in the HubSpot connector retrieves all details about contacts in a specific contact list. - [Workato connectors - HubSpot - Add contact to list action (batch)](https://docs.workato.com/en/connectors/hubspot/actions/add-contact-to-list-batch.md): The Add contact to list batch action adds existing contact records to a contact list in HubSpot. - [Workato connectors - HubSpot - Add contact to workflow action](https://docs.workato.com/en/connectors/hubspot/actions/add-contact-to-workflow.md): The Add contact to workflow action adds contacts into a workflow in the event that the contact meets a set of criteria. - [Workato connectors - HubSpot - Remove contact from list action (batch)](https://docs.workato.com/en/connectors/hubspot/actions/remove-contact-from-list-batch.md): The Remove contact from list batch action in the HubSpot connector removes contacts from a specified static list in your HubSpot instance. - [Workato connectors - HubSpot - Delete contact action](https://docs.workato.com/en/connectors/hubspot/actions/delete-contact.md): The Delete contact action in the HubSpot connector deletes a contact matching the given contact ID or email from your HubSpot portal. - [Workato connectors - HubSpot - Create engagement action](https://docs.workato.com/en/connectors/hubspot/actions/create-engagement.md): The Create engagement action in the HubSpot connector creates an engagement such as an email, call, meeting, task, or note on an object. - [Workato connectors - HubSpot - Get owner details action](https://docs.workato.com/en/connectors/hubspot/actions/get-owner-details.md): The Get owner details action in the HubSpot connector retrieves a list of owners from your HubSpot account. - [Workato connectors - HubSpot - Get owner details by ID action](https://docs.workato.com/en/connectors/hubspot/actions/get-owner-details-by-id.md): The Get owner details by ID action in the HubSpot connector retrieves owners that match the ID you provide, with an option to include archived owners. - [Workato connectors - HubSpot - Search pipeline stages action](https://docs.workato.com/en/connectors/hubspot/actions/search-pipeline-stages-batch.md): The Search pipeline stages action in the HubSpot connector lets you search pipeline stages within your HubSpot account. ##### IBM Db2 - [Workato connectors - IBM Db2 - Setup](https://docs.workato.com/en/connectors/ibm-db2/setup.md): Set up and connect IBM Db2 in Workato using an on-prem agent, including deploying the database, the JDBC driver, and connection profile prerequisites. ###### Actions - [IBM Db2 - Insert Rows](https://docs.workato.com/en/connectors/ibm-db2/insert-rows.md): The Insert rows action in the IBM Db2 connector lets you insert multiple rows into a table or view in a single step and return inserted primary keys. - [IBM Db2 - Upsert rows](https://docs.workato.com/en/connectors/ibm-db2/upsert-rows.md): The Upsert rows action in the IBM Db2 connector lets you insert or update multiple rows in a single batch step using a unique key to deduplicate rows. - [IBM Db2 - Select rows](https://docs.workato.com/en/connectors/ibm-db2/select-rows.md): The Select rows action in the IBM Db2 connector lets you retrieve rows from a table using WHERE, ORDER BY, LIMIT, and OFFSET filter options. - [IBM Db2 - Select rows using Custom SQL](https://docs.workato.com/en/connectors/ibm-db2/select-rows-custom-sql.md): The Select rows using custom SQL action in the IBM Db2 connector lets you retrieve rows that match a custom SQL query with bind variables. - [IBM Db2 - Delete rows](https://docs.workato.com/en/connectors/ibm-db2/delete-rows.md): The Delete rows action in the IBM Db2 connector lets you delete rows that match a WHERE condition, permanently removing matching data from a table. - [IBM Db2 - Run custom SQL](https://docs.workato.com/en/connectors/ibm-db2/run-custom-sql.md): The Run custom SQL action in the IBM Db2 connector lets you run custom DML and DDL statements like INSERT, UPDATE, SELECT, DELETE, CREATE, and ALTER. - [IBM Db2 - Export query result](https://docs.workato.com/en/connectors/ibm-db2/export-query-result.md): The Export query result action in the IBM Db2 connector lets you run a SQL query and export its result set as a CSV file to local or cloud storage. ##### IDP by Workato ###### Actions - [IDP by Workato - Process document](https://docs.workato.com/en/connectors/idp-by-workato/process-document-action.md): The Process document action in the IDP by Workato connector extracts structured data from uploaded files and returns the results as datapills. - [IDP by Workato - Classify document action](https://docs.workato.com/en/connectors/idp-by-workato/classify-document-action.md): The Classify document action in the IDP by Workato connector analyzes document content and assigns it to a predefined category with a confidence score. ##### Insightly ###### Triggers - [Workato connectors - Insightly new contact trigger](https://docs.workato.com/en/connectors/insightly/new-contact-trigger.md): The New contact trigger in the Insightly connector picks up new contacts created in your Insightly instance, processing each as an individual job. - [Workato connectors - Insightly new organization trigger](https://docs.workato.com/en/connectors/insightly/new-organization-trigger.md): The New organization trigger in the Insightly connector picks up new organizations created in your Insightly instance, processing each as a job. - [Workato connectors - Insightly updated contact trigger](https://docs.workato.com/en/connectors/insightly/updated-contact-trigger.md): The Updated contact trigger in the Insightly connector picks up contacts updated in your Insightly instance, processing each as an individual job. - [Workato connectors - Insightly updated organization trigger](https://docs.workato.com/en/connectors/insightly/updated-organization-trigger.md): The Updated organization trigger in the Insightly connector picks up organizations updated in your Insightly instance, processing each as a job. - [Workato connectors - Insightly updated opportunity trigger](https://docs.workato.com/en/connectors/insightly/updated-opportunity-trigger.md): The Updated opportunity trigger in the Insightly connector picks up opportunities updated in your Insightly instance, processing each as a job. ###### Actions - [Workato connectors - Insightly create contact action](https://docs.workato.com/en/connectors/insightly/create-contact-action.md): The Create contact action in the Insightly connector lets you create a new contact with name, organization, email, phone, and address details. - [Workato connectors - Insightly create organization action](https://docs.workato.com/en/connectors/insightly/create-organization-action.md): The Create organization action in the Insightly connector lets you create a new organization with email, phone, website, and address details. - [Workato connectors - Insightly create opportunity action](https://docs.workato.com/en/connectors/insightly/create-opportunity-action.md): The Create opportunity action in the Insightly connector lets you create a new opportunity with state, value, pipeline, and stage details. - [Workato connectors - Insightly create event action](https://docs.workato.com/en/connectors/insightly/create-event-action.md): The Create event action in the Insightly connector lets you create a new event with title, location, dates, and linked records. - [Workato connectors - Insightly update contact action](https://docs.workato.com/en/connectors/insightly/update-contact-action.md): The Update contact action in the Insightly connector lets you update an existing contact by ID, including name, email, phone, and address. - [Workato connectors - Insightly add note to opportunity action](https://docs.workato.com/en/connectors/insightly/add-note-to-opportunity-action.md): The Add note to opportunity action in the Insightly connector lets you attach a note with a title and body to an opportunity. - [Workato connectors - Insightly update opportunity action](https://docs.workato.com/en/connectors/insightly/update-opportunity-action.md): The Update opportunity action in the Insightly connector lets you update an existing opportunity by ID, including its state, value, and stage. - [Workato connectors - Insightly search contacts action](https://docs.workato.com/en/connectors/insightly/search-contacts-action.md): The Search contacts action in the Insightly connector lets you find contacts in your Insightly instance by contact ID, email, or tag. - [Workato connectors - Insightly search users action](https://docs.workato.com/en/connectors/insightly/search-users-action.md): The Search users action in the Insightly connector lets you find users in your Insightly instance by first name, last name, or email. - [Workato connectors - Insightly search pipelines action](https://docs.workato.com/en/connectors/insightly/search-pipelines-action.md): The Search pipelines action in the Insightly connector lets you find pipelines in your Insightly instance by pipeline name. - [Workato connectors - Insightly get user by ID action](https://docs.workato.com/en/connectors/insightly/get-user-by-id-action.md): The Get user by ID action in the Insightly connector lets you retrieve the details of a single user from your Insightly instance by user ID. ##### Intercom ###### Triggers - [Workato connectors - Intercom New company trigger](https://docs.workato.com/en/connectors/intercom/new-company.md): The New company trigger in the Intercom connector fires in real time when a new company is created in Intercom. - [Workato connectors - Intercom New contact trigger](https://docs.workato.com/en/connectors/intercom/new-contact.md): The New contact trigger in the Intercom connector fires when a new contact is created, checking for new ones on the trigger poll interval. - [Workato connectors - Intercom New conversation trigger](https://docs.workato.com/en/connectors/intercom/new-conversation.md): The New conversation trigger in the Intercom connector fires when a new conversation is created, checking for new ones on the trigger poll interval. - [Workato connectors - Intercom New user trigger](https://docs.workato.com/en/connectors/intercom/new-user.md): The New user trigger in the Intercom connector fires when a new user is created, checking for new ones on the trigger poll interval. - [Workato connectors - Intercom Updated contact trigger](https://docs.workato.com/en/connectors/intercom/updated-contact.md): The Updated contact trigger in the Intercom connector fires when a contact's details are updated, checking for changes on the trigger poll interval. - [Workato connectors - Intercom Updated conversation trigger](https://docs.workato.com/en/connectors/intercom/updated-conversation.md): The Updated conversation trigger in the Intercom connector fires when a conversation is updated, checking for changes on the trigger poll interval. - [Workato connectors - Intercom Updated user trigger](https://docs.workato.com/en/connectors/intercom/updated-user.md): The Updated user trigger in the Intercom connector fires when a user is updated, checking for changes on the trigger poll interval. ###### Actions - [Workato connectors - Intercom Add conversation note action](https://docs.workato.com/en/connectors/intercom/add-conversation.md): The Add conversation note action in the Intercom connector lets you add a note to an existing conversation by its conversation ID. - [Workato connectors - Intercom Archive users action](https://docs.workato.com/en/connectors/intercom/archive-users.md): The Archive users action in the Intercom connector lets you archive users based on a list of email addresses or user IDs that you provide. - [Workato connectors - Intercom Create or update users action](https://docs.workato.com/en/connectors/intercom/create-users.md): The Create or update users action in the Intercom connector lets you create new users or update existing ones based on an email or user ID. - [Workato connectors - Intercom Get conversation by ID action](https://docs.workato.com/en/connectors/intercom/get-conversation.md): The Get conversation by ID action in the Intercom connector lets you retrieve the details of a specific conversation by its unique identifier. - [Workato connectors - Intercom Create/update users action](https://docs.workato.com/en/connectors/intercom/reply-conversation.md): The Reply to conversation as user action in the Intercom connector lets you reply to an existing conversation as a specified Intercom user. - [Workato connectors - Intercom Search conversations by user action](https://docs.workato.com/en/connectors/intercom/search-conversations.md): The Search conversations by user action in the Intercom connector lets you retrieve the conversations associated with a specific user by their ID. - [Workato connectors - Search notes by user action](https://docs.workato.com/en/connectors/intercom/search-notes.md): The Search notes by user action in the Intercom connector lets you retrieve the list of notes associated with a specific user by their unique ID. - [Workato connectors - Search segments by user action](https://docs.workato.com/en/connectors/intercom/search-segments.md): The Search segments by user action in the Intercom connector lets you retrieve the list of segments associated with a specific user by their ID. - [Workato connectors - Search tags by user action](https://docs.workato.com/en/connectors/intercom/search-tags.md): The Search tags by user action in the Intercom connector lets you retrieve the list of tags associated with a specific user by their unique ID. - [Workato connectors - Search user action](https://docs.workato.com/en/connectors/intercom/search-user.md): The Search user action in the Intercom connector lets you find a specific user record by their email, user ID, or internal Intercom ID. - [Workato connectors - Intercom Update users action](https://docs.workato.com/en/connectors/intercom/update-user.md): The Update users action in the Intercom connector lets you update an existing user record by the user ID or internal Intercom ID you specify. ##### JavaScript - [JavaScript FAQs](https://docs.workato.com/en/connectors/javascript/javascript-faqs.md): Answers to frequent questions about the Workato JavaScript connector, including its Node.js runtime, script size limits, and defining input fields. ##### JDBC ###### Triggers - [Workato connectors - JDBC new row triggers](https://docs.workato.com/en/connectors/jdbc/new-row-trigger.md): The JDBC new row triggers pick up rows inserted in a selected table or view, processing them individually or in batches each poll interval. - [Workato connectors - JDBC Scheduled query trigger](https://docs.workato.com/en/connectors/jdbc/scheduled-query-trigger.md): The JDBC scheduled query trigger runs custom SQL on a schedule you set and picks up new or updated rows as batches each poll interval. ###### Actions - [Workato connectors - JDBC Select actions](https://docs.workato.com/en/connectors/jdbc/select.md): Use the JDBC Select rows and Select rows using custom SQL actions to return rows from a table or view that match a WHERE condition or query. - [JDBC - Insert rows action](https://docs.workato.com/en/connectors/jdbc/insert.md): Insert multiple rows into a table using the JDBC connector. - [Workato connectors - JDBC Update actions](https://docs.workato.com/en/connectors/jdbc/update.md): The Update rows action in the JDBC connector lets you update one or more rows that match a WHERE condition with a single set of values. - [Workato connectors - JDBC Delete actions](https://docs.workato.com/en/connectors/jdbc/delete.md): The Delete rows action in the JDBC connector lets you delete rows from a table that match the WHERE condition you define. - [Workato connectors - JDBC Run custom SQL action (batch)](https://docs.workato.com/en/connectors/jdbc/run_sql.md): The Run custom SQL (batch) action in the JDBC connector lets you run DML and DDL statements such as INSERT, UPDATE, SELECT, CREATE, and DROP. - [Workato connectors - JDBC Export query result](https://docs.workato.com/en/connectors/jdbc/export-query-result.md): The Export query result action in the JDBC connector lets you export the data from a SQL query to a CSV or delimited file at an upload URL. ##### Jira - [Jira triggers](https://docs.workato.com/en/connectors/jira/triggers.md): Explore the Jira triggers in Workato, including real-time and polling triggers for new or updated issues, comments, worklogs, and events. - [Jira actions](https://docs.workato.com/en/connectors/jira/actions.md): Explore the Jira actions in Workato to create, update, search, and manage issues, comments, users, and attachments in your recipes. ###### Triggers - [Workato connectors - Jira - Deleted object trigger (real-time)](https://docs.workato.com/en/connectors/jira/deleted-object-trigger.md): This trigger monitors Jira for deleted objects in real-time. - [Workato connectors - Jira - Export new issues in Jira trigger](https://docs.workato.com/en/connectors/jira/export-new-issues-trigger.md): The Export new issues in Jira trigger retrieves new issues from Jira on a schedule you specify. - [Workato connectors - Jira - Export new/updated issues in Jira trigger (bulk)](https://docs.workato.com/en/connectors/jira/export-new-updated-issues-trigger.md): This trigger retrieves new or updated issues from Jira on a schedule you specify. - [Workato connectors - Jira - New event trigger (real-time)](https://docs.workato.com/en/connectors/jira/new-event-trigger.md): This trigger monitors Jira for new events in real-time. - [Workato connectors - Jira - New issue trigger](https://docs.workato.com/en/connectors/jira/new-issue-trigger.md): This trigger checks Jira for new issues at an interval you specify. - [Workato connectors - Jira - New issue trigger (batch)](https://docs.workato.com/en/connectors/jira/new-issue-batch-trigger.md): This trigger retrieves new issues from Jira in batches at an interval you specify. - [Workato connectors - Jira - New/updated comment trigger (real-time)](https://docs.workato.com/en/connectors/jira/new-updated-comment-trigger.md): This trigger monitors Jira for new or updated comments in real-time. - [Workato connectors - Jira - New/updated issue trigger (real-time)](https://docs.workato.com/en/connectors/jira/new-updated-issue-trigger.md): This trigger monitors Jira for new or updated issues in real-time. - [Workato connectors - Jira - New/updated worklog trigger (real-time)](https://docs.workato.com/en/connectors/jira/new-updated-worklog-trigger.md): This trigger monitors Jira for new or updated worklogs in real-time. - [Workato connectors - Jira - Updated issue trigger](https://docs.workato.com/en/connectors/jira/updated-issue-trigger.md): This trigger checks Jira for updated issues at an interval you specify. - [Workato connectors - Jira - Updated issue trigger (batch)](https://docs.workato.com/en/connectors/jira/updated-issue-batch-trigger.md): This trigger retrieves updated issues from Jira in batches at an interval you specify. ###### Actions - [Workato connectors - Jira - Assign user to issue action](https://docs.workato.com/en/connectors/jira/assign-user-to-issue-action.md): This action assigns an issue to a Jira user. - [Workato connectors - Jira - Create comment action](https://docs.workato.com/en/connectors/jira/create-comment-action.md): This action creates a comment on an existing issue. - [Workato connectors - Jira - Create issue action](https://docs.workato.com/en/connectors/jira/create-issue-action.md): This action creates a new issue in Jira. - [Workato connectors - Jira - Create user action](https://docs.workato.com/en/connectors/jira/create-user-action.md): This action creates a new user in your Jira instance. - [Workato connectors - Jira - Download attachment action](https://docs.workato.com/en/connectors/jira/download-attachment-action.md): This action downloads an attachment from a Jira issue. - [Workato connectors - Jira - Get changelog of an issue action](https://docs.workato.com/en/connectors/jira/get-changelog-of-an-issue-action.md): This action retrieves an issue's changelog from Jira. - [Workato connectors - Jira - Get issue action](https://docs.workato.com/en/connectors/jira/get-issue-action.md): This action retrieves an issue from Jira. - [Workato connectors - Jira - Get issue comments action (batch)](https://docs.workato.com/en/connectors/jira/get-issue-comments-batch-action.md): This action retrieves the comments belonging to an existing issue in batches. - [Workato connectors - Jira - Get issue schema action](https://docs.workato.com/en/connectors/jira/get-issue-schema-action.md): This action retrieves the name and schema of all fields in a Jira object. - [Workato connectors - Jira - Get user details action](https://docs.workato.com/en/connectors/jira/get-user-details-action.md): This action retrieves a user from Jira. This action fails if the user doesn't exist. - [Workato connectors - Jira - Search assignable users action (batch)](https://docs.workato.com/en/connectors/jira/search-assignable-users-batch-action.md): This action retrieves a list of all users that can be assigned to a specific issue. - [Workato connectors - Jira - Search issues action (batch)](https://docs.workato.com/en/connectors/jira/search-issues-batch-action.md): This action searches Jira for issues that exactly match the criteria you specify and retrieves the results in batches. - [Workato connectors - Jira - Search issues by JQL action (batch)](https://docs.workato.com/en/connectors/jira/search-jql-action.md): This action searches Jira for issues that match the JQL query string you provide and retrieves the results in batches. - [Workato connectors - Jira - Update comment action](https://docs.workato.com/en/connectors/jira/update-comment-action.md): This action updates a comment on an existing issue. - [Workato connectors - Jira - Update issue action](https://docs.workato.com/en/connectors/jira/update-issue-action.md): This action updates an issue in Jira. - [Workato connectors - Jira - Update issue status action](https://docs.workato.com/en/connectors/jira/update-issue-status-action.md): This action updates the status of an issue in Jira. - [Workato connectors - Jira - Upload attachment action](https://docs.workato.com/en/connectors/jira/upload-attachment-action.md): This action uploads an attachment to an existing issue. ##### Jira Service Desk ###### Actions - [Workato connectors - Jira Service Desk - Create customer action](https://docs.workato.com/en/connectors/jsd/create-customer-action.md): The Create customer action in the Jira Service Desk connector lets you create a customer with an email and full name in your service desk instance. - [Workato connectors - Jira Service Desk - Create customer request action](https://docs.workato.com/en/connectors/jsd/create-customer-request-action.md): The Create customer request action in the Jira Service Desk connector lets you raise a request of a chosen type in a service desk instance. - [Workato connectors - Jira Service Desk - Create comment action](https://docs.workato.com/en/connectors/jsd/create-comment-action.md): The Create comment action in the Jira Service Desk connector lets you add a public or private comment to an issue in your service desk instance. - [Workato connectors - Jira Service Desk - List comments action](https://docs.workato.com/en/connectors/jsd/list-comments-action.md): The List comments action in the Jira Service Desk connector lets you list the comments on an issue in your service desk instance. - [Workato connectors - Jira Service Desk - Get comment by ID action](https://docs.workato.com/en/connectors/jsd/get-comment-by-id-action.md): The Get comment by ID action in the Jira Service Desk connector lets you retrieve a single comment on an issue in your service desk instance. - [Workato connectors - Jira Service Desk - Get queues action](https://docs.workato.com/en/connectors/jsd/get-queues-action.md): The Get queues action in the Jira Service Desk connector lets you retrieve a list of queues in your service desk instance. - [Workato connectors - Jira Service Desk - Get issues in queue action](https://docs.workato.com/en/connectors/jsd/get-issues-in-queue-action.md): The Get issues in queue action in the Jira Service Desk connector lets you retrieve the issues in a queue in your service desk instance. ##### JMS tools by Workato ###### Triggers - [Workato connectors – JMS tools by Workato - New message in queue (real-time) trigger](https://docs.workato.com/en/connectors/jms/new-message-in-queue-trigger.md): The New message in queue trigger monitors a queue in real-time for a message type you specify. - [Workato connectors – JMS tools by Workato - New message in topic (real-time) trigger](https://docs.workato.com/en/connectors/jms/new-message-in-topic-trigger.md): The New message in topic trigger monitors a topic in real-time for a message type you specify. ###### Actions - [Workato connectors – JMS tools by Workato - Publish message to queue action](https://docs.workato.com/en/connectors/jms/publish-message-to-queue-action.md): The Publish message to queue action creates a new message in a queue you specify. - [Workato connectors – JMS tools by Workato - Publish message to topic action](https://docs.workato.com/en/connectors/jms/publish-message-to-topic-action.md): The Publish message to topic action creates a new message in a topic you specify. - [Workato connectors – JMS tools by Workato - Receive message from queue action](https://docs.workato.com/en/connectors/jms/receive-message-from-queue-action.md): The Receive message from queue action receives a message from a JMS queue you specify. ##### JSON Transformations by Workato ###### Actions - [Workato connectors - JSON Transformations by Workato - JSON transformation action](https://docs.workato.com/en/features/json-transformation-action.md): Use the JSON transformation action to apply jq expressions to one or more JSON sources and control the output format.” ##### JumpCloud ###### Triggers - [Workato connectors - JumpCloud - New object trigger](https://docs.workato.com/en/connectors/jumpcloud/new-object-trigger.md): The New object trigger in the JumpCloud connector monitors JumpCloud for newly created objects of the type you specify and picks them up. ###### Actions - [Workato connectors - JumpCloud - Create association action](https://docs.workato.com/en/connectors/jumpcloud/create-association-action.md): The Create association action in the JumpCloud connector lets you create an association between two objects you specify by their IDs. - [Workato connectors - JumpCloud - Delete association action](https://docs.workato.com/en/connectors/jumpcloud/delete-association-action.md): The Delete association action in the JumpCloud connector lets you remove an association between two objects you specify by their IDs. - [Workato connectors - JumpCloud - Create object action](https://docs.workato.com/en/connectors/jumpcloud/create-object-action.md): The Create object action in the JumpCloud connector lets you create a new object of the type you select, such as a user, system, or group. - [Workato connectors - JumpCloud - Delete object action](https://docs.workato.com/en/connectors/jumpcloud/delete-object-action.md): The Delete object action in the JumpCloud connector lets you delete an object you specify by its type and ID in JumpCloud. - [Workato connectors - JumpCloud - Get object by ID action](https://docs.workato.com/en/connectors/jumpcloud/get-object-by-id-action.md): The Get object by ID action in the JumpCloud connector retrieves data about an object you specify by its type and ID. - [Workato connectors - JumpCloud - List objects action (batch)](https://docs.workato.com/en/connectors/jumpcloud/list-objects-action.md): The List objects batch action in the JumpCloud connector searches for objects in batches and returns results matching the object type you specify. - [Workato connectors - JumpCloud - List objects by ID action (batch)](https://docs.workato.com/en/connectors/jumpcloud/list-objects-by-id-action.md): The List objects by ID batch action in the JumpCloud connector searches for objects in batches and returns results matching the type and ID you specify. - [Workato connectors - JumpCloud - Lock user action](https://docs.workato.com/en/connectors/jumpcloud/lock-user-action.md): The Lock user action in the JumpCloud connector lets you lock a user account you specify, preventing that user from signing in. - [Workato connectors - JumpCloud - Reset user mfa action](https://docs.workato.com/en/connectors/jumpcloud/reset-user-mfa-action.md): The Reset user MFA action in the JumpCloud connector resets multi-factor authentication and postpones its enforcement for a user you specify. - [Workato connectors - JumpCloud - Run trigger command action](https://docs.workato.com/en/connectors/jumpcloud/run-trigger-command-action.md): The Run trigger command action in the JumpCloud connector lets you run a trigger command you specify by name in JumpCloud. - [Workato connectors - JumpCloud - Search objects action (batch)](https://docs.workato.com/en/connectors/jumpcloud/search-objects-action.md): The Search objects batch action in the JumpCloud connector searches for objects in batches and returns up to 100 results matching your criteria. - [Workato connectors - JumpCloud - Search user by employee ID action](https://docs.workato.com/en/connectors/jumpcloud/search-user-by-employee-id-action.md): The Search user by employee ID action in the JumpCloud connector retrieves data about a user based on the employee ID you provide. - [Workato connectors - JumpCloud - Unlock user action](https://docs.workato.com/en/connectors/jumpcloud/unlock-user-action.md): The Unlock user action in the JumpCloud connector lets you unlock a user account locked by the Lock user action or by failed sign-in attempts. - [Workato connectors - JumpCloud - Update object action](https://docs.workato.com/en/connectors/jumpcloud/update-object-action.md): The Update object action in the JumpCloud connector lets you update an existing object based on the object type and ID you specify. - [Workato connectors - JumpCloud - Update user on system action](https://docs.workato.com/en/connectors/jumpcloud/update-user-on-system-action.md): The Update user on system action in the JumpCloud connector lets you update a user's settings on a system you specify. ##### JWT by Workato ###### Actions - [Workato connectors - JWT tools by Workato - Generate JWT action](https://docs.workato.com/en/connectors/jwt-tools/generate-jwt.md): The Generate JWT action in the JWT tools by Workato connector lets you create a JSON Web Token by specifying the payload and header details. - [Workato connectors - JWT tools by Workato - Decode JWT action](https://docs.workato.com/en/connectors/jwt-tools/decode-jwt.md): The Decode JWT action in the JWT tools by Workato connector decodes a JSON Web Token and validates its iat, exp, and nbf claims when present. ##### LinkedIn ###### Triggers - [LinkedIn - New lead gen form submitted trigger](https://docs.workato.com/en/connectors/linkedin/new-advertising-form.md): The New lead gen form submitted trigger in the LinkedIn connector fires when someone completes a lead gen form in any of your LinkedIn campaigns. ###### Actions - [Workato connectors - LinkedIn - Get lead gen form response by ID](https://docs.workato.com/en/connectors/linkedin/get-advertising-form-response-by-id.md): The Get lead gen form response by ID action in the LinkedIn connector lets you retrieve a specific lead gen form submission, with its questions and answers. - [Workato connectors - LinkedIn - Search lead gen form responses](https://docs.workato.com/en/connectors/linkedin/search-advertising-form-responses.md): The Search lead gen form responses action in the LinkedIn connector lets you search responses, filtered by campaign, form, and creative. - [Workato connectors - LinkedIn - Campaign actions](https://docs.workato.com/en/connectors/linkedin/campaign-actions.md): Reference for LinkedIn campaign actions in Workato, including retrieving a list of campaigns by status and getting campaign details by ID. ##### MailChimp ###### Triggers - [Workato connectors - MailChimp - Campaign created trigger](https://docs.workato.com/en/connectors/mailchimp/campaign-created-trigger.md): The Campaign created trigger in the MailChimp connector fires when a new campaign is created, returning details about that campaign. - [Workato connectors - MailChimp - Campaign opened trigger](https://docs.workato.com/en/connectors/mailchimp/campaign-opened-trigger.md): The Campaign opened trigger in the MailChimp connector fires when a contact in your audience opens a campaign communication sent to them. - [Workato connectors - MailChimp - Campaign sent trigger](https://docs.workato.com/en/connectors/mailchimp/campaign-sent-trigger.md): The Campaign sent trigger in the MailChimp connector fires when a campaign is sent, returning information about the MailChimp object. - [Workato connectors - MailChimp - New list trigger](https://docs.workato.com/en/connectors/mailchimp/new-list-trigger.md): The New list trigger in the MailChimp connector fires when a new list is detected, checking for new lists every five minutes by default. - [Workato connectors - MailChimp - New subscriber trigger](https://docs.workato.com/en/connectors/mailchimp/new-subscriber-trigger.md): The New subscriber trigger in the MailChimp connector fires when a new subscriber is added, checking the list you monitor every five minutes by default. - [Workato connectors - MailChimp - New or updated subscriber trigger](https://docs.workato.com/en/connectors/mailchimp/new-updated-subscriber-trigger.md): The New or updated subscriber trigger in the MailChimp connector fires when a subscriber is added or updated, checking every five minutes by default. ###### Actions - [Workato connectors - MailChimp - Add subscriber action](https://docs.workato.com/en/connectors/mailchimp/add-subscriber-action.md): The Add subscriber action in the MailChimp connector lets you add a subscriber to a list you specify, with an optional subscriber status. - [Workato connectors - MailChimp - Add subscriber tags action](https://docs.workato.com/en/connectors/mailchimp/add-subscriber-tags-action.md): The Add subscriber tags action in the MailChimp connector lets you add a tag to a subscriber you specify on a given list. - [Workato connectors - MailChimp - Get subscriber activity action](https://docs.workato.com/en/connectors/mailchimp/get-subscriber-activity-action.md): The Get subscriber activity action in the MailChimp connector lets you fetch a subscriber's activity on a list, including opens, clicks, and unsubscribes. - [Workato connectors - MailChimp - Get subscriber tags action](https://docs.workato.com/en/connectors/mailchimp/get-subscriber-tags-action.md): The Get subscriber tags action in the MailChimp connector lets you fetch the tags assigned to a subscriber on a list you specify. - [Workato connectors - MailChimp - Remove subscriber action](https://docs.workato.com/en/connectors/mailchimp/remove-subscriber-action.md): The Remove subscriber action in the MailChimp connector lets you remove a subscriber that you specify from a list by email address. - [Workato connectors - MailChimp - Search campaigns action](https://docs.workato.com/en/connectors/mailchimp/search-campaigns-action.md): The Search campaigns action in the MailChimp connector lets you fetch a list of campaigns that match your search criteria, such as name or status. - [Workato connectors - MailChimp - Search subscribers action](https://docs.workato.com/en/connectors/mailchimp/search-subscribers-action.md): The Search subscribers action in the MailChimp connector lets you find subscribers whose email addresses at least partially match your search text. - [Workato connectors - MailChimp - Search tags action](https://docs.workato.com/en/connectors/mailchimp/search-tags-action.md): The Search tags action in the MailChimp connector lets you search for tags contained within a list that you specify. - [Workato connectors - MailChimp - Update subscriber action](https://docs.workato.com/en/connectors/mailchimp/update-subscriber-action.md): The Update subscriber action in the MailChimp connector lets you update a subscriber that you specify on a given list by email address. ##### Marketo - [Workato connectors - Marketo Self-service Flow Steps](https://docs.workato.com/en/connectors/marketo/self-service-flow-steps.md): Learn how Marketo self-service flow steps work with Workato to send lead data in bulk from smart campaign flows, plus setup steps and FAQs. ###### Triggers - [Workato connectors - Marketo Export new leads in Marketo trigger (bulk)](https://docs.workato.com/en/connectors/marketo/export-new-leads-trigger.md): The Export new leads trigger (bulk) in the Marketo connector runs on a schedule and returns new leads from your instance as a CSV stream. - [Workato connectors - Marketo Export new/updated leads in Marketo trigger (bulk)](https://docs.workato.com/en/connectors/marketo/export-new-updated-leads-trigger.md): The Export new/updated leads trigger (bulk) in the Marketo connector runs on a schedule and returns new or updated leads as a CSV stream. - [Workato connectors - Marketo Monitor leads added to list trigger (batch)](https://docs.workato.com/en/connectors/marketo/monitor-leads-added-to-list-trigger.md): The Monitor leads added to list trigger (batch) in the Marketo connector picks up leads added to a specified list each poll interval, in batches. - [Workato connectors - Marketo New Marketo Self Service Flow Step trigger (real-time)](https://docs.workato.com/en/connectors/marketo/new-marketo-self-service-flow-step-trigger.md): The New Marketo Self Service Flow Step trigger picks up new self-service flow steps in real time, processing each as a separate job in Workato. - [Workato connectors - Marketo new lead activity trigger](https://docs.workato.com/en/connectors/marketo/new-lead-activity-batch-trigger.md): The New lead activity trigger (batch) in the Marketo connector detects new lead activities each poll interval, processed as separate jobs. - [Workato connectors - Marketo New lead in list trigger](https://docs.workato.com/en/connectors/marketo/new-lead-trigger.md): The New lead in list trigger in the Marketo connector picks up new leads added to a specified list each poll interval, processed as separate jobs. - [Workato connectors - Marketo New/updated lead trigger](https://docs.workato.com/en/connectors/marketo/updated-lead-trigger.md): The New/updated lead trigger in the Marketo connector picks up new or updated leads each poll interval, processed as separate jobs. - [Workato connectors - Marketo New/updated lead trigger (batch)](https://docs.workato.com/en/connectors/marketo/new-updated-lead-batch-trigger.md): The New/updated lead trigger (batch) in the Marketo connector picks up new or updated leads in batches each poll interval, processed as separate jobs. ###### Actions - [Workato connectors - Marketo Activate smart campaign action](https://docs.workato.com/en/connectors/marketo/activate-smart-campaign-action.md): The Activate smart campaign action in the Marketo connector lets you activate a smart campaign by its ID in your instance. - [Workato connectors - Marketo Add custom activity action (batch)](https://docs.workato.com/en/connectors/marketo/add-custom-activity-action.md): The Add custom activity action in the Marketo connector lets you add custom activities to lead records in batches of up to 300 records at once. - [Workato connectors - Marketo Add leads to lead list action (batch)](https://docs.workato.com/en/connectors/marketo/add-leads-to-list-action.md): The Add leads to lead list action in the Marketo connector lets you add a batch of leads to a list by list ID or name in your instance. - [Workato connectors - Marketo Bulk export objects to file action (bulk)](https://docs.workato.com/en/connectors/marketo/bulk-export-objects-action.md): The Bulk export objects to file action in the Marketo connector lets you export activities, program members, leads, or custom objects to a CSV file. - [Workato connectors - Marketo Bulk import objects from file action (bulk)](https://docs.workato.com/en/connectors/marketo/bulk-import-objects-action.md): The Bulk import objects from file action in the Marketo connector lets you import program members, leads, or custom objects in bulk. - [Workato connectors - Marketo Change lead program status action (batch)](https://docs.workato.com/en/connectors/marketo/change-lead-program-status-action.md): The Change lead program status action in the Marketo connector lets you change the program status of a batch of leads in your instance. - [Workato connectors - Marketo Clone object action](https://docs.workato.com/en/connectors/marketo/clone-object-action.md): The Clone object action in the Marketo connector lets you clone a program or smart campaign into a destination folder you specify. - [Workato connectors - Marketo Create object action](https://docs.workato.com/en/connectors/marketo/create-object-action.md): The Create object action in the Marketo connector lets you create opportunities, leads, programs, smart campaigns, and other objects in your instance. - [Workato connectors - Marketo Create/update/upsert leads action](https://docs.workato.com/en/connectors/marketo/create-update-upsert-leads-action.md): The Create/update/upsert leads action in the Marketo connector lets you create, update, or upsert up to 300 leads at once by a lookup field. - [Workato connectors - Marketo Get objects action](https://docs.workato.com/en/connectors/marketo/get-objects-action.md): The Get objects action in the Marketo connector lets you retrieve object schemas, channels, programs, lead activities, folders, and smart campaigns. - [Workato connectors - Marketo remove leads from lead list action](https://docs.workato.com/en/connectors/marketo/remove-leads-from-list-action.md): The Remove leads from lead list action in the Marketo connector lets you remove selected leads or lead IDs from a list in your instance. - [Workato connectors - Marketo Return data to Marketo Self Service Flow Step action](https://docs.workato.com/en/connectors/marketo/return-data-to-marketo-self-service-flow-step-action.md): The Return data to Self Service Flow Step action in the Marketo connector lets you send lead updates back to Marketo from a flow step invocation. - [Workato connectors - Marketo Schedule campaign or smart campaign action](https://docs.workato.com/en/connectors/marketo/schedule-campaign-action.md): The Schedule campaign or smart campaign action in the Marketo connector lets you schedule a campaign in a program to run at a time you specify. - [Workato connectors - Marketo Search objects action (batch)](https://docs.workato.com/en/connectors/marketo/search-objects-action.md): The Search objects action in the Marketo connector lets you find opportunities, programs, leads, campaigns, and smart campaigns by your criteria. - [Workato connectors - Marketo submit form action](https://docs.workato.com/en/connectors/marketo/submit-form-action.md): The Submit form action in the Marketo connector upserts a lead and generates a Fill out Form activity tied to a program or campaign. - [Workato connectors - Marketo Trigger campaign or smart campaign for specific leads action](https://docs.workato.com/en/connectors/marketo/trigger-campaign-action.md): The Trigger campaign or smart campaign action in the Marketo connector lets you run a campaign for specific leads, with optional tokens passed in. - [Workato connectors - Marketo Update object action](https://docs.workato.com/en/connectors/marketo/update-object-action.md): The Update object action in the Marketo connector lets you update opportunities, leads, smart campaigns, and custom objects in your instance. - [Workato connectors - Marketo Upsert custom objects action](https://docs.workato.com/en/connectors/marketo/upsert-custom-objects-action.md): The Upsert custom objects action in the Marketo connector lets you create or update up to 300 custom object records by a lookup field you specify. - [Workato connectors - Marketo upsert object action](https://docs.workato.com/en/connectors/marketo/upsert-object-action.md): The Upsert object action in the Marketo connector lets you create or update a lead, opportunity, opportunity role, or custom object. - [Workato connectors - Marketo upsert tokens action](https://docs.workato.com/en/connectors/marketo/upsert-tokens-action.md): The Upsert tokens action in the Marketo connector lets you create or update tokens in a folder or program by name, type, and value. ##### Microsoft Dynamics 365 ###### Triggers - [Workato connectors - Microsoft Dynamics 365 Deleted object trigger](https://docs.workato.com/en/connectors/microsoft-dynamics-365/deleted-object-trigger.md): The Deleted object trigger in the Microsoft Dynamics 365 connector picks up deleted objects each polling interval when auditing is enabled. - [Microsoft Dynamics 365 - Export new/updated records trigger (bulk)](https://docs.workato.com/en/connectors/microsoft-dynamics-365/export-new-updated-records-trigger.md): The deprecated Export new or updated records bulk trigger in the Microsoft Dynamics 365 connector retrieves records in batches and streams them as CSV. - [Workato connectors - Microsoft Dynamics 365 Monitor changes in entities trigger](https://docs.workato.com/en/connectors/microsoft-dynamics-365/monitor-changes-entities-trigger.md): The Monitor changes in entities trigger in the Microsoft Dynamics 365 connector tracks entity changes using delta links for change-tracked objects. - [Workato connectors - Microsoft Dynamics 365 Monitor changes in entities (batch)](https://docs.workato.com/en/connectors/microsoft-dynamics-365/monitor-changes-entities-trigger-batch.md): The Monitor changes in entities batch trigger in the Microsoft Dynamics 365 connector tracks entity changes using delta links and returns them in batches. - [Workato connectors - Microsoft Dynamics 365 New object trigger](https://docs.workato.com/en/connectors/microsoft-dynamics-365/new-object-trigger.md): The New object trigger in the Microsoft Dynamics 365 connector picks up newly created objects each polling interval as single trigger events. - [Workato connectors - Microsoft Dynamics 365 New object trigger (real-time)](https://docs.workato.com/en/connectors/microsoft-dynamics-365/new-object-trigger-real-time.md): The New object real-time trigger in the Microsoft Dynamics 365 connector fires immediately when a record is created in Microsoft Dynamics 365. - [Workato connectors - Microsoft Dynamics 365 New or updated object trigger](https://docs.workato.com/en/connectors/microsoft-dynamics-365/new-updated-object-trigger.md): The New or updated object trigger in the Microsoft Dynamics 365 connector picks up newly created or updated objects each polling interval. - [Workato connectors - Microsoft Dynamics 365 New or updated object trigger (batch)](https://docs.workato.com/en/connectors/microsoft-dynamics-365/new-updated-object-trigger-batch.md): The New or updated object batch trigger in the Microsoft Dynamics 365 connector picks up newly created or updated records in batches each interval. - [Workato connectors - Microsoft Dynamics 365 New or updated object trigger (real-time)](https://docs.workato.com/en/connectors/microsoft-dynamics-365/new-updated-object-trigger-real-time.md): The New or updated object real-time trigger in the Microsoft Dynamics 365 connector runs immediately when a record is created or updated. - [Workato connectors - Microsoft Dynamics 365 Scheduled object search trigger](https://docs.workato.com/en/connectors/microsoft-dynamics-365/scheduled-object-search-trigger.md): The Scheduled object search trigger in the Microsoft Dynamics 365 connector searches for objects on a set schedule and returns matching records. ###### Actions - [Workato connectors - Microsoft Dynamics 365 Close case action](https://docs.workato.com/en/connectors/microsoft-dynamics-365/close-case-action.md): The Close case action in the Microsoft Dynamics 365 connector lets you close a case with a resolution type, details, and billable time. - [Workato connectors - Microsoft Dynamics 365 Create object action](https://docs.workato.com/en/connectors/microsoft-dynamics-365/create-object-action.md): The Create object action in the Microsoft Dynamics 365 connector lets you create a new record for a standard or custom object. - [Workato connectors - Microsoft Dynamics 365 Create object batch action](https://docs.workato.com/en/connectors/microsoft-dynamics-365/create-object-action-batch.md): The Create object batch action in the Microsoft Dynamics 365 connector lets you create multiple records for a specified object in a single batch. - [Workato connectors - Microsoft Dynamics 365 Get object by ID action](https://docs.workato.com/en/connectors/microsoft-dynamics-365/get-object-id-action.md): The Get object by ID action in the Microsoft Dynamics 365 connector lets you retrieve the details of a specific object using its ID. - [Microsoft Dynamics 365 - Get object schema action](https://docs.workato.com/en/connectors/dynamics-crm/actions/get-object-schema.md): The Get object schema action in the Microsoft Dynamics 365 connector retrieves an object's name and field schema to replicate to a database. - [Workato connectors - Microsoft Dynamics 365 Search objects action](https://docs.workato.com/en/connectors/microsoft-dynamics-365/search-objects-action.md): The Search objects action in the Microsoft Dynamics 365 connector lets you retrieve a list of objects that match your specified search criteria. - [Workato connectors - Microsoft Dynamics 365 Update object action](https://docs.workato.com/en/connectors/microsoft-dynamics-365/update-object-action.md): The Update object action in the Microsoft Dynamics 365 connector lets you update an existing record for a specified object using its ID. - [Workato connectors - Microsoft Dynamics 365 Update object batch action](https://docs.workato.com/en/connectors/microsoft-dynamics-365/update-object-action-batch.md): The Update object batch action in the Microsoft Dynamics 365 connector lets you update multiple records for a specified object in a single batch. ##### MongoDB Atlas - [Workato connectors - MongoDB Atlas - Connection setup](https://docs.workato.com/en/connectors/mongodb-atlas/setup.md): Set up and connect MongoDB Atlas in Workato, including the cluster URI, database name, and a database user with read and write permissions. - [Workato connectors - Custom Filter Queries for MongoDB](https://docs.workato.com/en/connectors/mongodb-atlas/guides/using-custom-filter-queries.md): Use custom filter queries to filter documents in MongoDB Atlas delete, search, and update actions with Extended JSON and BSON types. - [Workato Connectors - Data Typing Limitations in MongoDB](https://docs.workato.com/en/connectors/mongodb-atlas/guides/typing-fields-in-mongodb.md): Understand data typing limitations in MongoDB Atlas insert and replicate actions, including how integers are stored as doubles, with workarounds. ###### Actions - [Workato Connectors - MongoDB Delete Documents Action](https://docs.workato.com/en/connectors/mongodb-atlas/actions/delete-documents.md): The Delete documents action in the MongoDB Atlas connector deletes documents from a collection that match an optional custom filter query. - [Workato Connectors - MongoDB Insert Documents Action](https://docs.workato.com/en/connectors/mongodb-atlas/actions/insert-documents.md): The Insert documents action in the MongoDB Atlas connector inserts new documents into a collection based on a defined schema and field mapping. - [Workato Connectors - MongoDB Replicate Documents Action](https://docs.workato.com/en/connectors/mongodb-atlas/actions/replicate-documents.md): The Replicate documents action in the MongoDB Atlas connector inserts or updates documents in a collection, de-duping records by unique fields. - [Workato Connectors - MongoDB Search Documents Action](https://docs.workato.com/en/connectors/mongodb-atlas/actions/search-documents.md): The Search documents action in the MongoDB Atlas connector retrieves documents from a collection, with optional custom filter query, limit, and offset. - [Workato Connectors - MongoDB Update Documents Action](https://docs.workato.com/en/connectors/mongodb-atlas/actions/update-documents.md): The Update documents action in the MongoDB Atlas connector updates documents in a collection that match an optional custom filter query. ##### MySQL ###### Triggers - [Workato connectors - MySQL new row triggers](https://docs.workato.com/en/connectors/mysql/new-row-trigger.md): The New row trigger in the MySQL connector picks up rows inserted in a selected table or view, processing each new row as a separate job. - [Workato connectors - MySQL new/updated row triggers](https://docs.workato.com/en/connectors/mysql/updated-row-trigger.md): The New/updated row trigger in the MySQL connector picks up rows inserted or updated in a selected table or view, processing each as a job. - [Workato connectors - MySQL Scheduled query trigger](https://docs.workato.com/en/connectors/mysql/scheduled-query-trigger.md): The MySQL scheduled query trigger picks up rows returned from a custom SQL query run on a user-defined schedule, handling them in batches. ###### Actions - [Workato connectors - MySQL Select actions](https://docs.workato.com/en/connectors/mysql/select.md): The Select rows action in the MySQL connector lets you return rows from a table that match a WHERE condition, including complex conditions with subqueries. - [Workato connectors - MySQL Insert actions](https://docs.workato.com/en/connectors/mysql/insert.md): Use the MySQL Insert row and Insert batch of rows actions to add single or multiple rows to a selected table for higher throughput. - [Workato connectors - MySQL Update actions](https://docs.workato.com/en/connectors/mysql/update.md): The Update rows action in the MySQL connector lets you update one or more rows with a single set of values, using a WHERE condition to select the rows. - [Workato connectors - MySQL Upsert actions](https://docs.workato.com/en/connectors/mysql/upsert.md): Use the MySQL Upsert row and Upsert batch of rows actions to insert or update rows in a table based on the primary key value. - [Workato connectors - MySQL Delete actions](https://docs.workato.com/en/connectors/mysql/delete.md): The Delete rows action in the MySQL connector lets you delete one or more rows from a selected table based on a WHERE condition. - [Workato connectors - MySQL Run custom SQL action](https://docs.workato.com/en/connectors/mysql/run_sql.md): The Run custom SQL action in the MySQL connector sends a SQL string to your instance to run DML statements and DDL commands. - [Workato connectors - MySQL Export query result action](https://docs.workato.com/en/connectors/mysql/export-query-result.md): The Export query result action in the MySQL connector runs a SQL query and exports the results as a CSV file via cloud or OPA connection. ##### Namely ###### Triggers - [Workato connectors - Namely New employee profile trigger](https://docs.workato.com/en/connectors/namely/new-employee-profile-trigger.md): The New employee profile trigger in the Namely connector polls for and runs when a new active or inactive employee profile is detected. - [Workato connectors - Namely New or updated employee profile trigger](https://docs.workato.com/en/connectors/namely/new-updated-employee-profile-trigger.md): The New or updated employee profile trigger in the Namely connector runs when a new employee profile is detected or an existing one is updated. - [Workato connectors - Namely New event trigger](https://docs.workato.com/en/connectors/namely/new-event-trigger.md): The New event trigger in the Namely connector runs when a new event, such as an announcement, birthday, or anniversary, is detected in Namely. ###### Actions - [Workato connectors - Namely Create status post action](https://docs.workato.com/en/connectors/namely/create-status-post-action.md): The Create status post action in the Namely connector lets you publish a new status post with a message and optional file attachment. - [Workato connectors - Namely Get employee profile details by ID action](https://docs.workato.com/en/connectors/namely/get-employee-profile-by-id-action.md): The Get employee profile details by ID action in the Namely connector lets you fetch the full details of an employee profile by its ID. - [Workato connectors - Namely Post comment action](https://docs.workato.com/en/connectors/namely/post-comment-action.md): The Post comment action in the Namely connector lets you add a new comment to a specified post using the post ID and comment text. - [Workato connectors - Search people profiles batch action](https://docs.workato.com/en/connectors/namely/search-people-profiles-action.md): The Search people profiles batch action in the Namely connector lets you search employee profiles by email, name, job title, or reporting manager. - [Workato connectors - Update people profile action](https://docs.workato.com/en/connectors/namely/update-people-profile-action.md): The Update people profile action in the Namely connector lets you update the details of an employee profile that you specify by ID. ##### NetSuite REST - [Workato connectors - NetSuite REST - Connection setup](https://docs.workato.com/en/connectors/netsuite-rest/connect.md): Set up and connect NetSuite REST in Workato using OAuth 2.0 client credentials machine-to-machine or authorization code grant authentication. ###### Triggers - [NetSuite REST - New classification record trigger](https://docs.workato.com/en/connectors/netsuite-rest/new-classification-record-trigger.md): The New classification record trigger detects new classification records in NetSuite REST. - [NetSuite REST - New custom record trigger](https://docs.workato.com/en/connectors/netsuite-rest/new-custom-trigger.md): The New custom record trigger detects new custom records in NetSuite REST. - [NetSuite REST - New or updated custom record trigger](https://docs.workato.com/en/connectors/netsuite-rest/new-updated-custom-trigger.md): The New or updated custom record trigger detects when custom records are created or updated in NetSuite REST. - [NetSuite REST - New or updated standard record trigger](https://docs.workato.com/en/connectors/netsuite-rest/new-updated-trigger.md): The New or updated standard record trigger detects when records are created or updated in NetSuite REST. - [NetSuite REST - New standard record trigger](https://docs.workato.com/en/connectors/netsuite-rest/new-standard-record-trigger.md): The New standard record trigger detects when a standard record is created in NetSuite REST. ###### Actions - [Workato connectors - NetSuite REST - Create record action](https://docs.workato.com/en/connectors/netsuite-rest/create-record-action.md): The Create record action in the NetSuite REST connector lets you create a record, such as a task, account, or assembly item, in NetSuite. - [NetSuite REST - Create records batch (async) action](https://docs.workato.com/en/connectors/netsuite-rest/create-record-async.md): The Create records batch (async) action creates multiple records asynchronously in NetSuite REST. - [Workato connectors - NetSuite REST - Delete record action](https://docs.workato.com/en/connectors/netsuite-rest/delete-record-action.md): The Delete record action in the NetSuite REST connector lets you delete a selected record, such as a task or account, by its internal ID. - [NetSuite REST - Delete records batch (async) action](https://docs.workato.com/en/connectors/netsuite-rest/delete-record-async.md): The Delete records batch (async) action deletes multiple records asynchronously in NetSuite REST. - [Workato connectors - NetSuite REST - Execute RESTlet script action](https://docs.workato.com/en/connectors/netsuite-rest/execute-restlet-script-action.md): The Execute RESTlet script action in the NetSuite REST connector lets you import or export data by calling a RESTlet script and deployment ID. - [Workato connectors - NetSuite REST - Execute SuiteQL query action](https://docs.workato.com/en/connectors/netsuite-rest/execute-suiteql-query-action.md): The Execute SuiteQL query action in the NetSuite REST connector lets you run a custom SELECT query against your database with limit and offset controls. - [Workato connectors - NetSuite REST - Get record by ID action](https://docs.workato.com/en/connectors/netsuite-rest/get-record-by-id-action.md): The Get record by ID action retrieves a record from NetSuite using its internal ID. - [NetSuite REST - Get async job result action](https://docs.workato.com/en/connectors/netsuite-rest/get-async-job.md): The Get async job result action retrieves the status and result of an asynchronous job in NetSuite REST. - [Workato connectors - NetSuite REST - Search records action](https://docs.workato.com/en/connectors/netsuite-rest/search-records-action.md): The Search records action enables you to search and filter records from NetSuite. - [NetSuite REST - Transform record action](https://docs.workato.com/en/connectors/netsuite-rest/transform-record-action.md): The Transform record to record action transforms an existing record into another record type in NetSuite REST. - [Workato connectors - NetSuite REST - Update record action](https://docs.workato.com/en/connectors/netsuite-rest/update-record-action.md): The Update record action in the NetSuite REST connector lets you update a selected record, such as a task or account, by its internal ID. - [NetSuite REST - Update records batch (async) action](https://docs.workato.com/en/connectors/netsuite-rest/update-records-async.md): The Update records batch (async) action updates multiple records asynchronously in NetSuite REST. - [Workato connectors - NetSuite REST - Upsert record action](https://docs.workato.com/en/connectors/netsuite-rest/upsert-record-action.md): The Upsert record action inserts or updates a record in NetSuite based on the selected object type and external ID. - [NetSuite REST - Upsert records batch (async) action](https://docs.workato.com/en/connectors/netsuite-rest/upsert-records-async.md): The Upsert records batch (async) action creates or updates multiple records asynchronously in NetSuite REST. ##### NetSuite SOAP - [Workato connectors - NetSuite - Connection setup](https://docs.workato.com/en/connectors/netsuite/netsuite-connect.md): Set up and connect NetSuite SOAP in Workato using token-based authentication with an application ID, consumer key and secret, and token ID and secret. - [Workato connectors - NetSuite - FAQ](https://docs.workato.com/en/connectors/netsuite/netsuite-faq.md): Answers to frequently asked questions about the NetSuite connector, including creating invoices from CSV files and missing custom search fields. - [Workato connectors - NetSuite - Recipe Migrations](https://docs.workato.com/en/connectors/netsuite/netsuite-recipe-migration.md): Learn how to migrate NetSuite recipes across environments, including how custom field mappings are preserved when switching connections. - [Workato connectors - NetSuite - Common fields](https://docs.workato.com/en/connectors/netsuite/netsuite-common-fields.md): Reference for common NetSuite fields such as internal ID, external ID, and IDs, and how to select standard and custom fields when configuring the connector. - [Workato connectors - NetSuite - Unsupported records](https://docs.workato.com/en/connectors/netsuite/netsuite-unsupported-records.md): Reference for NetSuite records that triggers and search actions do not support because they cannot be queried through the NetSuite API. ###### Triggers - [Workato connectors - NetSuite - Classification object trigger](https://docs.workato.com/en/connectors/netsuite/netsuite-classification-object-trigger.md): The Classification object trigger in the NetSuite SOAP connector monitors classification objects such as departments, locations, and classifications. - [Workato connectors - NetSuite - Export new or new/updated records trigger](https://docs.workato.com/en/connectors/netsuite/export-new-updated-record-bulk-trigger.md): The bulk export triggers in the NetSuite SOAP connector run when standard or custom records are created or updated, streaming them as a CSV in batches. - [Workato connectors - NetSuite - New records](https://docs.workato.com/en/connectors/netsuite/netsuite-new-records-trigger.md): The new standard object and new custom object triggers in the NetSuite SOAP connector pick up newly created records of the selected object type. - [Workato connectors - NetSuite - New/Updated records](https://docs.workato.com/en/connectors/netsuite/netsuite-updated-records-trigger.md): The new/updated standard object and custom object triggers in the NetSuite SOAP connector pick up records created or updated after a set date and time. - [Workato connectors - NetSuite - New/updated records (batch)](https://docs.workato.com/en/connectors/netsuite/netsuite-new-records-batch-trigger.md): The New/updated records (batch) trigger in the NetSuite SOAP connector retrieves records created or updated since the last run, every five minutes in batches. - [Workato connectors - NetSuite - New saved search](https://docs.workato.com/en/connectors/netsuite/netsuite-new-saved-search-trigger.md): The New saved search trigger in the NetSuite SOAP connector retrieves new records that meet the criteria of a saved search. - [Workato connectors - NetSuite SOAP - New custom records in a saved search trigger (batch)](https://docs.workato.com/en/connectors/netsuite/new-custom-records-saved-search-batch.md): The New custom records in a saved search trigger (batch) retrieves batches of new custom records from a saved search in NetSuite. - [Workato connectors - NetSuite SOAP - New standard records in a saved search trigger (batch)](https://docs.workato.com/en/connectors/netsuite/new-standard-records-saved-search-batch.md): The New standard records in a saved search trigger (batch) retrieves batches of new standard records from a saved search in NetSuite. - [Workato connectors - NetSuite - New/updated saved search](https://docs.workato.com/en/connectors/netsuite/netsuite-update-saved-search-trigger.md): The New/updated saved search trigger in the NetSuite SOAP connector retrieves new and updated records that meet the criteria of a saved search. - [Workato connectors - NetSuite SOAP - New/updated custom records in a saved search trigger (batch)](https://docs.workato.com/en/connectors/netsuite/new-updated-custom-records-saved-search-batch.md): The New/updated custom records in a saved search trigger (batch) retrieves batches of new or updated custom records from a saved search in NetSuite. - [Workato connectors - NetSuite SOAP - New/updated standard records in a saved search trigger (batch)](https://docs.workato.com/en/connectors/netsuite/new-updated-standard-records-saved-search-batch.md): The New/updated custom records in a saved search trigger (batch) retrieves batches of new or updated standard records from a saved search in NetSuite. - [Workato connectors - NetSuite - Deleted standard record trigger](https://docs.workato.com/en/connectors/netsuite/deleted-standard-record-trigger.md): The Deleted standard record trigger checks for records deleted after the specified date. ###### Actions - [Workato connectors - NetSuite - Add object](https://docs.workato.com/en/connectors/netsuite/netsuite-add-object-action.md): The Add standard object and add custom object actions in the NetSuite SOAP connector let you create new standard or custom records in NetSuite. - [Workato connectors - NetSuite - Create records in batch](https://docs.workato.com/en/connectors/netsuite/action-batch-create.md): The batch create actions in the NetSuite SOAP connector create multiple standard or custom records synchronously and return success and failure data. - [Workato connectors - NetSuite - Create records in bulk](https://docs.workato.com/en/connectors/netsuite/netsuite-create-object-batch-action.md): The Create records in bulk action in the NetSuite SOAP connector lets you create multiple standard or custom records at the same time. - [Workato connectors - NetSuite SOAP - Execute saved search for record](https://docs.workato.com/en/connectors/netsuite/execute-saved-search.md): The Execute saved search for record action in the NetSuite SOAP connector lets you retrieve records from a saved search, with optional filters. - [Workato connectors - NetSuite SOAP - Execute saved search for custom record](https://docs.workato.com/en/connectors/netsuite/execute-custom-record.md): The Execute saved search for custom record action in the NetSuite SOAP connector lets you retrieve custom records from a saved search, with optional filters. - [Workato connectors - NetSuite - Get all standard objects](https://docs.workato.com/en/connectors/netsuite/netsuite-get-standard-objects-action.md): The Get all standard objects action in the NetSuite SOAP connector returns the entire list of records for a selected standard record type in your NetSuite app. - [Workato connectors - NetSuite - Action - Get case comments](https://docs.workato.com/en/connectors/netsuite/netsuite-get-case-comments-action.md): The Get case comments action in the NetSuite SOAP connector retrieves the case comments of a specific case in NetSuite by its case ID. - [Workato connectors - NetSuite - Search standard objects](https://docs.workato.com/en/connectors/netsuite/netsuite-search-standard-object-action.md): The Search standard objects action in the NetSuite SOAP connector returns a list of records that match your search criteria, or an empty array if none match. - [Workato connectors - NetSuite - Search custom objects](https://docs.workato.com/en/connectors/netsuite/netsuite-search-custom-object-action.md): The Search custom objects action in the NetSuite SOAP connector returns a list of records that match your search criteria, or an empty array if none match. - [Workato connectors - NetSuite - Update standard object and update custom object action](https://docs.workato.com/en/connectors/netsuite/netsuite-update-object-action.md): The Update standard object and update custom object actions in the NetSuite SOAP connector let you update existing standard or custom records in NetSuite. - [Workato connectors - NetSuite - Update records in batch](https://docs.workato.com/en/connectors/netsuite/action-batch-update.md): The batch update actions in the NetSuite SOAP connector update multiple standard or custom records synchronously and return success and failure data. - [Workato connectors - NetSuite - Update records in bulk](https://docs.workato.com/en/connectors/netsuite/netsuite-update-batch-action.md): The Update standard and custom records in bulk actions in the NetSuite SOAP connector let you update standard or custom records in bulk. - [Workato connectors - NetSuite - Upsert records in batch](https://docs.workato.com/en/connectors/netsuite/action-batch-upsert.md): The Upsert standard and custom records in batch actions in the NetSuite SOAP connector upsert multiple records synchronously for high-volume data loads. - [Workato connectors - NetSuite - Upsert records in bulk](https://docs.workato.com/en/connectors/netsuite/netsuite-upsert-batch-action.md): The Upsert standard and custom records in bulk actions in the NetSuite SOAP connector let you upsert standard or custom records in bulk. - [Workato connectors - NetSuite - Delete standard record action](https://docs.workato.com/en/connectors/netsuite/delete-standard-record.md): The Delete standard record action allows you to delete a standard record in NetSuite by internal ID. - [Workato connectors - NetSuite - Delete standard records action (batch)](https://docs.workato.com/en/connectors/netsuite/delete-standard-records.md): The Delete standard records batch action allows you to delete standard records in batches using their NetSuite internal IDs. - [Workato connectors - NetSuite - Delete custom record action](https://docs.workato.com/en/connectors/netsuite/delete-custom-record.md): The Delete custom record action allows you to delete a custom record in NetSuite by internal ID. - [Workato connectors - NetSuite - Delete custom records action (batch)](https://docs.workato.com/en/connectors/netsuite/delete-custom-records.md): The Delete custom records batch action allows you to delete custom records in batches using their NetSuite internal IDs. - [Workato connectors - NetSuite - Export new custom records](https://docs.workato.com/en/connectors/netsuite/netsuite-export-new-custom-records.md): The Export new custom records trigger in the NetSuite SOAP connector exports newly created custom records as a CSV each polling interval for data replication. - [Workato connectors - NetSuite - Export new/updated standard records](https://docs.workato.com/en/connectors/netsuite/netsuite-export-new-updated-standard-records.md): The Export new/updated standard records trigger in the NetSuite SOAP connector exports newly created or updated standard records as a CSV each polling interval. - [Workato connectors - NetSuite - Export new/updated custom records](https://docs.workato.com/en/connectors/netsuite/netsuite-export-new-updated-custom-records.md): The Export new/updated custom records trigger in the NetSuite SOAP connector exports newly created or updated custom records as a CSV each polling interval. - [Workato connectors - NetSuite - Export new standard records](https://docs.workato.com/en/connectors/netsuite/netsuite-export-new-standard-records.md): The Export new standard records trigger in the NetSuite SOAP connector exports newly created standard records as a CSV each polling interval. - [Workato connectors - NetSuite SOAP - Initialize record action](https://docs.workato.com/en/connectors/netsuite/initialize-record.md): The Initialize record action creates a new NetSuite record that is pre-filled with data from a related record ###### Troubleshooting - [Troubleshoot NetSuite connection errors](https://docs.workato.com/en/connectors/netsuite/troubleshooting/troubleshoot-netsuite-connection.md): Use this guide to troubleshoot errors that occur when establishing a NetSuite connection in Workato. - [Troubleshoot Netsuite runtime errors](https://docs.workato.com/en/connectors/netsuite/troubleshooting/troubleshoot-netsuite-runtime.md): Use this guide to troubleshoot errors that occur at runtime when you use the Netsuite connector in Workato. ##### Okta - [Workato connectors - Okta output datatree for events](https://docs.workato.com/en/connectors/okta/events-output-datatree.md): Reference for the Okta events output datatree, covering actor, client, authentication, security, transaction, and target fields for log events. - [Okta troubleshooting guide](https://docs.workato.com/en/connectors/okta/troubleshooting.md): Troubleshoot common Okta connection errors in Workato, including 302 Found, 400 Bad Request, and 403 Forbidden OAuth 2.0 setup issues. ###### Triggers - [Workato connectors - Okta new events trigger](https://docs.workato.com/en/connectors/okta/new-events-trigger.md): The New events trigger in the Okta connector fires when new events are created in your instance, with both polling and real-time options. - [Workato connectors - Okta scheduled event search trigger](https://docs.workato.com/en/connectors/okta/scheduled-search-trigger.md): The Scheduled event search trigger in the Okta connector runs a search of log events on a set schedule and returns matching events in batches. ###### Actions - [Workato connectors - Okta create user action](https://docs.workato.com/en/connectors/okta/create-user-action.md): The Create user action in the Okta connector creates a new user, with profile, credentials, and an option to activate the user on creation. - [Workato connectors - Okta activate user action](https://docs.workato.com/en/connectors/okta/activate-user-action.md): The Activate user action in the Okta connector activates a staged user, with an option to send an activation email or return activation credentials. - [Workato connectors - Okta update user action](https://docs.workato.com/en/connectors/okta/update-user-action.md): The Update user action in the Okta connector updates an existing user identified by user ID, including profile fields like name, email, and title. - [Workato connectors - Okta add user to group action](https://docs.workato.com/en/connectors/okta/add-user-to-group-action.md): The Add user to group action in the Okta connector adds a user to a group, with both identified by their unique Okta ID. - [Workato connectors - Okta remove user from group action](https://docs.workato.com/en/connectors/okta/remove-user-from-group-action.md): The Remove user from group action in the Okta connector removes a user from a group, with both identified by their unique Okta ID. - [Workato connectors - Okta deactivate user action](https://docs.workato.com/en/connectors/okta/deactivate-user-action.md): The Deactivate user action in the Okta connector deactivates a user and sets the status to deprovisioned, a destructive, unrecoverable operation. - [Workato connectors - Okta delete user action](https://docs.workato.com/en/connectors/okta/delete-user-action.md): The Delete user action in the Okta connector permanently deletes a deprovisioned user, an operation that cannot be recovered. - [Workato connectors - Okta get user by ID action](https://docs.workato.com/en/connectors/okta/get-user-by-id-action.md): The Get user by ID action in the Okta connector retrieves the account details of a specific user, including status, profile, and credentials. - [Workato connectors - Okta get user groups action](https://docs.workato.com/en/connectors/okta/get-user-groups-action.md): The Get user groups action in the Okta connector retrieves the group memberships of a specific user, including group ID and profile details. - [Workato connectors - Okta get groups by name action](https://docs.workato.com/en/connectors/okta/get-groups-action.md): The Get groups by name action in the Okta connector retrieves all groups whose names start with a given value, with their profile details. - [Workato connectors - Okta get group members action](https://docs.workato.com/en/connectors/okta/get-group-members-action.md): The Get user group members action in the Okta connector retrieves the list of users belonging to a specified group, with status and profile data. - [Workato connectors - Okta get recent log on events by user action](https://docs.workato.com/en/connectors/okta/get-recent-events-by-user-action.md): The Get recent log on events by user action in the Okta connector lets you retrieve up to 100 log events from the last 12 hours for a specific user. - [Workato connectors - Okta get recent log on events by IP address action](https://docs.workato.com/en/connectors/okta/get-recent-events-by-ip-action.md): The Get recent log on events by IP address action in the Okta connector lets you retrieve up to 100 log events from the last 12 hours for an IP. - [Workato connectors - Okta suspend a user action](https://docs.workato.com/en/connectors/okta/suspend-user.md): The Suspend an existing user action in the Okta connector sets an active user to suspended status, and requires an administrator role to use. - [Workato connectors - Okta un-suspend a user action](https://docs.workato.com/en/connectors/okta/unsuspend-user.md): The Un-suspend an existing user action in the Okta connector returns a suspended user to active status, and requires an administrator role. - [Workato connectors - Okta reset an existing user's forgotten password action](https://docs.workato.com/en/connectors/okta/reset-user-password.md): The Okta connector action resets an active user's forgotten password and can optionally email a one-time token link to the user. - [Workato connectors - Okta expire an existing user password action](https://docs.workato.com/en/connectors/okta/expire-an-existing-user-password.md): The Expire an existing user password action in the Okta connector expires a user password and can optionally return a temporary password. - [Workato connectors - Okta list applications assigned to user action](https://docs.workato.com/en/connectors/okta/list-applications-assigned-to-user.md): The List applications assigned to user action in the Okta connector returns the applications assigned to a user with their metadata. ##### On-prem files ###### Triggers - [Workato connectors - On-prem files - New file in folder trigger](https://docs.workato.com/en/connectors/on-prem-files/trigger-new-file.md): The New file in folder trigger monitors an on-prem folder for new files on a schedule you define. - [Workato connectors - On-prem file trigger - New CSV file in folder trigger (Batch)](https://docs.workato.com/en/connectors/on-prem-files/trigger-new-csv.md): The New CSV file in folder batch trigger in the On-prem files connector picks up new CSV files added to an on-prem folder on a schedule you define. - [Workato connectors - On-prem files new line in CSV file trigger](https://docs.workato.com/en/connectors/on-prem-files/new-line-trigger.md): The New line in CSV file trigger in the On-prem files connector picks up newly added lines from an on-prem CSV file each poll interval. - [Workato connectors - On-prem files new lines in CSV file trigger (Batch)](https://docs.workato.com/en/connectors/on-prem-files/new-lines-trigger.md): The New lines in CSV file batch trigger in the On-prem files connector picks up newly added lines from an on-prem CSV file each poll interval. ###### Actions - [Workato connectors - On-prem files upload file action](https://docs.workato.com/en/connectors/on-prem-files/upload-file-action.md): The Upload file action in the On-prem files connector lets you upload a file to an existing on-prem folder, with support for large file sizes. - [Workato connectors - On-prem files download file action](https://docs.workato.com/en/connectors/on-prem-files/download-file-action.md): The Download file action in the On-prem files connector lets you download an existing on-prem file and return its raw contents, with file streaming support. - [Workato connectors - On-prem files move file action](https://docs.workato.com/en/connectors/on-prem-files/move-file-action.md): The Move file action in the On-prem files connector lets you move an existing on-prem file to a destination folder you specify. - [Workato connectors - On-prem files Rename file action](https://docs.workato.com/en/connectors/on-prem-files/rename-file-action.md): The Rename file action in the On-prem files connector lets you rename an existing on-prem file to a new name you specify. - [Workato connectors - On-prem create folder action](https://docs.workato.com/en/connectors/on-prem-files/create-folder.md): The Create folder action in the On-prem files connector lets you create a new folder in your on-prem directory at a path you specify. - [Workato connectors - On-prem files list files in folder action](https://docs.workato.com/en/connectors/on-prem-files/list-files-action.md): The List files in folder batch action in the On-prem files connector lets you list all files in an on-prem folder, sorted alphabetically by path. - [Workato connectors - On-prem files Delete file action](https://docs.workato.com/en/connectors/on-prem-files/delete-file-action.md): The Delete file action in the On-prem files connector lets you delete an existing on-prem file at the relative path you specify. - [Workato connectors - On-prem files Delete folder action](https://docs.workato.com/en/connectors/on-prem-files/delete-folder-action.md): The Delete folder action in the On-prem files connector lets you delete an existing on-prem folder, with an option to skip folders that aren't empty. - [Workato connectors - On-prem files append line to CSV file action](https://docs.workato.com/en/connectors/on-prem-files/append-csv-line-action.md): The Append line to CSV file action in the On-prem files connector lets you add a new line to an existing on-prem CSV file. - [Workato connectors - On-prem files generate on-prem file URL](https://docs.workato.com/en/connectors/on-prem-files/generate-on-prem-file-url.md): The Generate on-prem file URL action in the On-prem files connector lets you generate a URL that points to a file in your on-prem directory. ##### OneDrive ###### Triggers - [Workato connectors - OneDrive - New event trigger](https://docs.workato.com/en/connectors/onedrive/new-event-trigger.md): The New event real-time trigger in the OneDrive connector monitors created, updated, or deleted files and folders in a specified Microsoft OneDrive folder. - [Workato connectors - OneDrive - New file trigger](https://docs.workato.com/en/connectors/onedrive/new-file-trigger.md): The New file trigger in the OneDrive connector picks up new files created in a specified Microsoft OneDrive folder on each poll interval. - [Workato connectors - OneDrive - New folder trigger](https://docs.workato.com/en/connectors/onedrive/new-folder-trigger.md): The New folder trigger in the OneDrive connector picks up new folders created in a specified Microsoft OneDrive folder on each poll interval. - [Workato connectors - OneDrive - New line in CSV file trigger](https://docs.workato.com/en/connectors/onedrive/new-line-csv-file-trigger.md): The New line in CSV file trigger in the OneDrive connector picks up new lines added to a specified CSV file in Microsoft OneDrive as separate events. - [Workato connectors - OneDrive - New/updated file trigger](https://docs.workato.com/en/connectors/onedrive/new-updated-file-trigger.md): The New/updated file trigger in the OneDrive connector picks up new or updated files in a specified Microsoft OneDrive folder on each poll interval. ###### Actions - [Workato connectors - OneDrive - Add permission action](https://docs.workato.com/en/connectors/onedrive/add-permission-action.md): The Add permission action in the OneDrive connector grants read or write access to a file or folder for specified recipients in Microsoft OneDrive. - [Workato connectors - OneDrive - Create folder action](https://docs.workato.com/en/connectors/onedrive/create-folder-action.md): The Create folder action in the OneDrive connector creates a new folder under a specified parent path in Microsoft OneDrive. - [Workato connectors - OneDrive - Delete file or folder action](https://docs.workato.com/en/connectors/onedrive/delete-file-folder-action.md): The Delete file or folder action in the OneDrive connector moves a specified file or folder to the recycle bin in Microsoft OneDrive. - [Workato connectors - OneDrive - Download file action](https://docs.workato.com/en/connectors/onedrive/download-file-action.md): The Download file or folder action in the OneDrive connector downloads the contents of a file from Microsoft OneDrive for use in later recipe steps. - [Workato connectors - OneDrive - List files and folders action](https://docs.workato.com/en/connectors/onedrive/list-files-folder-action.md): The List files and folders batch action in the OneDrive connector lists files and folders in a selected parent folder in Microsoft OneDrive. - [Workato connectors - OneDrive - List permissions action](https://docs.workato.com/en/connectors/onedrive/list-permissions-action.md): The List permissions batch action in the OneDrive connector lists the permissions assigned to a file or folder in Microsoft OneDrive. - [Workato connectors - OneDrive - Remove permission action](https://docs.workato.com/en/connectors/onedrive/remove-permission-action.md): The Remove permission action in the OneDrive connector removes a specified permission from a file or folder in Microsoft OneDrive. - [Workato connectors - OneDrive - Search files action](https://docs.workato.com/en/connectors/onedrive/search-files-action.md): The Search files action in the OneDrive connector searches a folder and its subfolders in Microsoft OneDrive by file name, metadata, or content. - [Workato connectors - OneDrive - Upload file via file content action](https://docs.workato.com/en/connectors/onedrive/upload-file-file-content-action.md): The Upload file using file content action in the OneDrive connector uploads a file up to 4MB to Microsoft OneDrive from its text or binary content. - [Workato connectors - OneDrive - Upload file from URL action](https://docs.workato.com/en/connectors/onedrive/upload-file-url-action.md): The Upload file from URL action in the OneDrive connector uploads a file from a public URL to Microsoft OneDrive, overwriting any file with the same name. - [Workato connectors - OneDrive - Upload large file via session action](https://docs.workato.com/en/connectors/onedrive/upload-large-file-session-action.md): The Upload large file using session action in the OneDrive connector uploads large files to Microsoft OneDrive in chunks using a file session. ##### OpenAI ###### Actions - [OpenAI - Business actions](https://docs.workato.com/en/connectors/openai/business-actions.md): Use the pre-configured OpenAI business actions in Workato to analyze, categorize, parse, translate, summarize text, and draft email without writing prompts. - [OpenAI - Generate Images Action](https://docs.workato.com/en/connectors/openai/generate-images.md): The Generate images action in the OpenAI connector creates images from text prompts, edits images, or makes variations using Dall-E models. - [OpenAI - Generate Text Embedding Action](https://docs.workato.com/en/connectors/openai/generate-text-embedding.md): The Generate text embedding action in the OpenAI connector turns text into numerical vectors for classification, similarity, and other NLP tasks. - [OpenAI - Send Messages to ChatGPT](https://docs.workato.com/en/connectors/openai/chatgpt-conversation.md): The Send messages to ChatGPT action in the OpenAI connector lets you send questions or build a chat experience with ChatGPT models in your recipes. - [OpenAI - Transcribe Recording Action](https://docs.workato.com/en/connectors/openai/transcribe-recording.md): The Transcribe recording action in the OpenAI connector converts audio files such as mp3, mp4, wav, or webm into text you can use in further steps. - [OpenAI - Translate Recording Action](https://docs.workato.com/en/connectors/openai/translate-recording.md): The Translate recording action in the OpenAI connector translates audio files such as mp3, mp4, wav, or webm into text you can use in further steps. - [OpenAI - Moderate Text Action](https://docs.workato.com/en/connectors/openai/moderate-text.md): The Moderate text action in the OpenAI connector checks whether input text violates content policy so you can filter, classify, and route content. ##### Oracle - [Workato connectors - Connecting Oracle](https://docs.workato.com/en/connectors/oracle/introduction.md): Set up and connect Oracle in Workato, including the database host, port, user credentials, and SID or service name prerequisites. - [Workato connectors - Working with the Oracle Connector](https://docs.workato.com/en/connectors/oracle/working-with-the-oracle-connector.md): Best practices for working with the Oracle connector in Workato, including tables, views, stored procedures, and WHERE conditions. - [Workato Connectors - Database Connector Best Practices](https://docs.workato.com/en/connectors/databases/best-practices.md): Best practices for building Workato recipes with database connectors, covering recipe design patterns, table design, unique keys, and data validation. - [Workato connectors - Common use cases](https://docs.workato.com/en/connectors/database-common-use-cases.md): Explore common Workato database use cases, from data exports and replication to building data pipelines into data lakes and warehouses. - [Workato connectors - Troubleshooting help](https://docs.workato.com/en/connectors/oracle/trouble-shooting.md): Troubleshoot common Oracle connector errors in Workato, including recipe design-time timeouts and database connection failures. ###### Triggers - [Workato connectors - Oracle new row triggers](https://docs.workato.com/en/connectors/oracle/new-row-trigger.md): The New row trigger in the Oracle connector picks up rows inserted in a selected table or view, processing each new row as a separate job. - [Workato connectors - Oracle new/updated row triggers](https://docs.workato.com/en/connectors/oracle/updated-row-trigger.md): The New/updated row trigger in the Oracle connector picks up rows inserted or updated in a selected table or view, processing each as a separate job. ###### Actions - [Workato connectors - Oracle Select actions](https://docs.workato.com/en/connectors/oracle/select.md): The Select actions in the Oracle connector let you retrieve rows from a table or view that match a WHERE condition you define. - [Workato connectors - Oracle Insert actions](https://docs.workato.com/en/connectors/oracle/insert.md): The Insert actions in the Oracle connector let you add a single row or a batch of rows to a selected table in your Oracle database. - [Workato connectors - Oracle Update actions](https://docs.workato.com/en/connectors/oracle/update.md): The Update actions in the Oracle connector let you update one or more rows with a set of values, using a WHERE condition to select the rows. - [Workato connectors - Oracle Upsert actions](https://docs.workato.com/en/connectors/oracle/upsert.md): The Upsert actions in the Oracle connector let you insert or update a single row or a batch of rows in a table based on the primary key value. - [Workato connectors - Oracle Delete actions](https://docs.workato.com/en/connectors/oracle/delete.md): The Delete rows action in the Oracle connector lets you delete rows from a table based on a WHERE condition you define. - [Workato connectors - Oracle Run custom SQL action](https://docs.workato.com/en/connectors/oracle/run_sql.md): The Run custom SQL action in the Oracle connector lets you send a SQL string to your database to run DML statements and DDL commands. - [Workato connectors - Oracle Execute stored procedure actions](https://docs.workato.com/en/connectors/oracle/stored-procedure.md): The Execute stored procedure action in the Oracle connector lets you run a stored procedure or function in your database with dynamic input parameters. - [Workato connectors - Oracle Export query result action](https://docs.workato.com/en/connectors/oracle/export-query-result.md): The Export query result action in the Oracle connector runs a SQL query and exports the results as a CSV file to a local directory or cloud storage. ##### Oracle E-Business Suite - [Workato connectors - Oracle E-Business Suite - Triggers](https://docs.workato.com/en/connectors/oracle-ebs/triggers.md): Browse the triggers supported by the Oracle E-Business Suite connector in Workato to start recipes from Oracle business events. - [Workato connectors - Oracle E-Business Suite - Actions](https://docs.workato.com/en/connectors/oracle-ebs/actions.md): Browse the actions supported by the Oracle E-Business Suite connector in Workato to read and write data in your recipes. ###### Triggers - [Workato connectors - Oracle E-Business Suite - New business event trigger](https://docs.workato.com/en/connectors/oracle-ebs/triggers/new-business-event.md): The New business event trigger monitors business events in Oracle E-Business Suite such as invoice creation, order status changes, or employee updates. - [Workato connectors - Oracle E-Business Suite - New custom business event trigger](https://docs.workato.com/en/connectors/oracle-ebs/triggers/new-custom-business-event.md): The New custom business event trigger monitors custom business events in Oracle E-Business Suite. ###### Actions - [Workato connectors - Oracle E-Business Suite - Execute PL/SQL operation action](https://docs.workato.com/en/connectors/oracle-ebs/actions/execute-pl-sql-operation.md): The Execute PL/SQL operation action executes PL/SQL-based REST services deployed in your Oracle E-Business Suite system. ##### Oracle Fusion Cloud - [Workato connectors - Oracle Fusion Cloud - General setup](https://docs.workato.com/en/connectors/oracle-fusion-cloud/general-setup.md): Set up the metadata-based Oracle Fusion Cloud connector in Workato, including object selection and mapping main and child object fields at design time. - [Workato connectors - Oracle Fusion Cloud](https://docs.workato.com/en/connectors/oracle-fusion-cloud/triggers.md): Browse the triggers available in the Oracle Fusion Cloud connector for Workato to start recipes from events on Fusion Cloud objects. - [Workato connectors - Oracle Fusion Cloud](https://docs.workato.com/en/connectors/oracle-fusion-cloud/actions.md): Browse the actions available in the Oracle Fusion Cloud connector for Workato to create and manage records on Fusion Cloud objects. ###### Triggers - [Workato connectors - Oracle Fusion Cloud - New business event trigger (real-time)](https://docs.workato.com/en/connectors/oracle-fusion-cloud/triggers/new-business-event.md): The New business event trigger monitors Oracle Fusion Cloud for new business events and triggers immediately when they occur. - [Workato connectors - Oracle Fusion Cloud - New employee atom feed entry trigger](https://docs.workato.com/en/connectors/oracle-fusion-cloud/triggers/new-employee-atom-feed-entry.md): The New employee atom feed entry trigger detects and retrieves new employee-related events from Oracle Fusion Cloud's atom feed. - [Workato connectors - Oracle Fusion Cloud - New organization atom feed entry trigger](https://docs.workato.com/en/connectors/oracle-fusion-cloud/triggers/new-organization-atom-feed-entry.md): The New organization atom feed entry trigger detects and retrieves new organization-related events from Oracle Fusion Cloud's atom feed. - [Workato connectors - Oracle Fusion Cloud - New record trigger](https://docs.workato.com/en/connectors/oracle-fusion-cloud/triggers/new-record.md): The New record trigger detects when a new record is created in Oracle Fusion Cloud and can be configured to monitor any supported object type. - [Workato connectors - Oracle Fusion Cloud - New record trigger (batch)](https://docs.workato.com/en/connectors/oracle-fusion-cloud/triggers/new-record-batch.md): The New record batch trigger detects when new records are created in Oracle Fusion Cloud, processing multiple records at once for any supported object type. - [Workato connectors - Oracle Fusion Cloud - New/updated record trigger](https://docs.workato.com/en/connectors/oracle-fusion-cloud/triggers/new-updated-record.md): The New/updated record trigger detects when a new record is created or an existing record is updated in Oracle Fusion Cloud and can be configured to monitor any supported object type. - [Workato connectors - Oracle Fusion Cloud - New/updated record trigger (batch)](https://docs.workato.com/en/connectors/oracle-fusion-cloud/triggers/new-updated-record-batch.md): The New/updated record batch trigger detects when new records are created or existing records are updated in Oracle Fusion Cloud, processing multiple records at once for any supported object type. ###### Actions - [Workato connectors - Oracle Fusion Cloud - Append file comment action](https://docs.workato.com/en/connectors/oracle-fusion-cloud/actions/append-file-comment.md): The Append file comment action adds a comment to a document in Oracle Fusion Cloud's Universal Content Management (UCM) system. - [Workato connectors - Oracle Fusion Cloud - Confirm extract consumption action](https://docs.workato.com/en/connectors/oracle-fusion-cloud/actions/confirm-extract-consumption.md): The Confirm extract consumption action acknowledges and confirms that the download for a specific extract has completed. - [Workato connectors - Oracle Fusion Cloud - Create record action](https://docs.workato.com/en/connectors/oracle-fusion-cloud/actions/create-record.md): The Create record action creates a new record for a specified object in Oracle Fusion Cloud - [Workato connectors - Oracle Fusion Cloud - Create records action (batch)](https://docs.workato.com/en/connectors/oracle-fusion-cloud/actions/create-records-batch.md): The Create records batch action creates new records for a specified object in Oracle Fusion Cloud in batches. - [Workato connectors - Oracle Fusion Cloud - Create user action](https://docs.workato.com/en/connectors/oracle-fusion-cloud/actions/create-user.md): The Create user action creates a user in Oracle Fusion Cloud using HCM Data Loader. - [Workato connectors - Oracle Fusion Cloud - Delete record action](https://docs.workato.com/en/connectors/oracle-fusion-cloud/actions/delete-record.md): The Delete record action deletes an existing record. - [Workato connectors - Oracle Fusion Cloud - Download ESS job execution details action](https://docs.workato.com/en/connectors/oracle-fusion-cloud/actions/download-ess-job-execution-details.md): The Download ESS job execution details action downloads the Enterprise Scheduling Service (ESS) job output and logs as a ZIP file for specified ESS request ID. - [Workato connectors - Oracle Fusion Cloud - Download export output action](https://docs.workato.com/en/connectors/oracle-fusion-cloud/actions/download-export-output.md): The Download export output action downloads the Enterprise Scheduling Service (ESS) job output and logs as a ZIP file for the specified ESS request ID. - [Workato connectors - Oracle Fusion Cloud - Export bulk data action](https://docs.workato.com/en/connectors/oracle-fusion-cloud/actions/export-bulk-data.md): The Export bulk data action submits an ESS job request to export large datasets from Oracle Fusion Cloud. - [Workato connectors - Oracle Fusion Cloud - Extract and purge action](https://docs.workato.com/en/connectors/oracle-fusion-cloud/actions/extract-and-purge.md): The Extract and purge action extracts data from Oracle Fusion Cloud and removes the extracted records from the source system. - [Workato connectors - Oracle Fusion Cloud - Fetch extract output action](https://docs.workato.com/en/connectors/oracle-fusion-cloud/actions/fetch-extract-output.md): The Fetch extract output action retrieves the archived XML output produced by an extract process. - [Workato connectors - Oracle Fusion Cloud - Get flow task instance status action](https://docs.workato.com/en/connectors/oracle-fusion-cloud/actions/get-flow-task-instance-status.md): The Get flow task instance status action retrieves the current execution status of a specific task within a flow instance in Oracle Fusion Cloud's Human Capital Management (HCM) system. - [Workato connectors - Oracle Fusion Cloud - Get record action](https://docs.workato.com/en/connectors/oracle-fusion-cloud/actions/get-record.md): The Get record action retrieves a specific record by its internal ID. - [Workato connectors - Oracle Fusion Cloud - Import bulk data action](https://docs.workato.com/en/connectors/oracle-fusion-cloud/actions/import-bulk-data.md): The Import bulk data action uploads a file to the Oracle Universal Content Management (UCM) server based on the document details specified and submits an ESS job to load and import the uploaded files to an application table. - [Workato connectors - Oracle Fusion Cloud - List entities action](https://docs.workato.com/en/connectors/oracle-fusion-cloud/actions/list-entities.md): The List entities action retrieves the list of service data objects associated with the ERP Integration Service. - [Workato connectors - Oracle Fusion Cloud - Load and import data action](https://docs.workato.com/en/connectors/oracle-fusion-cloud/actions/load-and-import-data.md): The Load and import data action uploads a file to the Oracle Universal Content Management (UCM) server based on the document details specified and submits an ESS job(s) to load and import the uploaded files to an application table. - [Workato connectors - Oracle Fusion Cloud - Search documents by file prefix action](https://docs.workato.com/en/connectors/oracle-fusion-cloud/actions/search-documents-by-file-prefix.md): The Search documents by file prefix action searches and retrieves document information and content from Oracle Fusion Cloud based on a file prefix pattern. - [Workato connectors - Oracle Fusion Cloud - Search records action (batch)](https://docs.workato.com/en/connectors/oracle-fusion-cloud/actions/search-records-batch.md): The Search records batch action allows searching by specifying attribute values directly. - [Workato connectors - Oracle Fusion Cloud - Search records using advanced query action (batch)](https://docs.workato.com/en/connectors/oracle-fusion-cloud/actions/search-records-using-advanced-query-batch.md): The Search records using advanced query batch action searches for records using flexible query options. - [Workato connectors - Oracle Fusion Cloud - Submit and get flow instance ID action](https://docs.workato.com/en/connectors/oracle-fusion-cloud/actions/submit-and-get-flow-instance-id.md): The Submit and get flow instance ID action creates and submits a new flow instance in Oracle Fusion Cloud's Human Capital Management (HCM) system and returns the unique instance identifier. - [Workato connectors - Oracle Fusion Cloud - Submit ESS job request action](https://docs.workato.com/en/connectors/oracle-fusion-cloud/actions/submit-ess-job-request.md): The Submit ESS job request action submits an Enterprise Scheduling Service (ESS) job request for the specified job definition. - [Workato connectors - Oracle Fusion Cloud - Submit job with output action](https://docs.workato.com/en/connectors/oracle-fusion-cloud/actions/submit-job-with-output.md): The Submit job with output action submits an Enterprise Scheduling Service (ESS) job request for a specified job definition and sends a callback message to the specified callback URL when the job completes. - [Workato connectors - Oracle Fusion Cloud - Update interface data action](https://docs.workato.com/en/connectors/oracle-fusion-cloud/actions/update-interface-data.md): The Update interface data action updates error data in interface tables pertaining to the specified import process and load request ID. - [Workato connectors - Oracle Fusion Cloud - Update record action](https://docs.workato.com/en/connectors/oracle-fusion-cloud/actions/update-record.md): The Update record action updates an existing record. - [Workato connectors - Oracle Fusion Cloud - Update records action (batch)](https://docs.workato.com/en/connectors/oracle-fusion-cloud/actions/update-records-batch.md): The Update records batch action updates existing records in batches. - [Workato connectors - Oracle Fusion Cloud - Upload to UCM action](https://docs.workato.com/en/connectors/oracle-fusion-cloud/actions/upload-to-ucm.md): The Upload to UCM action uploads a document to the Universal Content Management (UCM) server based on provided document details. - [Workato connectors - Oracle Fusion Cloud - Upsert record action](https://docs.workato.com/en/connectors/oracle-fusion-cloud/actions/upsert-record.md): The Upsert record action creates or updates a record. ##### Outlook - [Workato connectors - Outlook](https://docs.workato.com/en/connectors/outlook/custom-oauth.md): Create a custom OAuth profile for your Outlook connection in Workato, including the required Azure roles and Microsoft 365 license prerequisites. - [Workato connectors - Outlook troubleshooting](https://docs.workato.com/en/connectors/outlook/outlook-troubleshoot.md): Troubleshoot the admin consent prompt that can appear when you connect the Outlook connector in Workato with a non-admin account. ###### Triggers - [Workato connectors - Outlook new event trigger](https://docs.workato.com/en/connectors/outlook/new-event-trigger.md): The New event trigger in the Outlook connector picks up new calendar events in real time and processes each event as a separate job. - [Workato connectors - Outlook - New/updated event trigger](https://docs.workato.com/en/connectors/outlook/new-updated-event-trigger.md): The New/updated event trigger in the Outlook connector picks up new or updated calendar events in real time and processes each as a separate job. - [Workato connectors - Outlook - Deleted event trigger](https://docs.workato.com/en/connectors/outlook/deleted-event-trigger.md): The Deleted event trigger in the Outlook connector monitors your calendar or a shared calendar and fires instantly when an event is deleted. - [Workato connectors - Outlook new contact trigger](https://docs.workato.com/en/connectors/outlook/new-contact-trigger.md): The New contact trigger in the Outlook connector picks up new contacts added to the Outlook contact folder you monitor. - [Workato connectors - Outlook - New contact trigger](https://docs.workato.com/en/connectors/outlook/new-updated-contact-trigger.md): The New/updated contact trigger in the Outlook connector picks up new or updated contacts in the Outlook contact folder you monitor. - [Workato connectors - Outlook - New email trigger](https://docs.workato.com/en/connectors/outlook/trigger-new-email.md): The New email trigger in the Outlook connector monitors an inbox or shared mailbox and fires in real time when new emails arrive. ###### Actions - [Workato connectors - Create calendar action](https://docs.workato.com/en/connectors/outlook/create-calendar-action.md): The Create calendar action in the Outlook connector lets you create a new calendar with a name and color. - [Workato connectors - Outlook create calendar event action](https://docs.workato.com/en/connectors/outlook/create-calendar-event-action.md): The Create calendar event action in the Outlook connector lets you create an event in a calendar with times, attendees, and reminders. - [Workato connectors - Outlook - Get calendar by ID action](https://docs.workato.com/en/connectors/outlook/get-calendar-action.md): The Get calendar by ID action in the Outlook connector lets you retrieve the details of a specific calendar using its calendar ID. - [Workato connectors - List calendars action](https://docs.workato.com/en/connectors/outlook/list-calendars-action.md): The List calendars action in the Outlook connector lets you retrieve all calendars from your account, with paging for additional records. - [Workato connectors - Outlook - List all instances of an event action](https://docs.workato.com/en/connectors/outlook/list-events-action.md): The List all instances of an event action in the Outlook connector lets you list every occurrence of a recurring calendar event series. - [Workato connectors - Outlook - Get calendar event by ID action](https://docs.workato.com/en/connectors/outlook/get-calendar-event-action.md): The Get calendar event by ID action in the Outlook connector lets you retrieve an event from a specific calendar using its event ID. - [Workato connectors - Outlook - Search calendar action](https://docs.workato.com/en/connectors/outlook/search-calendar-action.md): The Search calendar action in the Outlook connector lets you retrieve calendars that match your criteria, with batches of up to 1000 results. - [Workato connectors - Outlook - Search calendar events action](https://docs.workato.com/en/connectors/outlook/search-calendar-events-action.md): The Search calendar events action in the Outlook connector lets you search a specific calendar for events within a date range, in batches. - [Workato connectors - Outlook - Update calendar event action](https://docs.workato.com/en/connectors/outlook/update-calendar-event-action.md): The Update calendar event action in the Outlook connector lets you update an existing calendar event identified by its event ID. - [Workato connectors - Outlook - Delete calendar event action](https://docs.workato.com/en/connectors/outlook/delete-calendar-event-action.md): The Delete calendar event action in the Outlook connector lets you delete a calendar event using its event ID. - [Workato connectors - Outlook Create contact action](https://docs.workato.com/en/connectors/outlook/create-contacts-action.md): The Create contact action in the Outlook connector lets you create a new contact in the contact folder you select. - [Workato connectors - Outlook - Get contact action](https://docs.workato.com/en/connectors/outlook/get-contact-action.md): The Get contact action in the Outlook connector lets you retrieve an existing contact from the contact folder you specify by its ID. - [Workato connectors - Outlook - List contacts action](https://docs.workato.com/en/connectors/outlook/list-contacts-action.md): The List contacts action in the Outlook connector lets you retrieve contacts from a specific folder in batches, with paging beyond the first 200. - [Workato connectors - Outlook - Search contacts action](https://docs.workato.com/en/connectors/outlook/search-contacts-action.md): The Search contacts action in the Outlook connector lets you find contacts in a folder that match your criteria, returning 200 per batch. - [Workato connectors - Outlook - Update contacts action](https://docs.workato.com/en/connectors/outlook/update-contacts-action.md): The Update contact action in the Outlook connector lets you update an existing contact in the contact folder you specify by its ID. - [Workato connectors - Outlook - Delete contact action](https://docs.workato.com/en/connectors/outlook/delete-contacts-action.md): The Delete contact action in the Outlook connector lets you delete an existing contact from the contact folder you specify by its ID. - [Workato connectors - Outlook - Send email action](https://docs.workato.com/en/connectors/outlook/send-email-action.md): The Send email action in the Outlook connector lets you send a plain text or HTML email to specified recipients from Outlook Mail. - [Workato connectors - Outlook - Download email attachments action](https://docs.workato.com/en/connectors/outlook/download-email-attachments-action.md): The Download email attachments action in the Outlook connector lets you download attachments from a specific email in Outlook Mail. ##### Outreach - [Workato connectors - Outreach triggers](https://docs.workato.com/en/connectors/outreach/trigger.md): Triggers in the Outreach connector start recipes when a sequence task is completed or when objects such as prospects are created or updated in Outreach. - [Workato connectors - Outreach actions](https://docs.workato.com/en/connectors/outreach/action.md): Actions in the Outreach connector let you create, update, and retrieve records like prospects, accounts, sequences, and tasks, or add prospects to sequences. ##### OutSystems ###### Triggers - [Workato connectors - OutSystems New record trigger](https://docs.workato.com/en/connectors/outsystems/new-record-trigger.md): The New record trigger in the OutSystems connector runs when a new record is detected in a module you select, checking every five minutes by default. - [Workato connectors - OutSystems New record batch trigger](https://docs.workato.com/en/connectors/outsystems/new-record-batch-trigger.md): The New record batch trigger in the OutSystems connector runs when new records are detected in a module, returning them in configurable batches. - [Workato connectors - OutSystems New or updated record trigger](https://docs.workato.com/en/connectors/outsystems/new-updated-record-trigger.md): The New or updated record trigger in the OutSystems connector runs when a new record is detected or an existing record is updated in a module you select. - [Workato connectors - OutSystems New or updated record batch trigger](https://docs.workato.com/en/connectors/outsystems/new-updated-record-batch-trigger.md): The New or updated record batch trigger in the OutSystems connector runs when records are created or updated in a module, returning them in batches. ###### Actions - [Workato connectors - OutSystems Create record action](https://docs.workato.com/en/connectors/outsystems/create-record-action.md): The Create record action in the OutSystems connector creates a single record in the module you select using the label you provide. - [Workato connectors - OutSystems Create record batch action](https://docs.workato.com/en/connectors/outsystems/create-records-batch-action.md): The Create record batch action in the OutSystems connector creates multiple records at once in the module you select. - [Workato connectors - OutSystems Get entity by ID action](https://docs.workato.com/en/connectors/outsystems/get-entity-by-id-action.md): The Get entity by ID action in the OutSystems connector fetches a record from a module using the entity ID and record ID you provide. - [Workato connectors - OutSystems Search records action](https://docs.workato.com/en/connectors/outsystems/search-records-action.md): The Search records action in the OutSystems connector searches a module for records that match the values you configure and returns the matching results. - [Workato connectors - OutSystems Update record action](https://docs.workato.com/en/connectors/outsystems/update-record-action.md): The Update record action in the OutSystems connector updates a single record you specify by its ID in the selected module. - [Workato connectors - OutSystems Update records batch action](https://docs.workato.com/en/connectors/outsystems/update-records-batch-action.md): The Update records batch action in the OutSystems connector updates multiple records you specify by their IDs in the selected module. ##### PagerDuty ###### Triggers - [Workato connector - PagerDuty - New incident trigger](https://docs.workato.com/en/connectors/pagerduty/new-incident.md): The New incident trigger in the PagerDuty connector picks up new incidents on each poll interval, processing each incident as a separate job. - [Workato connector - PagerDuty - New notification trigger](https://docs.workato.com/en/connectors/pagerduty/new-notification.md): The New notification trigger in the PagerDuty connector picks up new notifications on each poll interval, processing each one as a separate job. ###### Actions - [Workato connector - PagerDuty - Add note to incident action](https://docs.workato.com/en/connectors/pagerduty/add-note-to-incident.md): The Add note to incident action in the PagerDuty connector lets you add a note with additional description to an existing incident. - [Workato connector - PagerDuty - Get incident by ID action](https://docs.workato.com/en/connectors/pagerduty/get-incident-by-id.md): The Get incident by ID action in the PagerDuty connector lets you retrieve the details of a single incident by its incident ID. - [Workato connector - PagerDuty - List log entries action](https://docs.workato.com/en/connectors/pagerduty/list-log-entries.md): The List log entries action in the PagerDuty connector lets you retrieve log entries within a date range, with options to filter the results. - [Workato connector - PagerDuty - Search incident action](https://docs.workato.com/en/connectors/pagerduty/search-incident.md): The Search incident action in the PagerDuty connector lets you find existing incidents by date range, incident key, statuses, or urgencies. - [Workato connector - PagerDuty - Send an event action](https://docs.workato.com/en/connectors/pagerduty/send-an-event.md): The Send an event action in the PagerDuty connector lets you trigger, acknowledge, or resolve an event to report or update a problem. - [Workato connector - PagerDuty - Update incident action](https://docs.workato.com/en/connectors/pagerduty/update-incident.md): The Update incident action in the PagerDuty connector lets you update an existing incident, including changing its status, by incident ID. ##### Percolate ###### Triggers - [Workato connectors - Percolate Deleted object trigger](https://docs.workato.com/en/connectors/percolate/deleted-object-trigger.md): The Deleted object trigger in the Percolate connector fires in real time when an object of a selected type is deleted for a chosen team. - [Workato connectors - Percolate New object trigger](https://docs.workato.com/en/connectors/percolate/new-object-trigger.md): The New object trigger in the Percolate connector fires in real time when an object of a selected type is created for a chosen team. - [Workato connectors - Percolate New or updated object trigger](https://docs.workato.com/en/connectors/percolate/updated-object-trigger.md): The New or updated object trigger in the Percolate connector fires in real time when an object is created or updated for a selected object type and team. ###### Actions - [Workato connectors - Percolate Check content workflow step action](https://docs.workato.com/en/connectors/percolate/content-workflow-action.md): The Check content workflow step action in the Percolate connector lets you verify whether a content item's current workflow step matches yours. - [Workato connectors - Percolate Copy asset action](https://docs.workato.com/en/connectors/percolate/copy-asset-action.md): The Copy asset action in the Percolate connector lets you copy an asset with its basic metadata into a folder or onto a content or campaign. - [Workato connectors - Percolate Create object action](https://docs.workato.com/en/connectors/percolate/create-object-action.md): The Create object action in the Percolate connector lets you create an object and submit content or campaigns into your approval workflows. - [Workato connectors - Percolate Custom action](https://docs.workato.com/en/connectors/percolate/custom-action.md): The Custom action in the Percolate connector lets you build and send a custom HTTP request to the Percolate API and parse the JSON response. - [Workato connectors - Percolate Download asset action](https://docs.workato.com/en/connectors/percolate/download-asset-action.md): The Download asset action in the Percolate connector lets you retrieve an asset from the asset library by specifying its asset ID. - [Workato connectors - Percolate Get object details by ID action](https://docs.workato.com/en/connectors/percolate/object-details-action.md): The Get object details by ID action in the Percolate connector lets you retrieve detailed information about an object using its unique ID. - [Workato connectors - Percolate Search for objects batch action](https://docs.workato.com/en/connectors/percolate/search-objects-action.md): The Search objects batch action in the Percolate connector lets you find objects of a selected type, filtered by team IDs and search parameters. - [Workato connectors - Percolate Update object action](https://docs.workato.com/en/connectors/percolate/update-object-action.md): The Update object action in the Percolate connector lets you update an object and submit content or campaigns into your approval workflows. - [Workato connectors - Percolate Update object's production workflow step action](https://docs.workato.com/en/connectors/percolate/production-workflow-action.md): The Update object's production workflow step action in the Percolate connector lets you move an object between production stages by step keys. - [Workato connectors - Percolate Upload asset action](https://docs.workato.com/en/connectors/percolate/upload-asset-action.md): The Upload asset action in the Percolate connector lets you upload an asset and returns its status, asset ID, and storage details. ##### Pipedrive - [Pipedrive - Connector upgrade to API v2](https://docs.workato.com/en/connectors/pipedrive/connector-upgrade-to-api-v2.md): Pipedrive connector upgrade to API v2 notice and instructions. ##### Pipeline Ops by Workato - [Workato connectors - PipelineOps by Workato - Sync completed trigger (real-time)](https://docs.workato.com/en/connectors/pipelineops/sync-completed.md): The Sync completed trigger initiates a recipe in real-time after a pipeline sync completes. ##### PlanGrid - [Workato connectors - PlanGrid](https://docs.workato.com/en/connectors/plangrid/object.md): Overview of the PlanGrid connector triggers and actions in Workato, with the supported objects such as projects, tasks, RFIs, sheets, and documents. ###### Triggers - [Workato connectors - PlanGrid - object triggers](https://docs.workato.com/en/connectors/plangrid/object-trigger.md): Reference for PlanGrid object triggers in Workato that poll projects for new or updated objects such as tasks, RFIs, field reports, sheets, and photos. ###### Actions - [Workato connectors - PlanGrid - object actions](https://docs.workato.com/en/connectors/plangrid/object-action.md): Reference for PlanGrid object actions in Workato, including create, get, update, and upload operations across projects, tasks, RFIs, sheets, and photos. ##### PostgreSQL ###### Triggers - [Workato connectors - PostgreSQL new row triggers](https://docs.workato.com/en/connectors/postgresql/new-row-trigger.md): The New row triggers in the PostgreSQL connector pick up rows inserted in a selected table or view, processing them individually or in batches. - [Workato connectors - PostgreSQL new/updated row triggers](https://docs.workato.com/en/connectors/postgresql/updated-row-trigger.md): The New/updated row triggers in the PostgreSQL connector pick up inserted or updated rows in a table or view, individually or in batches. ###### Actions - [Workato connectors - PostgreSQL Select actions](https://docs.workato.com/en/connectors/postgresql/select.md): Use the PostgreSQL Select rows actions to return rows matching a WHERE condition or a custom SQL query, with ordering, limit, and offset. - [Workato connectors - PostgreSQL Insert actions](https://docs.workato.com/en/connectors/postgresql/insert.md): The Insert row action in the PostgreSQL connector lets you add a single row to a selected table and return the new row's primary key. - [Workato connectors - PostgreSQL Upsert actions](https://docs.workato.com/en/connectors/postgresql/upsert.md): The Upsert rows batch action in the PostgreSQL connector inserts or updates multiple rows in one call based on primary key values. - [Workato connectors - PostgreSQL Update actions](https://docs.workato.com/en/connectors/postgresql/update.md): The Update rows action in the PostgreSQL connector applies one set of values to all rows in a table that match a WHERE condition. - [Workato connectors - PostgreSQL Delete actions](https://docs.workato.com/en/connectors/postgresql/delete.md): The Delete rows action in the PostgreSQL connector lets you delete rows from a table that match a specified WHERE condition. - [Workato connectors - PostgreSQL Run Long Query with Custom SQL](https://docs.workato.com/en/connectors/postgresql/run-long-query.md): The Run long query using custom SQL action in the PostgreSQL connector runs DML and DDL statements asynchronously for large datasets. - [Workato connectors - PostgreSQL Run custom SQL action](https://docs.workato.com/en/connectors/postgresql/run_sql.md): The Run custom SQL action in the PostgreSQL connector executes a SQL string, supporting DML statements like INSERT and DDL commands like CREATE. - [Workato connectors - PostgreSQL Export query result action](https://docs.workato.com/en/connectors/postgresql/export-query-result.md): The Export query result action in the PostgreSQL connector runs a SQL query and exports the results as a CSV file to a stream or storage. ##### Python snippets by Workato - [Python FAQs](https://docs.workato.com/en/connectors/python/actions/python-faqs.md): Answers to frequent questions about the Workato Python connector, including supported versions, libraries, actions, limitations, and setup. ###### Actions - [Python - Execute Python Code Action](https://docs.workato.com/en/connectors/python/actions/execute-python-code.md): The Execute Python code action in the Python connector runs a custom Python script in a recipe using your defined input and output fields. ##### Quickbase ###### Triggers - [Workato connectors - Quickbase new record trigger](https://docs.workato.com/en/connectors/quickbase/new-record-trigger.md): The New record trigger in the Quickbase connector picks up new records in a table once every poll interval and processes each record as a separate job. - [Workato connectors - Quickbase new record real-time trigger](https://docs.workato.com/en/connectors/quickbase/new-record-real-time-trigger.md): The New record (real-time) trigger in the Quickbase connector picks up new records in a table in real time and processes each one as a separate job. - [Workato connectors - Quickbase new/updated record trigger](https://docs.workato.com/en/connectors/quickbase/new-updated-record-trigger.md): The New/updated record trigger in the Quickbase connector picks up new or updated records in a table once every poll interval, one job per record. - [Workato connectors - Quickbase new record real-time trigger](https://docs.workato.com/en/connectors/quickbase/new-updated-record-real-time-trigger.md): The New/updated record (real-time) trigger in the Quickbase connector picks up new or updated records in a table in real time, one job per record. - [Workato connectors - Quickbase scheduled record query trigger (batch)](https://docs.workato.com/en/connectors/quickbase/scheduled-table-query-trigger.md): The Scheduled record search using query trigger in the Quickbase connector runs a query on a set schedule and returns matching records in batches. ###### Actions - [Workato connectors - Quickbase create record action](https://docs.workato.com/en/connectors/quickbase/create-record-action.md): The Create record action in the Quickbase connector lets you create a new record in a specified table by mapping values to its fields. - [Workato connectors - Quickbase update record action](https://docs.workato.com/en/connectors/quickbase/update-record-action.md): The Update record action in the Quickbase connector lets you update an existing record in a specified table using its record ID. - [Workato connectors - Quickbase delete record action](https://docs.workato.com/en/connectors/quickbase/delete-record-action.md): The Delete record action in the Quickbase connector lets you delete a record from a specified table using its record ID. - [Workato connectors - Quickbase search records action (batch)](https://docs.workato.com/en/connectors/quickbase/search-records-action.md): The Search records action in the Quickbase connector finds records in a specified table that match your query, with sorting and a result limit. - [Workato connectors - Quickbase get records from a report action](https://docs.workato.com/en/connectors/quickbase/get-records-from-report-action.md): The Get records from a report action in the Quickbase connector retrieves records from a pre-built report, with sorting and a result limit. - [Workato connectors - Quickbase download attachment action](https://docs.workato.com/en/connectors/quickbase/download-attachment-action.md): The Download attachment action in the Quickbase connector lets you download a file attachment from a record using its file URL. - [Workato connectors - Quickbase action - Create and update records in bulk from CSV file](https://docs.workato.com/en/connectors/quick-base/action-import-csv.md): The Create and update records in bulk from CSV file action in the Quickbase connector imports CSV data to create or update records by merge field. ##### QuickBooks Online ###### Troubleshooting - [Workato connectors - QuickBooks Online](https://docs.workato.com/en/connectors/quickbooks/quickbooks-troubleshooting-runtime.md): Use this guide to troubleshoot errors that occur at runtime when you use the QuickBooks Online connector in Workato. - [Workato connectors - QuickBooks Online](https://docs.workato.com/en/connectors/quickbooks/quickbooks-troubleshooting-connection.md): Use this guide to troubleshoot errors that occur while creating a QuickBooks Online connection in Workato. ##### Recipe function by Workato - [Recipe Functions - Walkthrough](https://docs.workato.com/en/connectors/recipe-functions/guides/walkthrough.md): Walk through building a recipe function with Quickbooks and Salesforce in Workato so reusable logic can be called from other recipes. ###### Triggers - [Recipe Functions - New Call For Function Trigger](https://docs.workato.com/en/connectors/recipe-functions/triggers/new-function-call.md): The New call for function trigger in the Recipe functions connector lets you build a reusable recipe that other recipes can call. ###### Actions - [Recipe Functions - Call A Recipe Function Asynchronously](https://docs.workato.com/en/connectors/recipe-functions/actions/call-recipe-function-asynchronously.md): The Call recipe function asynchronously action in the Recipe functions connector calls a recipe function and proceeds to the next step right away. - [Recipe Functions - Call Recipe Function Synchronously](https://docs.workato.com/en/connectors/recipe-functions/actions/call-recipe-function-synchronously.md): The Call recipe synchronously action in the Recipe functions connector calls a recipe function and waits for its response before continuing. - [Recipe Functions - Return Data From A Recipe Function Action](https://docs.workato.com/en/connectors/recipe-functions/actions/return-data-from-a-recipe-function.md): The Return data from a recipe function action in the Recipe functions connector responds to the calling recipe with a status and data, ending the job. - [Recipe Functions - Wait For Async Calls Action](https://docs.workato.com/en/connectors/recipe-functions/actions/wait-for-async-calls.md): The Wait for async calls action in the Recipe functions connector pauses a recipe until the specified asynchronous calls complete or time out. ##### RecipeOps by Workato ###### Triggers - [RecipeOps - Account connected trigger](https://docs.workato.com/en/connectors/recipeops/triggers/account-connected.md): The Account connected trigger in the RecipeOps connector monitors selected connections and fires when those connections connect successfully. - [RecipeOps - Account credentials refresh failed trigger](https://docs.workato.com/en/connectors/recipeops/triggers/account-credentials-refresh-failed.md): The Account credentials refresh failed trigger in the RecipeOps connector fires when OAuth 2.0 or Multi-digest connections fail to refresh access credentials. - [RecipeOps - Account disconnected trigger](https://docs.workato.com/en/connectors/recipeops/triggers/account-disconnected.md): The Account disconnected trigger in the RecipeOps connector monitors selected connections and fires when those connections are disconnected. - [RecipeOps - API concurrency threshold exceeded](https://docs.workato.com/en/connectors/recipeops/triggers/concurrency-exceeded.md): The API concurrency threshold exceeded trigger in the RecipeOps connector fires when workspace API requests exceed 80% of the concurrency limit. - [RecipeOps - API policy quota violation trigger](https://docs.workato.com/en/connectors/recipeops/triggers/api-policy-violation.md): The API policy quota violation trigger in the RecipeOps connector fires when an access profile exceeds a policy quota threshold of 80, 90, or 100 percent. - [RecipeOps - API policy rate limit violation trigger](https://docs.workato.com/en/connectors/recipeops/triggers/rate-limit-violation.md): The API policy rate limit violation trigger in the RecipeOps connector fires when an access profile exceeds its assigned API rate limits. - [RecipeOps - API request timeout trigger](https://docs.workato.com/en/connectors/recipeops/triggers/api-request-timeout.md): The API request timeout trigger in the RecipeOps connector fires when an API request to any workspace endpoint exceeds its configured timeout limit. - [RecipeOps - Deployment approved trigger](https://docs.workato.com/en/connectors/recipeops/triggers/deployment-approved.md): The Deployment approved trigger in the RecipeOps connector fires when a project deployment is approved by reviewers in real time. - [RecipeOps - Deployment complete trigger](https://docs.workato.com/en/connectors/recipeops/triggers/deployment-complete.md): The Deployment complete trigger in the RecipeOps connector fires when a project deployment is successfully pushed to assigned environments in real time. - [RecipeOps - Deployment failed trigger](https://docs.workato.com/en/connectors/recipeops/triggers/deployment-failed.md): The Deployment failed trigger in the RecipeOps connector fires when a project deployment fails to push to assigned environments in real time. - [RecipeOps - Deployment rejected trigger](https://docs.workato.com/en/connectors/recipeops/triggers/deployment-rejected.md): The Deployment rejected trigger in the RecipeOps connector fires when a project deployment is rejected by reviewers in real time. - [RecipeOps - Deployment re-opened for review trigger](https://docs.workato.com/en/connectors/recipeops/triggers/deployment-re-opened-for-review.md): The Deployment re-opened for review trigger in the RecipeOps connector fires when a collaborator re-opens a project deployment for review in real time. - [RecipeOps - Job failed trigger](https://docs.workato.com/en/connectors/recipeops/triggers/new-failed-job.md): The Job failed trigger in the RecipeOps connector fires when a monitored recipe has a failed job, so you can automate corrective actions in real time. - [RecipeOps - Member invitation accepted trigger](https://docs.workato.com/en/connectors/recipeops/triggers/member-invitation-accepted.md): The Member invitation accepted trigger in the RecipeOps connector fires when a member invitation is accepted in the workspace. - [RecipeOps - New deployment submitted for review trigger](https://docs.workato.com/en/connectors/recipeops/triggers/new-deployment-submitted-for-review.md): The New deployment submitted for review trigger in the RecipeOps connector fires when a new project deployment is submitted for review in real time. - [RecipeOps - On-prem agent disconnected trigger](https://docs.workato.com/en/connectors/recipeops/triggers/opa-disconnected.md): The On-prem agent disconnected trigger in the RecipeOps connector fires when an agent in the selected group disconnects from Workato and fails to reconnect. - [RecipeOps - Package deployed trigger](https://docs.workato.com/en/connectors/recipeops/triggers/package-deployed.md): The Package deployed trigger in the RecipeOps connector monitors selected connections and fires when a package is deployed. - [RecipeOps - Recipe started trigger](https://docs.workato.com/en/connectors/recipeops/triggers/recipe-started.md): The Recipe started trigger in the RecipeOps connector fires when a user starts a monitored recipe, in real time. - [RecipeOps - Recipe stopped by user trigger](https://docs.workato.com/en/connectors/recipeops/triggers/recipe-stopped-by-user.md): The Recipe stopped by user trigger in the RecipeOps connector fires when a user manually stops a monitored recipe, in real time. - [RecipeOps - Recipe stopped by Workato trigger](https://docs.workato.com/en/connectors/recipeops/triggers/recipe-stopped-by-workato.md): The Recipe stopped by Workato trigger in the RecipeOps connector fires when Workato stops a monitored recipe due to non-recoverable errors, in real time. - [RecipeOps - Usage threshold reached trigger](https://docs.workato.com/en/connectors/recipeops/triggers/customer-usage-threshold-reached.md): The Usage threshold reached trigger in the RecipeOps connector fires when a user reaches a task usage threshold according to their plan. ###### Actions - [RecipeOps - Get account details action](https://docs.workato.com/en/connectors/recipeops/actions/get-account-details.md): The Get account details action in the RecipeOps connector retrieves Workato account info such as plan type and remaining transaction and recipe counts. - [RecipeOps - Get recipe details action](https://docs.workato.com/en/connectors/recipeops/actions/get-recipe-details.md): The Get recipe details action in the RecipeOps connector retrieves key information about a recipe, such as status, version number, and lifetime task count. - [RecipeOps - List connections action](https://docs.workato.com/en/connectors/recipeops/actions/list-connections.md): The List connections action in the RecipeOps connector retrieves connection details in the account, filtered by name, recipe, and application type. - [RecipeOps - List recipes action](https://docs.workato.com/en/connectors/recipeops/actions/list-recipes.md): The List recipes action in the RecipeOps connector retrieves a list of recipes with details such as ID, name, job count, and lifetime task count. - [RecipeOps - Rerun jobs action](https://docs.workato.com/en/connectors/recipeops/actions/rerun-jobs.md): The Rerun jobs action in the RecipeOps connector lets you re-run one or more specified recipe jobs by their job IDs. - [RecipeOps - Search job history action](https://docs.workato.com/en/connectors/recipeops/actions/search-job-history.md): The Search job history action in the RecipeOps connector lists the job history for a recipe, with filters for job status and start time. - [RecipeOps - Search recipes action](https://docs.workato.com/en/connectors/recipeops/actions/search-recipes.md): The Search recipes action in the RecipeOps connector retrieves recently updated recipes in the account, filtered by status and connection. - [RecipeOps - Start recipe action](https://docs.workato.com/en/connectors/recipeops/actions/start-recipe.md): The Start recipe action in the RecipeOps connector lets you start a single recipe specified by its ID or name. - [RecipeOps - Stop recipe action](https://docs.workato.com/en/connectors/recipeops/actions/stop-recipe.md): The Stop recipe action in the RecipeOps connector lets you stop a single recipe by its ID or name, pausing or force-stopping its pending jobs. ##### Redshift ###### Triggers - [Workato connectors - Redshift new row triggers](https://docs.workato.com/en/connectors/redshift/new-row-trigger.md): The New row trigger in the Redshift connector picks up rows inserted in a selected table or view, processing each row as a separate job. - [Workato connectors - Redshift new/updated row triggers](https://docs.workato.com/en/connectors/redshift/updated-row-trigger.md): The New/updated row trigger in the Redshift connector picks up rows inserted or updated in a selected table or view, one job per row. ###### Actions - [Workato connectors - Redshift Select actions](https://docs.workato.com/en/connectors/redshift/select.md): Use the Redshift select actions in Workato to retrieve rows from a table using a WHERE condition, order by, and limit options. - [Workato connectors - Redshift Insert actions](https://docs.workato.com/en/connectors/redshift/insert.md): Use the Redshift insert actions in Workato to add a single row or a batch of rows to a selected table for high-throughput data loads. - [Workato connectors - Redshift Update actions](https://docs.workato.com/en/connectors/redshift/update.md): The Update rows action in the Redshift connector updates one or more rows with a single set of values using a WHERE condition in Workato. - [Workato connectors - Redshift Upsert actions](https://docs.workato.com/en/connectors/redshift/upsert.md): Use the Redshift upsert actions in Workato to insert or update a single row or a batch of rows in a table based on a unique key. - [Workato connectors - Redshift Delete actions](https://docs.workato.com/en/connectors/redshift/delete.md): The Delete rows action in the Redshift connector lets you delete rows from a selected table based on a WHERE condition in Workato. - [Workato connectors - Redshift Run custom SQL action](https://docs.workato.com/en/connectors/redshift/custom-sql-action.md): The Run custom SQL action in the Redshift connector executes a single DML or DDL SQL statement, returning up to 50,000 rows in Workato. - [Workato connectors - Redshift Run long query custom SQL action](https://docs.workato.com/en/connectors/redshift/long-query-custom-sql.md): The Run long query custom SQL action in the Redshift connector runs DML and DDL queries asynchronously within a timeout limit you configure. - [Workato connectors - Redshift Export query result action](https://docs.workato.com/en/connectors/redshift/export-query-result.md): The Export query result action in the Redshift connector runs a SQL query and exports the results as a CSV file in Workato. ##### Replicon ###### Triggers - [Workato connectors - Replicon - New client trigger](https://docs.workato.com/en/connectors/replicon/new-client-trigger.md): The New client trigger in the Replicon connector picks up new clients created in your Replicon instance and processes each as an individual job. - [Workato connectors - Replicon - New project trigger](https://docs.workato.com/en/connectors/replicon/new-project-trigger.md): The New project trigger in the Replicon connector picks up new projects created in your Replicon instance and processes each as an individual job. - [Workato connectors - Replicon - New user trigger](https://docs.workato.com/en/connectors/replicon/new-user-trigger.md): The New user trigger in the Replicon connector picks up new users created in your Replicon instance and processes each as an individual job. - [Workato connectors - Replicon - New/updated ready to sync invoice trigger](https://docs.workato.com/en/connectors/replicon/new-or-updated-invoice-ready-to-sync-trigger.md): The New/updated ready to sync invoice trigger in the Replicon connector picks up new or updated invoices in your Replicon instance, one job per invoice. - [Workato connectors - Replicon - Updated timesheet trigger](https://docs.workato.com/en/connectors/replicon/updated-timesheet-trigger.md): The deprecated Updated timesheet trigger in the Replicon connector picks up timesheets updated in your Replicon instance, processing each as a job. ##### RingCentral ###### Triggers - [Workato connectors - RingCentral - Call ended trigger](https://docs.workato.com/en/connectors/ringcentral/triggers/call-ended.md): Use the Call ended trigger to retrieve calls that have ended for the connected RingCentral extension. - [Workato connectors - RingCentral - New call recording trigger](https://docs.workato.com/en/connectors/ringcentral/triggers/new-call-recording.md): Use the New call recording trigger to retrieve calls with recordings made by the connected RingCentral extension. - [Workato connectors - RingCentral - New call trigger](https://docs.workato.com/en/connectors/ringcentral/triggers/new-call.md): Use the New call trigger to retrieve new calls made by the connected RingCentral extension. - [Workato connectors - RingCentral - New company level call trigger](https://docs.workato.com/en/connectors/ringcentral/triggers/new-company-level-call.md): Use the New company level call trigger to retrieve new company level calls made by the connected RingCentral account. - [Workato connectors - RingCentral - New event trigger (real-time)](https://docs.workato.com/en/connectors/ringcentral/triggers/new-event.md): Use the New event trigger to monitor new events in your RingCentral account in real-time. - [Workato connectors - RingCentral - New SMS trigger](https://docs.workato.com/en/connectors/ringcentral/triggers/new-sms.md): Use the New SMS trigger to monitor when your connected RingCentral extension receives new SMS messages. ###### Actions - [Workato connectors - RingCentral - Ring out action](https://docs.workato.com/en/connectors/ringcentral/actions/ring-out.md): Use the Ring out action to make a two-legged RingOut call using RingCentral. - [Workato connectors - RingCentral - Send pager message action](https://docs.workato.com/en/connectors/ringcentral/actions/send-pager-message.md): Use the Send pager message action to send a pager message to specified extension numbers within RingCentral. - [Workato connectors - RingCentral - Send SMS action](https://docs.workato.com/en/connectors/ringcentral/actions/send-sms.md): Use the Send SMS action to send an SMS message to a specified phone number using RingCentral. ##### RPA by Workato ###### Actions - [RPA by Workato - Get job detail action](https://docs.workato.com/en/connectors/rpa-by-workato/get-job-detail.md): The Get job detail action retrieves information from an RPA job you specify. - [RPA by Workato - Get job logs action (batch)](https://docs.workato.com/en/connectors/rpa-by-workato/get-job-logs-batch.md): The Get job logs batch action retrieves the logs of an RPA job you specify. - [RPA by Workato - Get process details action](https://docs.workato.com/en/connectors/rpa-by-workato/get-process-details.md): The Get process details action retrieves information from a process you specify. - [RPA by Workato - List departments action (batch)](https://docs.workato.com/en/connectors/rpa-by-workato/list-departments-batch.md): The List departments batch action retrieves a list of all departments in your RPA instance. - [RPA by Workato - List processes by department action (batch)](https://docs.workato.com/en/connectors/rpa-by-workato/list-processes-by-department-batch.md): The List processes by department batch action retrieves all processes from a department and stage you specify. - [RPA by Workato - Start job action](https://docs.workato.com/en/connectors/rpa-by-workato/start-job.md): The Start job action starts an RPA job in the process you specify. ##### Sage Intacct ###### Triggers - [Workato connectors - Sage Intacct - New AR payment trigger](https://docs.workato.com/en/connectors/intacct/new-ar-payments-trigger.md): The New AR payment trigger in the Sage Intacct connector fires when new posted payments and advances are added in your instance. - [Workato connectors - Sage Intacct - New contact trigger](https://docs.workato.com/en/connectors/intacct/new-contact-trigger.md): The New contact trigger in the Sage Intacct connector fires when new contact records are created in your instance. - [Workato connectors - Sage Intacct - New expense trigger](https://docs.workato.com/en/connectors/intacct/new-expense-trigger.md): The New expense trigger in the Sage Intacct connector fires when new expense records are created in your instance. - [Workato connectors - Sage Intacct - New invoice trigger](https://docs.workato.com/en/connectors/intacct/new-invoice-trigger.md): The New invoice trigger in the Sage Intacct connector fires when new invoice records are created in your instance. - [Workato connectors - Sage Intacct - New item trigger](https://docs.workato.com/en/connectors/intacct/new-item-trigger.md): The New item trigger in the Sage Intacct connector fires when new item records are created in your instance. - [Workato connectors - Sage Intacct - New project trigger](https://docs.workato.com/en/connectors/intacct/new-project-trigger.md): The New project trigger in the Sage Intacct connector fires when new project records are created in your instance. - [Workato connectors - Sage Intacct - New project task trigger](https://docs.workato.com/en/connectors/intacct/new-project-task-trigger.md): The New project task trigger in the Sage Intacct connector fires when new project task records are created in your instance. - [Workato connectors - Sage Intacct - New/updated AP bill trigger](https://docs.workato.com/en/connectors/intacct/new-updated-ap-bill-trigger.md): The New/updated AP bill trigger in the Sage Intacct connector fires when bill records are created or updated in your instance. - [Workato connectors - Sage Intacct - New/updated AP payment trigger](https://docs.workato.com/en/connectors/intacct/new-updated-ap-payment-trigger.md): The New/updated AP payment trigger in the Sage Intacct connector fires when posted payments and advances are created or updated in your instance. - [Workato connectors - Sage Intacct - New/updated contact trigger](https://docs.workato.com/en/connectors/intacct/new-updated-contact-trigger.md): The New/updated contact trigger in the Sage Intacct connector fires when contact records are created or updated in your instance. - [Workato connectors - Sage Intacct - New/updated expense trigger](https://docs.workato.com/en/connectors/intacct/new-updated-expense-trigger.md): The New/updated expense trigger in the Sage Intacct connector fires when expense records are created or updated in your instance. - [Workato connectors - Sage Intacct - New/updated GL account trigger](https://docs.workato.com/en/connectors/intacct/new-updated-gl-account-trigger.md): The New/updated GL account trigger in the Sage Intacct connector fires when general ledger account records are created or updated in your instance. - [Workato connectors - Sage Intacct - New/updated item trigger](https://docs.workato.com/en/connectors/intacct/new-updated-item-trigger.md): The New/updated item trigger in the Sage Intacct connector fires when item records are created or updated in your instance. - [Workato connectors - Sage Intacct - New/updated object trigger](https://docs.workato.com/en/connectors/intacct/new-updated-object-trigger.md): The New/updated object trigger in the Sage Intacct connector fires when a selected object with unique key and timestamp fields is created or updated. - [Workato connectors - Sage Intacct - New/updated project trigger](https://docs.workato.com/en/connectors/intacct/new-updated-project-trigger.md): The New/updated project trigger in the Sage Intacct connector fires when project records are created or updated in your instance. - [Workato connectors - Sage Intacct - New/updated project task trigger](https://docs.workato.com/en/connectors/intacct/new-updated-project-task-trigger.md): The New/updated project task trigger in the Sage Intacct connector fires when project task records are created or updated in your instance. - [Workato connectors - Sage Intacct - New/updated purchase order trigger](https://docs.workato.com/en/connectors/intacct/new-updated-purchase-order-trigger.md): The New/updated purchase order trigger in the Sage Intacct connector fires when purchase order records are created or updated in your instance. - [Workato connectors - Sage Intacct - New/updated vendor trigger](https://docs.workato.com/en/connectors/intacct/new-updated-vendor-trigger.md): The New/updated vendor trigger in the Sage Intacct connector fires when vendor records are created or updated in your instance. ###### Actions - [Workato connectors - Sage Intacct - Create vendor action](https://docs.workato.com/en/connectors/intacct/create-vendor-action.md): The Create vendor action in the Sage Intacct connector lets you create a new vendor in your Sage Intacct instance. - [Workato connectors - Sage Intacct - Update vendor action](https://docs.workato.com/en/connectors/intacct/update-vendor-action.md): The Update vendor action in the Sage Intacct connector lets you update the information attached to an existing vendor in your instance. ###### Troubleshooting - [Troubleshoot Intacct runtime errors](https://docs.workato.com/en/connectors/intacct/troubleshoot-intacct-runtime.md): Use this guide to troubleshoot errors that occur at runtime when you use the Intacct connector in Workato. ##### Salesforce - [Workato connectors - Salesforce - Create a custom OAuth profile](https://docs.workato.com/en/connectors/salesforce/custom-oauth.md): Learn how to create a custom OAuth profile and external client app for Salesforce. - [Salesforce Approvals](https://docs.workato.com/en/connectors/salesforce/approval-processes.md): Learn how the Salesforce connector for Workato supports approval processes, including approving, rejecting, and submitting records for approval. - [Salesforce batch operations](https://docs.workato.com/en/connectors/salesforce/batch-operations.md): Learn how Salesforce batch operations in Workato process up to 2,000 records at a time using the sObject Collections API for smaller batches. - [Salesforce Bulk Operations](https://docs.workato.com/en/connectors/salesforce/salesforce-bulk.md): Learn how the Salesforce connector for Workato supports bulk operations to load large datasets from CSV files efficiently using the Bulk API. - [Salesforce object relationships](https://docs.workato.com/en/connectors/salesforce/related-objects.md): Learn how Salesforce object relationships work in Workato and how to use the Related objects and Fields inputs to retrieve data from related objects. - [Workato connectors - Salesforce - real-time triggers](https://docs.workato.com/en/connectors/salesforce/real-time-triggers.md): Explore real-time triggers in the Salesforce connector for Workato, which use Salesforce flows to notify recipes immediately when records change. - [Salesforce connector FAQs](https://docs.workato.com/en/connectors/salesforce/salesforce-connector-faqs.md): Answers to frequently asked questions about the Salesforce connector in Workato, covering OAuth 2.0 and JWT authentication and connection setup. - [Salesforce SOQL](https://docs.workato.com/en/connectors/salesforce/salesforce-soql.md): Learn how to use Salesforce Object Query Language (SOQL) in the Salesforce connector for Workato to search records with WHERE clauses and operators. - [Salesforce SOQL FAQs](https://docs.workato.com/en/connectors/salesforce/soql-faqs.md): Answers to frequently asked questions about Salesforce SOQL in Workato, covering query syntax, WHERE clauses, and comparison operators. - [Salesforce and database syncs](https://docs.workato.com/en/connectors/salesforce/database-syncs.md): Learn how to sync Salesforce to databases and data warehouses using Workato, with the Get object schema action and detection of new or updated custom data. - [Salesforce triggers](https://docs.workato.com/en/connectors/salesforce/triggers.md): Explore triggers in the Salesforce connector for Workato, including new, updated, deleted, exported, and real-time change data capture records. - [Salesforce actions](https://docs.workato.com/en/connectors/salesforce/salesforce-generic.md): Explore actions in the Salesforce connector for Workato, including uploading files and creating, updating, upserting, and deleting records. ###### Triggers - [Workato connectors - Salesforce - Deleted record trigger](https://docs.workato.com/en/connectors/salesforce/triggers/deleted-record.md): This trigger monitors Salesforce for deleted objects of a type you specify. - [Workato connectors - Salesforce - Export new records trigger](https://docs.workato.com/en/connectors/salesforce/triggers/export-new-records.md): This trigger monitors Salesforce for new records that match the SOQL WHERE clause you provide and retrieves them as a CSV stream. - [Workato connectors - Salesforce - Export new/updated records trigger](https://docs.workato.com/en/connectors/salesforce/triggers/export-new-updated-records.md): This trigger retrieves Salesforce records created or updated since the last job as a CSV stream. - [Workato connectors - Salesforce - Monitor changes in a record trigger (real-time)](https://docs.workato.com/en/connectors/salesforce/change-data-capture-trigger.md): This trigger monitors Salesforce Change Data Capture events in real-time for changes to object fields you specify. - [Workato connectors - Salesforce - New records trigger](https://docs.workato.com/en/connectors/salesforce/triggers/new-record.md): This trigger checks Salesforce for newly created objects every five minutes. - [Workato connectors - Salesforce - New records trigger (batch)](https://docs.workato.com/en/connectors/salesforce/triggers/new-records-batch.md): This trigger monitors Salesforce for newly created records and retrieves them in batches. - [Workato connectors - Salesforce - New record trigger (real-time)](https://docs.workato.com/en/connectors/salesforce/triggers/new-record-real-time.md): This trigger monitors Salesforce in real-time for newly created objects. - [Workato connectors - Salesforce - New/updated record trigger](https://docs.workato.com/en/connectors/salesforce/triggers/new-updated-record.md): This trigger checks Salesforce for newly created or updated objects at an interval you specify. - [Workato connectors - Salesforce - New/updated records trigger (batch)](https://docs.workato.com/en/connectors/salesforce/triggers/new-updated-records-batch.md): This trigger monitors Salesforce for newly created or updated objects and retrieves them in batches. - [Workato connectors - Salesforce - New/updated record trigger (real-time)](https://docs.workato.com/en/connectors/salesforce/triggers/new-updated-record-real-time.md): This trigger monitors Salesforce in real-time for newly created or updated objects. - [Workato connectors - Salesforce - New Outbound message trigger (real-time)](https://docs.workato.com/en/connectors/salesforce/triggers/new-message.md): This trigger monitors Salesforce in real-time for new Outbound messages. - [Workato connectors - Salesforce - New platform event trigger (real-time)](https://docs.workato.com/en/connectors/salesforce/triggers/new-platform-event.md): This trigger monitors Salesforce in real-time for new platform events. - [Workato connectors - Salesforce - New PushTopic event trigger (real-time)](https://docs.workato.com/en/connectors/salesforce/triggers/new-event.md): This trigger monitors Salesforce in real-time for new PushTopic events in subscribed channels. - [Workato connectors - Salesforce - Scheduled record search using SOQL query WHERE clause trigger (batch)](https://docs.workato.com/en/connectors/salesforce/triggers/scheduled-search-soql-where.md): This trigger searches Salesforce using a SOQL query WHERE clause on a schedule you specify. - [Workato connectors - Salesforce - Scheduled records search using SOQL query trigger (batch)](https://docs.workato.com/en/connectors/salesforce/triggers/scheduled-search-soql.md): This trigger searches Salesforce using a SOQL query on a schedule you specify. - [Workato connectors - Salesforce - Threshold met for new records created trigger (batch)](https://docs.workato.com/en/connectors/salesforce/triggers/threshold-met-batch.md): This trigger monitors Salesforce for when the number of newly created objects reaches a threshold you specify. ###### Actions - [Workato connectors - Salesforce - Upload file action](https://docs.workato.com/en/connectors/salesforce/actions/upload-file.md): This action uploads a file to Salesforce. - [Workato connectors - Salesforce - Create record action](https://docs.workato.com/en/connectors/salesforce/actions/create-record.md): This action creates a record in Salesforce. - [Workato connectors - Salesforce - Update record action](https://docs.workato.com/en/connectors/salesforce/actions/update-record.md): This action updates a record in Salesforce by its ID. - [Workato connectors - Salesforce - Upsert record action](https://docs.workato.com/en/connectors/salesforce/actions/upsert-record.md): This action upserts a record in Salesforce. - [Workato connectors - Salesforce - Approve record in approval process action](https://docs.workato.com/en/connectors/salesforce/actions/approve-record.md): This action approves a Salesforce record and triggers all steps in the approval process. - [Workato connectors - Salesforce - Create records in batches action (batch)](https://docs.workato.com/en/connectors/salesforce/actions/create-records-in-batches.md): This action creates Salesforce records in batches. - [Workato connectors - Salesforce - Create records in bulk from CSV file action](https://docs.workato.com/en/connectors/salesforce/actions/create-records-from-csv.md): This action creates Salesforce records in bulk from a CSV file. - [Workato connectors - Salesforce - Delete record action](https://docs.workato.com/en/connectors/salesforce/actions/delete-record.md): This action deletes a Salesforce record by its ID. - [Workato connectors - Salesforce - Download attachment action](https://docs.workato.com/en/connectors/salesforce/actions/download-attachment.md): This action retrieves the contents of an attachment in Salesforce. - [Workato connectors - Salesforce - Download file action](https://docs.workato.com/en/connectors/salesforce/actions/download-file.md): This action retrieves the contents of a file in Salesforce. - [Workato connectors - Salesforce - Get object schema action](https://docs.workato.com/en/connectors/salesforce/actions/get-object-schema.md): This action retrieves the schema of a standard or custom object in Salesforce. - [Workato connectors - Salesforce - Get record details by ID action](https://docs.workato.com/en/connectors/salesforce/actions/get-record-details.md): This action retrieves the details of a Salesforce record by its ID. - [Workato connectors - Salesforce - Get related list by parent record ID action (batch)](https://docs.workato.com/en/connectors/salesforce/actions/get-related-list.md): This action retrieves a related list of a Salesforce record in batches using a parent record's ID. - [Workato connectors - Salesforce - Get report by ID action (batch)](https://docs.workato.com/en/connectors/salesforce/actions/get-report.md): This action retrieves report details from Salesforce in batches. - [Workato connectors - Salesforce - List data category groups action (batch)](https://docs.workato.com/en/connectors/salesforce/actions/list-category-groups.md): This action retrieves all data category groups from Salesforce in batches. - [Workato connectors - Salesforce - Publish platform event action](https://docs.workato.com/en/connectors/salesforce/actions/publish-platform-event.md): This action publishes a platform event message in Salesforce. - [Workato connectors - Salesforce - Reject record in approval process action](https://docs.workato.com/en/connectors/salesforce/actions/reject-record.md): This action rejects a Salesforce record and triggers all steps in the rejection process. - [Workato connectors - Salesforce - Retrieve data category group hierarchy action (batch)](https://docs.workato.com/en/connectors/salesforce/actions/retrieve-category-group-hierarchy.md): This action retrieves a data category group hierarchy from Salesforce using a source list. - [Workato connectors - Salesforce - Retry bulk job for failed records from CSV file action](https://docs.workato.com/en/connectors/salesforce/actions/retry-job-csv.md): This action retries failed Salesforce jobs in bulk from a CSV file. - [Workato connectors - Salesforce - Search records action (batch)](https://docs.workato.com/en/connectors/salesforce/actions/search-records.md): This action retrieves a list of Salesforce records that match the search criteria you provide. - [Workato connectors - Salesforce - Search records in bulk using SOQL query action](https://docs.workato.com/en/connectors/salesforce/actions/search-records-soql.md): This action retrieves a CSV stream of Salesforce records that match the SOQL query you provide. - [Workato connectors - Salesforce - Search records using SOQL query action (batch)](https://docs.workato.com/en/connectors/salesforce/actions/search-records-soql-batch.md): This action retrieves a list of Salesforce records that match the SOQL query you provide. - [Workato connectors - Salesforce - Search records using SOQL query WHERE clause action (batch)](https://docs.workato.com/en/connectors/salesforce/actions/search-records-soql-where.md): This action retrieves a CSV stream of Salesforce records that match the SOQL WHERE clause you provide. - [Workato connectors - Salesforce - Submit record for approval action](https://docs.workato.com/en/connectors/salesforce/actions/submit-record.md): This action submits a record for approval in Salesforce. - [Workato connectors - Salesforce - Update records in batches action (batch)](https://docs.workato.com/en/connectors/salesforce/actions/update-records-in-batches.md): This action updates Salesforce records in batches. - [Workato connectors - Salesforce - Update records in bulk from CSV file action](https://docs.workato.com/en/connectors/salesforce/actions/update-records-csv.md): This action updates Salesforce records in bulk from a CSV file using the Salesforce bulk API. - [Workato connectors - Salesforce - Upsert records in batches action (batch)](https://docs.workato.com/en/connectors/salesforce/actions/upsert-records-batch.md): This action upserts Salesforce records in batches. - [Workato connectors - Salesforce - Upsert records in bulk from CSV file action](https://docs.workato.com/en/connectors/salesforce/actions/upsert-records-in-bulk-from-csv.md): This action upserts Salesforce records in bulk from a CSV file and a primary key. ###### Troubleshooting - [Troubleshoot Salesforce connection setup](https://docs.workato.com/en/connectors/salesforce/troubleshoot-connection-setup.md): Use this guide to troubleshoot errors when you connect to the Salesforce connector in Workato. - [Troubleshoot Salesforce runtime](https://docs.workato.com/en/connectors/salesforce/troubleshoot-runtime.md): Use this guide to troubleshoot errors that occur at runtime when you use the Salesforce connector in Workato. ##### SAP Concur - [Workato connectors - SAP Concur - Triggers](https://docs.workato.com/en/connectors/concur/triggers.md): Browse the triggers available in the SAP Concur connector for Workato to start recipes from expense report and related events. - [Workato connectors - SAP Concur - Actions](https://docs.workato.com/en/connectors/concur/actions.md): Browse the actions available in the SAP Concur connector for Workato to manage lists, list items, expense reports, and users. - [Workato connectors - SAP Concur API migration guide](https://docs.workato.com/en/connectors/concur/concur-migration-guide.md): Migrate SAP Concur recipes from deprecated v2 and v3 API actions to the new v4 list, list item, and expense report actions in Workato. ###### Triggers - [Workato connectors - SAP Concur - New expense report submission trigger](https://docs.workato.com/en/connectors/concur/triggers/new-expense-report-submission.md): The New expense report submission trigger activates when an expense report is first submitted or re-submitted in SAP Concur. - [Workato connectors - SAP Concur New expense report trigger](https://docs.workato.com/en/connectors/concur/triggers/new-expense-report.md): The New expense report trigger activates when an expense report is created in SAP Concur. - [Workato connectors - SAP Concur - New/updated expense report trigger](https://docs.workato.com/en/connectors/concur/triggers/new-updated-expense-report.md): The New/updated expense report trigger activates when an expense report is created or updated in SAP Concur. - [Workato connectors - SAP Concur - New/updated invoice trigger](https://docs.workato.com/en/connectors/concur/triggers/new-updated-invoice.md): The New/updated invoice trigger activates when an invoice is created or updated in SAP Concur. - [Workato connectors - SAP Concur - New/updated user trigger](https://docs.workato.com/en/connectors/concur/triggers/new-updated-user.md): The New/updated user trigger activates when a user is created or updated in SAP Concur. ###### Actions - [Workato connectors - SAP Concur - Create list item action](https://docs.workato.com/en/connectors/concur/actions/create-list-item.md): The Create list item action creates a new list item in SAP Concur. - [Workato connectors - SAP Concur - Create user action](https://docs.workato.com/en/connectors/concur/actions/create-user.md): The Create user action creates a single user profile with identity, spend, and travel attributes. - [Workato connectors - SAP Concur - Create users action (batch)](https://docs.workato.com/en/connectors/concur/actions/create-users-batch.md): The Create users batch action creates multiple user profiles with identity, spend, and travel attributes. - [Workato connectors - SAP Concur - Create vendors action (batch)](https://docs.workato.com/en/connectors/concur/actions/create-vendors-batch.md): The Create vendors batch action creates multiple vendors in SAP Concur. - [Workato connectors - SAP Concur - Delete list item action](https://docs.workato.com/en/connectors/concur/actions/delete-list-item.md): The Delete list item action deletes a list item in SAP Concur. - [Workato connectors - SAP Concur - Get all attendee types action (batch)](https://docs.workato.com/en/connectors/concur/actions/get-all-attendee-types-batch.md): The Get all attendee types batch action retrieves all attendee types from SAP Concur. - [Workato connectors - SAP Concur - Get attendee types action (batch)](https://docs.workato.com/en/connectors/concur/actions/get-attendee-types-v4.md): The Get attendee types batch action retrieves attendee types for a specific user from SAP Concur using the v4 API. - [Workato connectors - SAP Concur - Get all expense group configurations action (batch)](https://docs.workato.com/en/connectors/concur/actions/get-all-expense-group-configurations-batch.md): The Get all expense group configurations batch action retrieves all expense group configurations from SAP Concur. - [Workato connectors - SAP Concur - Get expense group configuration action (batch)](https://docs.workato.com/en/connectors/concur/actions/get-expense-group-v4.md): The Get expense group configuration batch action retrieves the expense group configuration for a specific user from SAP Concur using the v4 API. - [Workato connectors - SAP Concur - Get all expense types action (batch)](https://docs.workato.com/en/connectors/concur/actions/get-all-expense-types-batch.md): The Get all expense types batch action retrieves all expense types from SAP Concur. - [Workato connectors - SAP Concur - Get expense types action](https://docs.workato.com/en/connectors/concur/actions/get-expense-types-v4.md): The Get expense types action retrieves expense types for a specific user from SAP Concur using the v4 API. - [Workato connectors - SAP Concur - Get all list item action (batch)](https://docs.workato.com/en/connectors/concur/actions/get-all-list-item-batch.md): The Get all list item batch action retrieves the first level list items from a specified list in SAP Concur. - [Workato connectors - SAP Concur - Get all lists action (batch)](https://docs.workato.com/en/connectors/concur/actions/get-all-lists-batch.md): The Get all lists batch action retrieves all lists from SAP Concur. - [Workato connectors - SAP Concur - Get all payment types action (batch)](https://docs.workato.com/en/connectors/concur/actions/get-all-payment-types-batch.md): The Get all payment types batch action retrieves all payment types from SAP Concur. - [Workato connectors - SAP Concur - Get payment types batch action](https://docs.workato.com/en/connectors/concur/actions/get-payment-types-v4.md): The Get payment types batch action retrieves payment types for a specific user from SAP Concur using the v4 API. - [Workato connectors - SAP Concur - Get entry image URL action](https://docs.workato.com/en/connectors/concur/actions/get-entry-image-url.md): The Get entry image URL action retrieves the image URL for a specific entry in SAP Concur. - [Workato connectors - SAP Concur - Get expense report details action](https://docs.workato.com/en/connectors/concur/actions/get-expense-report-details.md): The Get expense report details action retrieves detailed information about a specific expense report in SAP Concur. - [Workato connectors - SAP Concur - Get invoice details action](https://docs.workato.com/en/connectors/concur/actions/get-invoice-details.md): The Get invoice details action retrieves detailed information about a specific invoice in SAP Concur. - [Workato connectors - SAP Concur - Get itemizations of specific expense action](https://docs.workato.com/en/connectors/concur/actions/get-itemizations-of-specific-expense.md): The Get itemizations of specific expense action retrieves a list of itemization summaries for a specific expense in SAP Concur. - [Workato connectors - SAP Concur - Get user action](https://docs.workato.com/en/connectors/concur/actions/get-user.md): The Get user action retrieves information about a specific user in SAP Concur. - [Workato connectors - SAP Concur - Get user provisioning status details action](https://docs.workato.com/en/connectors/concur/actions/get-user-provisioning-status-details.md): The Get user provisioning status details action retrieves a detailed status report for a provisioning request. - [Workato connectors - SAP Concur - Retrieve children of list item action](https://docs.workato.com/en/connectors/concur/actions/retrieve-children-of-list-item.md): The Retrieve children of list item action retrieves child items of a specific list item in SAP Concur. - [Workato connectors - SAP Concur - Search expense reports action (batch)](https://docs.workato.com/en/connectors/concur/actions/search-expense-reports-batch.md): The Search expense reports batch action searches for expense reports in SAP Concur based on specified criteria. - [Workato connectors - SAP Concur - Search users action (batch)](https://docs.workato.com/en/connectors/concur/actions/search-users-batch.md): The Search users batch action searches for users in SAP Concur based on specified criteria. - [Workato connectors - SAP Concur - Search vendors action (batch)](https://docs.workato.com/en/connectors/concur/actions/search-vendors-batch.md): The Search vendors batch action searches for vendors in SAP Concur based on specified criteria. - [Workato connectors - SAP Concur - Submit expense report through workflow action](https://docs.workato.com/en/connectors/concur/actions/submit-expense-report-through-workflow.md): The Submit expense report through workflow action submits an expense report through the workflow in SAP Concur. - [Workato connectors - SAP Concur - Update user action](https://docs.workato.com/en/connectors/concur/actions/update-user.md): The Update user action updates an existing user in SAP Concur. - [Workato connectors - SAP Concur - Update users action (batch)](https://docs.workato.com/en/connectors/concur/actions/update-users-batch.md): The Update users batch action updates multiple user profiles with identity, spend, and travel attributes. - [Workato connectors - SAP Concur - Update vendors action (batch)](https://docs.workato.com/en/connectors/concur/actions/update-vendors-batch.md): The Update vendors batch action updates multiple vendors in SAP Concur. - [Workato connectors - SAP Concur - Upload receipt image action](https://docs.workato.com/en/connectors/concur/actions/upload-receipt-image.md): The Upload receipt image action uploads a receipt image to SAP Concur. ##### SAP RFC - [Workato connectors - SAP RFC - Connection setup](https://docs.workato.com/en/connectors/sap/connection-setup.md): Connect the SAP RFC connector to Workato, including RFC destination, integration user, OPA configuration, and optional IDoc setup steps. - [Workato connectors - SAP RFC - Create RFC destination for Workato in SAP](https://docs.workato.com/en/connectors/sap/rfc-destination-create.md): Create an RFC destination of type TCP/IP for Workato in SAP using transaction SM59, including program ID setup for OPA versions. - [Workato connectors - SAP RFC - Configure SAP system for IDoc integrations](https://docs.workato.com/en/connectors/sap/configure-idoc-sap.md): Configure IDocs to and from Workato in SAP, including defining a port, logical system, partner profile, and distribution model for the connector. - [Workato connectors - SAP RFC - Create a Workato integration user in SAP](https://docs.workato.com/en/connectors/sap/integration-user-create.md): Create a dedicated Workato integration user in SAP, including activating the user, creating an integration role, and linking the user to the role. - [Workato connectors- SAP RFC - Permissions](https://docs.workato.com/en/connectors/sap/permissions-sap.md): Review the minimum SAP authorizations required to run the SAP connector triggers and actions, including New IDoc, Send IDoc, and Run RFC. - [Workato connectors - SAP RFC - Configure an OPA](https://docs.workato.com/en/connectors/sap/opa-configure.md): Configure a Workato on-prem agent for SAP, including installing the OPA, downloading SAP JCo libraries, and creating an SAP profile. - [Workato connectors - SAP RFC - Configure the SAP connector in Workato](https://docs.workato.com/en/connectors/sap/sap-connector.md): Configure the SAP RFC connector in Workato by creating a connection, whether you use cloud profiles or set up connections manually in each agent. - [Workato connectors - SAP configuration - TLS 1.2 enablement](https://docs.workato.com/en/connectors/sap/tls1.2.md): Configure SAP to interact with the Workato API platform by enabling TLS 1.2, importing Workato SSL certificates, and creating an RFC destination. - [Workato connectors - SNC encryption](https://docs.workato.com/en/connectors/sap/snc-encryption.md): Enable Secure Network Communications (SNC) encryption between SAP and the Workato on-prem agent using the SAP Cryptographic Library. - [SAP - Track IDoc status in SAP](https://docs.workato.com/en/connectors/sap/track-idoc.md): Track IDoc status in SAP using the list of transmission status codes to monitor IDocs sent through the Workato on-prem agent and webhooks. - [SAP Troubleshooting guide](https://docs.workato.com/en/connectors/sap/sap-troubleshooting.md): Troubleshoot common SAP connector setup and connection issues, including agent startup errors, JCo failures, and missing IDocs, plus debug logging. - [Workato connectors - SAP RFC - Error behavior](https://docs.workato.com/en/connectors/sap/sap-error-behavior.md): Understand how the SAP RFC connector surfaces errors at runtime so you can distinguish technical failures, schema mismatches, and business errors. ###### Triggers - [Workato connectors - SAP trigger - New IDoc trigger](https://docs.workato.com/en/connectors/sap/trigger-new-idoc.md): The New IDoc trigger in the SAP connector listens to and receives IDocs from an on-premise SAP system or a system behind a corporate firewall. - [Workato connectors - SAP - New IDocs batch trigger](https://docs.workato.com/en/connectors/sap/new-idocs-batch-trigger.md): The New IDocs batch trigger in the SAP connector listens to outbound IDocs in real time and processes multiple IDocs together in a single job. ###### Actions - [Workato connectors - SAP action - Call BAPI](https://docs.workato.com/en/connectors/sap/action-call-bapi.md): The Call BAPI action in the SAP connector lets you run BAPIs in an SAP system and automatically raises structured BAPI errors and validation issues. - [Workato connectors - SAP action - Call remote function module](https://docs.workato.com/en/connectors/sap/action-run-rfm.md): The Call remote function module action in the SAP connector lets you discover and run a Remote Function Module through a Remote Function Call. - [Workato connectors - SAP action - Send IDoc (Legacy)](https://docs.workato.com/en/connectors/sap/action-send-idoc.md): The Send IDoc (Legacy) action in the SAP connector lets you send IDocs to an on-premise SAP system or a system behind a corporate firewall. - [Workato connectors - SAP action - Send IDoc (Advanced)](https://docs.workato.com/en/connectors/sap/action-send-idoc-advanced.md): The Send IDoc (Advanced) action in the SAP connector sends IDocs to an on-premise SAP system without the dummy configurations the legacy action required. - [Workato connectors - SAP action - Check Idoc status](https://docs.workato.com/en/connectors/sap/action-check-idoc.md): The Check IDoc status action in the SAP connector lets you verify whether an IDoc sent from Workato was successfully processed in SAP. ##### SAP OData - [Workato connectors - SAP OData - Connection setup](https://docs.workato.com/en/connectors/sap-odata/connection-setup.md): Set up and connect SAP OData in Workato across on-premise and SAP S/4HANA Cloud systems, using an on-prem agent or IP allowlisting. - [Workato connectors - SAP OData](https://docs.workato.com/en/connectors/sap-odata/basic-auth.md): Set up and connect on-premise SAP instances to Workato, including activating OData services for SAP S/4HANA and legacy ECC systems. - [Workato connectors - SAP OData](https://docs.workato.com/en/connectors/sap-odata/client-cert-auth.md): Set up and connect SAP S/4HANA Cloud to Workato using client certificate (x509) authentication, including OData service and communication setup. - [Workato connectors - SAP OData](https://docs.workato.com/en/connectors/sap-odata/sap-oauth2.md): Connect SAP OData to Workato using OAuth 2.0, including Authorization Code Grant and Client Credentials Grant flows for SAP and S/4HANA Cloud. - [Workato connectors - SAP OData](https://docs.workato.com/en/connectors/sap-odata/sap-oauth-btp.md): Connect SAP OData to Workato using OAuth 2.0 SAML Bearer Assertion through SAP BTP destination authentication for SAP S/4HANA Cloud, Public Edition. - [Workato connectors - SAP OData - Actions and triggers](https://docs.workato.com/en/connectors/sap-odata/actions-triggers.md): Reference for the actions and triggers in the SAP OData connector, including create, update, search, delete, upsert, custom, and bulk data extract. ##### SAP SuccessFactors - [SuccessFactors navigation fields](https://docs.workato.com/en/connectors/successfactors/successfactors-nav-fields.md): Learn how to use navigation fields in the SAP SuccessFactors connector to retrieve related records or associate records when you create or update them. ###### Triggers - [SuccessFactors triggers](https://docs.workato.com/en/connectors/successfactors/successfactors-triggers.md): Explore SAP SuccessFactors connector triggers in Workato, including the New or updated object polling trigger that runs when an object is created or updated. ###### Actions - [SuccessFactors Create record action](https://docs.workato.com/en/connectors/successfactors/successfactors-create-action.md): The Create record action in the SAP SuccessFactors connector creates a record for the selected object using the values you provide. - [SuccessFactors get record details action](https://docs.workato.com/en/connectors/successfactors/successfactors-get-action.md): The Get record details action in the SAP SuccessFactors connector retrieves a specific record by searching with its key columns. - [SuccessFactors merge record action](https://docs.workato.com/en/connectors/successfactors/successfactors-merge-action.md): The Merge record action in the SAP SuccessFactors connector updates specific properties in a record, leaving fields unchanged when no new value is given. - [SuccessFactors Search record action](https://docs.workato.com/en/connectors/successfactors/successfactors-search-action.md): The Search records action in the SAP SuccessFactors connector retrieves a list of records that match your search criteria for the selected object. - [SuccessFactors search records using OData query action](https://docs.workato.com/en/connectors/successfactors/successfactors-advanced-search-action.md): The Search records using OData query action in the SAP SuccessFactors connector retrieves records that match a specific OData query. - [SuccessFactors update record action](https://docs.workato.com/en/connectors/successfactors/successfactors-update-action.md): The Update record action in the SAP SuccessFactors connector updates a record with specified values, reverting omitted fields to their default values. - [SuccessFactors Upsert record action](https://docs.workato.com/en/connectors/successfactors/successfactors-upsert-action.md): The Upsert record action in the SAP SuccessFactors connector finds a record by object ID, then updates it or creates a new record if none exists. - [Workato connectors - SAP SuccessFactors - Upsert records (single object) batch action](https://docs.workato.com/en/connectors/successfactors/successfactors-upsert-single.md): The Upsert records (single object) batch action searches for multiple records by a specified field and updates or creates them in bulk. - [Workato connectors - SAP SuccessFactors - Upsert records (multiple objects) batch action](https://docs.workato.com/en/connectors/successfactors/successfactors-upsert-multiple.md): The Upsert records (multiple objects) batch action performs simultaneous operations on multiple SuccessFactors objects with transactional behavior. ##### SendGrid ###### Actions - [Workato connectors - SendGrid Send email action](https://docs.workato.com/en/connectors/sendgrid/send-email.md): The Send email action in the SendGrid connector lets you send email with recipients, templates, attachments, scheduling, and tracking and mail settings. ###### Troubleshooting - [SendGrid - 403 Forbidden error](https://docs.workato.com/en/connectors/sendgrid/troubleshoot-sendgrid.md): Troubleshoot the SendGrid 403 Forbidden error in Workato, including missing API key scopes and unverified sender identity or domain authentication. ##### ServiceNow ###### Triggers - [Workato connectors - ServiceNow new record triggers](https://docs.workato.com/en/connectors/servicenow/new-record-trigger.md): The New record trigger in the ServiceNow connector picks up records created in the selected table, processing each one once every poll interval. - [Workato connectors - ServiceNow new/updated record triggers](https://docs.workato.com/en/connectors/servicenow/updated-record-trigger.md): The New/updated record trigger in the ServiceNow connector picks up records created or updated in the selected table once every poll interval. ###### Actions - [Workato connectors - ServiceNow search records action](https://docs.workato.com/en/connectors/servicenow/search.md): The Search records action in the ServiceNow connector returns a list of records from any table that match the search criteria you provide. - [Workato connectors - ServiceNow create record actions](https://docs.workato.com/en/connectors/servicenow/create.md): The Create record action in the ServiceNow connector lets you create a single record in any table in your ServiceNow instance. - [Workato connectors - ServiceNow update record actions](https://docs.workato.com/en/connectors/servicenow/update.md): The Update record action in the ServiceNow connector lets you update a single record by its Sys ID in any table in your ServiceNow instance. ##### SFTP - [Workato connectors - SFTP search files/folders action](https://docs.workato.com/en/connectors/sftp/sftp-troubleshooting.md): Troubleshoot common SFTP connection and runtime errors in Workato, including the password must not be longer than 1024 bytes connection failure. ###### Triggers - [Workato connectors - SFTP new/updated file in directory trigger](https://docs.workato.com/en/connectors/sftp/updated-file-trigger.md): The New/updated file in directory trigger in the SFTP connector fires when a file is created or updated in the specified first-level directory. - [Workato connectors - SFTP new/updated CSV file in directory trigger](https://docs.workato.com/en/connectors/sftp/updated-csv-trigger.md): The New/updated CSV file in directory trigger in the SFTP connector fires when a CSV file is created or updated in a directory, processing rows in batches. ###### Actions - [Workato connectors - SFTP - Change permission of a file action](https://docs.workato.com/en/connectors/sftp/change-permission-action.md): The Change permission of a file action sets new access permissions for a file on the SFTP server. - [Workato connectors - SFTP create folder action](https://docs.workato.com/en/connectors/sftp/create-folder-action.md): The Create folder action in the SFTP connector creates a new folder on your SFTP server, failing if a folder already exists at the given path. - [Workato connectors - SFTP delete file action](https://docs.workato.com/en/connectors/sftp/remove-file-action.md): The Delete file action in the SFTP connector deletes a specified file from your SFTP server, failing if the file cannot be found. - [Workato connectors - SFTP delete folder action](https://docs.workato.com/en/connectors/sftp/delete-folder-action.md): The Delete folder action in the SFTP connector deletes an entire folder from your SFTP server, failing if the folder is not found at the path. - [Workato connectors - SFTP download file action](https://docs.workato.com/en/connectors/sftp/download-file-action.md): The Download file action in the SFTP connector downloads a file from your SFTP server in binary mode for use in downstream recipe steps. - [Workato connectors - SFTP get file information action](https://docs.workato.com/en/connectors/sftp/get-file-information-action.md): The Get file information action in the SFTP connector retrieves basic details about a file on your SFTP server, such as name, path, and size. - [Workato connectors - SFTP list folder action](https://docs.workato.com/en/connectors/sftp/list-directory-action.md): The List folder action in the SFTP connector lists all files and subfolders in a specified folder on your SFTP server, excluding subfolder contents. - [Workato connectors - SFTP rename/move file action](https://docs.workato.com/en/connectors/sftp/rename-file-action.md): The Rename/move file action in the SFTP connector renames a file or moves it to a new destination on your SFTP server. - [Workato connectors - SFTP search files/folders action](https://docs.workato.com/en/connectors/sftp/search-files-action.md): The Search files/folders action in the SFTP connector searches for files, folders, or both within a given folder path on your SFTP server. - [Workato connectors - SFTP upload file action](https://docs.workato.com/en/connectors/sftp/upload-file-action.md): The Upload file action in the SFTP connector uploads a file to a path on your SFTP server, appending to or overwriting an existing file. ##### SharePoint - [SharePoint FAQs](https://docs.workato.com/en/connectors/sharepoint/sharepoint-faqs.md): Answers to frequently asked questions about the SharePoint connector, including what SharePoint is and how it integrates with Workato. ###### Triggers - [Workato connectors - SharePoint - Deleted file or folder trigger](https://docs.workato.com/en/connectors/sharepoint/deleted-file-folder-trigger.md): The Deleted file or folder trigger monitors the SharePoint Recycle Bin for newly deleted items. - [Workato connectors - Microsoft SharePoint new row in SharePoint list trigger](https://docs.workato.com/en/connectors/sharepoint/new-row-in-list-trigger.md): The new row trigger in the SharePoint connector picks up new rows in a list you specify on each poll interval and processes each as a job. - [Workato connectors - Microsoft SharePoint new/updated row in SharePoint list trigger](https://docs.workato.com/en/connectors/sharepoint/new-updated-row-in-list-trigger.md): The new or updated row trigger in the SharePoint connector picks up new or updated rows in a list you specify on each poll interval. - [Workato connectors - Microsoft SharePoint new or updated file trigger](https://docs.workato.com/en/connectors/sharepoint/new-updated-file-trigger.md): The new or updated file trigger in the SharePoint connector picks up new or updated files in a library on each poll interval. - [Workato connectors - Microsoft SharePoint new/updated file in folder hierarchy trigger](https://docs.workato.com/en/connectors/sharepoint/new-updated-file-in-folder-hierarchy-trigger.md): The new or updated file in folder hierarchy trigger in the SharePoint connector picks up new or updated files across a folder hierarchy. - [Workato connectors - Microsoft SharePoint - New/updated file in folder hierarchy trigger (large site)](https://docs.workato.com/en/connectors/sharepoint/new-updated-file-in-folder-hierarchy-trigger-large-site.md): The New/updated file in folder hierarchy (large site) trigger detects new or modified files within your SharePoint folder hierarchy. Use this trigger when monitoring a folder within a large SharePoint site containing more than 5,000 files. ###### Actions - [Workato connectors - Microsoft SharePoint add row in SharePoint list action](https://docs.workato.com/en/connectors/sharepoint/add-row-in-list-action.md): The add row action in the SharePoint connector lets you add a single row to a list you specify. - [Workato connectors - Microsoft SharePoint copy file in SharePoint action](https://docs.workato.com/en/connectors/sharepoint/copy-file-action.md): The copy file action in the SharePoint connector lets you copy a file to a specific folder in SharePoint. - [Workato connectors - Microsoft SharePoint create folder in SharePoint library action](https://docs.workato.com/en/connectors/sharepoint/create-folder-in-library-action.md): The create folder action in the SharePoint connector lets you create a folder in a library you specify. - [Workato connectors - Microsoft SharePoint create rows in SharePoint list action](https://docs.workato.com/en/connectors/sharepoint/create-rows-in-list-action-batch.md): The create rows action in the SharePoint connector lets you create multiple rows at once in a list you specify. - [Workato connectors - Microsoft SharePoint delete file or folder from SharePoint library action](https://docs.workato.com/en/connectors/sharepoint/delete-file-folder-from-library-action.md): The delete file or folder action in the SharePoint connector lets you delete a file or folder from a library you specify. - [Workato connectors - Microsoft SharePoint delete row in SharePoint list action](https://docs.workato.com/en/connectors/sharepoint/delete-row-in-list-action.md): The delete row action in the SharePoint connector lets you delete a row from a list you specify. - [Workato connectors - Microsoft SharePoint download attachment in SharePoint list action](https://docs.workato.com/en/connectors/sharepoint/download-attachment-in-list-action.md): The download attachment action in the SharePoint connector lets you download an attachment from an item you specify in a list. - [Workato connectors - Microsoft SharePoint download file from SharePoint library action](https://docs.workato.com/en/connectors/sharepoint/download-file-from-library-action.md): The download file action in the SharePoint connector lets you download a file from a library you specify. - [Workato connectors - Microsoft SharePoint get file or folder details in SharePoint library action](https://docs.workato.com/en/connectors/sharepoint/get-file-folder-details-in-library-action.md): The get file or folder details action in the SharePoint connector lets you retrieve details of a specified file or folder in a library. - [Workato connectors - Microsoft SharePoint get file or folder permissions in SharePoint library action](https://docs.workato.com/en/connectors/sharepoint/get-file-folder-permissions-library-action.md): The get file or folder permissions action in the SharePoint connector lists all individual and group permissions for a file or folder. - [Workato connectors - Microsoft SharePoint list files and folders within a folder in SharePoint library action](https://docs.workato.com/en/connectors/sharepoint/list-files-folders-in-library-action.md): The list files and folders action in the SharePoint connector lets you list all files and folders within a folder you specify in a library. - [Workato connectors - Microsoft SharePoint move file in SharePoint library action](https://docs.workato.com/en/connectors/sharepoint/move-file-in-library-action.md): The move file action in the SharePoint connector lets you move a file to a specific folder in a library. - [Workato connectors - Microsoft SharePoint rename file or folder in SharePoint action](https://docs.workato.com/en/connectors/sharepoint/rename-file-folder-action.md): The rename a file or folder action in the SharePoint connector lets you give a file or folder a new name in SharePoint. - [Workato connectors - Microsoft SharePoint search files in SharePoint library action (batch)](https://docs.workato.com/en/connectors/sharepoint/search-files-in-library-action.md): The Search files action in the SharePoint connector lets you find files in a folder you specify in a library, by file name or by regular search. - [Workato connectors - Microsoft SharePoint search list items in SharePoint library action](https://docs.workato.com/en/connectors/sharepoint/search-list-items-in-library-action.md): The search list items action in the SharePoint connector lets you search for list items in a library you specify. - [Workato connectors - Microsoft SharePoint search users in SharePoint library action](https://docs.workato.com/en/connectors/sharepoint/search-users-in-library-action.md): The search users action in the SharePoint connector lets you search for users on a SharePoint site by filter and pagination criteria. - [Workato connectors - Microsoft SharePoint update file metadata in SharePoint library action](https://docs.workato.com/en/connectors/sharepoint/update-file-metadata-in-library-action.md): The update file metadata action in the SharePoint connector lets you update the metadata fields of a file in a library you specify. - [Workato connectors - Microsoft SharePoint update file in SharePoint library action](https://docs.workato.com/en/connectors/sharepoint/update-file-in-library-action.md): The update file using file contents action in the SharePoint connector lets you replace the content of a file in a library you specify. - [Workato connectors - Microsoft SharePoint update row in SharePoint list action](https://docs.workato.com/en/connectors/sharepoint/update-row-in-list-action.md): The update row action in the SharePoint connector lets you update a single row in a list you specify by its row ID and field values. - [Workato connectors - Microsoft SharePoint update rows in SharePoint list action](https://docs.workato.com/en/connectors/sharepoint/update-rows-in-list-action-batch.md): The update rows action in the SharePoint connector lets you update a batch of rows in a list you specify using row IDs and field values. - [Workato connectors - Microsoft SharePoint upload attachment in SharePoint list action](https://docs.workato.com/en/connectors/sharepoint/upload-attachment-in-list-action.md): The upload attachment action in the SharePoint connector lets you upload an attachment to an item you specify in a list. - [Workato connectors - Microsoft SharePoint upload file in SharePoint library action](https://docs.workato.com/en/connectors/sharepoint/upload-file-in-library-action.md): The upload file action in the SharePoint connector lets you upload a file to a folder you specify in a library. ###### Troubleshooting - [Troubleshoot SharePoint connection errors](https://docs.workato.com/en/connectors/sharepoint/troubleshoot-connection.md): Use this guide to troubleshoot errors that occur when establishing a SharePoint connection in Workato. ##### Shopify ###### Triggers - [Workato connector - Shopify - New customer](https://docs.workato.com/en/connectors/shopify/new-customer.md): The New customer trigger in the Shopify connector picks up new customers on every poll interval, processing each as a separate job. - [Workato connector - Shopify - New order](https://docs.workato.com/en/connectors/shopify/new-order.md): The New order trigger in the Shopify connector picks up new orders on every poll interval, processing each new order as a separate job. - [Workato connector - Shopify - New product](https://docs.workato.com/en/connectors/shopify/new-product.md): The New product trigger in the Shopify connector picks up new products on every poll interval, processing each new product as a separate job. - [Workato connector - Shopify - New product variant](https://docs.workato.com/en/connectors/shopify/new-product-variant.md): The New product variant trigger in the Shopify connector picks up new product variants on every poll interval, one job per variant. - [Workato connector - Shopify - New/updated abandoned checkout](https://docs.workato.com/en/connectors/shopify/new-updated-abandoned-checkout.md): The New/updated abandoned checkout trigger in the Shopify connector picks up new or updated abandoned checkouts on every poll interval. - [Workato connector - Shopify - New/updated customer](https://docs.workato.com/en/connectors/shopify/new-updated-customer.md): The New/updated customer trigger in the Shopify connector picks up new or updated customers on every poll interval, one job per customer. - [Workato connector - Shopify - New/updated draft order](https://docs.workato.com/en/connectors/shopify/new-updated-draft-order.md): The New/updated draft order trigger in the Shopify connector picks up new or updated draft orders on every poll interval. - [Workato connector - Shopify - New/updated order](https://docs.workato.com/en/connectors/shopify/new-updated-order.md): The New/updated order trigger in the Shopify connector picks up new or updated orders on every poll interval, one job per order. - [Workato connector - Shopify - New/updated product](https://docs.workato.com/en/connectors/shopify/new-updated-product.md): The New/updated product trigger in the Shopify connector picks up new or updated products on every poll interval, one job per product. ###### Actions - [Workato connector - Shopify - Add metafield to objects](https://docs.workato.com/en/connectors/shopify/add-metafield-to-objects.md): The Add metafield to objects action in the Shopify connector lets you attach a custom metafield to an object in your store. - [Workato connector - Shopify - Add metafield to store](https://docs.workato.com/en/connectors/shopify/add-metafield-to-store.md): The Add metafield to store action in the Shopify connector lets you attach a custom metafield to a store. - [Workato connector - Shopify - Adjust inventory level](https://docs.workato.com/en/connectors/shopify/adjust-inventory-level.md): The Adjust inventory level action in the Shopify connector lets you adjust the inventory level of an inventory item at a given location. - [Workato connector - Shopify - Cancel a fulfillment](https://docs.workato.com/en/connectors/shopify/cancel-fulfillment.md): The Cancel a fulfillment action in the Shopify connector lets you cancel an existing fulfillment by its fulfillment ID. - [Workato connector - Shopify - Connect inventory item to location](https://docs.workato.com/en/connectors/shopify/connect-inventory-item-to-location.md): The Connect inventory item to location action in the Shopify connector lets you connect an inventory item to a location by creating an inventory level. - [Workato connector - Shopify - Create customer](https://docs.workato.com/en/connectors/shopify/create-customer.md): The Create customer action in the Shopify connector lets you create a new customer record in your store. - [Workato connector - Shopify - Create draft order](https://docs.workato.com/en/connectors/shopify/create-draft-order.md): The Create draft order action in the Shopify connector lets you create a draft order for a list of items that can later become an order. - [Workato connector - Shopify - Create fulfillment](https://docs.workato.com/en/connectors/shopify/create-fulfillment.md): The Create fulfillment action in the Shopify connector lets you create a fulfillment for one or more fulfillment orders assigned to a location. - [Workato connector - Shopify - Create order](https://docs.workato.com/en/connectors/shopify/create-order.md): The Create order action in the Shopify connector lets you create an order, a customer request to purchase one or more products from a shop. - [Workato connector - Shopify - Create product](https://docs.workato.com/en/connectors/shopify/create-product.md): The Create product action in the Shopify connector lets you create a product with details such as title, type, variants, options, and tags. - [Workato connector - Shopify - Create product image](https://docs.workato.com/en/connectors/shopify/create-product-image.md): The Create product image action in the Shopify connector lets you upload and attach an image to an existing product. - [Workato connector - Shopify - Create product variant](https://docs.workato.com/en/connectors/shopify/create-product-variant.md): The Create product variant action in the Shopify connector lets you create a new variant for an existing product. - [Workato connector - Shopify - Create payment/refund](https://docs.workato.com/en/connectors/shopify/create-payment-refund.md): The Create payment/refund action in the Shopify connector lets you create a payment or a refund for an order in your store. - [Workato connector - Shopify - Create transaction](https://docs.workato.com/en/connectors/shopify/create-transaction.md): The Create transaction action in the Shopify connector lets you record an exchange of money for an order, such as an authorization or refund. - [Workato connector - Shopify - Delete draft order](https://docs.workato.com/en/connectors/shopify/delete-draft-order.md): The Delete draft order action in the Shopify connector lets you delete an existing draft order that has not yet been converted to an order. - [Workato connector - Shopify - Delete product image](https://docs.workato.com/en/connectors/shopify/delete-product-image.md): The Delete product image action in the Shopify connector lets you delete an existing product image from a product. - [Workato connector - Shopify - Get draft order by ID](https://docs.workato.com/en/connectors/shopify/get-draft-order-by-id.md): The Get draft order by ID action in the Shopify connector lets you retrieve a single draft order by its ID. - [Workato connector - Shopify - Get fulfillment by ID](https://docs.workato.com/en/connectors/shopify/get-fulfillment-by-id.md): The Get fulfillment by ID action in the Shopify connector lets you retrieve a single fulfillment by its ID. - [Workato connector - Shopify - Get product image by ID](https://docs.workato.com/en/connectors/shopify/get-product-image-by-id.md): The Get product image by ID action in the Shopify connector lets you retrieve the entire image data of a product image by its ID. - [Workato connector - Shopify - Get store metafields](https://docs.workato.com/en/connectors/shopify/get-store-metafields.md): The Get store metafields action in the Shopify connector lets you retrieve all metafields associated with your store. - [Workato connector - Shopify - Get object metafields](https://docs.workato.com/en/connectors/shopify/get-object-metafields.md): The Get object metafields action in the Shopify connector lets you retrieve the metafields associated with an object in your store. - [Workato connector - Shopify - Get order by ID](https://docs.workato.com/en/connectors/shopify/get-order-by-id.md): The Get order by ID action in the Shopify connector lets you retrieve a single order by its ID. - [Workato connector - Shopify - Get transactions](https://docs.workato.com/en/connectors/shopify/get-transactions.md): The Get transactions action in the Shopify connector lets you retrieve the transactions associated with an order by its order ID. - [Workato connector - Shopify - List draft orders](https://docs.workato.com/en/connectors/shopify/list-draft-orders.md): The List draft orders action in the Shopify connector lets you retrieve a list of draft orders from your store. - [Workato connector - Shopify - List fulfillments by fulfillment order](https://docs.workato.com/en/connectors/shopify/list-fulfillments.md): The List fulfillments by fulfillment order action in the Shopify connector returns all fulfillments associated with a fulfillment order. - [Workato connector - Shopify - List fulfillment orders for an order](https://docs.workato.com/en/connectors/shopify/list-fulfillment-orders.md): The List fulfillment orders for an order action in the Shopify connector lets you retrieve all fulfillment orders for a specific order. - [Workato connector - Shopify - List locations](https://docs.workato.com/en/connectors/shopify/list-locations.md): The List locations action in the Shopify connector lets you retrieve a list of all locations in your store. - [Workato connector - Shopify - List product images](https://docs.workato.com/en/connectors/shopify/list-product-images.md): The List product images action in the Shopify connector lets you retrieve a list of images attached to a product. - [Workato connector - Shopify - List product variants](https://docs.workato.com/en/connectors/shopify/list-product-variants.md): The List product variants action in the Shopify connector lets you list all variants for a specified product. - [Workato connector - Shopify - Search customers](https://docs.workato.com/en/connectors/shopify/search-customers.md): The Search customers action in the Shopify connector lets you find customers matching criteria such as name, email, or customer ID. - [Workato connector - Shopify - Search orders](https://docs.workato.com/en/connectors/shopify/search-orders.md): The Search orders action in the Shopify connector lets you find orders that match your specified search criteria. - [Workato connector - Shopify - Search products](https://docs.workato.com/en/connectors/shopify/search-products.md): The Search products action in the Shopify connector lets you find products that match criteria such as vendor, title, type, or collection. - [Workato connector - Shopify - Send email invoice](https://docs.workato.com/en/connectors/shopify/send-email-invoice.md): The Send email invoice action in the Shopify connector lets you email an invoice for an existing draft order to a customer. - [Workato connector - Shopify - Set inventory level](https://docs.workato.com/en/connectors/shopify/set-inventory-level.md): The Set inventory level action in the Shopify connector lets you set the available quantity of an inventory item at a given location. - [Workato connector - Shopify - Update customer](https://docs.workato.com/en/connectors/shopify/update-customer.md): The Update customer action in the Shopify connector lets you update the details of an existing customer in your store. - [Workato connector - Shopify - Update draft order](https://docs.workato.com/en/connectors/shopify/update-draft-order.md): The Update draft order action in the Shopify connector lets you modify an existing draft order, including its line items, notes, and applied discounts. - [Workato connector - Shopify - Update object metafield](https://docs.workato.com/en/connectors/shopify/update-object-metafield.md): The Update object metafield action in the Shopify connector lets you update the metafields associated with an object in your store. - [Workato connector - Shopify - Update order](https://docs.workato.com/en/connectors/shopify/update-order.md): The Update order action in the Shopify connector lets you update an existing order, a customer request to purchase products from a shop. - [Workato connector - Shopify - Update product](https://docs.workato.com/en/connectors/shopify/update-product.md): The Update product action in the Shopify connector lets you update the details of an existing product, such as its title, type, and tags. - [Workato connector - Shopify - Update product image](https://docs.workato.com/en/connectors/shopify/update-product-image.md): The Update product image action in the Shopify connector lets you update the image data of an existing product image. - [Workato connector - Shopify - Update product variant](https://docs.workato.com/en/connectors/shopify/update-product-variant.md): The Update product variant action in the Shopify connector lets you update the details of an existing product variant. - [Workato connector - Shopify - Update SKU](https://docs.workato.com/en/connectors/shopify/update-sku.md): The Update SKU action in the Shopify connector lets you update the stock keeping unit (SKU) associated with a product variant. - [Workato connector - Shopify - Update store metafield](https://docs.workato.com/en/connectors/shopify/update-store-metafield.md): The Update store metafield action in the Shopify connector lets you update the metafields associated with a store. - [Workato connector - Shopify - Update tracking information of a fulfillment](https://docs.workato.com/en/connectors/shopify/update-tracking-information-of-fulfillment.md): The Update tracking information of a fulfillment action in the Shopify connector lets you update the tracking details of a fulfillment. ##### Slack - [Custom OAuth profiles for Slack](https://docs.workato.com/en/connectors/slack/custom-oauth.md): Use custom OAuth profiles to run your own Slack apps through the Workato Slack connector, customizing branding, bot identity, and permission scopes. ##### Smartsheet ###### Triggers - [Workato connectors - Smartsheet New or updated row trigger](https://docs.workato.com/en/connectors/smartsheet/new-updated-sheet.md): The New or updated row in a sheet trigger in the Smartsheet connector fires in real time when a row is added or updated in a sheet. - [Workato connectors - Smartsheet New or updated row in report trigger](https://docs.workato.com/en/connectors/smartsheet/new-updated-report.md): The New or updated row in report trigger in the Smartsheet connector fires when a row is added or changed in a Smartsheet report. - [Workato connectors - Smartsheet New row in report trigger](https://docs.workato.com/en/connectors/smartsheet/new-row.md): The New row in report trigger in the Smartsheet connector fires when a row is added in a Smartsheet report and fetches existing rows first. ###### Actions - [Workato connectors - Smartsheet Create row action](https://docs.workato.com/en/connectors/smartsheet/create-row.md): The Create row action in the Smartsheet connector lets you add a new row to a specific sheet, including cell data, position, and formatting. - [Workato connectors - Smartsheet Get row by ID action](https://docs.workato.com/en/connectors/smartsheet/get-row.md): The Get row by ID action in the Smartsheet connector lets you retrieve detailed information about a specific row using its unique identifier. - [Workato connectors - Smartsheet Search rows action](https://docs.workato.com/en/connectors/smartsheet/search-rows.md): The Search rows batch action in the Smartsheet connector lets you find rows in a sheet that match specific text criteria. - [Workato connectors - Smartsheet Update row action](https://docs.workato.com/en/connectors/smartsheet/update-row.md): The Update row action in the Smartsheet connector lets you update an existing row in a sheet, including its cell data, position, and formatting. ##### SMB ###### Triggers - [Workato connectors - SMB new/updated file in directory trigger](https://docs.workato.com/en/connectors/smb/new-file-trigger.md): The New/updated file in directory trigger in the SMB connector fires when a file is created or updated in the first level of a specified directory. ###### Actions - [Workato connectors - SMB create folder action](https://docs.workato.com/en/connectors/smb/create-folder.md): The Create folder action in the SMB connector lets you create a new folder in your network location, with an option to overwrite existing ones. - [Workato connectors - SMB delete resource action](https://docs.workato.com/en/connectors/smb/delete-action.md): The Delete resource action in the SMB connector lets you delete a file or folder you specify in your network location, including files in subfolders. - [Workato connectors - SMB download file action](https://docs.workato.com/en/connectors/smb/download-file-action.md): The Download file action in the SMB connector lets you download a file from your network share in binary mode using file streaming for use downstream. - [Workato connectors - SMB list folder action](https://docs.workato.com/en/connectors/smb/list-action.md): The List folder action in the SMB connector lets you list all files and subfolders in a specified folder of your share. Subfolder items are excluded. - [Workato connectors - SMB get metadata action](https://docs.workato.com/en/connectors/smb/metadata-action.md): The Get metadata of resource action in the SMB connector lets you retrieve basic details about a file or folder, such as its name, path, and size. - [Workato connectors - SMB upload file action](https://docs.workato.com/en/connectors/smb/upload-file-action.md): The Upload file action in the SMB connector lets you upload a file to a specific path in your network share, overwriting any file with the same name. ##### Snowflake ###### Triggers - [Workato connectors - Snowflake new row triggers](https://docs.workato.com/en/connectors/snowflake/new-row-trigger.md): The New row trigger in the Snowflake connector picks up rows inserted into a selected table or view, processing each row as a separate job. - [Workato connectors - Snowflake new/updated row triggers](https://docs.workato.com/en/connectors/snowflake/updated-row-trigger.md): The New/updated row trigger in the Snowflake connector picks up rows inserted or updated in a table or view, processing each as a job. ###### Actions - [Workato connectors - Snowflake Select actions](https://docs.workato.com/en/connectors/snowflake/select.md): The Select rows action in the Snowflake connector lets you return rows from a table that match a WHERE condition, with ordering and parameters. - [Workato connectors - Snowflake Insert actions](https://docs.workato.com/en/connectors/snowflake/insert.md): The Insert row action in the Snowflake connector lets you insert a single row into a selected table by mapping datapills to its columns. - [Workato connectors - Snowflake Update actions](https://docs.workato.com/en/connectors/snowflake/update.md): The Update rows action in the Snowflake connector lets you update one or more rows with a single set of values selected by a WHERE condition. - [Workato connectors - Snowflake Upsert action](https://docs.workato.com/en/connectors/snowflake/upsert.md): The Upsert action in the Snowflake connector lets you insert or update single rows or batches of rows in a table using primary key values. - [Workato connectors - Snowflake Delete actions](https://docs.workato.com/en/connectors/snowflake/delete.md): The Delete rows action in the Snowflake connector lets you delete rows from a table that match a WHERE condition, including complex subqueries. - [Workato connectors - Snowflake Run Long Query with Custom SQL](https://docs.workato.com/en/connectors/snowflake/run-long-query.md): The Run long query using custom SQL action in the Snowflake connector runs DML and DDL statements asynchronously within a set timeout. - [Workato connectors - Snowflake Run custom SQL action](https://docs.workato.com/en/connectors/snowflake/run_sql.md): The Run custom SQL action in the Snowflake connector lets you send a SQL string for execution, supporting DML, DDL, and data pipeline commands. - [Workato connectors - Snowflake Export query result action](https://docs.workato.com/en/connectors/snowflake/export-query-result.md): The Export query result action in the Snowflake connector runs a SQL query and exports the results as a CSV file you can stream. - [Workato connectors - Upload File to Internal Stage](https://docs.workato.com/en/connectors/snowflake/upload-file-to-internal-stage.md): The Upload file to internal stage action in the Snowflake connector lets you load a CSV or FileStorage file to an internal stage using PUT. - [Workato connectors - Snowflake Bulk Load from stage](https://docs.workato.com/en/connectors/snowflake/bulk-load-to-table-from-stage.md): The Bulk load to table from stage action in the Snowflake connector lets you load a staged file into a target table using the COPY command. - [Workato connectors - Snowflake Replicate rows action](https://docs.workato.com/en/connectors/snowflake/replicate.md): The Replicate rows action in the Snowflake connector lets you insert or update rows from a list datapill, auto-syncing schema changes. - [Workato connectors - Snowflake Replicate Schema action](https://docs.workato.com/en/connectors/snowflake/replicate-schema.md): The Replicate schema action in the Snowflake connector lets you alter a destination table so its columns and data types match a source schema. - [Workato connectors - Snowflake Merge action](https://docs.workato.com/en/connectors/snowflake/merge.md): The Merge action in the Snowflake connector lets you insert or update rows in a target table by matching values against a source table. ##### SQL Server - [Workato Connectors - Database Connector Best Practices](https://docs.workato.com/en/connectors/databases/best-practices.md): Best practices for building Workato recipes with database connectors, covering recipe design patterns, table design, unique keys, and data validation. - [Workato connectors - Common use cases](https://docs.workato.com/en/connectors/database-common-use-cases.md): Explore common Workato database use cases, from data exports and replication to building data pipelines into data lakes and warehouses. - [Workato connectors - Troubleshooting help](https://docs.workato.com/en/connectors/mssql/trouble-shooting.md): Troubleshoot common SQL Server recipe errors in Workato, including timeouts, connection failures, and other database design-time issues. ###### Triggers - [Workato connectors - SQL Server new row triggers](https://docs.workato.com/en/connectors/mssql/new-row-trigger.md): The New row trigger in the SQL Server connector processes rows inserted into a selected table or view, with optional WHERE condition filtering. - [Workato connectors - SQL Server new/updated row triggers](https://docs.workato.com/en/connectors/mssql/updated-row-trigger.md): The New/updated row trigger in the SQL Server connector processes rows inserted or updated in a table or view, with optional WHERE condition filtering. - [Workato connectors - SQL Server Scheduled query trigger](https://docs.workato.com/en/connectors/mssql/scheduled-query-trigger.md): The Scheduled query trigger in the SQL Server connector runs a SQL query on a set schedule and processes the returned rows in batches. ###### Actions - [Workato connectors - SQL Server Select actions](https://docs.workato.com/en/connectors/mssql/select.md): Use the SQL Server select actions in Workato to return rows from a table or view that match a WHERE condition, including custom SQL queries. - [Workato connectors - SQL Server Insert actions](https://docs.workato.com/en/connectors/mssql/insert.md): Use the SQL Server insert actions in Workato to add a single row or a batch of rows to a selected table for higher-throughput data loads. - [Workato connectors - SQL Server Update actions](https://docs.workato.com/en/connectors/mssql/update.md): Use the SQL Server update actions in Workato to update one or more rows with a set of values selected by a WHERE condition, in single or batch mode. - [Workato connectors - SQL Server Upsert actions](https://docs.workato.com/en/connectors/mssql/upsert.md): Use the SQL Server upsert actions in Workato to insert or update a single row or a batch of rows in a table based on a primary key. - [Workato connectors - SQL Server Delete actions](https://docs.workato.com/en/connectors/mssql/delete.md): The Delete rows action in the SQL Server connector lets you delete one or more rows from a table that match a WHERE condition. - [Workato connectors - SQL Server Replicate action](https://docs.workato.com/en/connectors/mssql/replicate.md): The Replicate action in the SQL Server connector inserts or updates rows from a list datapill, creating new columns when the input schema changes. - [Workato connectors - Bulk Load From On-prem File](https://docs.workato.com/en/connectors/mssql/bulk-load-from-on-prem-file.md): The Bulk load from on-prem file action in the SQL Server connector loads data from a CSV file on the on-prem agent into a target table. - [Workato connectors - SQL Server Run custom SQL action](https://docs.workato.com/en/connectors/mssql/run_sql.md): The Run custom SQL action in the SQL Server connector lets you execute DML and DDL statements such as INSERT, UPDATE, CREATE, and DROP. - [Workato connectors - SQL Server Execute stored procedure actions](https://docs.workato.com/en/connectors/mssql/stored-procedure.md): The Execute stored procedure action in the SQL Server connector lets you run stored procedures or functions and pass dynamic input parameters. - [Workato connectors - SQL Server Export query result action](https://docs.workato.com/en/connectors/mssql/export-query-result.md): The Export query result action in the SQL Server connector runs a SQL query and exports the results as a CSV file over cloud or on-prem connections. ##### Stripe ###### Triggers - [Workato connectors - Stripe - New charge trigger](https://docs.workato.com/en/connectors/stripe/new-charge-trigger.md): The New charge real-time trigger in the Stripe connector fires in real time when a new charge is created in Stripe. - [Workato connectors - Stripe - New object trigger](https://docs.workato.com/en/connectors/stripe/new-object-trigger.md): The New object trigger in the Stripe connector periodically checks for new objects, such as charges, customers, invoices, and payouts, in Stripe. - [Workato connectors - Stripe - New objects trigger (batch)](https://docs.workato.com/en/connectors/stripe/new-objects-batch-trigger.md): The New objects batch trigger in the Stripe connector periodically checks for new objects in Stripe and retrieves them in configurable batches. - [Workato connectors - Stripe - New object event trigger](https://docs.workato.com/en/connectors/stripe/new-object-event-trigger.md): The New object event trigger in the Stripe connector fires in real time when new events related to a selected object type occur in Stripe. ###### Actions - [Workato connectors - Stripe - Create charge action](https://docs.workato.com/en/connectors/stripe/create-charge-action.md): The Create charge action in the Stripe connector lets you create a charge for a specified amount, currency, account, and card in Stripe. - [Workato connectors - Stripe - Create customer action](https://docs.workato.com/en/connectors/stripe/create-customer-action.md): The Create customer action in the Stripe connector lets you create a new customer record, including its description, email, and card details. - [Workato connectors - Stripe - Create invoice item action](https://docs.workato.com/en/connectors/stripe/create-invoice-action.md): The Create invoice item action in the Stripe connector lets you create a new invoice item for a specified customer in Stripe. - [Workato connectors - Stripe - Get customer by ID action](https://docs.workato.com/en/connectors/stripe/get-customer-action.md): The Get customer by ID action in the Stripe connector lets you retrieve transactions for a specific customer using their customer ID. - [Workato connectors - Stripe - Get object by ID action](https://docs.workato.com/en/connectors/stripe/get-object-by-id-action.md): The Get object by ID action in the Stripe connector lets you retrieve the details of a specified object type using its object ID in Stripe. - [Workato connectors - Stripe - List objects action](https://docs.workato.com/en/connectors/stripe/list-objects-action.md): The List objects batch action in the Stripe connector lets you retrieve a list of objects in Stripe, with search criteria to refine the results. - [Workato connectors - Stripe - Retrieve invoice by ID action](https://docs.workato.com/en/connectors/stripe/retrieve-invoice-action.md): The Retrieve invoice by ID action in the Stripe connector lets you retrieve the details of a specific invoice using its invoice ID. - [Workato connectors - Stripe - Search charges action](https://docs.workato.com/en/connectors/stripe/search-charges-action.md): The Search charges action in the Stripe connector lets you search for charges associated with a given customer ID in Stripe. - [Workato connectors - Stripe - Search invoice items action](https://docs.workato.com/en/connectors/stripe/search-invoices-action.md): The Search invoice items action in the Stripe connector lets you search for invoice items associated with a given customer ID in Stripe. - [Workato connectors - Stripe - Update customer action](https://docs.workato.com/en/connectors/stripe/update-customer-action.md): The Update customer action in the Stripe connector lets you update an existing customer record, including its description, email, and card details. ##### TrackVia ###### Triggers - [Workato connectors - TrackVia - Deleted record trigger](https://docs.workato.com/en/connectors/trackvia/deleted-record-trigger.md): The Deleted record trigger in the TrackVia connector fires in real time when records are deleted from a selected TrackVia application and view. - [Workato connectors - TrackVia - New record trigger (Real-time)](https://docs.workato.com/en/connectors/trackvia/new-record-trigger.md): The New record trigger in the TrackVia connector fires in real time when new records are created in a selected TrackVia application and view. - [Workato connectors - TrackVia - Updated record trigger (Real-time)](https://docs.workato.com/en/connectors/trackvia/updated-record-trigger.md): The Updated record trigger in the TrackVia connector fires in real time when records are updated in a selected TrackVia application and view. ###### Actions - [Workato connectors - TrackVia - Create record action](https://docs.workato.com/en/connectors/trackvia/create-record-action.md): The Create record action in the TrackVia connector creates a new record in a selected TrackVia application and view. - [Workato connectors - TrackVia - Create user action](https://docs.workato.com/en/connectors/trackvia/create-user-action.md): The Create user action in the TrackVia connector creates a new user from an email, first name, and last name you provide. - [Workato connectors - TrackVia - Delete all records in view action](https://docs.workato.com/en/connectors/trackvia/delete-all-records-in-view-action.md): The Delete all records in view action in the TrackVia connector deletes every record in a TrackVia view you specify. - [Workato connectors - TrackVia - Delete record action](https://docs.workato.com/en/connectors/trackvia/delete-record-action.md): The Delete record action in the TrackVia connector deletes a record you specify by its ID from a selected application and view. - [Workato connectors - TrackVia - Get all view records action (Batch)](https://docs.workato.com/en/connectors/trackvia/get-all-view-records-action.md): The Get all view records action in the TrackVia connector retrieves records matching your search criteria from a view and processes them in batches. - [Workato connectors - TrackVia - Get file from record action (File)](https://docs.workato.com/en/connectors/trackvia/get-file-from-record-action.md): The Get file from record action in the TrackVia connector retrieves a file from a specified record, returning the file name and content. - [Workato connectors - TrackVia - Get record action](https://docs.workato.com/en/connectors/trackvia/get-record-action.md): The Get record action in the TrackVia connector retrieves a single record by its ID from a selected application and view. - [Workato connectors - TrackVia - Update record action (Real-time)](https://docs.workato.com/en/connectors/trackvia/update-record-action.md): The Update record action in the TrackVia connector updates a record you specify by its ID in a selected application and view. - [Workato connectors - TrackVia - Upload file to a record action (File)](https://docs.workato.com/en/connectors/trackvia/upload-file-to-a-record-action.md): The Upload file to a record action in the TrackVia connector uploads a file to a specified field in a record you select. ##### Trello ###### Triggers - [Workato connectors - Trello new card trigger](https://docs.workato.com/en/connectors/trello/new-card-trigger.md): The New card trigger in the Trello connector picks up new cards created on a board you specify, polling at a configurable interval. - [Workato connectors - Trello new or updated card trigger](https://docs.workato.com/en/connectors/trello/new-or-updated-card-trigger.md): The New or updated card trigger in the Trello connector fires in real time when a card is created or updated on a board you specify. ###### Actions - [Workato connectors - Trello add color to card action](https://docs.workato.com/en/connectors/trello/add-color-to-card-action.md): The Add color to card action in the Trello connector lets you add a named color label to a card you specify. - [Workato connectors - Trello add comment to card action](https://docs.workato.com/en/connectors/trello/add-comment-to-card-action.md): The Add comment to card action in the Trello connector lets you add a comment to a card you specify. - [Workato connectors - Trello create board action](https://docs.workato.com/en/connectors/trello/create-board-action.md): The Create board action in the Trello connector lets you create a new board, set its permissions, and optionally copy from an existing board. - [Workato connectors - Trello create card action](https://docs.workato.com/en/connectors/trello/create-card-action.md): The Create card action in the Trello connector lets you create a new card in a list you specify, with a name, description, and due date. - [Workato connectors - Trello create list action](https://docs.workato.com/en/connectors/trello/create-list-action.md): The Create list action in the Trello connector lets you create a new list at a position you set on a board you specify. - [Workato connectors - Trello get card details action](https://docs.workato.com/en/connectors/trello/get-card-details-action.md): The Get card details action in the Trello connector lets you retrieve information about a card you specify by its ID. - [Workato connectors - Trello get list by ID action](https://docs.workato.com/en/connectors/trello/get-list-by-id-action.md): The Get list by ID action in the Trello connector lets you retrieve information about a list you specify by ID. - [Workato connectors - Trello list boards action](https://docs.workato.com/en/connectors/trello/list-boards-action.md): The List boards action in the Trello connector lets you retrieve the boards that the connected account can access. - [Workato connectors - Trello list cards action](https://docs.workato.com/en/connectors/trello/list-cards-action.md): The List cards action in the Trello connector lets you retrieve the cards in a list you specify. - [Workato connectors - Trello list lists action](https://docs.workato.com/en/connectors/trello/list-lists-action.md): The List lists action in the Trello connector lets you retrieve the lists on a board you specify. - [Workato connectors - Trello move card between boards action](https://docs.workato.com/en/connectors/trello/move-card-between-boards-action.md): The Move card between boards action in the Trello connector lets you move a card from one board to a list on another board. - [Workato connectors - Trello move card within board action](https://docs.workato.com/en/connectors/trello/move-card-within-board-action.md): The Move card within board action in the Trello connector lets you move a card to a different list within the same board. - [Workato connectors - Trello search boards action](https://docs.workato.com/en/connectors/trello/search-boards-action.md): The Search boards action in the Trello connector lets you retrieve information about a board you specify by name. - [Workato connectors - Trello search cards action](https://docs.workato.com/en/connectors/trello/search-cards-action.md): The Search cards action in the Trello connector lets you retrieve information about a card you specify by name. - [Workato connectors - Trello update card action](https://docs.workato.com/en/connectors/trello/update-card-action.md): The Update card action in the Trello connector lets you update the fields of a card you specify, including its name, description, due date, and location. - [Workato connectors - Trello update checklist item action](https://docs.workato.com/en/connectors/trello/update-checklist-item-action.md): The Update checklist item action in the Trello connector lets you update a checklist item on a card you specify. ##### Twilio ###### Triggers - [Twilio connector - Received SMS trigger](https://docs.workato.com/en/connectors/twilio/received-sms-trigger.md): The Received SMS trigger in the Twilio connector picks up text messages received on a Twilio phone number you monitor, checking every five minutes. ###### Actions - [Twilio connector - Get media from MMS action](https://docs.workato.com/en/connectors/twilio/get-mms-action.md): The Get media from MMS action in the Twilio connector lets you retrieve media such as images, GIFs, or videos from an MMS message. - [Twilio connector - Make IVR phone call action](https://docs.workato.com/en/connectors/twilio/make-ivr-call-action.md): The Make IVR phone call action in the Twilio connector lets you place an interactive voice call with key prompts the recipient responds to. - [Twilio connector - Make phone call action](https://docs.workato.com/en/connectors/twilio/make-phone-call-action.md): The Make phone call action in the Twilio connector lets you place an automated voice call that speaks a message you provide to the recipient. - [Twilio connector - Send SMS action](https://docs.workato.com/en/connectors/twilio/send-sms-action.md): The Send SMS action in the Twilio connector lets you send a text message from a Twilio phone number or alphanumeric sender ID. ##### Webhooks - [Workato connectors - Webhooks - Create a webhook with the wizard](https://docs.workato.com/en/connectors/workato-webhooks/wizard.md): Use the Webhooks wizard in Workato to test and configure a webhook trigger, generate a unique webhook address, and listen for a sample event. - [Workato connectors - Webhooks - Debug common errors](https://docs.workato.com/en/connectors/workato-webhooks/common-errors.md): Troubleshoot common Webhooks connector errors, including schema generation failures, 400 Bad Request responses, and webhook trigger errors. - [Workato connectors - Webhooks - FAQs](https://docs.workato.com/en/connectors/workato-webhooks/webhooks-faqs.md): Answers to frequent questions about Webhooks in Workato, including common errors, rate limits, generating addresses, and trigger error logs. ###### Triggers - [Workato connectors - Webhooks - New event via HTTP webhook trigger](https://docs.workato.com/en/connectors/workato-webhooks/config.md): The New event via HTTP webhook trigger in the Webhooks connector runs recipe actions when incoming webhook events are received. ##### WordPress ###### Triggers - [Workato connectors - WordPress New comment trigger](https://docs.workato.com/en/connectors/wordpress/new-comment-trigger.md): The New comment trigger in the WordPress connector runs when a new comment is detected, checking for new comments every five minutes by default. - [Workato connectors - WordPress New post created trigger](https://docs.workato.com/en/connectors/wordpress/new-post-trigger.md): The New post created trigger in the WordPress connector runs when a new post is detected, checking for new posts every five minutes by default. ###### Actions - [Workato connectors - WordPress Create post action](https://docs.workato.com/en/connectors/wordpress/create-post-action.md): The Create post action in the WordPress connector lets you create a new post with a title, content, and status such as publish or draft. - [Workato connectors - WordPress Delete post action](https://docs.workato.com/en/connectors/wordpress/delete-post-action.md): The Delete post action in the WordPress connector lets you delete a post by its ID and returns whether the deletion succeeded. - [Workato connectors - WordPress Get details of likes for post batch action](https://docs.workato.com/en/connectors/wordpress/get-like-details-action.md): The Get details of likes for post batch action in the WordPress connector fetches like details for one or more posts that you specify. - [Workato connectors - WordPress Search post action](https://docs.workato.com/en/connectors/wordpress/search-post-action.md): The Search post action in the WordPress connector lets you search for a post by its title and return the matching post details. ##### Workday - [Workato connectors - Workday RaaS](https://docs.workato.com/en/connectors/workday/workday_raas.md): Learn how Workday Reports-as-a-Service (RaaS) exposes custom reports as web services and how to find a report URL for use in Workato. - [Workday FAQs](https://docs.workato.com/en/connectors/workday/workday-faqs.md): Answers to frequent questions about the Workday connector in Workato, including how it integrates and which service types it supports. ###### Triggers - [Workato connectors - Workday New/updated business object trigger](https://docs.workato.com/en/connectors/workday/new_updated_object.md): The New/updated business object trigger in the Workday connector fires when a supported business object is created or updated in a Workday instance. - [Workato connectors - Workday New/updated business object batch trigger](https://docs.workato.com/en/connectors/workday/new_updated_object_batch.md): The New/updated business object (batch) trigger in the Workday connector fires when supported business objects are created or updated, processed in batches. - [Workato connectors - Workday scheduled report trigger](https://docs.workato.com/en/connectors/workday/scheduled_report.md): The Scheduled report trigger in the Workday connector runs a Report-as-a-Service report at defined intervals and returns the output in batches. - [Workato connectors - Workday scheduled report using WQL trigger](https://docs.workato.com/en/connectors/workday/scheduled_report_using_wql.md): The Scheduled report using WQL trigger in the Workday connector runs a WQL query at defined intervals to retrieve paginated Workday data. ###### Actions - [Workato connectors - Workday Call operation action](https://docs.workato.com/en/connectors/workday/call_operation.md): The Call operation action in the Workday connector lets you run SOAP-based Workday Web Services operations in a connected Workday instance. - [Workato connectors – Workday – Get business object details batch](https://docs.workato.com/en/connectors/workday/get-business-object.md): The Get business object details batch action retrieves records from a Workday custom object using batch queries. - [Workato connectors - Workday get custom object](https://docs.workato.com/en/connectors/workday/get-custom-objects.md): The Get custom object action in the Workday connector lets you retrieve a custom object value for a specific Workday business object. - [Workato connectors – Workday – Get report action](https://docs.workato.com/en/connectors/workday/get_report.md): The Get report action retrieves data from a Workday custom report (Report-as-a-Service) and returns it as an array of records. - [Workato connectors - Workday get report using WQL action](https://docs.workato.com/en/connectors/workday/get_report_using_wql.md): The Get report using WQL action in the Workday connector lets you query Workday data with Workday Query Language and retrieve paginated results. - [Workato connectors - Workday list custom object definitions](https://docs.workato.com/en/connectors/workday/list-custom-object-definitions.md): The List custom object definitions action in the Workday connector lets you retrieve the custom object definitions available to your security profile. - [Workato connectors - Workday create/update custom object action](https://docs.workato.com/en/connectors/workday/create-update-custom-objects.md): The Create/Update custom object action in the Workday connector lets you create or update a custom object value on a Workday record. - [Workato connectors - Workday - Search business objects action (batch)](https://docs.workato.com/en/connectors/workday/search-business-objects.md): The Search business objects action (batch) searches business objects you specify in Workday. - [Workato connectors – Workday – Update business object action](https://docs.workato.com/en/connectors/workday/update-object.md): The Update business object action updates a Workday custom object such as Worker additional data or Service dates. ##### Workday REST - [Workato connectors - Workday REST approve/reject inbox task action](https://docs.workato.com/en/connectors/workday-rest/connection-setup.md): Set up and connect Workday REST in Workato using OAuth API clients, including integration system users and refresh tokens for ISU access. ###### Triggers - [Workato connectors - Workday REST new row triggers](https://docs.workato.com/en/connectors/workday-rest/new-worker-trigger.md): The New worker trigger in the Workday REST connector picks up workers created in your Workday instance, processing each as a separate job. ###### Actions - [Workato connectors - Get worker by ID action](https://docs.workato.com/en/connectors/workday-rest/get-worker-action.md): The Get worker by ID action in the Workday REST connector lets you retrieve the full details of a worker record using its Workday ID. - [Workato connectors - Search workers action](https://docs.workato.com/en/connectors/workday-rest/search-worker-action.md): The Search workers action in the Workday REST connector lets you search for workers by name and return their full worker records. - [Workato connectors - Create a job change action](https://docs.workato.com/en/connectors/workday-rest/create-job-change-action.md): The Create a job change action in the Workday REST connector lets you initiate a job change for a specified worker, such as moving them to a new organization. - [Workato connectors - Get inbox tasks action](https://docs.workato.com/en/connectors/workday-rest/get-inbox-tasks-action.md): The Get inbox tasks action in the Workday REST connector lets you return the most recent inbox task records for the connected user. - [Workato connectors - Workday REST approve/reject inbox task action](https://docs.workato.com/en/connectors/workday-rest/approve-reject-inbox-task-action.md): The Approve/reject inbox task action in the Workday REST connector lets you approve or reject an approval-type inbox task by its Workday ID. ##### Workfront - [Workato connectors - Workfront triggers](https://docs.workato.com/en/connectors/workfront/triggers.md): Triggers in the Workfront connector that fire on new events in real time or poll for new and updated objects every configured interval. - [Workato connectors - Workfront object actions](https://docs.workato.com/en/connectors/workfront/actions.md): Actions in the Workfront connector that let you create, update, and search objects, including those with custom forms attached. ##### Wrike ###### Triggers - [Workato connectors - Wrike new comment trigger](https://docs.workato.com/en/connectors/wrike/new-comment-trigger.md): The New comment trigger in the Wrike connector picks up newly created comments, processing each as a separate job and retrieving recent comments. - [Workato connectors - Wrike - New event trigger](https://docs.workato.com/en/connectors/wrike/new-event-trigger.md): The New event trigger in the Wrike connector monitors changes to tasks, folders, projects, attachments, timelogs, and comments in real time. - [Workato connectors - Wrike new/updated folder trigger](https://docs.workato.com/en/connectors/wrike/updated-folder-trigger.md): The New/updated folder trigger in the Wrike connector picks up folders that are created or updated and returns the folder tree data. - [Workato connectors - Wrike - New/updated folder trigger (real-time)](https://docs.workato.com/en/connectors/wrike/new-folder-trigger-real.md): The New/updated folder trigger in the Wrike connector monitors folders that are created or updated in Wrike in real time. - [Workato connectors - Wrike new/updated project trigger](https://docs.workato.com/en/connectors/wrike/updated-project-trigger.md): The New/updated project trigger in the Wrike connector picks up projects that are created or updated and returns the project tree data. - [Workato connectors - Wrike - New/updated folder trigger (real-time)](https://docs.workato.com/en/connectors/wrike/new-project-trigger-real.md): The New/updated project trigger in the Wrike connector monitors projects that are created or updated in Wrike in real time. - [Workato connectors - Wrike - New/updated task trigger](https://docs.workato.com/en/connectors/wrike/new-updated-task-trigger.md): The New/updated task trigger in the Wrike connector monitors tasks that are created or updated in a selected folder in Wrike. - [Workato connectors - Wrike - New/updated task trigger (real-time)](https://docs.workato.com/en/connectors/wrike/updated-task-trigger-real.md): The New/updated task trigger in the Wrike connector monitors tasks created or updated in a selected folder, or all folders, in real time. - [Wrike - New/updated timelog trigger](https://docs.workato.com/en/connectors/wrike/updated-timelog-trigger.md): The New/updated timelog trigger in the Wrike connector picks up timelog records that are created or updated, processing each record as a separate job. ###### Actions - [Workato connectors - Wrike - Cancel approval action](https://docs.workato.com/en/connectors/wrike/cancel-approval-action.md): The Cancel approval action in the Wrike connector lets you select an approval process by ID and cancel it in Wrike. - [Workato connectors - Wrike - Create approval action](https://docs.workato.com/en/connectors/wrike/create-approval-action.md): The Create approval action in the Wrike connector starts an approval process for a folder or task that you specify. - [Workato connectors - Wrike create comment action](https://docs.workato.com/en/connectors/wrike/create-comment-action.md): The Create comment action in the Wrike connector creates a single comment in a specified folder or task in Wrike. - [Workato connectors - Wrike create folder action](https://docs.workato.com/en/connectors/wrike/create-folder-action.md): The Create folder action in the Wrike connector creates a single folder in a specified location to help organize and manage your work. - [Workato connectors - Wrike - Create from blueprint action](https://docs.workato.com/en/connectors/wrike/create-blueprint-action.md): The Create from blueprint action in the Wrike connector creates a folder or task from an existing Wrike blueprint. - [Workato connectors - Wrike create project action](https://docs.workato.com/en/connectors/wrike/create-project-action.md): The Create project action in the Wrike connector creates a single project in a specified location to organize and report on your work. - [Workato connectors - Wrike create task action](https://docs.workato.com/en/connectors/wrike/create-task-action.md): The Create task action in the Wrike connector creates a single task in a specified folder or project to help organize your work. - [Workato connectors - Wrike create timelog action](https://docs.workato.com/en/connectors/wrike/create-timelog-action.md): The Create timelog action in the Wrike connector creates a timelog record that logs tracked time against a specified task in Wrike. - [Workato connectors - Wrike - Create work from custom item type action](https://docs.workato.com/en/connectors/wrike/create-work-custom-action.md): The Create work from custom item type action in the Wrike connector creates a work item using a specified custom item type. - [Workato connectors - Wrike copy folder action](https://docs.workato.com/en/connectors/wrike/copy-folder-action.md): The Copy folder action in the Wrike connector selects a single folder and copies it into a specified location in Wrike. - [Workato connectors - Wrike copy project action](https://docs.workato.com/en/connectors/wrike/copy-project-action.md): The Copy project action in the Wrike connector selects a single project and copies it into a specified location in Wrike. - [Workato connectors - Wrike - Delete attachment action](https://docs.workato.com/en/connectors/wrike/delete-attachment-action.md): The Delete attachment action in the Wrike connector removes an attachment from Wrike based on the attachment ID you provide. - [Workato connectors - Wrike - Download attachment action](https://docs.workato.com/en/connectors/wrike/download-attachment-action.md): The Download attachment action in the Wrike connector retrieves an attachment by its ID, with support for file downloads up to 500 MB. - [Workato connectors - Wrike - Get approval by ID action](https://docs.workato.com/en/connectors/wrike/get-approval-by-id-action.md): The Get approval by ID action in the Wrike connector retrieves the details of an approval process that you identify by its ID. - [Workato connectors - Wrike - Get attachment URL action](https://docs.workato.com/en/connectors/wrike/get-attachment-url-action.md): The Get attachment URL action in the Wrike connector retrieves a public access URL for an attachment that is valid for 24 hours. - [Workato connectors - Wrike - Get attachment metadata batch action](https://docs.workato.com/en/connectors/wrike/get-attachment-meta-action.md): The Get attachment metadata batch action in the Wrike connector retrieves metadata for an attachment, including current and past versions. - [Workato connectors - Wrike get folder by id action](https://docs.workato.com/en/connectors/wrike/get-folder-by-id-action.md): The Get folder by ID action in the Wrike connector retrieves a single folder that matches the folder ID you provide from your Wrike instance. - [Workato connectors - Wrike - Get record ID action](https://docs.workato.com/en/connectors/wrike/get-record-id-action.md): The Get record ID action in the Wrike connector converts a legacy record ID to its API v4 format for use in other Wrike actions. - [Workato connectors - Wrike get task by id action](https://docs.workato.com/en/connectors/wrike/get-task-by-id-action.md): The Get task by ID action in the Wrike connector retrieves a single task using its unique task ID from your Wrike instance. - [Workato connectors - Wrike - List approvals batch action](https://docs.workato.com/en/connectors/wrike/list-approvals-action.md): The List approvals batch action in the Wrike connector retrieves a list of approvals and their IDs for use in later Wrike actions. - [Workato connectors - Wrike - List attachments batch action](https://docs.workato.com/en/connectors/wrike/list-attachments-action.md): The List attachments batch action in the Wrike connector retrieves attachments for the entire workspace or filtered by a specific task or folder. - [Workato connectors - Wrike - List custom fields batch action](https://docs.workato.com/en/connectors/wrike/list-custom-fields-action.md): The List custom fields batch action in the Wrike connector retrieves all custom fields and their IDs from the connected Wrike account. - [Workato connectors - Wrike - List users batch action](https://docs.workato.com/en/connectors/wrike/list-users-action.md): The List users batch action in the Wrike connector retrieves all users and their IDs from the connected Wrike instance for use in later actions. - [Workato connectors - Wrike - List workflows batch action](https://docs.workato.com/en/connectors/wrike/list-workflows-action.md): The List workflows batch action in the Wrike connector retrieves all workflows and statuses and their IDs from the connected Wrike instance. - [Workato connectors - Wrike - Modify user action](https://docs.workato.com/en/connectors/wrike/modify-user-action.md): The Modify user action in the Wrike connector updates the details of a user that you identify by user ID in Wrike. - [Workato connectors - Wrike - Search approvals batch action](https://docs.workato.com/en/connectors/wrike/search-approvals-action.md): The Search approvals batch action in the Wrike connector retrieves approvals that match the filters you specify for use in later actions. - [Workato connectors - Wrike Search folder action](https://docs.workato.com/en/connectors/wrike/search-folders-action.md): The Search folder action in the Wrike connector retrieves up to 100 folders that match your search criteria from your Wrike instance. - [Workato connectors - Wrike Search projects action](https://docs.workato.com/en/connectors/wrike/search-projects-action.md): The Search projects action in the Wrike connector retrieves up to 100 projects that match your search criteria from your Wrike instance. - [Workato connectors - Wrike search tasks action](https://docs.workato.com/en/connectors/wrike/search-tasks-action.md): The Search tasks action in the Wrike connector retrieves up to 100 tasks that match your search criteria from your Wrike instance. - [Workato connectors - Wrike search timelogs action](https://docs.workato.com/en/connectors/wrike/search-timelogs-action.md): The Search timelogs action in the Wrike connector retrieves timelog records that match all of the search criteria you specify. - [Workato connectors - Wrike - Update approval action](https://docs.workato.com/en/connectors/wrike/update-approval-action.md): The Update approval action in the Wrike connector modifies an existing approval process that you identify by its ID in Wrike. - [Workato connectors - Wrike - Update attachment action](https://docs.workato.com/en/connectors/wrike/update-attachment-action.md): The Update attachment action in the Wrike connector overwrites an existing attachment, saving the new content as a new version of the file. - [Workato connectors - Wrike update folder action](https://docs.workato.com/en/connectors/wrike/update-folder-action.md): The Update folder action in the Wrike connector updates a specific folder, letting you change its name, title, description, and sharing users. - [Workato connectors - Wrike update project action](https://docs.workato.com/en/connectors/wrike/update-project-action.md): The Update project action in the Wrike connector updates a specific project, letting you change its name, title, description, and sharing users. - [Workato connectors - Wrike update task action](https://docs.workato.com/en/connectors/wrike/update-task-action.md): The Update task action in the Wrike connector updates a specific task, letting you change its name, status, and sharing users in Wrike. - [Workato connectors - Wrike update timelog action](https://docs.workato.com/en/connectors/wrike/update-timelog-action.md): The Update timelog action in the Wrike connector updates the details of a specified timelog record for a task in Wrike. - [Workato connectors - Wrike - Upload attachment action](https://docs.workato.com/en/connectors/wrike/upload-attachment-action.md): The Upload attachment action in the Wrike connector uploads a file to a specified folder or task, with support for files up to 500 MB. ##### Wufoo ###### Triggers - [Workato connectors - Wufoo New entry trigger](https://docs.workato.com/en/connectors/wufoo/new-entry-trigger.md): The New entry trigger in the Wufoo connector runs when a new entry is detected in a selected form, checking every five minutes by default. ##### X (Twitter) ###### Triggers - [X - Post status trigger](https://docs.workato.com/en/connectors/x-twitter/post-status-trigger.md): The Post status trigger posts a status in X. - [X - Search users trigger](https://docs.workato.com/en/connectors/x-twitter/search-users-trigger.md): The Search users trigger searches X for users. ###### Actions - [X - Search tweets action](https://docs.workato.com/en/connectors/x-twitter/search-tweets-action.md): The Search tweets action searches for tweets (posts) in X. ##### Xero ###### Triggers - [Workato connectors - Xero New/updated invoice trigger](https://docs.workato.com/en/connectors/xero/new-invoice.md): The New/updated invoice trigger in the Xero connector fires when an invoice is created or updated in your connected Xero organization. - [Workato connectors - Xero New/updated contact trigger](https://docs.workato.com/en/connectors/xero/new-contact.md): The New/updated contact trigger in the Xero connector fires when a contact is created or updated in your connected Xero organization. - [Workato connectors - Xero New/updated payment trigger](https://docs.workato.com/en/connectors/xero/new-payment.md): The New/updated payment trigger in the Xero connector fires when a payment is created or updated in your connected Xero organization. - [Workato connectors - Xero New/updated item trigger](https://docs.workato.com/en/connectors/xero/new-item.md): The New/updated item trigger in the Xero connector fires when an item is created or updated in your connected Xero organization. - [Workato connectors - Xero New/updated bill trigger](https://docs.workato.com/en/connectors/xero/new-bill.md): The New/updated bill trigger in the Xero connector fires when a bill is created or updated in your connected Xero organization. - [Workato connectors - Xero New/updated account trigger](https://docs.workato.com/en/connectors/xero/new-account.md): The New/updated account trigger in the Xero connector fires when a bank account or general ledger account is created or updated. - [Workato connectors - Xero New/updated credit note trigger](https://docs.workato.com/en/connectors/xero/new-credit-note.md): The New/updated credit note trigger in the Xero connector fires when a credit note is created or updated. - [Workato connectors - Xero New/updated employee trigger](https://docs.workato.com/en/connectors/xero/new-employee.md): The New/updated employee trigger in the Xero connector fires when an employee record is created or updated. - [Workato connectors - Xero New/updated overpayment trigger](https://docs.workato.com/en/connectors/xero/new-overpayment.md): The New/updated overpayment trigger in the Xero connector fires when an overpayment is created or updated. - [Workato connectors - Xero New/updated prepayment trigger](https://docs.workato.com/en/connectors/xero/new-prepayment.md): The New/updated prepayment trigger in the Xero connector fires when a prepayment is created or updated. ###### Actions - [Workato connectors - Xero Add person(s) to contact action](https://docs.workato.com/en/connectors/xero/add-person-contact.md): The Add person(s) to contact action in the Xero connector lets you add up to five individuals to a contact record, appending or replacing the list. - [Workato connectors - Xero Create bank transaction action](https://docs.workato.com/en/connectors/xero/create-transaction.md): The Create bank transaction action in the Xero connector lets you create a new bank transaction in your connected Xero organization. - [Workato connectors - Xero Create bill with one line item action](https://docs.workato.com/en/connectors/xero/create-bill-one-line.md): The Create bill with one line item action in the Xero connector lets you create a bill with a single line item. - [Workato connectors - Xero Create bill with multiple line items action](https://docs.workato.com/en/connectors/xero/create-bill-multiple-items.md): The Create bill with multiple line items action in the Xero connector lets you create a bill with multiple line items. - [Workato connectors - Xero Create contact action](https://docs.workato.com/en/connectors/xero/create-contact.md): The Create contact action in the Xero connector lets you create a new contact record in your connected Xero organization. - [Workato connectors - Xero Create credit notes with line items action](https://docs.workato.com/en/connectors/xero/create-credit-note-items.md): The Create credit notes with line items action in the Xero connector lets you create a credit note with multiple line items. - [Workato connectors - Xero Create employee (AU) action](https://docs.workato.com/en/connectors/xero/create-employee-au.md): The Create employee (AU) action in the Xero connector lets you create a new employee record for AU payroll accounts. - [Workato connectors - Xero Create employee (US) action](https://docs.workato.com/en/connectors/xero/create-employee-us.md): The Create employee (US) action in the Xero connector lets you create a new employee record for US payroll accounts. - [Workato connectors - Xero Create invoice payment action](https://docs.workato.com/en/connectors/xero/create-invoice-payment.md): The Create invoice payment action in the Xero connector lets you record a customer payment made toward an accounts receivable invoice. - [Workato connectors - Xero Create invoice with one line item action](https://docs.workato.com/en/connectors/xero/create-invoice-one-line.md): The Create invoice with one line item action in the Xero connector lets you create a new invoice with a single line item entry. - [Workato connectors - Xero Create invoice with multiple line items action](https://docs.workato.com/en/connectors/xero/create-invoice-line.md): The Create invoice with multiple line items action in the Xero connector lets you create an invoice with multiple line items. - [Workato connectors - Xero Create item action](https://docs.workato.com/en/connectors/xero/create-item.md): The Create item action in the Xero connector lets you create a new item in your connected Xero organization. - [Workato connectors - Xero Create manual journal with line items action](https://docs.workato.com/en/connectors/xero/create-manual-journal.md): The Create manual journal with line items action in the Xero connector lets you create a manual journal with multiple line items. - [Workato connectors - Xero Create overpayment action](https://docs.workato.com/en/connectors/xero/create-overpayment.md): The Create overpayment action in the Xero connector lets you create an overpayment with a line item in your connected Xero organization. - [Workato connectors - Xero Create prepayment action](https://docs.workato.com/en/connectors/xero/create-prepayment.md): The Create prepayment action in the Xero connector lets you create a prepayment with a list of line items in your connected Xero organization. - [Workato connectors - Xero Create purchase order with line items action](https://docs.workato.com/en/connectors/xero/create-purchase-order-line.md): The Create purchase order with line items action in the Xero connector lets you create a purchase order with multiple line items. - [Workato connectors - Xero Create timesheet with one line item action](https://docs.workato.com/en/connectors/xero/create-timesheet-one-item.md): The Create timesheet with one line item action in the Xero connector lets you create a timesheet with a single line item. - [Workato connectors - Xero Get bill or invoice details action](https://docs.workato.com/en/connectors/xero/get-bill-invoice.md): The Get bill or invoice details action in the Xero connector lets you retrieve detailed information for a specific bill or invoice. - [Workato connectors - Xero Get contact details action](https://docs.workato.com/en/connectors/xero/get-contact.md): The Get contact details action in the Xero connector lets you retrieve a contact record using its Xero contact ID. - [Workato connectors - Xero Get manual journal by ID action](https://docs.workato.com/en/connectors/xero/get-manual-id.md): The Get manual journal by ID action in the Xero connector lets you retrieve a specific manual journal using its unique identifier. - [Workato connectors - Xero Get manual journal by ID action](https://docs.workato.com/en/connectors/xero/get-online-invoice-url.md): The Get online invoice URL action in the Xero connector lets you obtain the URL for an online invoice using its unique identifier. - [Workato connectors - Xero Get payment action](https://docs.workato.com/en/connectors/xero/get-payment.md): The Get payment action in the Xero connector lets you retrieve a specific payment made toward an invoice, credit note, prepayment, or overpayment. - [Workato connectors - Xero Get manual journal by ID action](https://docs.workato.com/en/connectors/xero/get-purchase-order.md): The Get purchase order action in the Xero connector lets you retrieve a specific purchase order by its number or unique identifier. - [Workato connectors - Xero List accounts action](https://docs.workato.com/en/connectors/xero/list-accounts.md): The List accounts batch action in the Xero connector lets you retrieve a list of account records from your connected Xero account. - [Workato connectors - Xero List connections action](https://docs.workato.com/en/connectors/xero/list-connections.md): The List connections action in the Xero connector lets you retrieve a list of connections from your connected Xero account. - [Workato connectors - Xero List currencies action](https://docs.workato.com/en/connectors/xero/list-currencies.md): The List currencies batch action in the Xero connector lets you retrieve a list of currency records from your connected Xero account. - [Workato connectors - Xero List organisations action](https://docs.workato.com/en/connectors/xero/list-organisations.md): The List organisations action in the Xero connector lets you retrieve a list of organisations from your connected Xero account. - [Workato connectors - Xero List tax rates action](https://docs.workato.com/en/connectors/xero/list-tax-rates.md): The List tax rates batch action in the Xero connector lets you retrieve a list of tax rate records from your connected Xero account. - [Workato connectors - Xero Search accounts action](https://docs.workato.com/en/connectors/xero/search-accounts.md): The Search accounts batch action in the Xero connector lets you find bank or general ledger accounts within your Xero organization. - [Workato connectors - Xero Search accounts action](https://docs.workato.com/en/connectors/xero/search-bank-transactions.md): The Search bank transactions batch action in the Xero connector lets you find bank transactions that match specified search criteria. - [Workato connectors - Xero Search accounts action](https://docs.workato.com/en/connectors/xero/search-bills-invoices.md): The Search bills or invoices batch action in the Xero connector lets you look up invoices or bills using criteria such as invoice ID or number. - [Workato connectors - Xero Search contacts action](https://docs.workato.com/en/connectors/xero/search-contacts.md): The Search contacts batch action in the Xero connector lets you find a contact using criteria such as contact ID, name, or email address. - [Workato connectors - Xero Search credit notes action](https://docs.workato.com/en/connectors/xero/search-credit-notes.md): The Search credit notes batch action in the Xero connector lets you find credit notes using criteria such as the credit note ID. - [Workato connectors - Xero Search items action](https://docs.workato.com/en/connectors/xero/search-items.md): The Search items action in the Xero connector lets you retrieve information about a specific item using its item code. - [Workato connectors - Xero Search credit notes action](https://docs.workato.com/en/connectors/xero/search-manual-journals.md): The Search manual journals batch action in the Xero connector lets you search for manual journals in your connected Xero organization. - [Workato connectors - Xero Search overpayments action](https://docs.workato.com/en/connectors/xero/search-overpayments.md): The Search overpayments batch action in the Xero connector lets you find overpayments using criteria such as the overpayment ID. - [Workato connectors - Xero Search payments action](https://docs.workato.com/en/connectors/xero/search-payments.md): The Search payments batch action in the Xero connector lets you find payments using criteria such as the payment ID or reference. - [Workato connectors - Xero Search prepayments action](https://docs.workato.com/en/connectors/xero/search-prepayments.md): The Search prepayments batch action in the Xero connector lets you find prepayments using criteria such as the prepayment ID. - [Workato connectors - Xero Search purchase orders action](https://docs.workato.com/en/connectors/xero/search-purchase-orders.md): The Search purchase orders batch action in the Xero connector lets you find purchase orders using specific search criteria. - [Workato connectors - Xero Update bill or invoice header details action](https://docs.workato.com/en/connectors/xero/update-bill-details.md): The Update bill or invoice header details action in the Xero connector lets you update the header details of an existing bill or invoice. - [Workato connectors - Xero Update bill or invoice with line items action](https://docs.workato.com/en/connectors/xero/update-bill-invoice.md): The Update bill or invoice with line items action in the Xero connector lets you append new lines or overwrite existing line items. - [Workato connectors - Xero Update item action](https://docs.workato.com/en/connectors/xero/update-item.md): The Update item action in the Xero connector lets you update an existing item using its item code. - [Workato connectors - Xero Update manual journal and line items action](https://docs.workato.com/en/connectors/xero/update-manual-journal.md): The Update manual journal and line items action in the Xero connector lets you update a manual journal using its manual journal ID. - [Workato connectors - Xero Upload attachment action](https://docs.workato.com/en/connectors/xero/upload-attachment.md): The Upload attachment action in the Xero connector lets you upload an attachment to a sales record, up to 10 attachments of 10 MB each. - [Workato connectors - Xero Upsert contact action](https://docs.workato.com/en/connectors/xero/upsert-contact.md): The Upsert contact action in the Xero connector lets you insert or update a contact using its contact ID. - [Workato connectors - Xero Upsert line item to bill or invoice action](https://docs.workato.com/en/connectors/xero/upsert-line-item.md): The Upsert line item to bill or invoice action in the Xero connector lets you insert or update a single line item on an existing record. - [Workato connectors - Xero Void payment action](https://docs.workato.com/en/connectors/xero/void-payment.md): The Void payment action in the Xero connector lets you void a payment made toward an invoice, credit note, prepayment, or overpayment using its payment ID. ##### Zendesk - [Workato connectors - Zendesk custom objects](https://docs.workato.com/en/connectors/zendesk/custom-objects.md): Learn how Zendesk custom objects work in Workato, letting you create, read, update, and delete objects not native to Zendesk. ###### Triggers - [Workato connectors - Zendesk new ticket trigger](https://docs.workato.com/en/connectors/zendesk/new-ticket-trigger.md): The New/updated ticket trigger in the Zendesk connector picks up tickets that are created or updated, processing each as a separate job per poll interval. - [Workato connectors - Zendesk new/updated ticket trigger (real time)](https://docs.workato.com/en/connectors/zendesk/updated-ticket-trigger.md): The New/updated ticket trigger in the Zendesk connector picks up tickets in real time as soon as they are created or updated. - [Workato connectors - Zendesk new user trigger](https://docs.workato.com/en/connectors/zendesk/new-user-trigger.md): The New user trigger in the Zendesk connector picks up newly created users, processing each as a separate job per poll interval. - [Workato connectors - Zendesk new/updated user trigger](https://docs.workato.com/en/connectors/zendesk/updated-user-trigger.md): The New/updated user trigger in the Zendesk connector picks up created or updated users, processing each as a separate job per poll interval. - [Workato connectors - Zendesk new organization trigger](https://docs.workato.com/en/connectors/zendesk/new-organization-trigger.md): The New organization trigger in the Zendesk connector picks up newly created organizations, processing each as a separate job per poll interval. - [Workato connectors - Zendesk new/updated organization trigger](https://docs.workato.com/en/connectors/zendesk/updated-organization-trigger.md): The New/updated organization trigger in the Zendesk connector picks up created or updated organizations as separate jobs per poll interval. - [Workato connectors - Zendesk new/updated record trigger](https://docs.workato.com/en/connectors/zendesk/updated-record-trigger.md): The New/updated record trigger in the Zendesk connector picks up new or updated users, tickets, or organizations in batches at each poll interval. ###### Actions - [Workato connectors - Zendesk create custom object record action](https://docs.workato.com/en/connectors/zendesk/create-custom-object-record-action.md): The Create custom object record action in the Zendesk connector creates a single custom object record in your instance. - [Workato connectors - Zendesk create organization action](https://docs.workato.com/en/connectors/zendesk/create-organization-action.md): The Create organization action in the Zendesk connector creates a single new organization record in your Zendesk instance. - [Workato connectors - Zendesk create organization membership action](https://docs.workato.com/en/connectors/zendesk/create-organization-membership-action.md): The Create organization membership action in the Zendesk connector connects an existing user to an existing organization by their Zendesk IDs. - [Workato connectors - Zendesk create ticket action](https://docs.workato.com/en/connectors/zendesk/create-ticket-action.md): The Create ticket action in the Zendesk connector creates a single new ticket record in your Zendesk instance, including standard and custom fields. - [Workato connectors - Zendesk create user action](https://docs.workato.com/en/connectors/zendesk/create-user-action.md): The Create user action in the Zendesk connector creates a single new user record in your Zendesk instance, including standard and custom fields. - [Workato connectors - Zendesk create/update records action (batch)](https://docs.workato.com/en/connectors/zendesk/update-record-action.md): The Create/update records action in the Zendesk connector updates matching tickets, users, or organizations, creating new records when none are found. - [Workato connectors - Zendesk delete custom object record action](https://docs.workato.com/en/connectors/zendesk/delete-custom-object-record-action.md): The Delete custom object record action in the Zendesk connector selects a record by its Zendesk ID and deletes it from your instance. - [Workato connectors - Zendesk delete ticket action](https://docs.workato.com/en/connectors/zendesk/delete-ticket-action.md): The Delete ticket action in the Zendesk connector selects a ticket by its Zendesk ID and deletes it from your instance. - [Workato connectors - Zendesk comments for ticket action (batch)](https://docs.workato.com/en/connectors/zendesk/get-comments-for-ticket-action.md): The Get comments for ticket action in the Zendesk connector lets you retrieve the comments on a specific ticket found by ticket ID. - [Workato connectors - Zendesk get custom object record by ID action](https://docs.workato.com/en/connectors/zendesk/get-custom-object-record-by-id-action.md): The Get custom object record by ID action in the Zendesk connector lets you retrieve details about a specific record found by Zendesk ID. - [Workato connectors - Zendesk get group by name action](https://docs.workato.com/en/connectors/zendesk/get-group-by-name-action.md): The Get group by name action in the Zendesk connector lets you retrieve details about a specific group found by name. - [Workato connectors - Zendesk get list of custom object records by external IDs action (batch)](https://docs.workato.com/en/connectors/zendesk/get-list-of-custom-object-records-by-external-id-action.md): The Get list of custom object records by external IDs action in the Zendesk connector lets you retrieve records that match a search by external IDs. - [Workato connectors - Zendesk get list of tickets by external IDs action (batch)](https://docs.workato.com/en/connectors/zendesk/get-tickets-by-external-id-action.md): The Get list of tickets by external IDs action in the Zendesk connector lets you retrieve tickets that match a search by external IDs. - [Workato connectors - Zendesk get organization details by ID action](https://docs.workato.com/en/connectors/zendesk/get-organization-details-by-id-action.md): The Get organization details by ID action in the Zendesk connector lets you retrieve details about a specific organization found by ID. - [Workato connectors - Zendesk get organizations by external IDs action (batch)](https://docs.workato.com/en/connectors/zendesk/get-organization-by-external-id-action.md): The Get organizations by external IDs action in the Zendesk connector lets you retrieve organizations that match a search by external IDs. - [Workato connectors - Zendesk get ticket details by ID action](https://docs.workato.com/en/connectors/zendesk/get-ticket-details-by-id-action.md): The Get ticket details by ID action in the Zendesk connector lets you retrieve a specific ticket that matches a search by ticket ID. - [Workato connectors - Zendesk get user details by ID action](https://docs.workato.com/en/connectors/zendesk/get-user-details-by-id-action.md): The Get user details by ID action in the Zendesk connector lets you retrieve details about a specific user that matches a search by user ID. - [Workato connectors - Zendesk list user identities action (batch)](https://docs.workato.com/en/connectors/zendesk/list-user-identities-action.md): The List user identities action in the Zendesk connector lets you retrieve the list of identities for a specific user found by user ID. - [Workato connectors - Zendesk search organization member action (batch)](https://docs.workato.com/en/connectors/zendesk/search-organization-member-action.md): The Search organization member action in the Zendesk connector lets you retrieve a list of all members in a specified organization. - [Workato connectors - Zendesk search organizations action (batch)](https://docs.workato.com/en/connectors/zendesk/search-organizations-action.md): The Search organizations action in the Zendesk connector lets you retrieve a list of organizations that match your search criteria. - [Workato connectors - Zendesk search tickets action (batch)](https://docs.workato.com/en/connectors/zendesk/search-tickets-action.md): The Search tickets action in the Zendesk connector lets you retrieve a list of all tickets that match your search criteria. - [Workato connectors - Zendesk search users action (batch)](https://docs.workato.com/en/connectors/zendesk/search-users-action.md): The Search users action in the Zendesk connector lets you retrieve a list of users in your instance that match your search criteria. - [Workato connectors - Zendesk solve ticket action](https://docs.workato.com/en/connectors/zendesk/solve-ticket-action.md): The Solve ticket action in the Zendesk connector updates a ticket identified by its Zendesk ID and sets the status to solved. - [Workato connectors - Zendesk update custom object record action](https://docs.workato.com/en/connectors/zendesk/update-custom-object-record-action.md): The Update custom object record action in the Zendesk connector updates a record identified by its Zendesk ID in your instance. - [Workato connectors - Zendesk update organization action](https://docs.workato.com/en/connectors/zendesk/update-organization-action.md): The Update organization action in the Zendesk connector updates an organization identified by its Zendesk ID, including standard and custom fields. - [Workato connectors - Zendesk update ticket action](https://docs.workato.com/en/connectors/zendesk/update-ticket-action.md): The Update ticket action in the Zendesk connector updates a ticket identified by its Zendesk ID, including ticket fields and new comments. - [Workato connectors - Zendesk update user action](https://docs.workato.com/en/connectors/zendesk/update-user-action.md): The Update user action in the Zendesk connector updates a user identified by its Zendesk ID, including standard fields, custom fields, and roles. - [Workato connectors - Zendesk Upload attachment action](https://docs.workato.com/en/connectors/zendesk/upload-attachment.md): The Upload attachment action in the Zendesk connector uploads a new attachment to your Zendesk instance using file content. ###### Fields - [Workato connectors - Zendesk ticket fields](https://docs.workato.com/en/connectors/zendesk/ticket-fields.md): Reference for Zendesk ticket fields in Workato, including default and custom input fields and system-generated output fields. - [Workato connectors - Zendesk user fields](https://docs.workato.com/en/connectors/zendesk/user-fields.md): Reference for Zendesk user fields in Workato, including default and custom input fields and system-generated output fields. - [Workato connectors - Zendesk organization fields](https://docs.workato.com/en/connectors/zendesk/organization-fields.md): Reference for Zendesk organization fields in Workato, including default and custom input fields and system-generated output fields. ##### Zoho CRM - [Workato connectors - Zoho CRM - Triggers](https://docs.workato.com/en/connectors/zoho-crm/triggers.md): Browse the triggers supported by the Zoho CRM connector in Workato to start recipes when records change in your Zoho CRM account. - [Workato connectors - Zoho CRM - Actions](https://docs.workato.com/en/connectors/zoho-crm/actions.md): Browse the actions supported by the Zoho CRM connector in Workato to create, update, and manage records in your Zoho CRM account. ###### Triggers - [Workato connectors - Zoho CRM - New account trigger](https://docs.workato.com/en/connectors/zoho-crm/triggers/new-account.md): The New account trigger checks for new accounts in Zoho CRM once every polling interval. - [Workato connectors - Zoho CRM - New call trigger](https://docs.workato.com/en/connectors/zoho-crm/triggers/new-call.md): The New call trigger checks for new calls in Zoho CRM once every polling interval. - [Workato connectors - Zoho CRM - New case trigger](https://docs.workato.com/en/connectors/zoho-crm/triggers/new-case.md): The New case trigger checks for new cases in Zoho CRM once every polling interval. - [Workato connectors - Zoho CRM - New contact trigger](https://docs.workato.com/en/connectors/zoho-crm/triggers/new-contact.md): The New contact trigger checks for new contacts in Zoho CRM once every polling interval. - [Workato connectors - Zoho CRM - New custom object trigger](https://docs.workato.com/en/connectors/zoho-crm/triggers/new-custom-object.md): The New custom object trigger checks for new custom objects in Zoho CRM once every polling interval. - [Workato connectors - Zoho CRM - New deal trigger](https://docs.workato.com/en/connectors/zoho-crm/triggers/new-deal.md): The New deal trigger checks for new deals in Zoho CRM once every polling interval. - [Workato connectors - Zoho CRM - New invoice trigger](https://docs.workato.com/en/connectors/zoho-crm/triggers/new-invoice.md): The New invoice trigger checks for new invoices in Zoho CRM once every polling interval. - [Workato connectors - Zoho CRM - New standard object trigger](https://docs.workato.com/en/connectors/zoho-crm/triggers/new-standard-object.md): The New standard object trigger checks for new standard objects in Zoho CRM once every polling interval. - [Workato connectors - Zoho CRM - New vendor trigger](https://docs.workato.com/en/connectors/zoho-crm/triggers/new-vendor.md): The New vendor trigger checks for new vendors once every polling interval. - [Workato connectors - Zoho CRM - New/updated account trigger](https://docs.workato.com/en/connectors/zoho-crm/triggers/new-updated-account.md): The New/updated account trigger checks for new or updated accounts in Zoho CRM once every polling interval. - [Workato connectors - Zoho CRM - New/updated call trigger](https://docs.workato.com/en/connectors/zoho-crm/triggers/new-updated-call.md): The New/updated call trigger checks for new/updated calls in Zoho CRM once every polling interval. - [Workato connectors - Zoho CRM - New/updated case trigger](https://docs.workato.com/en/connectors/zoho-crm/triggers/new-updated-case.md): The New/updated case trigger checks for new or updated cases in Zoho CRM once every polling interval. - [Workato connectors - Zoho CRM - New/updated contact trigger](https://docs.workato.com/en/connectors/zoho-crm/triggers/new-updated-contact.md): The New/updated contact trigger checks for new or updated contacts in Zoho CRM once every polling interval. - [Workato connectors - Zoho CRM - New/updated contacts trigger (batch)](https://docs.workato.com/en/connectors/zoho-crm/triggers/new-updated-contacts-batch.md): The New/updated contacts batch trigger checks for new or updated contacts in Zoho CRM once every polling interval. - [Workato connectors - Zoho CRM - New/updated custom object trigger](https://docs.workato.com/en/connectors/zoho-crm/triggers/new-updated-custom-object.md): The New/updated custom object trigger checks for new or updated custom objects in Zoho CRM once every polling interval. - [Workato connectors - Zoho CRM - New/updated deal trigger](https://docs.workato.com/en/connectors/zoho-crm/triggers/new-updated-deal.md): The New/updated deal trigger checks for new or updated deals once every polling interval. - [Workato connectors - Zoho CRM - New/updated lead trigger](https://docs.workato.com/en/connectors/zoho-crm/triggers/new-updated-lead.md): The New/updated lead trigger checks for new or updated leads once every polling interval. - [Workato connectors - Zoho CRM - New/updated leads trigger (batch)](https://docs.workato.com/en/connectors/zoho-crm/triggers/new-updated-leads-batch.md): The New/updated leads batch trigger checks for new or updated leads in Zoho CRM once every polling interval. - [Workato connectors - Zoho CRM - New/updated standard object trigger](https://docs.workato.com/en/connectors/zoho-crm/triggers/new-updated-standard-object.md): The New/updated standard object trigger checks for new or updated standard objects in Zoho CRM once every polling interval. ###### Actions - [Workato connectors - Zoho CRM - Batch create custom objects action](https://docs.workato.com/en/connectors/zoho-crm/actions/batch-create-custom-objects.md): The Batch create custom objects action creates custom objects in batches in Zoho CRM. - [Workato connectors - Zoho CRM - Batch create standard objects action](https://docs.workato.com/en/connectors/zoho-crm/actions/batch-create-standard-objects.md): The Batch create standard objects action creates standard objects in batches in Zoho CRM. - [Workato connectors - Zoho CRM - Batch update custom objects action](https://docs.workato.com/en/connectors/zoho-crm/actions/batch-update-custom-objects.md): The Batch update custom objects action updates custom objects in batches in Zoho CRM. - [Workato connectors - Zoho CRM - Batch update standard objects action](https://docs.workato.com/en/connectors/zoho-crm/actions/batch-update-standard-objects.md): The Batch update standard objects action updates standard objects in batches in Zoho CRM. - [Workato connectors - Zoho CRM - Batch upsert custom objects action](https://docs.workato.com/en/connectors/zoho-crm/actions/batch-upsert-custom-objects.md): The Batch upsert custom objects action upserts objects in batches in Zoho CRM. - [Workato connectors - Zoho CRM - Batch upsert standard objects action](https://docs.workato.com/en/connectors/zoho-crm/actions/batch-upsert-standard-objects.md): The Batch upsert standard objects action upserts standard objects in batches in Zoho CRM. - [Workato connectors - Zoho CRM - Bulk create custom objects action](https://docs.workato.com/en/connectors/zoho-crm/actions/bulk-create-custom-objects.md): The Bulk create custom objects action creates custom objects in bulk in Zoho CRM. - [Workato connectors - Zoho CRM - Bulk create standard objects action](https://docs.workato.com/en/connectors/zoho-crm/actions/bulk-create-standard-objects.md): The Bulk create standard objects action creates standard objects in bulk in Zoho CRM. - [Workato connectors - Zoho CRM - Bulk update custom objects action](https://docs.workato.com/en/connectors/zoho-crm/actions/bulk-update-custom-objects.md): The Bulk update custom objects action updates custom objects in bulk in Zoho CRM. - [Workato connectors - Zoho CRM - Bulk update standard objects action](https://docs.workato.com/en/connectors/zoho-crm/actions/bulk-update-standard-objects.md): The Bulk update standard objects action updates standard objects in bulk in Zoho CRM. - [Workato connectors - Zoho CRM - Bulk upsert custom objects action](https://docs.workato.com/en/connectors/zoho-crm/actions/bulk-upsert-custom-objects.md): The Bulk upsert custom objects action upserts custom objects in bulk in Zoho CRM. - [Workato connectors - Zoho CRM - Bulk upsert standard objects action](https://docs.workato.com/en/connectors/zoho-crm/actions/bulk-upsert-standard-objects.md): The Bulk upsert standard objects action upserts standard objects in bulk in Zoho CRM. - [Workato connectors - Zoho CRM - Create account action](https://docs.workato.com/en/connectors/zoho-crm/actions/create-account.md): Create a new account record in Zoho CRM to manage company information and relationships. - [Workato connectors - Zoho CRM - Create campaign action](https://docs.workato.com/en/connectors/zoho-crm/actions/create-campaign.md): Create a new campaign record in Zoho CRM to track marketing initiatives and their effectiveness. - [Workato connectors - Zoho CRM - Create contact action](https://docs.workato.com/en/connectors/zoho-crm/actions/create-contact.md): Create a new contact record in Zoho CRM to manage individual customer and lead information. - [Workato connectors - Zoho CRM - Create deal action](https://docs.workato.com/en/connectors/zoho-crm/actions/create-deal.md): Create a new deal record in Zoho CRM to track sales opportunities and pipeline. - [Workato connectors - Zoho CRM - Create invoice action](https://docs.workato.com/en/connectors/zoho-crm/actions/create-invoice.md): Create an invoice in Zoho CRM. - [Workato connectors - Zoho CRM - Create lead action](https://docs.workato.com/en/connectors/zoho-crm/actions/create-lead.md): Create a lead in Zoho CRM. - [Workato connectors - Zoho CRM - Create vendor action](https://docs.workato.com/en/connectors/zoho-crm/actions/create-vendor.md): Create a vendor in Zoho CRM. - [Workato connectors - Zoho CRM - Delete custom object action](https://docs.workato.com/en/connectors/zoho-crm/actions/delete-custom-object.md): Delete a custom object in Zoho CRM. - [Workato connectors - Zoho CRM - Delete standard object action](https://docs.workato.com/en/connectors/zoho-crm/actions/delete-standard-object.md): Delete a standard object in Zoho CRM. - [Workato connectors - Zoho CRM - Get lead by ID action](https://docs.workato.com/en/connectors/zoho-crm/actions/get-lead-by-id.md): The Get lead by ID action retrieves a specific lead from Zoho CRM that matches the ID you provide. - [Workato connectors - Zoho CRM - Get object by ID action](https://docs.workato.com/en/connectors/zoho-crm/actions/get-object-by-id.md): The Get object by ID action retrieves the details about an object using its ID. - [Workato connectors - Zoho CRM - Relate a member to a campaign action](https://docs.workato.com/en/connectors/zoho-crm/actions/relate-member-to-campaign.md): The Relate a member to a campaign action relates a lead or contact to a campaign in Zoho CRM. - [Workato connectors - Zoho CRM - Search accounts action (batch)](https://docs.workato.com/en/connectors/zoho-crm/actions/search-accounts-batch.md): The Search accounts batch action returns records that match the given search criteria. - [Workato connectors - Zoho CRM - Search campaigns action (batch)](https://docs.workato.com/en/connectors/zoho-crm/actions/search-campaigns-batch.md): The Search campaigns batch action returns records that match the given search criteria. - [Workato connectors - Zoho CRM - Search contacts action (batch)](https://docs.workato.com/en/connectors/zoho-crm/actions/search-contacts-batch.md): The Search contacts batch action returns records that match the given search criteria. - [Workato connectors - Zoho CRM - Search custom objects action](https://docs.workato.com/en/connectors/zoho-crm/actions/search-custom-objects.md): The Search custom objects action returns records that match the given search criteria. - [Workato connectors - Zoho CRM - Search deals action (batch)](https://docs.workato.com/en/connectors/zoho-crm/actions/search-deals-batch.md): The Search deals batch action returns records that match the given search criteria. - [Workato connectors - Zoho CRM - Search invoice action](https://docs.workato.com/en/connectors/zoho-crm/actions/search-invoice.md): The Search invoice action retrieves the invoice that matches the ID you provide. - [Workato connectors - Zoho CRM - Search leads action (batch)](https://docs.workato.com/en/connectors/zoho-crm/actions/search-leads-batch.md): The Search leads batch action returns records that match the given search criteria. - [Workato connectors - Zoho CRM - Search products action (batch)](https://docs.workato.com/en/connectors/zoho-crm/actions/search-products-batch.md): The Search products batch action returns records that match the given search criteria. - [Workato connectors - Zoho CRM - Search records using COQL query action](https://docs.workato.com/en/connectors/zoho-crm/actions/search-records-using-coql-query.md): The Search records using COQL query action searches for records using a COQL query in Zoho CRM. - [Workato connectors - Zoho CRM - Search standard objects action](https://docs.workato.com/en/connectors/zoho-crm/actions/search-standard-objects.md): The Search standard objects action returns records that match the given search criteria. - [Workato connectors - Zoho CRM - Search vendors action (batch)](https://docs.workato.com/en/connectors/zoho-crm/actions/search-vendors-batch.md): The Search vendors batch action returns records that match the given search criteria. - [Workato connectors - Zoho CRM - Update account action](https://docs.workato.com/en/connectors/zoho-crm/actions/update-account.md): The Update account action updates the account that matches the Zoho CRM ID you provide. - [Workato connectors - Zoho CRM - Update campaign action](https://docs.workato.com/en/connectors/zoho-crm/actions/update-campaign.md): The Update campaign action updates the campaign that matches the Zoho CRM ID you provide. - [Workato connectors - Zoho CRM - Update contact action](https://docs.workato.com/en/connectors/zoho-crm/actions/update-contact.md): The Update contact action updates the contact that matches the Zoho CRM ID you provide. - [Workato connectors - Zoho CRM - Update deal action](https://docs.workato.com/en/connectors/zoho-crm/actions/update-deal.md): The Update deal action updates the deal that matches the Zoho CRM ID you provide. - [Workato connectors - Zoho CRM - Update invoice action](https://docs.workato.com/en/connectors/zoho-crm/actions/update-invoice.md): The Update invoice action updates the invoice that matches the Zoho CRM ID you provide. - [Workato connectors - Zoho CRM - Update lead action](https://docs.workato.com/en/connectors/zoho-crm/actions/update-lead.md): The Update lead action updates the lead that matches the Zoho CRM ID you provide. - [Workato connectors - Zoho CRM - Update vendor action](https://docs.workato.com/en/connectors/zoho-crm/actions/update-vendor.md): The Update vendor action updates the vendor that matches the Zoho CRM ID you provide. - [Workato connectors - Zoho CRM - Upsert custom object action](https://docs.workato.com/en/connectors/zoho-crm/actions/upsert-custom-object.md): The Upsert custom object action upserts a custom object in Zoho CRM. - [Workato connectors - Zoho CRM - Upsert standard object action](https://docs.workato.com/en/connectors/zoho-crm/actions/upsert-standard-object.md): The Upsert standard object action upserts a standard object in Zoho CRM. ##### Zoom - [Workato connectors - Zoom Download cloud recording](https://docs.workato.com/en/connectors/zoom/cloud-recording.md): The Download cloud recording action in the Zoom connector lets you download cloud recordings directly from Zoom and send them to downstream apps. - [Workato connectors - Best practices](https://docs.workato.com/en/connectors/zoom/best-practices.md): Best practices for building recipes with the Zoom connector in Workato, including filtering trigger events and formatting webinar poll results. ###### Triggers - [Workato connectors - Zoom - New event trigger](https://docs.workato.com/en/connectors/zoom/new-event-trigger.md): The New event trigger in the Zoom connector monitors Zoom for new meeting, webinar, cloud recording, and user events in real time. ###### Actions - [Workato connectors - Zoom Webinar and Meeting actions](https://docs.workato.com/en/connectors/zoom/event-actions.md): The event actions in the Zoom connector let you schedule, update, search, and get details for meetings, webinars, and cloud recordings. - [Workato connectors - Zoom Webinar and Meeting actions](https://docs.workato.com/en/connectors/zoom/registrant-actions.md): The registrant actions in the Zoom connector let you add, get, and update registrants for Zoom webinars, meetings, and cloud recordings. - [Workato connectors - Zoom User actions](https://docs.workato.com/en/connectors/zoom/user-actions.md): The user actions in the Zoom connector let you create, update, search, get, and delete users in your Zoom organization to automate onboarding. ##### Zuora ###### Actions - [Workato connectors - Zuora Create record actions](https://docs.workato.com/en/connectors/zuora/create_record.md): The Create record action in the Zuora connector lets you create a single record of a selected object type with dynamically generated fields. - [Workato connectors - Zuora Create record actions](https://docs.workato.com/en/connectors/zuora/update_record.md): The Update record action in the Zuora connector lets you select a record by its unique Zuora ID and update it with the data you provide. - [Workato connectors - Zuora Search record actions](https://docs.workato.com/en/connectors/zuora/search_record.md): The Search record action in the Zuora connector lets you search records by object type using dynamically generated search parameters. - [Workato connectors - Zuora Query record actions](https://docs.workato.com/en/connectors/zuora/query_record.md): The Query record action in the Zuora connector lets you query records using Zuora Object Query Language, a SQL-like language for the SOAP API. #### Universal connectors - [A2A Protocol](https://docs.workato.com/en/connectors/a2a.md): Agent2Agent (A2A) Protocol is an open standard that enables communication and collaboration between AI agents. - [Workato connectors - GraphQL](https://docs.workato.com/en/connectors/graphql.md): The GraphQL connector enables you to query and mutate data from any application with a GraphQL API, building operations from its schema without code. - [Workato connectors - HTTP](https://docs.workato.com/en/developing-connectors/http-v2.md): Use the Workato HTTP connector to integrate with any HTTP-based API, set up triggers and actions, and make custom requests to any endpoint. - [Workato connectors - OData](https://docs.workato.com/en/connectors/odata.md): The OData connector lets you automate workflows with any OData API: create, update, delete, search, and get records, and trigger on new or updated records. - [Workato connectors - OpenAPI](https://docs.workato.com/en/connectors/openapi.md): Use the OpenAPI connector in Workato to connect any application with an OpenAPI-compliant API, with actions and triggers generated from a Swagger file. - [Workato universal connectors - SOAP](https://docs.workato.com/en/connectors/soap.md): The SOAP connector is a universal connector that lets you connect to any web service described by a WSDL, with fields generated automatically. - [Workato connectors - Demo apps](https://docs.workato.com/en/connectors/demo-apps.md): Demo apps are simulated Workato connectors that let you learn and test recipe-building concepts without live connections or real data. ##### A2A Protocol - [A2A Protocol - Resume a task](https://docs.workato.com/en/connectors/a2a/resume-task.md): You can resume a task in the INPUT_REQUIRED state after receiving a text response. - [A2A Protocol - Use cases](https://docs.workato.com/en/connectors/a2a/use-cases.md): This document includes common use cases for the A2A Protocol connector in Workato. ###### Actions - [A2A Protocol - Send task action](https://docs.workato.com/en/connectors/a2a/send-task-action.md): The Send task action sends a message to the connected agent in the A2A Protocol connector. The action either returns with the new task ID, or waits until the agent reaches a terminal state to return artifacts. - [A2A Protocol - Get task status action](https://docs.workato.com/en/connectors/a2a/get-task-status-action.md): The Get task status action retrieves the current state and available artifacts of an A2A Protocol task. ##### GraphQL ###### Actions - [Workato connectors - GraphQL - Query records action](https://docs.workato.com/en/connectors/graphql/query-records-action.md): The Query records action in the GraphQL connector lets you get a single record or search for records using query arguments, fields, and sub-queries. - [Workato connectors - GraphQL - Mutate records action](https://docs.workato.com/en/connectors/graphql/mutate-records-action.md): The Mutate records action in the GraphQL connector lets you create, update, or delete records using mutation arguments, fields, and sub-queries. - [Workato connectors - GraphQL - Custom action](https://docs.workato.com/en/connectors/graphql/custom-action.md): The Custom action in the GraphQL connector lets you run any custom GraphQL query or mutation, including variables, fragments, directives, and aliases. ##### HTTP - [Universal connectors - HTTP connector and the Connector SDK](https://docs.workato.com/en/developing-connectors/http-vs-sdk.md): Compare the Workato HTTP connector and Connector SDK by authentication methods and data types to choose the right approach for your connector. - [Workato connectors - HTTP - Connection setup](https://docs.workato.com/en/developing-connectors/http/connection-setup.md): Create an HTTP connection in Workato using auth types like basic, header, query params, OAuth2, and AWS to enable HTTP triggers and actions. - [HTTP Connector - Configuring A Base URL](https://docs.workato.com/en/developing-connectors/http/base-url.md): Configure a base URL for an HTTP connection in Workato to restrict outbound requests, control data flow, and simplify API version updates. - [HTTP connector - New event via polling](https://docs.workato.com/en/developing-connectors/http/building-http-trigger.md): Configure the New event via polling trigger in Workato to fetch events from an API endpoint at each polling interval with a GET request. - [HTTP connector - Send request via HTTP](https://docs.workato.com/en/developing-connectors/http/building-http-action.md): Configure the Send request via HTTP action in Workato to send a request to an API endpoint using the HTTP wizard or manual setup. - [HTTP error handling](https://docs.workato.com/en/developing-connectors/http/error-message.md): Learn how the Workato HTTP connector surfaces enriched error data, including HTTP status, structured messages, response headers, and body. - [HTTP FAQs](https://docs.workato.com/en/developing-connectors/http/http-faqs.md): Answers to common questions about developing HTTP connectors in Workato, including HTTP Connector V2 triggers, actions, and capabilities. - [HTTP connector troubleshooting](https://docs.workato.com/en/developing-connectors/http/http-troubleshoot.md): Troubleshoot the Workato HTTP connector to resolve connection failures, SSL validation errors, and token expiration with external APIs. ###### Troubleshooting - [HTTP SSL certificate verify failed](https://docs.workato.com/en/troubleshooting/http-ssl-certificate-verify-failed-error.md): Troubleshoot the SSL certificate verify failed error on the Workato HTTP connector by downloading and uploading the full certificate chain. - [Microsoft Graph API disconnects after one hour](https://docs.workato.com/en/developing-connectors/http/troubleshoot-graph.md): Fix Microsoft Graph API disconnects after one hour by adding the offline_access scope so the HTTP connection can refresh its token. ##### OData ###### Triggers - [OData - New record trigger](https://docs.workato.com/en/connectors/odata/new-record-trigger.md): The New record trigger in the OData connector fires when a new record is created for the object you select. - [OData - New/updated record trigger](https://docs.workato.com/en/connectors/odata/new-updated-record-trigger.md): The New/updated record trigger in the OData connector fires when a record is created or updated in the object you select. ###### Actions - [OData - Batch requests action](https://docs.workato.com/en/connectors/odata/batch-requests-action.md): The Batch requests action sends batch requests for multiple objects using Odata with Workato. - [OData - Create record action](https://docs.workato.com/en/connectors/odata/create-record-action.md): The Create record action enables you to create a record in OData. - [OData - Delete record action](https://docs.workato.com/en/connectors/odata/delete-record-action.md): The Delete record action enables you to delete a record in OData. - [OData - Execute operation action](https://docs.workato.com/en/connectors/odata/execute-operation-action.md): The Execute operation action enables you to execute an operation in OData. - [OData - Get record details by ID action](https://docs.workato.com/en/connectors/odata/get-record-details-by-id-action.md): The Get record details by ID action enables you to get record details by searching by ID. - [OData - Search records action](https://docs.workato.com/en/connectors/odata/search-records-action.md): The Search records action enables you to search records in OData. - [OData - Update record action](https://docs.workato.com/en/connectors/odata/update-record-action.md): The Update record action allows you to update a record in OData. ##### OpenAPI - [Workato connectors - OpenAPI](https://docs.workato.com/en/connectors/openapi.md): Use the OpenAPI connector in Workato to connect any application with an OpenAPI-compliant API, with actions and triggers generated from a Swagger file. - [Workato connectors - OpenAPI - Authentication](https://docs.workato.com/en/connectors/openapi/guides/authentication.md): Reference for the authentication methods supported by the OpenAPI connector, including None, Basic, Header, Query params, and OAuth 2.0 grants. - [Workato connectors - OpenAPI - Connection setup](https://docs.workato.com/en/connectors/openapi/guides/setting-up-the-openapi-connector.md): Install and set up an OpenAPI connector in Workato, including providing a Swagger file and configuring authentication and connection fields. - [Workato Connectors - Using the OpenAPI connector to create custom connectors](https://docs.workato.com/en/connectors/openapi/guides/using-openapi-to-create-custom-connectors.md): Learn how to use the OpenAPI connector as a template to build a custom application-specific connector in Workato with the Connector SDK. - [Workato Connectors - Customizing User Interfaces For OpenAPI Connectors](https://docs.workato.com/en/connectors/openapi/guides/customizing-openapi-interfaces.md): Customize the user interface that the OpenAPI connector generates, including object and field names, hints, API operation grouping, and hidden fields. - [Workato Connectors - Upgrading An OpenAPI-based Connector's Source Code](https://docs.workato.com/en/connectors/openapi/guides/upgrading-openapi-based-connector-source-code.md): Learn how to apply new versions of the OpenAPI source code and re-release the connector in your workspace, for both customized and non-customized connectors. - [Workato Connectors - OpenAPI Default Connection Fields Reference](https://docs.workato.com/en/connectors/openapi/reference/default-connection-fields.md): Reference for the default connection fields used by the OpenAPI connector, including authentication method, document source, and OAuth 2.0 settings. - [OpenAPI FAQs](https://docs.workato.com/en/connectors/openapi/openapi-faqs.md): Answers to frequently asked questions about the OpenAPI connector, including Swagger files, supported versions, triggers, actions, and UI customization. ###### Triggers - [OpenAPI - New/updated record trigger](https://docs.workato.com/en/connectors/openapi/new-record-trigger.md): The New/updated record trigger in the OpenAPI connector runs when a record of the selected object is created or updated in the connected API. - [OpenAPI - New/updated record batch trigger](https://docs.workato.com/en/connectors/openapi/new-record-batch-trigger.md): The New/updated record batch trigger in the OpenAPI connector runs when records of the selected object are created or updated, returning them in batches. ###### Actions - [OpenAPI - Create record action](https://docs.workato.com/en/connectors/openapi/create-record-action.md): Create a record via OpenAPI. - [OpenAPI - Custom action](https://docs.workato.com/en/connectors/openapi/custom-action.md): The Custom action allows you to build and execute an HTTP request with your OpenAPI connection. - [OpenAPI - Delete record action](https://docs.workato.com/en/connectors/openapi/delete-record-action.md): Delete a record via OpenAPI. - [OpenAPI - Execute operation action](https://docs.workato.com/en/connectors/openapi/execute-operation-action.md): Execute an operation via OpenAPI. - [OpenAPI - Get record details by ID action](https://docs.workato.com/en/connectors/openapi/get-record-details-by-id-action.md): Retrieve the details of a record by ID via OpenAPI. - [OpenAPI - Search records action](https://docs.workato.com/en/connectors/openapi/search-records-action.md): Search records via OpenAPI. - [OpenAPI - Update record action](https://docs.workato.com/en/connectors/openapi/update-record-action.md): Update a record via OpenAPI. ##### SOAP - [Workato universal connectors - SOAP prerequisites](https://docs.workato.com/en/connectors/soap/install-dependencies.md): Install the SOAP connector and its dependencies in Workato, including the on-prem agent, JDK, and the OPA SOAP extension package. - [Workato connectors - SOAP - Connection setup](https://docs.workato.com/en/connectors/soap/connection-setup.md): Set up and connect the SOAP connector in Workato, including WSDL source, on-prem agent selection, authentication type, and advanced options. - [Workato universal connectors - SOAP - Authentication](https://docs.workato.com/en/connectors/soap/authentication.md): Configure SOAP connector authentication in Workato, including basic auth, WS-Security, API key, NTLM, custom headers, and dedicated login operations. ###### Actions - [SOAP - Execute operation action](https://docs.workato.com/en/connectors/soap/execute-operation-action.md): The Execute operation action runs any web service operation defined in the SOAP WSDL document. ##### Customize connectors - [Create a Custom Connector](https://docs.workato.com/en/developing-connectors/custom-connector.md): Build your own custom connector with the Workato Connector SDK to add triggers and actions for any application you want to integrate. - [Custom actions](https://docs.workato.com/en/developing-connectors/custom-actions.md): Build new actions for a connector Workato already supports by defining the API request and response, reusing the existing auth framework. - [Registering a new client](https://docs.workato.com/en/developing-connectors/registering-new-client.md): Register a custom OAuth 2.0 client with the scopes your use case needs and use it with the Workato HTTP connector or SDK. #### Community connectors - [Aconex](https://docs.workato.com/en/connectors/aconex.md): Aconex is a cloud-based project management and collaboration platform for the construction and engineering industries. The Aconex connector helps you manage documents, workflows, and communications across project teams globally. - [Workato connectors - Airwallex](https://docs.workato.com/en/connectors/airwallex.md): The Airwallex connector lets you automate payments and transfers to and from your Airwallex account across more than 150 currencies in Workato. - [Workato connectors - Amazon Textract](https://docs.workato.com/en/connectors/textract.md): The Amazon Textract connector lets you extract structured data from documents using AWS's OCR and document analysis capabilities. - [Workato connectors - Amplify](https://docs.workato.com/en/connectors/amplify.md): The Amplify connector enables you to automate strategy execution workflows, managing strategic projects, aligning goals, and tracking progress. - [Workato connectors - AuthHub](https://docs.workato.com/en/connectors/authhub.md): The AuthHub connector lets you automate access management: search records, get record details, and add or remove members from groups. - [Workato connectors - Amazon Comprehend](https://docs.workato.com/en/connectors/aws-comprehend.md): The AWS Comprehend connector provides text analysis capabilities to extract key phrases, entities, sentiment, and language insights from unstructured text data in Workato. - [Workato connectors - AWS Glue](https://docs.workato.com/en/connectors/aws-glue.md): Use the AWS Glue connector to prepare and transform data for analytics. - [Workato connectors - AlayaCare](https://docs.workato.com/en/connectors/alayacare.md): The AlayaCare connector lets you automate home and community care workflows by searching for and retrieving care records. - [Workato connectors - AWS Inspector2](https://docs.workato.com/en/connectors/aws-inspector-2.md): The AWS Inspector2 connector enables you to automate vulnerability management workflows by retrieving and responding to security findings in AWS. - [Azure DevOps](https://docs.workato.com/en/connectors/azure-devops.md): The Azure DevOps connector lets you work with Azure DevOps projects, boards, builds, and pipelines in Workato. - [Workato connectors - Azure File Storage](https://docs.workato.com/en/connectors/azure-file-storage.md): The Azure File Storage connector lets you automate file management on cloud file shares: get file contents and upsert or delete files. - [Workato connectors - Brevo](https://docs.workato.com/en/connectors/brevo.md): Brevo is a cloud-based communication platform that supports customer messaging across multiple channels. - [Workato connectors - Calendly](https://docs.workato.com/en/connectors/calendly.md): The Calendly connector lets you automate scheduling workflows: trigger recipes on new scheduled events and list your available event types. - [Ceridian Dayforce](https://docs.workato.com/en/connectors/ceridian-dayforce.md): Ceridian Dayforce is a global human capital management (HCM) platform that combines payroll, HR, benefits, talent, and workforce management in a single application. - [Workato connectors - Clarity](https://docs.workato.com/en/connectors/clarity.md): The Clarity connector lets you automate project and portfolio management workflows: search records and trigger recipes on new or updated records. - [Workato connectors - ClickUp](https://docs.workato.com/en/connectors/clickup.md): The ClickUp connector enables you to automate project, task, and productivity workflows across documents, time tracking, and goals. - [Workato connectors - Conga](https://docs.workato.com/en/connectors/conga.md): The Conga connector lets you automate document workflows: create, update, search, and query records, generate and download documents, and send email. - [Workato connectors - Conga Composer](https://docs.workato.com/en/connectors/conga-composer.md): Conga Composer is a Salesforce application that allows users to create and deliver pixel-perfect documents, presentations, and reports using data from Salesforce. Conga Composer generates customized documents using templates. - [Workato connectors - Creatio](https://docs.workato.com/en/connectors/creatio.md): The Creatio connector lets you automate CRM workflows: create, update, delete, and search records, manage file attachments, and trigger on new events. - [Workato connectors - Datadog](https://docs.workato.com/en/connectors/datadog.md): The Datadog connector connects your recipes with real-time metrics, traces, and logs from Datadog. - [Discord](https://docs.workato.com/en/connectors/discord.md): Connect Discord to Workato to automate workflows with your communications platform. - [Workato connectors - Domo](https://docs.workato.com/en/connectors/domo.md): The Domo connector lets you manage accounts, datasets, users, groups, projects, and lists, and import or export data in Domo. - [Workato connectors - Email (Custom)](https://docs.workato.com/en/connectors/email-custom.md): Email (Custom) is a utility connector that lets you send and receive email over SMTP and IMAP, with TLS and SSL/TLS support. - [Workato connectors - Envoy](https://docs.workato.com/en/connectors/envoy.md): The Envoy connector lets you automate workplace workflows: create, update, delete, search, and get records, and trigger on new or updated events. - [Workato connectors - Felix](https://docs.workato.com/en/connectors/felix.md): The Felix connector lets you automate vendor workflows: search records and suspend or unsuspend vendors for procurement and compliance. - [Workato connectors - Files.com](https://docs.workato.com/en/connectors/files-dot-com.md): The Files.com connector enables you to automate cloud file storage workflows, including uploads, downloads, searching, and folder organization. - [Workato connectors - Filevine](https://docs.workato.com/en/connectors/filevine.md): The Filevine connector enables you to automate legal case management workflows by integrating with your Filevine environment. - [Workato connectors - FreshBooks](https://docs.workato.com/en/connectors/freshbooks.md): [FreshBooks](https://www.freshbooks.com/) is a cloud-based accounting software platform designed for small businesses and freelancers. It provides tools for invoicing, expense tracking, time tracking, project management, and financial reporting to help businesses manage their finances efficiently. - [Workato connectors - Freshdesk](https://docs.workato.com/en/connectors/freshdesk.md): Connect Freshdesk to Workato to automate customer support and ticketing workflows, syncing tickets and contacts across your other apps. - [Workato connectors - Freshservice](https://docs.workato.com/en/connectors/freshservice.md): Connect Freshservice to Workato to automate IT service management workflows, streamlining service delivery across your ITIL-based processes. - [Workato connectors - Gainsight NXT](https://docs.workato.com/en/connectors/gainsight-nxt.md): Connect Gainsight NXT to Workato to automate customer success workflows across your company and person records. - [GitLab](https://docs.workato.com/en/connectors/gitlab.md): The GitLab connector lets you automate tools and features to manage Git repositories. - [Workato connectors - Glean](https://docs.workato.com/en/connectors/glean.md): The Glean connector lets you automate enterprise search workflows: create, update, delete, search, and get records to power knowledge retrieval. - [Workato connectors - Google Analytics](https://docs.workato.com/en/connectors/google-analytics.md): The Google Analytics connector lets you automate web analytics workflows: pull reports on demand and trigger recipes on new rows of analytics data. - [Workato connectors - Google Docs](https://docs.workato.com/en/connectors/google-docs.md): The Google Docs connector enables you to automate document workflows, creating, editing, and collaborating on cloud-based documents in real time. - [Workato connectors - Google Forms](https://docs.workato.com/en/connectors/google-forms.md): The Google Forms connector enables you to automate workflows for forms, surveys, and quizzes, collecting responses and routing the data to other apps. - [Workato connectors - Google Gemini](https://docs.workato.com/en/connectors/google-gemini.md): The Google Gemini connector enables you to automate AI workflows with a multimodal LLM that interprets and generates text, images, audio, and code. - [Workato connectors - Google Slides](https://docs.workato.com/en/connectors/google-slides.md): The Google Slides connector lets you automate updates to presentations by retrieving and modifying slide content in real time. - [Workato connectors - Google Vault](https://docs.workato.com/en/connectors/google-vault.md): The Google Vault connector enables you to automate information governance and eDiscovery workflows, retaining, holding, searching, and exporting Workspace data. - [Workato connectors - Google Workspace (Custom)](https://docs.workato.com/en/connectors/google-workspace-custom.md): The Google Workspace (Custom) connector uses Google batch APIs to automate user and group management, including creation, updates, aliases, and membership. - [Workato connectors - HiBob](https://docs.workato.com/en/connectors/hibob.md): The HiBob connector lets you automate HR workflows: create, update, search, and delete records, manage employees, and trigger on new events. - [Workato connectors - Highspot](https://docs.workato.com/en/connectors/highspot.md): Connect to Highspot to manage sales enablement content, spots, and items programmatically. - [Workato connectors - HL7](https://docs.workato.com/en/connectors/hl7.md): The HL7 connector enables you to send and receive HL7 messages to automate healthcare data exchange between clinical and administrative systems. - [Workato connectors - HL7 HTTP](https://docs.workato.com/en/connectors/hl7-http.md): HL7 HTTP, or Health Level Seven HTTP, is a set of international standards for the exchange, integration, sharing, and retrieval of electronic health information. This connector is the HTTP-based variant of the HL7 connector. This connector sends HL7 messages using HTTP. - [Workato connectors - IFS](https://docs.workato.com/en/connectors/ifs.md): The IFS connector lets you automate ERP workflows: create, update, search, and delete records and trigger on new or updated records. - [Workato connectors - Ironclad](https://docs.workato.com/en/connectors/ironclad.md): The Ironclad connector lets you automate contract lifecycle workflows: create, update, list, search, and delete records and trigger recipes on new events. - [JAMF](https://docs.workato.com/en/connectors/jamf.md): Use the JAMF connector to manage Apple devices, computers, account users, and departments in JAMF Pro from Workato recipes. - [Workato connectors - Kissflow](https://docs.workato.com/en/connectors/kissflow.md): Connect Kissflow to Workato to automate business process management workflows and manage processes and datasets through the Kissflow API. - [Workato connectors - LevelPath](https://docs.workato.com/en/connectors/levelpath.md): The LevelPath connector lets you integrate LevelPath data into your workflows, enabling real-time supplier events and automated procurement actions. - [Workato connectors - LINE WORKS](https://docs.workato.com/en/connectors/line-works.md): The LINE WORKS connector enables you to automate business messaging and collaboration workflows, sending messages, managing channels, and searching directories. - [Workato connectors - Linear](https://docs.workato.com/en/connectors/linear.md): The Linear connector enables you to automate project management and issue-tracking workflows, creating and tracking issues for software development teams. - [Workato connectors - Mastercard](https://docs.workato.com/en/connectors/mastercard.md): Connect Mastercard to Workato to automate payment and financial services workflows using the Mastercard payment network for secure electronic transactions. - [Microsoft Dynamics Business Central](https://docs.workato.com/en/connectors/microsoft-dynamics-business-central.md): The Microsoft Dynamics Business Central connector enables you to manage records, entities, and business data using the Business Central API v2.0. - [Workato connectors - Microsoft Dynamics Finance and Operations](https://docs.workato.com/en/connectors/microsoft-dynamics-finance-and-operations.md): The Microsoft Dynamics Finance and Operations connector lets you automate ERP workflows: create, batch create, update, get, and search records. - [Workato connectors - Microsoft Dynamics Great Plains](https://docs.workato.com/en/connectors/microsoft-dynamics-great-plains.md): Connect Microsoft Dynamics Great Plains to Workato to automate business management and ERP workflows for small and mid-sized organizations. - [Workato connectors - Microsoft Entra ID](https://docs.workato.com/en/connectors/azure-ad.md): The Microsoft Entra ID connector lets you manage identity: create, update, search users and groups, manage members and licenses, and trigger on changes. - [Workato connectors - Microsoft Fabric](https://docs.workato.com/en/connectors/microsoft-fabric.md): Connect Microsoft Fabric to Workato to automate data engineering, warehousing, real-time analytics, and Power BI business intelligence workflows. - [Workato connectors - Microsoft Graph API](https://docs.workato.com/en/connectors/microsoft-graph-api.md): Connect to the Microsoft Graph API connector using authorization code grant or client credentials authentication. - [Workato connectors - Microsoft OneLake](https://docs.workato.com/en/connectors/microsoft-onelake.md): The Microsoft OneLake connector lets you automate data lake workflows by uploading and downloading files across your Microsoft Fabric tenant. - [Workato connectors - Monday](https://docs.workato.com/en/connectors/monday.md): The Monday connector enables you to automate work management and project collaboration workflows across the Monday cloud work platform. - [Workato connectors - MUFG](https://docs.workato.com/en/connectors/mufg.md): The MUFG connector enables you to automate banking operations including account transaction inquiries, incoming transfer tracking, and money transfer requests through the MUFG corporate banking API. - [Workato connectors - Mural](https://docs.workato.com/en/connectors/mural.md): Connect Mural to Workato to automate visual collaboration workflows for your remote and hybrid teams. - [Workato connectors - Notion](https://docs.workato.com/en/connectors/notion.md): The Notion connector lets you automate workflows: create, update, search, and get records, query databases, and trigger on new or updated database records. - [Workato connectors - Odoo (JSON-2)](https://docs.workato.com/en/connectors/odoo-json2.md): Connect Workato to Odoo's JSON-2 API to create, update, search, and sync records across any Odoo object, run object functions, and complete guided wizards. - [OPA Webhook](https://docs.workato.com/en/connectors/opa-webhook.md): OPA Webhook is a webhook HTTP request forwarder. OPA Webhook runs on a Workato On‑Premise Agent (OPA). This connector lets internal services send webhook events to Workato. - [Workato connectors - Oracle Object Storage](https://docs.workato.com/en/connectors/oracle-object-storage.md): The Oracle Object Storage connector lets you upload and download objects, including streams, and create, get, search, and delete stored records. - [Workato connectors - Pardot](https://docs.workato.com/en/connectors/pardot.md): The Pardot connector lets you create, update, delete, and search objects, get object details, and trigger on new or updated objects. - [Workato connectors - Pipedrive](https://docs.workato.com/en/connectors/pipedrive-custom.md): Use the Pipedrive connector to automate and manage sales processes. - [Workato connectors - PlusOne Solutions](https://docs.workato.com/en/connectors/plusone-solutions.md): The PlusOne Solutions connector lets you automate vendor management workflows: create, update, search, and retrieve records by ID. - [Positional file tool](https://docs.workato.com/en/connectors/positional-file-tool.md): The Positional file tool connector parses complex flat files into structured JSON outputs and can convert flat files into structured JSON. - [Workato connectors - Power BI](https://docs.workato.com/en/connectors/power-bi.md): Connect Power BI to Workato to automate business intelligence workflows, building reports and dashboards with Microsoft analytics tools. - [Qualtrics](https://docs.workato.com/en/connectors/qualtrics.md): The Qualtrics connector enables you to manage surveys, distributions, mailing lists, and response data using the Qualtrics API v3. - [Workato connectors - Reckon](https://docs.workato.com/en/connectors/reckon.md): The Reckon connector enables you to automate workflows using your Reckon One account. Create and update records, retrieve accounting data, and trigger recipes on record changes. - [Workato connectors - RicherValues](https://docs.workato.com/en/connectors/richervalues.md): The RicherValues connector lets you automate property valuation workflows by placing valuation and inspection orders for real estate and lending teams. - [Workato connectors - S3 Data lake](https://docs.workato.com/en/connectors/s3-lake.md): S3 Data Lake is a centralized AWS service that stores and manages structured and unstructured data at scale using Amazon S3 and AWS Glue. - [Workato connectors - Sage Intacct (Custom)](https://docs.workato.com/en/connectors/sage-intacct.md): The Sage Intacct (Custom) connector lets you automate accounting workflows: create, update, search, and delete records like AP bills, AR payments, and orders. - [Workato connectors - Salesloft](https://docs.workato.com/en/connectors/salesloft.md): Connect Salesloft to Workato to automate sales engagement workflows across your revenue and sales pipeline tools. - [Workato connectors - SAP Ariba](https://docs.workato.com/en/connectors/sap-ariba.md): The SAP Ariba connector lets you automate procurement workflows: create, update, search, and delete records and get record details by ID. - [Workato connectors - SAP Business One](https://docs.workato.com/en/connectors/sap-business-one.md): The SAP Business One connector lets you automate ERP workflows: create, update, search, and delete records, run batch operations, and trigger on changes. - [Workato connectors - SAP Fieldglass](https://docs.workato.com/en/connectors/sap-fieldglass.md): The SAP Fieldglass connector enables you to automate external workforce and services procurement workflows in this cloud-based vendor management system. - [Workato connectors - SAP SuccessFactors LMS](https://docs.workato.com/en/connectors/sap-successfactors-lms.md): The SAP SuccessFactors LMS connector enables you to automate learning management workflows, delivering employee training and tracking course progress. - [Workato connectors - Sendoso](https://docs.workato.com/en/connectors/sendoso.md): The Sendoso connector enables you to automate direct mail and gifting workflows and trigger recipes on new users or send analytics updates. - [Workato connectors - Shopware](https://docs.workato.com/en/connectors/shopware.md): The Shopware connector enables you to automate e-commerce workflows, syncing orders, customers, and opportunities across your platforms. - [Workato connectors - SmartPM](https://docs.workato.com/en/connectors/smartpm.md): The SmartPM connector lets you automate construction project management workflows: create, update, delete, search, and retrieve records. - [Workato connectors - SmartSuite](https://docs.workato.com/en/connectors/smartsuite.md): The SmartSuite connector lets you automate collaborative work management: create, update, delete, search, and retrieve records. - [Workato connectors - Splunk](https://docs.workato.com/en/connectors/splunk.md): The Splunk connector enables you to automate monitoring and analytics workflows, running queries against real-time machine data from Workato recipes. - [Workato connectors - Spryng](https://docs.workato.com/en/connectors/spryng.md): Connect Spryng in Workato to automate messaging workflows: retrieve account balance, cancel messages, create subaccounts, and list or search messages. - [Workato connectors - Stacklet](https://docs.workato.com/en/connectors/stacklet.md): The Stacklet connector enables you to automate governance workflows, integrate compliance monitoring with business processes, and streamline cloud resource management through GraphQL-based operations. - [Workato connectors - Syncro](https://docs.workato.com/en/connectors/syncro.md): The Syncro connector lets you automate business workflows by integrating with your Syncro account. You can create connections, manage data, and run operations using your API key and subdomain. - [Workato connectors - Tableau](https://docs.workato.com/en/connectors/tableau.md): The Tableau connector lets you automate analytics workflows: refresh workbooks, run extract refresh tasks, download views, and search views and workbooks. - [Workato connectors - Talent Palette](https://docs.workato.com/en/connectors/talent-palette.md): The Talent Palette connector lets you automate talent management workflows: import members and organizations and check import job status. - [Workato connectors - TikTok Shop](https://docs.workato.com/en/connectors/tiktok-shop.md): Connect TikTok Shop to Workato to automate e-commerce workflows, monitoring and retrieving order information from the in-app selling platform. - [Workato connectors - Typeform](https://docs.workato.com/en/connectors/typeform.md): The Typeform connector allows you to monitor Typeform for new forms and responses, retrieve form and response information, and search records. - [UiPath](https://docs.workato.com/en/connectors/uipath.md): Connect Workato to UiPath to automate RPA workflows, manage robots, and orchestrate processes across your enterprise. - [Workato connectors - UKG Pro](https://docs.workato.com/en/connectors/ukg-pro-rest.md): Connect UKG Pro to Workato to automate HCM workflows, retrieving HR, payroll, talent, and workforce management data across the employee lifecycle. - [Workato connectors - UKG Pro (Recruiting)](https://docs.workato.com/en/connectors/ukg-pro-recruiting.md): The UKG Pro (Recruiting) connector enables you to automate recruiting and onboarding workflows, simplifying hiring for recruiters and managers. - [UKG Pro (SOAP)](https://docs.workato.com/en/connectors/ukg-pro-soap.md): The UKG Pro (SOAP) connector enables you to add or update data in UKG Pro using the SOAP API. - [Workato connectors - Upwind](https://docs.workato.com/en/connectors/upwind.md): Upwind is a cloud security platform that provides runtime-powered protection. - [Workato connectors - Veeva Vault](https://docs.workato.com/en/connectors/veeva-vault.md): Connect Veeva Vault to Workato to retrieve, create, and update documents and data records across any Vault object. - [Workato connectors - Veza](https://docs.workato.com/en/connectors/veza.md): Connect Veza to Workato to automate identity and access governance workflows, enforcing least-privilege access and securing sensitive cloud data. - [Workato connectors - Walmart Seller Center](https://docs.workato.com/en/connectors/walmart-seller-center.md): The Walmart Seller Center connector enables you to automate e-commerce workflows, managing product listings, inventory, orders, and fulfillment on Walmart. - [Workato connectors - Wiz](https://docs.workato.com/en/connectors/wiz.md): The Wiz connector enables you to automate cloud security workflows by retrieving records using the Wiz API. - [Workato connectors - Workday ASOR](https://docs.workato.com/en/connectors/workday-asor.md): Workday ASOR is a cloud-based Human Capital Management (HCM) and financial management platform. The Workday Agent System of Record (ASOR) connector enables you to manage agent definitions in Workday's Agent-to-Agent (A2A) framework. - [XML Creator](https://docs.workato.com/en/connectors/xml-creator.md): The XML Creator connector generates XML documents from a sample XML template and mapped datapills, with optional support for namespaces, attributes, and element order. - [Workato connectors - Zoho Desk](https://docs.workato.com/en/connectors/zoho-desk.md): [Zoho Desk](https://www.zoho.com/en-in/desk/) is a web-based help desk software that helps businesses manage customer support. It allows businesses to handle customer queries and feedback through multiple channels, including email, phone, and social media. ##### Aconex ###### Triggers - [Aconex - New/updated documents trigger](https://docs.workato.com/en/connectors/aconex/new-updated-documents-trigger.md): The New/updated documents trigger monitors Aconex for new or updated documents. - [Aconex - New/updated mail trigger](https://docs.workato.com/en/connectors/aconex/new-updated-mail-trigger.md): The New/updated mail trigger monitors Aconex for new or updated mail items. ###### Actions - [Aconex - Check document registration status action](https://docs.workato.com/en/connectors/aconex/check-document-registration-status-action.md): The Check document registration status action checks the background job for the status of large file registration in Aconex. - [Aconex - Copy project action](https://docs.workato.com/en/connectors/aconex/copy-project-action.md): The Copy project action copies an existing project in Aconex - [Aconex - Create mail action](https://docs.workato.com/en/connectors/aconex/create-mail-action.md): The Create mail action creates a new mail item in Aconex. - [Aconex - Delete draft mail action](https://docs.workato.com/en/connectors/aconex/delete-draft-mail-action.md): The Delete draft mail action deletes one or more draft mail items in Aconex. - [Aconex - Download record action](https://docs.workato.com/en/connectors/aconex/download-record-action.md): The Download record action downloads a document or mail attachments from Aconex. - [Aconex - Get mail metadata action](https://docs.workato.com/en/connectors/aconex/get-mail-metadata-action.md): The Get mail metadata action retrieves the metadata for a mail item in Aconex. - [Aconex - List records action](https://docs.workato.com/en/connectors/aconex/list-records-action.md): The List records action retrieves a list of all records in the object type you select in Aconex. - [Aconex - Register document action](https://docs.workato.com/en/connectors/aconex/register-document-action.md): The Register document action registers a document in Aconex. - [Aconex - Search records action](https://docs.workato.com/en/connectors/aconex/search-records-action.md): The Search records action retrieves a list of records that match your search criteria in Aconex. ##### Airwallex ###### Triggers - [Airwallex - New record trigger](https://docs.workato.com/en/connectors/airwallex/new-record-trigger.md): The New record trigger runs the recipe when a new record is detected in Airwallex ###### Actions - [Airwallex - Config operation action](https://docs.workato.com/en/connectors/airwallex/config-operation-action.md): The Config operation action enables you to query for active merchant configurations in Airwallex. - [Airwallex - Execute operation action](https://docs.workato.com/en/connectors/airwallex/execute-operation-action.md): The Execute operation action enables you to execute available operations that are not CRUD operations in Airwallex. - [Airwallex - Get record details by ID action](https://docs.workato.com/en/connectors/airwallex/get-record-details-by-id-action.md): The Get record details by ID action enables you to retrieve the details of a specific record in Airwallex. - [Airwallex - Search records action](https://docs.workato.com/en/connectors/airwallex/search-records-action.md): The Search records action enables you to search and retrieve a list of records for an object in Airwallex. - [Airwallex - Update record action](https://docs.workato.com/en/connectors/airwallex/update-record-action.md): The Update record action enables you to update a record you specify in Airwallex. - [Airwallex - Create record action](https://docs.workato.com/en/connectors/airwallex/create-record-action.md): The Create record action enables you to create the specified record in Airwallex. ##### Amazon Textract - [Workato connectors - Amazon Textract - Analyze document action](https://docs.workato.com/en/connectors/textract/analyze-document-action.md): The Analyze document action extracts data from documents stored in S3 using advanced analysis features. - [Workato connectors - Amazon Textract - Get document analysis action](https://docs.workato.com/en/connectors/textract/get-document-action.md): The Get document analysis action retrieves the results of a previously started document analysis job in Amazon Textract. - [Workato connectors - Amazon Textract - Get lending analysis action](https://docs.workato.com/en/connectors/textract/get-lending-action.md): The Get lending analysis action retrieves the results of a lending document analysis job previously started in Amazon Textract. - [Workato connectors - Amazon Textract - Start document analysis action](https://docs.workato.com/en/connectors/textract/start-document-action.md): The Start document analysis action initiates an asynchronous job to analyze a document stored in an S3 bucket using Amazon Textract. - [Workato connectors - Amazon Textract - Start lending analysis action](https://docs.workato.com/en/connectors/textract/start-lending-action.md): The Start lending analysis action starts the classification and extraction of data from lending documents stored in an Amazon S3 bucket. ##### Amplify ###### Actions - [Amplify - Create record action](https://docs.workato.com/en/connectors/amplify/create-record-action.md): The Create record action enables you to create a record in Amplify. - [Amplify - Delete record action](https://docs.workato.com/en/connectors/amplify/delete-record-action.md): The Delete record action enables you to delete a specific record in Amplify. - [Amplify - Execute operation action](https://docs.workato.com/en/connectors/amplify/execute-operation-action.md): The **Execute operation** action enables you to perform an operation using Amplify. The list of operations is dynamically generated based on the API endpoints found in the Swagger specification file for Amplify. If an API endpoint doesn’t match any Create, Get, Search, Update, or Delete actions, it is displayed in the **Execute operation** action. - [Amplify - Get record details by ID action](https://docs.workato.com/en/connectors/amplify/get-record-details-by-id-action.md): The Get record details by ID action enables you to retrieve the details of a specific record in Amplify. - [Amplify - Search records action](https://docs.workato.com/en/connectors/amplify/search-records-action.md): The Search records action enables you to retrieve a list of records for an object in Amplify. - [Amplify - Update record action](https://docs.workato.com/en/connectors/amplify/update-record-action.md): The Update record action enables you to update the details of a specific record in Amplify. ##### AuthHub ###### Actions - [AuthHub - Add member to a group action](https://docs.workato.com/en/connectors/authhub/add-member-to-a-group-action.md): The Add member to a group action adds multiple members to a group in AuthHub. - [AuthHub - Get record details by ID action](https://docs.workato.com/en/connectors/authhub/get-record-details-by-id-action.md): The Get record details by ID action retrieves a record from AuthHub. - [AuthHub - Remove member from a group action](https://docs.workato.com/en/connectors/authhub/remove-member-from-a-group-action.md): The Remove member from a group action removes multiple members from an AuthHub group. - [AuthHub - Search records action](https://docs.workato.com/en/connectors/authhub/search-records-action.md): The Search records action retrieves a list of records from AuthHub matching your search criteria. ##### AWS Comprehend ###### Actions - [AWS Comprehend - Classify document](https://docs.workato.com/en/connectors/aws-comprehend/classify-document-action.md): The Classify document action analyzes a document in real-time using a custom AWS Comprehend's classification model in Workato. - [AWS Comprehend - Create record action](https://docs.workato.com/en/connectors/aws-comprehend/create-record-action.md): The Create record action creates a record in AWS Comprehend. - [AWS Comprehend - Get record details](https://docs.workato.com/en/connectors/aws-comprehend/get-record-details-action.md): The Get record details action retrieves the details of a record, such as a document classification job using AWS Comprehend in Workato. - [AWS Comprehend - Start document classification job](https://docs.workato.com/en/connectors/aws-comprehend/start-document-classification-job.md): The Start document classification job action starts an asynchronous job to classify a collection of documents using a custom AWS Comprehend model. ##### AWS Glue ###### Triggers - [AWS Glue - New file in S3 trigger](https://docs.workato.com/en/connectors/aws-glue/new-file-in-s3-trigger.md): The New file in S3 trigger monitors AWS Glue for a new file in AWS S3. - [AWS Glue - New/updated job run trigger](https://docs.workato.com/en/connectors/aws-glue/new-updated-job-run-trigger.md): The New/updated job run trigger monitors AWS Glue for new or updated job runs. ###### Actions - [AWS Glue - Get job details action](https://docs.workato.com/en/connectors/aws-glue/get-job-details-action.md): The Get job details action retrieves the definition and configuration of an AWS Glue job. - [AWS Glue - Get job run details action](https://docs.workato.com/en/connectors/aws-glue/get-job-run-details-action.md): The Get job run details action retrieves the metadata for a job run in AWS Glue. - [AWS Glue - Get job run status action](https://docs.workato.com/en/connectors/aws-glue/get-job-run-status-action.md): The Get job run status action retrieves the status of an AWS Glue job. - [AWS Glue - List job runs action](https://docs.workato.com/en/connectors/aws-glue/list-job-runs-action.md): The List job runs action retrieves a list of job runs for a specific AWS Glue job. - [AWS Glue - Start/run a Glue job action](https://docs.workato.com/en/connectors/aws-glue/start-run-a-glue-job-action.md): The Start/run a Glue job action starts a new run of an AWS Glue job. - [AWS Glue - Stop a running Glue job action](https://docs.workato.com/en/connectors/aws-glue/stop-a-running-glue-job-action.md): The Stop a running Glue job action stops a running job for an AWS Glue job you select. ##### AlayaCare ###### Actions - [AlayaCare - Search records action](https://docs.workato.com/en/connectors/alayacare/search-records-action.md): The Search records action searches and retrieves records in AlayaCare. - [AlayaCare - Get record by ID action](https://docs.workato.com/en/connectors/alayacare/get-record-by-id-action.md): The Get record by ID action retrieves details of a record by providing its ID in AlayaCare. ##### AWS Inspector2 ###### Triggers - [AWS Inspector2 - New Findings trigger](https://docs.workato.com/en/connectors/aws-inspector-2/new-findings-trigger.md): The New Findings trigger monitors AWS Inspector2 for new findings. ###### Actions - [AWS Inspector2 - Add Tags action](https://docs.workato.com/en/connectors/aws-inspector-2/add-tags-action.md): The Add tags action attaches metadata (tags) to resources, such as findings or reports, using key-value pairs. - [AWS Inspector2 - Create Filter action](https://docs.workato.com/en/connectors/aws-inspector-2/create-filter-action.md): The Create filter action defines custom filters for findings. - [AWS Inspector2 - Get SBOM Export action](https://docs.workato.com/en/connectors/aws-inspector-2/get-sbom-export-action.md): The Get SBOM Export action retrieves the status and details of a Software Bill of Materials (SBOM) export operation. - [AWS Inspector2 - List Findings Action](https://docs.workato.com/en/connectors/aws-inspector-2/list-findings.md): The List findings action retrieves a list of findings in your environment. - [AWS Inspector2 - Search Vulnerabilities action](https://docs.workato.com/en/connectors/aws-inspector-2/search-vulnerabilities-action.md): The Search vulnerabilities action searches for information about known vulnerabilities, such as CVEs. ##### Azure DevOps ###### Triggers - [Azure DevOps - New event trigger](https://docs.workato.com/en/connectors/azure-devops/new-event-trigger.md): The New event trigger monitors Azure DevOps for new events. - [Azure DevOps - New work item (batch) trigger](https://docs.workato.com/en/connectors/azure-devops/new-work-item-trigger.md): The New work item (batch) trigger monitors Azure DevOps new work items. - [Azure DevOps - New/Updated work item (batch) trigger](https://docs.workato.com/en/connectors/azure-devops/new-updated-work-item-trigger.md): The New/Updated work item (batch) trigger monitors Azure DevOps for new or updated work items. ###### Actions - [Azure DevOps - Create record action](https://docs.workato.com/en/connectors/azure-devops/create-record-action.md): The Create record action creates a new record in Azure DevOps. - [Azure DevOps - Get record action](https://docs.workato.com/en/connectors/azure-devops/get-record-action.md): The Get record action retrieves a record in Azure DevOps. - [Azure DevOps - Search records action](https://docs.workato.com/en/connectors/azure-devops/search-records-action.md): The Search records action searches for records in Azure DevOps. - [Azure DevOps - Update record action](https://docs.workato.com/en/connectors/azure-devops/update-record-action.md): The Update record action updates a record in Azure DevOps. - [Azure DevOps - Upload work item attachment action](https://docs.workato.com/en/connectors/azure-devops/upload-work-item-attachment-action.md): The Upload work item attachment action uploads an attachment to Azure DevOps. ##### Azure File Storage ###### Actions - [Azure File Storage - Delete file action](https://docs.workato.com/en/connectors/azure-file-storage/delete-file-action.md): The Delete file action lets you delete an existing file from Azure File Storage. - [Azure File Storage - Get file contents action](https://docs.workato.com/en/connectors/azure-file-storage/get-file-contents-action.md): The Get file contents action enables you to download the contents of an existing file from Azure File Storage. - [Azure File Storage - Upsert file action](https://docs.workato.com/en/connectors/azure-file-storage/upsert-file-action.md): The upsert file action enables you to create a new file or update an existing one with the specified content. ##### Brevo ###### Actions - [Brevo - Create record action](https://docs.workato.com/en/connectors/brevo/create-record-action.md): The Create record action creates a new record in Brevo. - [Brevo - Delete record action](https://docs.workato.com/en/connectors/brevo/delete-record-action.md): The Delete record action deletes a record in Brevo. - [Brevo - Send transaction email action](https://docs.workato.com/en/connectors/brevo/send-transactional-email-action.md): The Send transaction email action sends a transactional email with static or dynamic content in Brevo. - [Brevo - Update record action](https://docs.workato.com/en/connectors/brevo/update-record-action.md): The Update record action updates a record in Brevo. ##### Calendly ###### Triggers - [Calendly - New event trigger](https://docs.workato.com/en/connectors/calendly/new-event-trigger.md): The New event trigger activates when trigger events, such as invitee created, occur in Calendly. ###### Actions - [Calendly - List event types action](https://docs.workato.com/en/connectors/calendly/list-event-types-action.md): The List event types action in the Calendly connector returns a paginated list of event types for an organization or user that match your search criteria. ##### Ceridian Dayforce ###### Triggers - [Ceridian Dayforce - New/updated employee trigger](https://docs.workato.com/en/connectors/ceridian-dayforce/new-updated-employee-trigger.md): The New/updated employee trigger activates when an employee is created or updated in Ceridian Dayforce. ###### Actions - [Ceridian Dayforce - Get employee action](https://docs.workato.com/en/connectors/ceridian-dayforce/get-employee-action.md): The Get employee action retrieves the HR details of a specified employee in Ceridian Dayforce. - [Ceridian Dayforce - Search employees action](https://docs.workato.com/en/connectors/ceridian-dayforce/search-employees-action.md): The Search employees action returns a list of employees that match your search criteria in Ceridian Dayforce. ##### Clarity ###### Triggers - [Workato connectors - Clarity - New/updated record trigger](https://docs.workato.com/en/connectors/clarity/triggers/new-updated-record.md): The New/updated record trigger in the Clarity connector monitors a selected object type and fires when records are created or updated. ###### Actions - [Workato connectors - Clarity - Search records action](https://docs.workato.com/en/connectors/clarity/actions/search-records.md): The Search records action in the Clarity connector lets you search records of a selected object type using filter criteria and sorting. ##### ClickUp ###### Triggers - [ClickUp - New event trigger](https://docs.workato.com/en/connectors/clickup/new-event-trigger.md): The **New event** trigger runs immediately as soon as trigger events, such as a task created, occur. - [ClickUp - New record trigger](https://docs.workato.com/en/connectors/clickup/new-record-trigger.md): The **New record** trigger runs when a new task is created in ClickUp. - [ClickUp - New/updated record trigger](https://docs.workato.com/en/connectors/clickup/new-updated-record-trigger.md): The **New/updated record** trigger runs when a task is created or updated in ClickUp. ###### Actions - [ClickUp - Create record action](https://docs.workato.com/en/connectors/clickup/create-record-action.md): The **Create record** action creates a record in ClickUp, such as a task. Select the object to create, then provide the data for creating the record. - [ClickUp - Delete record action](https://docs.workato.com/en/connectors/clickup/delete-record-action.md): The **Delete record** action deletes the specified record from ClickUp. - [ClickUp - Get record details action](https://docs.workato.com/en/connectors/clickup/get-record-details-action.md): The **Get record details** action retrieves the details of any record, such as a task, via its ID from ClickUp. - [ClickUp - Search records action](https://docs.workato.com/en/connectors/clickup/search-records-action.md): The **Search records** action returns results from ClickUp that match all your search criteria. - [ClickUp - Update record action](https://docs.workato.com/en/connectors/clickup/update-record-action.md): The **Update record** action updates any record in ClickUp, such as task. - [ClickUp - Upload task attachment action](https://docs.workato.com/en/connectors/clickup/upload-task-attachment-action.md): The **Upload task attachment** action allows you to upload a task attachment in ClickUp. ##### Conga ###### Triggers - [Conga - New/updated record trigger](https://docs.workato.com/en/connectors/conga/new-updated-record-trigger.md): The New/updated record trigger monitors Conga for new or updated records. ###### Actions - [Conga - Create record action](https://docs.workato.com/en/connectors/conga/create-record-action.md): The Create record action creates a new record in Conga, such as a new contact. - [Conga - Download document based on ID action](https://docs.workato.com/en/connectors/conga/download-document-based-on-document-id-action.md): The Download document based on ID action downloads a document based on the Conga ID. - [Conga - Generate a document record action](https://docs.workato.com/en/connectors/conga/generate-a-document-record-action.md): Generate a document record - [Conga - Get record by ID action](https://docs.workato.com/en/connectors/conga/get-record-by-id-action.md): The Get record by ID action retrieves a record by using the ID in Conga. - [Conga - Query records action](https://docs.workato.com/en/connectors/conga/query-records-action.md): The Query records action searches for records in Conga. - [Conga - Search records action](https://docs.workato.com/en/connectors/conga/search-records-action.md): The Search records action searches for records in Conga. - [Conga - Send email action](https://docs.workato.com/en/connectors/conga/send-email-action.md): The Send email action sends an email in Conga. - [Conga - Update record action](https://docs.workato.com/en/connectors/conga/update-record-action.md): The Update record action updates an existing record in Conga. ##### Conga Composer ###### Actions - [Conga Composer - Compose document action](https://docs.workato.com/en/connectors/conga-composer/compose-document-action.md): The Compose document action generates a document by merging one or more templates with data collected from multiple sources in Conga Composer. - [Conga Composer - Download document action](https://docs.workato.com/en/connectors/conga-composer/download-document-action.md): The Download document action downloads a document that you specify in Conga Composer. ##### Creatio ###### Triggers - [Creatio - New event trigger](https://docs.workato.com/en/connectors/creatio/new-event-trigger.md): The New event trigger runs when a new event is detected in Creatio. ###### Actions - [Creatio - Create record action](https://docs.workato.com/en/connectors/creatio/create-record-action.md): The Create record action enables you to create a standard record in Creatio. - [Creatio - Custom action](https://docs.workato.com/en/connectors/creatio/custom-action.md): The Custom action allows you to build and execute an HTTP request with your Creatio connection. - [Creatio - Delete record action](https://docs.workato.com/en/connectors/creatio/delete-record-action.md): The Delete record action enables you to delete a record in Creatio. - [Creatio - Download file action](https://docs.workato.com/en/connectors/creatio/download-file-action.md): The Download file action enables you to download a file from Creatio. - [Creatio - Get record action](https://docs.workato.com/en/connectors/creatio/get-record-action.md): The Get record action enables you to retrieve the details of a standard record, for example, Account, using its ID. - [Creatio - List attachments action](https://docs.workato.com/en/connectors/creatio/list-attachments-action.md): The List attachment action returns all attachments in the specified entity. - [Creatio - Search record action](https://docs.workato.com/en/connectors/creatio/search-record-action.md): The Search records action returns results that match all your search criteria. - [Creatio - Update record action](https://docs.workato.com/en/connectors/creatio/update-record-action.md): The Update record action enables you to update any standard record, for example, Account using its ID. - [Creatio - Upload file action](https://docs.workato.com/en/connectors/creatio/upload-file-action.md): The Upload file action enables you to upload a file using file streaming in Creatio. ##### Datadog - [Workato connectors - Datadog New event trigger](https://docs.workato.com/en/connectors/datadog/new-event-trigger.md): The New event trigger uses webhooks to monitor Datadog for events in real-time. ##### Discord ###### Actions - [Discord - Add Guild member role action](https://docs.workato.com/en/connectors/discord/add-guild-member-role-action.md): The Add Guild member role action assigns a role to a guild member in Discord. - [Discord - Create record action](https://docs.workato.com/en/connectors/discord/create-record-action.md): The Create record action creates a record in Discord. - [Discord - Get record details by ID action](https://docs.workato.com/en/connectors/discord/get-record-details-by-id-action.md): The Get record details by ID action retrieves a specific record with its ID in Discord. - [Discord - List records action](https://docs.workato.com/en/connectors/discord/list-records-action.md): The List records action retrieves a list of records in Discord. ##### Domo ###### Actions - [Domo - Add user to group action](https://docs.workato.com/en/connectors/domo/add-user-to-group-action.md): The Add user to group action adds a user to a group in Domo. - [Domo - Create record action](https://docs.workato.com/en/connectors/domo/create-record-action.md): The Create record action creates a record for an object you select in Domo. - [Domo - Delete record action](https://docs.workato.com/en/connectors/domo/delete-record-action.md): The Delete record action deletes a record for an object in Domo. - [Domo - Export data action](https://docs.workato.com/en/connectors/domo/export-data-action.md): The Export data action exports the data from a Domo dataset. - [Domo - Get record details action](https://docs.workato.com/en/connectors/domo/get-record-details-action.md): The Get record details action retrieves the details of a specific record in Domo. - [Domo - Import data action](https://docs.workato.com/en/connectors/domo/import-data-action.md): The Import data action replaces the data in a Domo dataset with the data you provide. - [Domo - Remove user from group action](https://docs.workato.com/en/connectors/domo/remove-user-from-group-action.md): The Remove user from group action removes a user from a group in Domo. - [Domo - Search records action](https://docs.workato.com/en/connectors/domo/search-records-action.md): The Search records action retrieves a list of records for an object in Domo. - [Domo - Update record action](https://docs.workato.com/en/connectors/domo/update-record-action.md): The Update record action updates an existing record for an object in Domo. ##### Email (Custom) ###### Triggers - [Email (Custom) - New email trigger](https://docs.workato.com/en/connectors/email-custom/new-email-trigger.md): The New email trigger polls for new emails using IMAP or POP3. ###### Actions - [Email (Custom) - Delete email action](https://docs.workato.com/en/connectors/email-custom/delete-email-action.md): The Delete email action lets you delete an email from an account mailbox using the IMAP protocol in Email (Custom). - [Email (Custom) - List mailboxes action](https://docs.workato.com/en/connectors/email-custom/list-mailboxes-action.md): The List mailboxes action enables you to list the mailboxes in the account using the IMAP protocol in Email (Custom). - [Email (Custom) - Mark email as read action](https://docs.workato.com/en/connectors/email-custom/mark-email-as-read-action.md): The Mark email as read action lets you indicate that an email has been read using the IMAP protocol in Email (Custom). - [Email (Custom) - Retrieve emails action](https://docs.workato.com/en/connectors/email-custom/retrieve-emails-action.md): The Retrieve emails action enables you to retrieve emails using the IMAP/POP3 protocol in Email (Custom). - [Email (Custom) - Send email action](https://docs.workato.com/en/connectors/email-custom/send-email-action.md): The Send email action enables you to send an email using the SMTP protocol in Email (Custom). - [Email (Custom) - Send email with attachment action](https://docs.workato.com/en/connectors/email-custom/send-email-with-attachment-action.md): The Send email with attachment action enables you to send an email with attachments using the SMTP protocol in Email (Custom). ##### Envoy ###### Triggers - [Envoy - New/updated event trigger](https://docs.workato.com/en/connectors/envoy/new-or-updated-event-trigger.md): The New/updated event trigger activates when a new or updated event occurs in Envoy ###### Actions - [Envoy - Create record action](https://docs.workato.com/en/connectors/envoy/create-record-action.md): The Create record action enables you to create a record in Envoy. - [Envoy - Delete record action](https://docs.workato.com/en/connectors/envoy/delete-record-action.md): The Delete record action enables you to delete a record from Envoy. - [Envoy - Get record details by ID action](https://docs.workato.com/en/connectors/envoy/get-record-details-by-id-action.md): The Get record details by ID action enables you to retrieve the details of a specific record in Envoy. - [Envoy - Search records action](https://docs.workato.com/en/connectors/envoy/search-records-action.md): The Search records action enables you to retrieve a list of records for an object in Envoy. - [Envoy - Update record action](https://docs.workato.com/en/connectors/envoy/update-record-action.md): The Update record action enables you to update a record in Envoy. ##### Felix ###### Actions - [Felix - Search records action](https://docs.workato.com/en/connectors/felix/search-records-action.md): The **Search records** action returns all records that matches your search criteria. - [Felix - Suspend vendor action](https://docs.workato.com/en/connectors/felix/suspend-vendor-action.md): The **Suspend vendor** action suspends a vendor that is currently approved and not suspended. - [Felix - Unsuspend vendor action](https://docs.workato.com/en/connectors/felix/unsuspend-vendor-action.md): The **Unsuspend vendor** action unsuspends a vendor that is currently approved and suspended. ##### Files.com ###### Actions - [Files.com - Create record action](https://docs.workato.com/en/connectors/files-dot-com/create-record-action.md): The Create record action creates a new record, including files and folders, in Files.com. - [Files.com - Delete record action](https://docs.workato.com/en/connectors/files-dot-com/delete-record-action.md): The Delete record action deletes a record in Files.com. - [Files.com - Download file action](https://docs.workato.com/en/connectors/files-dot-com/download-file-action.md): The Download file action downloads a file in Files.com. - [Files.com - Execute operation action](https://docs.workato.com/en/connectors/files-dot-com/execute-operation-action.md): The Execute operation action executes file operations in Files.com. - [Files.com - Get record action](https://docs.workato.com/en/connectors/files-dot-com/get-record-action.md): The Get record action retrieves a file or folder in Files.com. - [Files.com - Search records action](https://docs.workato.com/en/connectors/files-dot-com/search-records-action.md): The Search records action searches for a record in Files.com. - [Files.com - Update record action](https://docs.workato.com/en/connectors/files-dot-com/update-record-action.md): The Update record action updates a record in Files.com. - [Files.com - Upload file action](https://docs.workato.com/en/connectors/files-dot-com/upload-file-action.md): The Upload file action uploads a file to Files.com using multipart streaming upload. ##### Filevine ###### Triggers - [Workato connectors - Filevine - New/updated object trigger](https://docs.workato.com/en/connectors/filevine/new-updated-object-trigger.md): The New/updated object trigger initiates a recipe in real-time when a selected object is created or updated in Filevine. ###### Actions - [Workato connectors - Filevine - Archive/Delete record action](https://docs.workato.com/en/connectors/filevine/archive-delete-action.md): The Archive record action archives a specified object in Filevine, such as a project or collection item. - [Workato connectors - Filevine - Batch document download action](https://docs.workato.com/en/connectors/filevine/document-download-action.md): The Batch document download action retrieves S3 download URLs for multiple documents from Filevine using their document IDs. - [Workato connectors - Filevine - Batch document upload action](https://docs.workato.com/en/connectors/filevine/document-upload-action.md): The Batch document upload action generates S3 upload URLs to upload files to Filevine. - [Workato connectors - Filevine - Batch document upload confirmation action](https://docs.workato.com/en/connectors/filevine/document-confirmation-action.md): The Batch document upload confirmation action finalizes pending uploads and makes them available for use in Filevine. - [Workato connectors - Filevine - Check batch limit action](https://docs.workato.com/en/connectors/filevine/check-limit-action.md): The Check batch limit action validates whether a batch size is within a specified limit using a comparison operation. - [Workato connectors - Filevine - Create record action](https://docs.workato.com/en/connectors/filevine/create-record-action.md): The Create record action creates a new object in Filevine based on the specified object type and field values. - [Workato connectors - Filevine - Get record details by ID action](https://docs.workato.com/en/connectors/filevine/get-record-details-action.md): The Get record details by ID action retrieves a specific record from Filevine based on the selected object and identifier. - [Workato connectors - Filevine - List records action](https://docs.workato.com/en/connectors/filevine/list-records-action.md): The List records action retrieves a specific record from Filevine based on the selected object and identifier. - [Workato connectors - Filevine - Lock document action](https://docs.workato.com/en/connectors/filevine/lock-document-action.md): The Lock document action locks a specific document in Filevine, preventing further edits. - [Workato connectors - Filevine - Search records action](https://docs.workato.com/en/connectors/filevine/search-records-action.md): The Search records action retrieves records from Filevine based on the selected object, project type, and section criteria. - [Workato connectors - Filevine - Unlock document action](https://docs.workato.com/en/connectors/filevine/unlock-document-action.md): The Unlock document action removes the lock on a document in Filevine. - [Workato connectors - Filevine - Update project clients action](https://docs.workato.com/en/connectors/filevine/update-clients-action.md): The Update project clients action updates client-person associations for multiple Filevine projects in bulk. - [Workato connectors - Filevine - Update record action](https://docs.workato.com/en/connectors/filevine/update-record-action.md): The Update record action modifies an existing Filevine record based on the selected object type. ##### FreshBooks ###### Triggers - [FreshBooks - New/updated record trigger](https://docs.workato.com/en/connectors/freshbooks/new-updated-record-trigger.md): The New/updated record trigger runs the recipe when there is a new or updated record in FreshBooks. ###### Actions - [FreshBooks - Create record action](https://docs.workato.com/en/connectors/freshbooks/create-record-action.md): The Create record action enables you to create a new record in FreshBooks. - [FreshBooks - Get record by ID action](https://docs.workato.com/en/connectors/freshbooks/get-record-by-id-action.md): The Get record by ID action enables you to retrieve details of a specific record in FreshBooks. - [FreshBooks - List records action](https://docs.workato.com/en/connectors/freshbooks/list-records-action.md): The List records action enables you to retrieve a list of records in FreshBooks. - [FreshBooks - Update record action](https://docs.workato.com/en/connectors/freshbooks/update-record-action.md): The Update record action enables you to update the details of a specific record in FreshBooks. ##### Freshservice ###### Triggers - [Freshservice - New ticket trigger](https://docs.workato.com/en/connectors/freshservice/new-ticket-trigger.md): Triggers when a new ticket is created in Freshservice. Checks for the new events every minute. - [Freshservice - New/updated ticket trigger](https://docs.workato.com/en/connectors/freshservice/new-updated-ticket-trigger.md): Triggers when a ticket is created or updated in Freshservice. Checks for the new events every minute. ###### Actions - [Freshservice - Create agent action](https://docs.workato.com/en/connectors/freshservice/create-agent-action.md): This action allows you to create a new agent in Freshservice. - [Freshservice - Create incident action](https://docs.workato.com/en/connectors/freshservice/create-incident-action.md): This action enables you to create tickets of type **Incident**. - [Freshservice - Create onboarding request action](https://docs.workato.com/en/connectors/freshservice/create-onboarding-request-action.md): This action creates employee onboarding request in Freshservice. - [Freshservice - Create requester action](https://docs.workato.com/en/connectors/freshservice/create-requester-action.md): Creates a requester in Freshservice by providing Primary email, Work phone number, or Mobile phone number - one of the three is mandatory to create a requester. - [Freshservice - Create service request action](https://docs.workato.com/en/connectors/freshservice/create-service-request-action.md): Creates a new service request in Freshservice. - [Freshservice - Create task action](https://docs.workato.com/en/connectors/freshservice/create-task-action.md): This action enables you to create a task in a ticket, in Freshservice. - [Freshservice - Create ticket action](https://docs.workato.com/en/connectors/freshservice/create-ticket-action.md): This action allows you to create a ticket in Freshservice. - [Freshservice - Delete task action](https://docs.workato.com/en/connectors/freshservice/delete-task-action.md): Delete task action deletes the tasks in Freshservice. - [Freshservice - Get agent details action](https://docs.workato.com/en/connectors/freshservice/get-agent-details-action.md): This action enables you to retrieve details of an agent based on the agent’s ID. - [Freshservice - Get requester details action](https://docs.workato.com/en/connectors/freshservice/get-requester-details-action.md): The get requester details action allows you to retrieve the requester’s details based on the requester ID. - [Freshservice - Get task by ID action](https://docs.workato.com/en/connectors/freshservice/get-task-by-id-action.md): The action allows you to retrieve the details of a task based on the task ID. - [Freshservice - Get ticket by ID action](https://docs.workato.com/en/connectors/freshservice/get-ticket-by-id-action.md): The action allows you to retrieve the details of a ticket based on the ticket ID. - [Freshservice - List agent fields action](https://docs.workato.com/en/connectors/freshservice/list-agent-fields-action.md): The List agent fields action lists all agent fields in Freshservice. - [Freshservice - List onboarding form fields action](https://docs.workato.com/en/connectors/freshservice/list-onboarding-form-fields-action.md): Lists the onboarding form fields of Freshservice. - [Freshservice - List requester fields action](https://docs.workato.com/en/connectors/freshservice/list-requester-fields-action.md): Lists the requester fields of Freshservice. - [Freshservice - List service items action](https://docs.workato.com/en/connectors/freshservice/list-service-item-action.md): Returns a list of service items based on specified filters. - [Freshservice - List tasks action](https://docs.workato.com/en/connectors/freshservice/list-tasks-action.md): Lists the tasks of a ticket in Freshservice based on ticket ID. - [Freshservice - List ticket form fields action](https://docs.workato.com/en/connectors/freshservice/list-ticket-form-fields-action.md): Returns a list of ticket form fields in Freshservice. - [Freshservice - List tickets action](https://docs.workato.com/en/connectors/freshservice/list-tickets-action.md): Lists the tickets in Freshservice. By default only tickets that have been created within the past 30 days will be returned. - [Freshservice - Move ticket action](https://docs.workato.com/en/connectors/freshservice/move-ticket-action.md): This action allows you to move your ticket to some other workspace while also allowing the assigned group and agent to be modified. - [Freshservice - Restore ticket action](https://docs.workato.com/en/connectors/freshservice/restore-ticket-action.md): If you deleted some tickets and regret doing so now, this action will help you restore them. - [Freshservice - Search agents action](https://docs.workato.com/en/connectors/freshservice/search-agents-action.md): The Search action will return results that match all your search criteria. Returns a maximum of 30 records. - [Freshservice - Search requester action](https://docs.workato.com/en/connectors/freshservice/search-requester-action.md): The Search action will return results that match all your search criteria. Returns a maximum of 30 records. - [Freshservice - Search tickets action](https://docs.workato.com/en/connectors/freshservice/search-tickets-action.md): The Search action will return results that match all your search criteria. Returns a maximum of 30 records. - [Freshservice - Update requester action](https://docs.workato.com/en/connectors/freshservice/update-requester-action.md): The update action allows you to update the requester information in Freshservice. - [Freshservice - Update task action](https://docs.workato.com/en/connectors/freshservice/update-task-action.md): The update action allows you to update the task in a ticket, in Freshservice. - [Freshservice - Update ticket action](https://docs.workato.com/en/connectors/freshservice/update-ticket-action.md): The update action allows you to update a ticket in Freshservice. ##### Gainsight ###### Triggers - [Gainsight NXT - New record trigger](https://docs.workato.com/en/connectors/gainsight-nxt/new-record-trigger.md): The New record trigger monitors Gainsight NXT for new records created within a Gainsight NXT object you select, such as a company or person. - [Gainsight NXT - New/updated record trigger](https://docs.workato.com/en/connectors/gainsight-nxt/new-updated-record-trigger.md): The New/updated record trigger monitors a Gainsight NXT object you select for new or updated objects, such as a company or person. - [Gainsight NXT - New records in batch trigger](https://docs.workato.com/en/connectors/gainsight-nxt/new-records-in-batch-trigger.md): The New records in batch trigger monitors Gainsight NXT for records created since the last time the recipe triggered. - [Gainsight NXT - New/updated records in batch trigger](https://docs.workato.com/en/connectors/gainsight-nxt/new-updated-records-in-batch-trigger.md): The New/updated records in batch trigger monitors Gainsight NXT for records created or updated since the last time the recipe triggered. ###### Actions - [Gainsight NXT - Search records action](https://docs.workato.com/en/connectors/gainsight-nxt/search-records-action.md): The Search records action fetches one or more records that match specific criteria in Gainsight NXT. - [Gainsight NXT - Get record details action](https://docs.workato.com/en/connectors/gainsight-nxt/get-record-details-action.md): The Get record details action retrieves the details of a record in Gainsight NXT. - [Gainsight NXT - Create company record/s action](https://docs.workato.com/en/connectors/gainsight-nxt/create-company-action.md): The Create company record/s action creates one or more company records in Gainsight NXT. - [Gainsight NXT - Update company record/s action](https://docs.workato.com/en/connectors/gainsight-nxt/update-company-action.md): The Update company record/s action updates up to 50 records in the Company object in Gainsight NXT. - [Gainsight NXT - Upsert person action](https://docs.workato.com/en/connectors/gainsight-nxt/upsert-person-action.md): The Upsert person action upserts a single person record in Gainsight NXT. - [Gainsight NXT - Upsert persons in bulk action](https://docs.workato.com/en/connectors/gainsight-nxt/upsert-persons-in-bulk-action.md): The Upsert persons in bulk action upserts up to 50 records in the Person object in Gainsight NXT. - [Gainsight NXT - Get upsert request status action](https://docs.workato.com/en/connectors/gainsight-nxt/get-upsert-request-status-action.md): The Get upsert request status action retrieves the processing status of a bulk person upsert request in Gainsight NXT by status ID. ##### GitLab ###### Triggers - [GitLab - New event trigger (real-time)](https://docs.workato.com/en/connectors/gitlab/new-event-trigger-real-time.md): The New event trigger immediately detects new events in GitLab. - [GitLab - New/updated pipeline trigger](https://docs.workato.com/en/connectors/gitlab/new-updated-pipeline-trigger.md): The New/updated pipeline trigger monitors GitLab and triggers when a pipeline is created or updated. ###### Actions - [GitLab - Archive/Unarchive record action](https://docs.workato.com/en/connectors/gitlab/archive-unarchive-record-action.md): The Archive/Unarchive record action archives or unarchives a record in GitLab. - [GitLab - Assign an issue to epic action](https://docs.workato.com/en/connectors/gitlab/assign-issue-to-epic-action.md): The Assign an issue to epic action assigns an issue to an epic in GitLab. - [GitLab - Create record action](https://docs.workato.com/en/connectors/gitlab/create-record-action.md): The Create record action creates a record in GitLab. - [GitLab - Delete record action](https://docs.workato.com/en/connectors/gitlab/delete-record-action.md): The Delete record action deletes a record in GitLab. - [GitLab - Get record details by ID action](https://docs.workato.com/en/connectors/gitlab/get-record-details-by-id-action.md): The Get record details by ID action retrieves record details using the record ID in GitLab. - [GitLab - Get time logs action](https://docs.workato.com/en/connectors/gitlab/get-time-logs-action.md): The Get time logs action retrieves the details of time logs in GitLab. - [GitLab - Search records action](https://docs.workato.com/en/connectors/gitlab/search-records-action.md): The Search records action returns all records that match your search criteria. - [GitLab - Update record action](https://docs.workato.com/en/connectors/gitlab/update-record-action.md): The Update record action updates a record in GitLab. ##### Glean ###### Actions - [Glean - Create record action](https://docs.workato.com/en/connectors/glean/create-record-action.md): The Create record action creates a new record in Glean. - [Glean - Delete record action](https://docs.workato.com/en/connectors/glean/delete-record-action.md): The Delete record action deletes a Glean record you specify. - [Glean - Execute operation action](https://docs.workato.com/en/connectors/glean/execute-operation-action.md): The Execute operation action performs an operation in Glean. - [Glean - Get record details by ID action](https://docs.workato.com/en/connectors/glean/get-record-details-by-id-action.md): The Get record details by ID action retrieves the details of a Glean record you specify. - [Glean - Search records action](https://docs.workato.com/en/connectors/glean/search-records-action.md): The Search records action in the Glean connector lets you retrieve a list of records that match the search criteria you specify. - [Glean - Update record action](https://docs.workato.com/en/connectors/glean/update-record-action.md): The Update record action updates the details of a Glean record you specify. ##### Google Analytics ###### Triggers - [Google Analytics - New rows in batch trigger](https://docs.workato.com/en/connectors/google-analytics/new-rows-in-batch-trigger.md): The New rows in batch trigger activates when a new batch of rows is created in a Google Analytics report. ###### Actions - [Google Analytics - Get report action](https://docs.workato.com/en/connectors/google-analytics/get-report-action.md): The Get report action returns a customized report of Google Analytics event data. Reports contain statistics derived from data collected by the Google Analytics tracking code. ##### Google Docs ###### Actions - [Google Docs - Create document action](https://docs.workato.com/en/connectors/google-docs/create-document-action.md): Creates a new document with the provided text in a simple paragraph format. - [Google Docs - Create document from template action](https://docs.workato.com/en/connectors/google-docs/create-document-from-template-action.md): Creates a new document from an existing template. - [Google Docs - Get document action](https://docs.workato.com/en/connectors/google-docs/get-document-action.md): Retrieves the document based on specified document ID. - [Google Docs - Update document action](https://docs.workato.com/en/connectors/google-docs/update-document-action.md): This action enables you to update the selected Google document. ##### Google Forms ###### Triggers - [Google Forms - New response trigger](https://docs.workato.com/en/connectors/google-forms/new-response-trigger.md): The New response trigger activates when a response is submitted to a Google Form. ###### Actions - [Google Forms - Get record details action](https://docs.workato.com/en/connectors/google-forms/get-record-details-action.md): The Get record details action retrieves the details of any record, such as a form response, using the record's ID. - [Google Forms - Search records action](https://docs.workato.com/en/connectors/google-forms/search-records-action.md): The Search records action returns results that match your search criteria. ##### Google Gemini ###### Actions - [Google Gemini - Analyze image action](https://docs.workato.com/en/connectors/google-gemini/analyze-image-action.md): The Analyze image action analyses an image and answers a related question. - [Google Gemini - Analyze text action](https://docs.workato.com/en/connectors/google-gemini/analyze-text-action.md): The Analyze text action performs a contextual analysis of a text to answer user-provided questions. - [Google Gemini - Categorize text action](https://docs.workato.com/en/connectors/google-gemini/categorize-text-action.md): The Categorize text action sorts text into categories. - [Google Gemini - Draft email action](https://docs.workato.com/en/connectors/google-gemini/draft-email-action.md): The Draft email action generates an email from a prompt. - [Google Gemini - Generate text embedding action](https://docs.workato.com/en/connectors/google-gemini/generate-text-embedding-action.md): The Generate text embedding action generates an embedding from the provided text. - [Google Gemini - Parse text action](https://docs.workato.com/en/connectors/google-gemini/parse-text-action.md): The Parse text action extracts data you specify from a provided text. - [Google Gemini - Send messages to Gemini models action](https://docs.workato.com/en/connectors/google-gemini/send-messages-to-gemini-models-action.md): The Send messages to Gemini models action sends a message to and receives a response from a Gemini model you specify. - [Google Gemini - Summarize text action](https://docs.workato.com/en/connectors/google-gemini/summarize-text-action.md): The Summarize text action summarizes a provided text. - [Google Gemini - Translate text action](https://docs.workato.com/en/connectors/google-gemini/translate-text-action.md): The Translate text action translates a provided text into a different language. ##### Google Slides ###### Actions - [Workato connectors - Google Slides - Get presentation details action](https://docs.workato.com/en/connectors/google-slides/get-presentaton-action.md): The Get presentation details action retrieves metadata and structural information for a specific Google Slides presentation. - [Workato connectors - Google Slides - Update presentation action](https://docs.workato.com/en/connectors/google-slides/update-presentation-action.md): The Update presentation action updates the content of a specific Google Slides presentation by replacing text, inserting rows, adding text, or replacing images. ##### Google Vault ###### Actions - [Google vault - Add accounts to hold action](https://docs.workato.com/en/connectors/google-vault/add-accounts-to-hold-action.md): The add accounts to hold action enables you to add accounts to an accounts-based hold in Google Vault. - [Google vault - Close matter action](https://docs.workato.com/en/connectors/google-vault/close-matter-action.md): The close matter action enables you to close a matter in Google Vault. - [Google vault - Create record](https://docs.workato.com/en/connectors/google-vault/create-record-action.md): The Create record action enables you to create a record in Google Vault. - [Google vault - Delete record](https://docs.workato.com/en/connectors/google-vault/delete-record-action.md): The delete record action enables you to delete a record in Google Vault. - [Google vault - Get record by ID record](https://docs.workato.com/en/connectors/google-vault/get-record-by-id-action.md): The get record by ID action enables you to get a record in Google Vault. - [Google vault - Remove accounts from hold action](https://docs.workato.com/en/connectors/google-vault/remove-accounts-from-hold-action.md): The remove accounts from hold action enables you to remove accounts from an accounts-based hold in Google Vault. - [Google vault - Reopen matter action](https://docs.workato.com/en/connectors/google-vault/reopen-matter-action.md): The reopen matter action enables you to reopen a matter in Google Vault. - [Google vault - Search records](https://docs.workato.com/en/connectors/google-vault/search-records-action.md): The search records action enables you to search records in Google Vault. - [Google vault - Update record](https://docs.workato.com/en/connectors/google-vault/update-record-action.md): The Update record action enables you to update a record in Google Vault. ##### Google Workspace (Custom) ###### Actions - [Google Workspace (Custom) - Create records action](https://docs.workato.com/en/connectors/google-workspace-custom/create-records-action.md): The Create records action enables you to create multiple records in Google Workspace. - [Google Workspace (Custom) - Delete records action](https://docs.workato.com/en/connectors/google-workspace-custom/delete-records-action.md): The Delete records action enables you to delete multiple records in Google Workspace. - [Google Workspace (Custom) - Get records action](https://docs.workato.com/en/connectors/google-workspace-custom/get-records-action.md): The Update record action enables you to retrieve multiple records in Google Workspace. - [Google Workspace (Custom) - Update records action](https://docs.workato.com/en/connectors/google-workspace-custom/update-records-action.md): The Update records action enables you to update the details of multiple records in Google Workspace. ##### HiBob ###### Triggers - [HiBob - New event trigger](https://docs.workato.com/en/connectors/hibob/new-event-trigger.md): The New event trigger monitors HiBob for new events in real-time. - [HiBob - New/updated timeoff request trigger](https://docs.workato.com/en/connectors/hibob/new-updated-timeoff-request-trigger.md): Triggers when a time off request is created or updated in HiBob. ###### Actions - [HiBob - Create object action](https://docs.workato.com/en/connectors/hibob/create-object-action.md): **Create object** action enables you to create any standard or custom record, such as employee, in HiBob. - [HiBob - Delete object action](https://docs.workato.com/en/connectors/hibob/delete-object-action.md): **Delete object** action enables you to delete any standard or custom record such as employee, through its HiBob ID. First select the object, then specify the HiBob ID of the record to be deleted. - [HiBob - Download report action](https://docs.workato.com/en/connectors/hibob/download-report-action.md): The **Download report** action allows you to download report data file in the specified format from HiBob. - [HiBob - Download report action (Async)](https://docs.workato.com/en/connectors/hibob/download-report-action-async.md): The **Download report** action allows you to download the report data file in the specified format when it’s ready, from HiBob. - [HiBob - Get record details action](https://docs.workato.com/en/connectors/hibob/get-record-details-action.md): The **Get record details** action allows you to retrieve the details of any standard or custom record, such as, employee. - [HiBob - Invite an Employee action](https://docs.workato.com/en/connectors/hibob/invite-an-employee-action.md): The **Invite an employee** action allows you to invite an employee on HiBob. - [HiBob - Make a task complete action](https://docs.workato.com/en/connectors/hibob/make-a-task-complete-action.md): The **Make a task complete** action marks a task completed in HiBob. - [HiBob - Revoke access for employee action](https://docs.workato.com/en/connectors/hibob/revoke-access-for-employee-action.md): The **Revoke access for employee** action revokes the access for an employee in HiBob. - [HiBob - Search records action](https://docs.workato.com/en/connectors/hibob/search-records-action.md): The **Search records** action retrieves the list of records matching the specified criteria from HiBob. - [HiBob - Update record action](https://docs.workato.com/en/connectors/hibob/update-record-action.md): The **Update record** action updates the specified record in HiBob. - [HiBob - Upload document action](https://docs.workato.com/en/connectors/hibob/upload-document-action.md): The **Upload document** action uploads a document to the specific folder in HiBob. The maximum file size allowed to upload is 1 MB. ##### Highspot ###### Triggers - [Workato connectors - Highspot - New item trigger](https://docs.workato.com/en/connectors/highspot/triggers/new-item.md): The New item trigger checks for new items created in a Highspot spot. ###### Actions - [Workato connectors - Highspot - Create record action](https://docs.workato.com/en/connectors/highspot/actions/create-record.md): The Create record action creates various types of records in Highspot including items, spots, and item versions. - [Workato connectors - Highspot - Get record action](https://docs.workato.com/en/connectors/highspot/actions/get-record.md): The Get record action retrieves details of a specific item from Highspot. - [Workato connectors - Highspot - Search records action](https://docs.workato.com/en/connectors/highspot/actions/search-records.md): The Search records action searches for items or spots in Highspot that match your search criteria. - [Workato connectors - Highspot - Update record action](https://docs.workato.com/en/connectors/highspot/actions/update-record.md): The Update record action updates existing items and spots in Highspot. ##### HL7 ###### Triggers - [Workato connectors - HL7 - New message trigger (real-time)](https://docs.workato.com/en/connectors/hl7/new-message-trigger.md): The New message trigger in the HL7 connector fires when a message of the specified model version and type is received from an HL7 server. ###### Actions - [Workato connectors - HL7 - Parse message action](https://docs.workato.com/en/connectors/hl7/parse-message-action.md): The Parse message action parses a raw HL7 message string into structured data based on the specified model version and message type. - [Workato connectors - HL7 - Parse message header action](https://docs.workato.com/en/connectors/hl7/parse-message-header-action.md): The Parse message header action extracts the model version and message type from an HL7 message header. - [Workato connectors - HL7 - Send message action](https://docs.workato.com/en/connectors/hl7/send-message-action.md): The Send message action in the HL7 connector lets you send an HL7 message using the model version and message type you specify. ##### HL7 HTTP ###### Triggers - [HL7 HTTP - New message trigger (real-time)](https://docs.workato.com/en/connectors/hl7-http/new-message-http-trigger.md): The New message trigger (real-time) monitors HL7 HTTP for new messages. ###### Actions - [HL7 HTTP - Parse message action](https://docs.workato.com/en/connectors/hl7-http/parse-message-http-action.md): The Parse message action parses a message in HL7 HTTP. - [HL7 HTTP - Parse message header action](https://docs.workato.com/en/connectors/hl7-http/parse-message-header-http-action.md): The Parse message header action parses a message header in HL7 HTTP. - [HL7 HTTP - Send message action](https://docs.workato.com/en/connectors/hl7-http/send-message-http-action.md): The Send message action sends a message in HL7 HTTP. - [HL7 HTTP - Send raw message action](https://docs.workato.com/en/connectors/hl7-http/send-raw-message-http-action.md): The Send raw message action sends a raw message in HL7 HTTP. ##### IFS ###### Triggers - [IFS connector - New/updated record trigger](https://docs.workato.com/en/connectors/ifs/new-updated-record-trigger.md): Use the New/updated record trigger to monitor IFS for new or updated objects. - [IFS connector - New/updated record trigger (batch)](https://docs.workato.com/en/connectors/ifs/new-updated-record-trigger-batch.md): Use the New/updated record (batch) trigger to monitor IFS for new or updated objects and process the results in batches. ###### Actions - [IFS connector - Create record action](https://docs.workato.com/en/connectors/ifs/create-record-action.md): Use the Create record action to create a record in IFS. - [IFS connector - Delete record action](https://docs.workato.com/en/connectors/ifs/delete-record-action.md): Use the Delete record action to delete a record in IFS. - [IFS connector - Get record details by ID action](https://docs.workato.com/en/connectors/ifs/get-record-details-action.md): Use the Get record details action to retrieve a record in IFS using its ID. - [IFS connector - Search records action](https://docs.workato.com/en/connectors/ifs/search-records-action.md): Use the Search record action to search records in IFS. - [IFS connector - Update record action](https://docs.workato.com/en/connectors/ifs/update-record-action.md): Use the Update record action to update a record in IFS. ##### Ironclad ###### Triggers - [Ironclad - New event trigger](https://docs.workato.com/en/connectors/ironclad/new-event-trigger.md): The New event trigger monitors Ironclad for events. ###### Actions - [Ironclad - Create record action](https://docs.workato.com/en/connectors/ironclad/create-record-action.md): The Create record action creates a new record in Ironclad. - [Ironclad - Delete record action](https://docs.workato.com/en/connectors/ironclad/delete-record-action.md): The Delete record action deletes a record in Ironclad. - [Ironclad - Get record details action](https://docs.workato.com/en/connectors/ironclad/get-record-details-action.md): The Get record details action retrieves the details of a record in Ironclad. - [Ironclad - List records action](https://docs.workato.com/en/connectors/ironclad/list-records-action.md): The List records action lists all records in your Ironclad instance. - [Ironclad - Search records action](https://docs.workato.com/en/connectors/ironclad/search-records-action.md): The Search records action searches for records in your Ironclad instance. - [Ironclad - Update record action](https://docs.workato.com/en/connectors/ironclad/update-record-action.md): The Update record action updates a record in Ironclad. ##### JAMF ###### Triggers - [JAMF - New event trigger](https://docs.workato.com/en/connectors/jamf/new-event-trigger.md): The New event trigger fires when a JAMF Pro webhook event occurs, including computer enrollment, check-in, inventory, and policy events. ###### Actions - [JAMF - Search records action](https://docs.workato.com/en/connectors/jamf/search-records-action.md): The Search records action returns a list of JAMF objects that match your criteria, including computers, account users, departments, and Mac applications. - [JAMF - Get record action](https://docs.workato.com/en/connectors/jamf/get-record-action.md): The Get record action retrieves the details of a single JAMF object by ID, name, serial number, or UDID. - [JAMF - Create record action](https://docs.workato.com/en/connectors/jamf/create-record-action.md): The Create record action creates a new account user, command, computer, or computer invitation in JAMF Pro. - [JAMF - Update record action](https://docs.workato.com/en/connectors/jamf/update-record-action.md): The Update record action updates an existing account user in JAMF Pro. - [JAMF - Delete record action](https://docs.workato.com/en/connectors/jamf/delete-record-action.md): The Delete record action deletes an account user or computer from JAMF Pro. ##### Kissflow ###### Actions - [Kissflow - Create record action](https://docs.workato.com/en/connectors/kissflow/create-record-action.md): The Create record action enables you to create a record in Kissflow. - [Kissflow - Delete record action](https://docs.workato.com/en/connectors/kissflow/delete-record-action.md): The Delete record action enables you to delete the specified record from Kissflow. - [Kissflow - Download attachment action](https://docs.workato.com/en/connectors/kissflow/download-attachment-action.md): The Download attachment action lets you download an attachment from a Kissflow record. - [Kissflow - Get record details by its unique key action](https://docs.workato.com/en/connectors/kissflow/get-record-details-by-its-unique-key-action.md): The Get record details by its unique key action enables you to retrieve the details of a specific record in Kissflow. - [Kissflow - Search records action](https://docs.workato.com/en/connectors/kissflow/search-records-action.md): The Search records action enables you to retrieve a list of records for an object in Kissflow. - [Kissflow - Update record action](https://docs.workato.com/en/connectors/kissflow/update-record-action.md): The Update record action enables you to update the details of a specific record in Kissflow. - [Kissflow - Upload attachment action](https://docs.workato.com/en/connectors/kissflow/upload-attachment-action.md): The Upload attachment action enables you to upload an attachment to a record in Kissflow. - [Kissflow - Upsert dataset records in batch action](https://docs.workato.com/en/connectors/kissflow/upsert-dataset-records-in-batch-action.md): The Upsert dataset records in batch action enables you to create or update dataset records in batches in Kissflow. - [Kissflow - Upsert dataset records in bulk action](https://docs.workato.com/en/connectors/kissflow/upsert-dataset-records-in-bulk-action.md): The Upsert dataset records in bulk action enables you to create or update dataset records in bulk in Kissflow. ##### LevelPath - [Workato connectors - LevelPath - New event trigger (real-time)](https://docs.workato.com/en/connectors/levelpath/new-event-trigger.md): The New event trigger initiates a recipe in real-time when a selected event occurs in LevelPath. - [Workato connectors - LevelPath - Create record action](https://docs.workato.com/en/connectors/levelpath/create-record-action.md): The Create record action creates a new record in LevelPath based on the selected object type. - [Workato connectors - LevelPath - Get record details by ID action](https://docs.workato.com/en/connectors/levelpath/get-record-action.md): The Get record details by ID action retrieves details of a specific LevelPath object, such as a supplier, based on its unique ID. - [Workato connectors - LevelPath - Search records action](https://docs.workato.com/en/connectors/levelpath/search-records-action.md): The Search records action searches for existing records in LevelPath based on object type and filter criteria. - [Workato connectors - LevelPath - Update record action](https://docs.workato.com/en/connectors/levelpath/update-record-action.md): The Update record action updates an existing record in LevelPath based on object type and record ID. ##### LINE WORKS ###### Triggers - [LINE WORKS - New event trigger](https://docs.workato.com/en/connectors/line-works/new-event-trigger.md): The New event trigger in the LINE WORKS connector monitors a selected event type, such as a user joining a chat room or sending a message. ###### Actions - [LINE WORKS - Create channel action](https://docs.workato.com/en/connectors/line-works/create-channel-action.md): Creates a channel in LINE WORKS. - [LINE WORKS - List records action](https://docs.workato.com/en/connectors/line-works/list-records-action.md): The List records action enables you to search for an object in LINE WORKS. - [LINE WORKS - Search records action](https://docs.workato.com/en/connectors/line-works/search-records-action.md): The Search records action enables you to search an object in LINE WORKS. - [LINE WORKS - Send message to a channel action](https://docs.workato.com/en/connectors/line-works/send-message-to-a-channel.md): Send a message to a chat room via Bot in LINE WORKS. - [LINE WORKS - Send message to a user action](https://docs.workato.com/en/connectors/line-works/send-message-to-a-user.md): This action allows a bot to send a message to a specified user within LINE WORKS. ##### Linear ###### Triggers - [Linear - New record trigger](https://docs.workato.com/en/connectors/linear/new-record-trigger.md): This trigger runs the recipe when a new record, such as an issue or project, is created in Linear. - [Linear - New/updated records trigger](https://docs.workato.com/en/connectors/linear/new-or-updated-records-trigger.md): This trigger runs the recipe on Linear whenever a new record is created or updated, such as an issue or project. ###### Actions - [Linear - Create record action](https://docs.workato.com/en/connectors/linear/create-record-action.md): The Create record action enables you to create a new record in Linear. - [Linear - Get record action](https://docs.workato.com/en/connectors/linear/get-record-action.md): The Get record details by ID action enables you to retrieve details of a specific record from Linear. - [Linear - Search records action](https://docs.workato.com/en/connectors/linear/search-records-action.md): The Search records action enables you to retrieve a list of records that match your search criteria from Linear. - [Linear - Update Record action](https://docs.workato.com/en/connectors/linear/update-record-action.md): The Update record action enables you to update the details of a specific record in Linear. ##### Mastercard ###### Actions - [Mastercard - Enroll/unenroll merchants action](https://docs.workato.com/en/connectors/mastercard/enroll-or-unenroll-merchants.md): The Enroll/unenroll merchants action enables you to add or delete merchants in Mastercard. - [Mastercard - Get status of merchant enrollment action](https://docs.workato.com/en/connectors/mastercard/get-status-of-merchant-enrollment-action.md): The Get status of merchant enrollment action enables you to fetch the status of enrolled merchants. ##### Microsoft Dynamics Business Central ###### Triggers - [Microsoft Dynamics Business Central - New/updated record trigger](https://docs.workato.com/en/connectors/microsoft-dynamics-business-central/new-updated-record-trigger.md): Monitor for new or updated records in Microsoft Dynamics Business Central. Triggers when a record is created or updated. - [Microsoft Dynamics Business Central - New/updated record (batch) trigger](https://docs.workato.com/en/connectors/microsoft-dynamics-business-central/new-updated-record-batch-trigger.md): Monitor for new or updated records in Microsoft Dynamics Business Central, returning results in batches. Triggers when records are created or updated. ###### Actions - [Microsoft Dynamics Business Central - Create record action](https://docs.workato.com/en/connectors/microsoft-dynamics-business-central/create-record-action.md): Create a new record (for example, Item, Customer, Vendor) in Microsoft Dynamics Business Central. - [Microsoft Dynamics Business Central - Get record details by ID action](https://docs.workato.com/en/connectors/microsoft-dynamics-business-central/get-record-details-action.md): Retrieve the details of a specific record through its ID in Microsoft Dynamics Business Central. - [Microsoft Dynamics Business Central - List records action](https://docs.workato.com/en/connectors/microsoft-dynamics-business-central/list-records-action.md): Retrieve a list of records for a specific entity type in Microsoft Dynamics Business Central. - [Microsoft Dynamics Business Central - Search records action](https://docs.workato.com/en/connectors/microsoft-dynamics-business-central/search-records-action.md): Search for records matching specific criteria using OData query options in Microsoft Dynamics Business Central. - [Microsoft Dynamics Business Central - Update record action](https://docs.workato.com/en/connectors/microsoft-dynamics-business-central/update-record-action.md): Update an existing record in Microsoft Dynamics Business Central. ##### Microsoft Dynamics Finance and Operations ###### Actions - [Workato connectors - Microsoft Dynamics Finance and Operations Create record action](https://docs.workato.com/en/connectors/microsoft-dynamics-finance-and-operations/create-record-action.md): The Create record action in the Microsoft Dynamics Finance and Operations connector lets you create a record for a selected object in your environment. - [Workato connectors - Microsoft Dynamics Finance and Operations Create record in batch action](https://docs.workato.com/en/connectors/microsoft-dynamics-finance-and-operations/create-record-in-batch-action.md): The Create records in batch action in the Microsoft Dynamics Finance and Operations connector lets you create multiple records of a selected object at once. - [Workato connectors - Microsoft Dynamics Finance and Operations get record action](https://docs.workato.com/en/connectors/microsoft-dynamics-finance-and-operations/get-record-action.md): The Get record action in the Microsoft Dynamics Finance and Operations connector lets you retrieve a single record for a selected object. - [Workato connectors - Microsoft Dynamics Finance and Operations search records action](https://docs.workato.com/en/connectors/microsoft-dynamics-finance-and-operations/search-records-action.md): The Search records action in the Microsoft Dynamics Finance and Operations connector returns records that match your search criteria, filters, and sorting. - [Workato connectors - Microsoft Dynamics Finance and Operations update record action](https://docs.workato.com/en/connectors/microsoft-dynamics-finance-and-operations/update-record-action.md): The Update record action in the Microsoft Dynamics Finance and Operations connector lets you update an existing record for a selected object. ##### Microsoft Dynamics Great Plains ###### Actions - [Microsoft Dynamics Great Plains - Apply document to invoice action](https://docs.workato.com/en/connectors/microsoft-dynamics-great-plains/apply-document-to-invoice-action.md): The Apply document to invoice action applies a credit memo, return or cash receipt to an invoice, debit memo, finance charge, service/repair or warranty in Microsoft Dynamics GP. - [Microsoft Dynamics Great Plains - Create record action](https://docs.workato.com/en/connectors/microsoft-dynamics-great-plains/create-record-action.md): The Create record action creates a new record in Microsoft Dynamics GP. - [Microsoft Dynamics Great Plains - Create records in batches action](https://docs.workato.com/en/connectors/microsoft-dynamics-great-plains/create-record-batch-action.md): The Create records in batches action creates records in Microsoft Dynamics GP in batches. - [Microsoft Dynamics Great Plains - Get next document number action](https://docs.workato.com/en/connectors/microsoft-dynamics-great-plains/get-next-document-number-action.md): The Get next document number action retrieves the next document in Microsoft Dynamics GP. - [Microsoft Dynamics Great Plains - Search records using query action](https://docs.workato.com/en/connectors/microsoft-dynamics-great-plains/search-records-using-query-action.md): The Search records using query action searches records in Microsoft Dynamics GP. - [Microsoft Dynamics Great Plains - Update record action](https://docs.workato.com/en/connectors/microsoft-dynamics-great-plains/update-record-action.md): The Update record action updates a new record in Microsoft Dynamics GP. ##### Microsoft Entra ID - [Workato connectors - Microsoft Entra ID - Connection setup](https://docs.workato.com/en/connectors/azure-ad/connection-setup.md): Set up and connect Microsoft Entra ID in Workato, including registering an app, granting Microsoft Graph permissions, and generating a client secret. ###### Triggers - [Microsoft Entra ID - New deleted user trigger](https://docs.workato.com/en/connectors/azure-ad/new-deleted-user-trigger.md): The New deleted user trigger in the Microsoft Entra ID connector fires when a user is deleted from your directory. - [Microsoft Entra ID - New group trigger](https://docs.workato.com/en/connectors/azure-ad/new-group-trigger.md): The New group trigger in the Microsoft Entra ID connector fires when a new group is created in your directory. - [Microsoft Entra ID - New/updated group trigger](https://docs.workato.com/en/connectors/azure-ad/new-updated-group-trigger.md): The New/updated group trigger in the Microsoft Entra ID connector fires when a group is created or updated in your directory. - [Microsoft Entra ID - New/updated member (real-time) trigger](https://docs.workato.com/en/connectors/azure-ad/new-updated-member-trigger.md): The New/updated member (real-time) trigger monitors Microsoft Entra ID for new or updated members. - [Microsoft Entra ID - New user trigger](https://docs.workato.com/en/connectors/azure-ad/new-user-trigger.md): The New user trigger in the Microsoft Entra ID connector fires when a new user is created in your directory. - [Microsoft Entra ID - New/updated user trigger](https://docs.workato.com/en/connectors/azure-ad/new-updated-user-trigger.md): The New/updated user trigger in the Microsoft Entra ID connector fires when a user is created or updated in your directory. ###### Actions - [Microsoft Entra ID - Add/remove user license action](https://docs.workato.com/en/connectors/azure-ad/add-remove-user-license-action.md): Add or remove subscriptions for the user. You can also enable and disable specific plans associated with a subscription. - [Microsoft Entra ID - Create group action](https://docs.workato.com/en/connectors/azure-ad/create-group-action.md): Creates a new security group anonymously. Groups created without specifying owners will not be modifiable. - [Microsoft Entra ID - Create user action](https://docs.workato.com/en/connectors/azure-ad/create-user-action.md): Creates a new security group anonymously. Groups created without specifying owners will not be modifiable. - [Microsoft Entra ID - Custom action](https://docs.workato.com/en/connectors/azure-ad/custom-action.md): Build your own Microsoft Entra ID action with an HTTP request. - [Microsoft Entra ID - Delete group action](https://docs.workato.com/en/connectors/azure-ad/delete-group-action.md): This action deletes a group in Microsoft Entra ID. - [Microsoft Entra ID - Delete user action](https://docs.workato.com/en/connectors/azure-ad/delete-user-action.md): Deletes a user in Microsoft Entra ID. - [Microsoft Entra ID - Get group by ID action](https://docs.workato.com/en/connectors/azure-ad/get-group-by-id-action.md): Returns the default subset of available properties and relationships of a group object. - [Microsoft Entra ID - Get user by ID action](https://docs.workato.com/en/connectors/azure-ad/get-user-by-id-action.md): Returns the default subset of properties of a user object. - [Microsoft Entra ID - Get user license action](https://docs.workato.com/en/connectors/azure-ad/get-user-license-action.md): Retrieve a list of License details objects for enterprise users. - [Microsoft Entra ID - Add member to group action](https://docs.workato.com/en/connectors/azure-ad/new-member-to-group-action.md): Adds member to a group in Microsoft Entra ID. - [Microsoft Entra ID - Remove member from group action](https://docs.workato.com/en/connectors/azure-ad/remove-member-from-group-action.md): Removes a member from a group. You will not be able to remove a member from groups with dynamic memberships. - [Microsoft Entra ID - Revoke user sign-in session action](https://docs.workato.com/en/connectors/azure-ad/revoke-user-sign-in-session-action.md): Revokes user sign-in session. - [Microsoft Entra ID - Search group members action](https://docs.workato.com/en/connectors/azure-ad/search-group-member-action.md): Retrieve a list of the group's direct members using search filters. - [Microsoft Entra ID - Search transitive group members action](https://docs.workato.com/en/connectors/azure-ad/search-transitive-group-member-action.md): Get a list of the group's transitive members using search filters. - [Microsoft Entra ID - Search users action](https://docs.workato.com/en/connectors/azure-ad/search-users-action.md): Retrieve a list of users using search filters. If more records exceed the specified limit, this action will paginate through the remaining records. - [Microsoft Entra ID - Update group action](https://docs.workato.com/en/connectors/azure-ad/update-group-action.md): Updates the properties of a group object in Microsoft Entra ID. - [Microsoft Entra ID - Update user action](https://docs.workato.com/en/connectors/azure-ad/update-user-action.md): Updates a user in Microsoft Entra ID. ##### Microsoft Fabric ###### Actions - [Microsoft Fabric - Cancel item job instance action](https://docs.workato.com/en/connectors/microsoft-fabric/cancel-item-job-instance-action.md): The Cancel item job instance action enables you to cancel an under execution job instance for an item in Microsoft Fabric. - [Microsoft Fabric - Create record action](https://docs.workato.com/en/connectors/microsoft-fabric/create-record-action.md): The Create record action enables you to create the specified record in Microsoft Fabric. - [Microsoft Fabric - Delete record action](https://docs.workato.com/en/connectors/microsoft-fabric/delete-record-action.md): The Delete record action enables you to delete a record in Microsoft Fabric. - [Microsoft Fabric - Get record action](https://docs.workato.com/en/connectors/microsoft-fabric/get-record-action.md): The Get record action enables you to retrieve the details of a specific record in Microsoft Fabric. - [Microsoft Fabric - List records action](https://docs.workato.com/en/connectors/microsoft-fabric/list-records-action.md): The List records action enables you to retrieve a list of records for an object in Microsoft Fabric. - [Microsoft Fabric - Load table action](https://docs.workato.com/en/connectors/microsoft-fabric/load-table-action.md): The Load table action enables you to load data to a table in Microsoft Fabric. - [Microsoft Fabric - Query activity run action](https://docs.workato.com/en/connectors/microsoft-fabric/query-activity-run-action.md): The Query activity run action enables you to query the activities inside a job of an item in Microsoft Fabric. - [Microsoft Fabric - Run on-demand item job action](https://docs.workato.com/en/connectors/microsoft-fabric/run-on-demand-item-job-action.md): The Run on-demand item job action enables you to run any item job in Microsoft Fabric. - [Microsoft Fabric - Run on-demand table maintenance action](https://docs.workato.com/en/connectors/microsoft-fabric/run-on-demand-table-maintenance-action.md): The Run on-demand table maintenance action enables you to run on-demand table maintenance in Microsoft Fabric. - [Microsoft Fabric - Update record action](https://docs.workato.com/en/connectors/microsoft-fabric/update-record-action.md): The Update record action enables you to update the specified record in Microsoft Fabric. ##### Microsoft Graph API ###### Triggers - [Microsoft Graph API - New email trigger](https://docs.workato.com/en/connectors/microsoft-graph-api/new-email-trigger.md): The New email trigger activates when a new email is received. - [Microsoft Graph API - New mail message trigger](https://docs.workato.com/en/connectors/microsoft-graph-api/new-mail-message-trigger.md): The New mail message trigger checks for new events on a polling interval you specify. - [Microsoft Graph API - New presence trigger](https://docs.workato.com/en/connectors/microsoft-graph-api/new-presence-trigger.md): The New presence trigger activates when there is a new presence change. - [Microsoft Graph API - New row in sheet trigger](https://docs.workato.com/en/connectors/microsoft-graph-api/new-row-in-sheet-trigger.md): The New row in sheet trigger activates when a new Excel sheet row is created in Microsoft Graph API. ###### Actions - [Microsoft Graph API - Create record action](https://docs.workato.com/en/connectors/microsoft-graph-api/create-record-action.md): The Create record action enables you to create a new record in Microsoft Graph API, such as a user. - [Microsoft Graph API - Create shareable link action](https://docs.workato.com/en/connectors/microsoft-graph-api/create-shareable-link-action.md): The Create shareable link action creates a shareable link in Microsoft Graph API. The existing link is returned if a shareable link already exists. - [Microsoft Graph API - Delete record action](https://docs.workato.com/en/connectors/microsoft-graph-api/delete-record-action.md): The Delete record action enables you to delete a record using its object ID. - [Microsoft Graph API - Download file action](https://docs.workato.com/en/connectors/microsoft-graph-api/download-file-action.md): The Download file action downloads the contents of a file using its object ID. - [Microsoft Graph API - Get record action](https://docs.workato.com/en/connectors/microsoft-graph-api/get-record-action.md): The Get record action retrieves the details of any record, such as a Drive item, using its object ID. - [Microsoft Graph API - List records action](https://docs.workato.com/en/connectors/microsoft-graph-api/list-records-action.md): The List records action lists records based on the object you select in Microsoft Graph API. - [Microsoft Graph API - Move mail message action](https://docs.workato.com/en/connectors/microsoft-graph-api/move-mail-message-action.md): The Move mail message action moves a message to another folder within the specified user's mailbox. This creates a new copy of the message in the destination folder and removes the original message. - [Microsoft Graph API - Search records action](https://docs.workato.com/en/connectors/microsoft-graph-api/search-records-action.md): The Search records action returns all records matching your search criteria. - [Microsoft Graph API - Send mail message action](https://docs.workato.com/en/connectors/microsoft-graph-api/send-mail-message-action.md): The Send mail message action sends an existing draft message. Use the Create mail message action to send a new mail message. - [Microsoft Graph API - Update record action](https://docs.workato.com/en/connectors/microsoft-graph-api/update-record-action.md): The Update record action enables you to update a record, such as a list, using its object ID. - [Microsoft Graph API - Upload file action](https://docs.workato.com/en/connectors/microsoft-graph-api/upload-file-action.md): The Upload file action enables you to upload a file by providing the file contents. If a file with the same name already exists in the folder, this action overwrites the file contents. ##### Microsoft OneLake ###### Actions - [Microsoft OneLake - Download file action](https://docs.workato.com/en/connectors/microsoft-onelake/download-file-action.md): The Download file action downloads the contents of an existing file from Microsoft OneLake storage. - [Microsoft OneLake - Upload file action](https://docs.workato.com/en/connectors/microsoft-onelake/upload-file-action.md): The Upload file action uploads a new file to Microsoft OneLake storage. ##### Monday ###### Triggers - [Monday - New activity log trigger](https://docs.workato.com/en/connectors/monday/new-activity-log-trigger.md): The New activity log trigger monitors Monday for new activity logs. - [Monday - New Item Trigger](https://docs.workato.com/en/connectors/monday/new-item-trigger.md): The New item trigger runs the recipe when a new item is created on Monday. - [Monday - New item trigger (real-time)](https://docs.workato.com/en/connectors/monday/new-item-real-time-trigger.md): The New item (real-time) trigger runs the recipe instantly when a new item is created in Monday. - [Monday - New Moved Item to Group Trigger](https://docs.workato.com/en/connectors/monday/new-moved-item-to-group-trigger.md): The New Moved Item to Group trigger runs the recipe when an item is moved to a group on Monday. - [Monday - New moved item to group trigger (real-time)](https://docs.workato.com/en/connectors/monday/new-moved-item-to-group-real-time-trigger.md): The New moved item to group (real-time) trigger runs the recipe instantly when an item is moved to a group in Monday. - [Monday - Update Any Column Value Trigger](https://docs.workato.com/en/connectors/monday/update-any-column-value-trigger.md): The Update Any Column Value trigger runs the recipe when any column value is updated on Monday. - [Monday - Updated any column value trigger (real-time)](https://docs.workato.com/en/connectors/monday/update-any-column-value-real-time-trigger.md): The Updated any column value (real-time) trigger runs the recipe instantly when an item is moved to any group in Monday. - [Monday - Updated Specific Column Value Trigger](https://docs.workato.com/en/connectors/monday/update-specific-column-value-trigger.md): The Updated Specific Column Value trigger runs the recipe when the specific column value is updated on Monday. - [Monday - Updated specific column value trigger (real-time)](https://docs.workato.com/en/connectors/monday/update-specific-column-value-real-time-trigger.md): The Updated specific column value (real-time) trigger runs the recipe instantly when a specific column value is updated in Monday. ###### Actions - [Monday - Archive Record](https://docs.workato.com/en/connectors/monday/archive-record-action.md): The Archive Record action enables you to archive a specific record on Monday. - [Monday - Clear Column Value](https://docs.workato.com/en/connectors/monday/clear-column-value-action.md): The Clear Column Value action enables you to clear column values on Monday boards. - [Monday - Create Record](https://docs.workato.com/en/connectors/monday/create-record-action.md): The Create record action enables you to create a new record on Monday. - [Monday - Delete Record](https://docs.workato.com/en/connectors/monday/delete-record-action.md): The Delete record action enables you to delete a record on Monday. - [Monday - Get Record](https://docs.workato.com/en/connectors/monday/get-record-action.md): The Get record action enables you to retrieve details of a specific record on Monday. - [Monday - Move Record](https://docs.workato.com/en/connectors/monday/move-record-action.md): The Move record action enables you to move a record on Monday. - [Monday - Search Record](https://docs.workato.com/en/connectors/monday/search-record-action.md): The Search record action enables you to retrieve a list of records that matches your search criteria on Monday. - [Monday - Update Record](https://docs.workato.com/en/connectors/monday/update-record-action.md): The Update record action enables you to update the details of a specific record on Monday. - [Monday - Upload File](https://docs.workato.com/en/connectors/monday/upload-file-action.md): The Upload File action enables you to upload the file on Monday. ##### MUFG ###### Actions - [Workato connectors - MUFG - Account transaction inquiry action](https://docs.workato.com/en/connectors/mufg/actions/account-transaction-inquiry.md): The Account transaction inquiry action retrieves all transaction details for a specified MUFG account. You can filter transactions by date range and navigate through large result sets using pagination. - [Workato connectors - MUFG - Incoming transfer inquiry action](https://docs.workato.com/en/connectors/mufg/actions/incoming-transfer-inquiry.md): The Incoming transfer inquiry action retrieves incoming transfer details for a specified MUFG account, showing transfers received from other accounts with detailed sender information. - [Workato connectors - MUFG - Transfer request action](https://docs.workato.com/en/connectors/mufg/actions/transfer-request.md): The Transfer request action submits a money transfer request from your MUFG account to another account. ##### Mural ###### Actions - [Mural - Create Record](https://docs.workato.com/en/connectors/mural/create-record-action.md): The Create record action enables you to create a new record in Mural. - [Mural - Delete Record](https://docs.workato.com/en/connectors/mural/delete-record-action.md): The Delete record action enables you to delete a record in Mural. - [Mural - Get Record details by ID](https://docs.workato.com/en/connectors/mural/get-record-details-by-id-action.md): The Get record details by ID action enables you to retrieve details of a specific record in Mural. - [Mural - Update Record](https://docs.workato.com/en/connectors/mural/update-record-action.md): The Update record action enables you to update the details of a specific record in Mural. ##### Notion ###### Triggers - [Workato connectors - Notion - New/updated database record trigger](https://docs.workato.com/en/connectors/notion/new-or-updated-database-record-trigger.md): The New/updated database record trigger in the Notion connector fires when a record is created or updated in the database you monitor. ###### Actions - [Workato connectors - Notion - Create record action](https://docs.workato.com/en/connectors/notion/create-record-action.md): The Create record action in the Notion connector lets you create a new object inside a page or database in Notion. - [Workato connectors - Notion - Get record details by ID action](https://docs.workato.com/en/connectors/notion/get-record-details-by-id-action.md): The Get record details by ID action in the Notion connector retrieves data about a page, database, or block object in Notion. - [Workato connectors - Notion - Query database action](https://docs.workato.com/en/connectors/notion/query-database-action.md): The Query database action in the Notion connector searches a database and returns the records that match the filter and sort criteria you specify. - [Workato connectors - Notion - Search records action](https://docs.workato.com/en/connectors/notion/search-records-action.md): The Search records action in the Notion connector retrieves a list of Notion objects matching the object type you specify. - [Workato connectors - Notion - Update record action](https://docs.workato.com/en/connectors/notion/update-record-action.md): The Update record action in the Notion connector lets you update an existing object, such as a page, database, or block, in Notion. ##### Odoo (JSON-2) ###### Triggers - [Odoo (JSON-2) - New/updated object trigger](https://docs.workato.com/en/connectors/odoo-json2/new-updated-object-trigger.md): Triggers when a record of the selected Odoo object is created or updated in Odoo. ###### Actions - [Odoo (JSON-2) - Search records action](https://docs.workato.com/en/connectors/odoo-json2/search-records-action.md): Search for records of any Odoo object based on specified criteria. - [Odoo (JSON-2) - Get record by ID action](https://docs.workato.com/en/connectors/odoo-json2/get-record-by-id-action.md): Get a record of any Odoo object from Odoo based on its ID. - [Odoo (JSON-2) - Create record action](https://docs.workato.com/en/connectors/odoo-json2/create-record-action.md): Create a new record of any Odoo object in Odoo. - [Odoo (JSON-2) - Update record action](https://docs.workato.com/en/connectors/odoo-json2/update-record-action.md): Update an existing record of any Odoo object in Odoo. - [Odoo (JSON-2) - Run object function action](https://docs.workato.com/en/connectors/odoo-json2/run-object-function-action.md): The Run object function action performs a function on a record in Odoo. - [Odoo (JSON-2) - Run wizard action](https://docs.workato.com/en/connectors/odoo-json2/run-wizard-action.md): Complete a guided process in Odoo, such as registering a payment or creating a credit note. - [Odoo (JSON-2) - Quotations by validity date action](https://docs.workato.com/en/connectors/odoo-json2/quotations-by-validity-date-action.md): Retrieve quotations (sales orders) from Odoo filtered by their validity date. ##### OPA Webhook ###### Triggers - [OPA Webhook - New webhook event trigger](https://docs.workato.com/en/connectors/opa-webhook/new-webhook-event-trigger.md): The New webhook event trigger monitors OPA Webhook for new webhook requests. ##### Oracle Object Storage ###### Actions - [Oracle Object Storage - Create record action](https://docs.workato.com/en/connectors/oracle-object-storage/create-record-action.md): The Create record action creates a new record in Oracle Object Storage. - [Oracle Object Storage - Delete record action](https://docs.workato.com/en/connectors/oracle-object-storage/delete-record-action.md): The Delete record action deletes a record from Oracle Object Storage. - [Oracle Object Storage - Download object action](https://docs.workato.com/en/connectors/oracle-object-storage/download-object-action.md): The Download object action downloads an object from Oracle Object Storage. - [Oracle Object Storage - Download object (stream) action](https://docs.workato.com/en/connectors/oracle-object-storage/download-object-stream-action.md): The Download object (stream) action downloads an object from Oracle Object Storage. - [Oracle Object Storage - Get record action](https://docs.workato.com/en/connectors/oracle-object-storage/get-record-action.md): The Get record action retrieves details about a record from Oracle Object Storage. - [Oracle Object Storage - Search records action](https://docs.workato.com/en/connectors/oracle-object-storage/search-records-action.md): The Search records action retrieves a list of records for an object in Oracle Object Storage that match your search criteria. - [Oracle Object Storage - Upload object action](https://docs.workato.com/en/connectors/oracle-object-storage/upload-object-action.md): The Upload object action uploads an object to Oracle Object Storage. - [Oracle Object Storage - Upload object (stream) action](https://docs.workato.com/en/connectors/oracle-object-storage/upload-object-stream-action.md): The Upload object (stream) action uploads an object to Oracle Object Storage. ##### Pardot ###### Triggers - [Pardot - New object trigger](https://docs.workato.com/en/connectors/pardot/new-object-trigger.md): Triggers when a new object is created in Pardot. - [Pardot - New/updated object trigger](https://docs.workato.com/en/connectors/pardot/new-updated-object-trigger.md): Triggers when an object is created or updated in Pardot. ###### Actions - [Pardot - Create object action](https://docs.workato.com/en/connectors/pardot/create-object-action.md): Create object action enables you to create an object in Pardot, such as prospect, Email template. - [Pardot - Delete object action](https://docs.workato.com/en/connectors/pardot/delete-object-action.md): The delete object action allows you to delete an object from Pardot, such as a prospect or email template. - [Pardot - Get object details action](https://docs.workato.com/en/connectors/pardot/get-object-details-action.md): The get object details action allows you to retrieve an object’s details from Pardot, such as a prospect or email template. - [Pardot - Search objects action](https://docs.workato.com/en/connectors/pardot/search-objects-action.md): The search objects action allows you to retrieve records from Pardot, such as a prospect or email template. - [Pardot - Update object action](https://docs.workato.com/en/connectors/pardot/update-object-action.md): The update object action allows you to update an object in Pardot, such as a prospect or email template. ##### Pipedrive (API v2) ###### Triggers - [Pipedrive (API v2) - New/updated record trigger](https://docs.workato.com/en/connectors/pipedrive-custom/new-or-updated-record-trigger.md): The New/updated record trigger monitors Pipedrive for newly created or updated records. - [Pipedrive (API v2) - New record trigger](https://docs.workato.com/en/connectors/pipedrive-custom/new-record-trigger.md): The New record trigger activates when a record is created in Pipedrive. - [Pipedrive (API v2) - Updated record trigger](https://docs.workato.com/en/connectors/pipedrive-custom/updated-record-trigger.md): The Updated record trigger monitors Pipedrive for updated records. ###### Actions - [Pipedrive (API v2) - Create record action](https://docs.workato.com/en/connectors/pipedrive-custom/create-record-action.md): The Create record action creates an object in Pipedrive. - [Pipedrive (API v2) - Delete record action](https://docs.workato.com/en/connectors/pipedrive-custom/delete-record-action.md): The Delete record action deletes a record you specify from Pipedrive. - [Pipedrive (API v2) - Get record details by ID](https://docs.workato.com/en/connectors/pipedrive-custom/get-record-details-by-id-action.md): The Get record details by ID action retrieves the details of a specific record in Pipedrive. - [Pipedrive (API v2) - Search records action](https://docs.workato.com/en/connectors/pipedrive-custom/search-records-action.md): The Search records action retrieves a list of records for an object in Pipedrive. - [Pipedrive (API v2) - Search records by query action](https://docs.workato.com/en/connectors/pipedrive-custom/search-records-by-query-action.md): The Search records by query action searches Pipedrive and returns a list of records that match the criteria you specify. - [Pipedrive (API v2) - Update record action](https://docs.workato.com/en/connectors/pipedrive-custom/update-record-action.md): The Update record action enables you to update the details of a specific record in Pipedrive. ##### PlusOne Solutions ###### Actions - [PlusOne Solutions - Create record action](https://docs.workato.com/en/connectors/plusone-solutions/create-record-action.md): The Create record action creates a standard record, such as a company, in PlusOne Solutions. - [PlusOne Solutions - Get record details by ID action](https://docs.workato.com/en/connectors/plusone-solutions/get-record-details-action.md): The Get record details by ID action retrieves specific record information from PlusOne Solutions using the record's unique identifier. - [PlusOne Solutions - Search records action](https://docs.workato.com/en/connectors/plusone-solutions/search-records-action.md): The Search records action retrieves a list of records matching the specified criteria from PlusOne Solutions. - [PlusOne Solutions - Update record action](https://docs.workato.com/en/connectors/plusone-solutions/update-record-action.md): The Update record action updates the specified record in PlusOne Solutions. ##### Positional file tool ###### Actions - [Positional file tool- Build flat file](https://docs.workato.com/en/connectors/positional-file-tool/build-flat-file.md): Use the Build flat file action to generate a fixed-width flat file from an array of rows. - [Positional file tool- Convert flat file to JSON action](https://docs.workato.com/en/connectors/positional-file-tool/convert-flat-file-json.md): Use the Convert flat file to JSON action to parse positional flat files and convert them to structured JSON. - [Positional file tool- Convert JSON to flat file action](https://docs.workato.com/en/connectors/positional-file-tool/convert-json-flat-file.md): Use the Convert JSON to flat file action to convert JSON data structures into fixed-width positional flat files. - [Positional file tool - Create flat file (streaming) action](https://docs.workato.com/en/connectors/positional-file-tool/create-flat-file-streaming-action.md): The Create flat file (streaming) action creates a positional flat file from streaming CSV or JSON input in Positional file tool. - [Positional file tool - Parse flat file (streaming) action](https://docs.workato.com/en/connectors/positional-file-tool/parse-flat-file-streaming-action.md): The Parse flat file (streaming) action parses large positional flat files in chunks in Positional file tool. ##### Power BI ###### Actions - [Power BI - Add row to a table action](https://docs.workato.com/en/connectors/power-bi/add-row-to-table-action.md): Add rows to a specific dataset table in Power BI. - [Power BI - Create record action](https://docs.workato.com/en/connectors/power-bi/create-record-action.md): Create any record, e.g. Dataset, in Power BI. Select the object to create, then provide the data for creating the record. - [Power BI - Custom action](https://docs.workato.com/en/connectors/power-bi/custom-action.md): The Custom action allows you to build and execute an HTTP request with your Power BI connection. - [Power BI - Delete record action](https://docs.workato.com/en/connectors/power-bi/delete-record-action.md): Deletes the specified object from the workspace. - [Power BI - Download report action](https://docs.workato.com/en/connectors/power-bi/download-report-action.md): Download the content of the specified report from the specified workspace of Power BI. - [Power BI - Get record details action](https://docs.workato.com/en/connectors/power-bi/get-record-details-action.md): Retrieves the details of a specified object from the specified workspace of Power BI. - [Power BI - List record action](https://docs.workato.com/en/connectors/power-bi/list-records-action.md): Retrieve a list of records, for example- Tables in Power BI. - [Power BI - Search records action](https://docs.workato.com/en/connectors/power-bi/search-records-action.md): The Search records action returns results that match all your search criteria. - [Power BI - Update record action](https://docs.workato.com/en/connectors/power-bi/update-record-action.md): Updates any standard record, such as user in Power BI. - [Power BI - Upload PBIX file action](https://docs.workato.com/en/connectors/power-bi/upload-pbix-file-action.md): This action uploads a PBIX (Power BI Extension) file in Power BI. ##### Qualtrics ###### Triggers - [Qualtrics - New survey response trigger](https://docs.workato.com/en/connectors/qualtrics/new-survey-response-trigger.md): Monitor for new survey responses in real time using Qualtrics webhooks. Triggers immediately when a respondent completes a survey. ###### Actions - [Qualtrics - Create mailing list action](https://docs.workato.com/en/connectors/qualtrics/create-mailing-list-action.md): Create a new mailing list in your Qualtrics library to organize and manage groups of contacts for survey distributions. - [Qualtrics - Create reminder distribution action](https://docs.workato.com/en/connectors/qualtrics/create-reminder-distribution-action.md): Create a reminder distribution for a previously sent survey to send follow-up emails to non-respondents. - [Qualtrics - Distribute survey via email action](https://docs.workato.com/en/connectors/qualtrics/distribute-survey-via-email-action.md): Send a survey to recipients through email using a message template and specified recipients. - [Qualtrics - Get mailing list details action](https://docs.workato.com/en/connectors/qualtrics/get-mailing-list-details-action.md): Retrieve the details of an existing mailing list using its mailing list ID. - [Qualtrics - Get response details action](https://docs.workato.com/en/connectors/qualtrics/get-response-details-action.md): Retrieve the complete details of a survey response using its response ID. ##### Reckon - [Workato connectors - Reckon - New/updated record trigger](https://docs.workato.com/en/connectors/reckon/new-updated-record-trigger.md): The New/updated record trigger initiates a recipe when a record is created or updated in Reckon. - [Workato connectors - Reckon - Create record action](https://docs.workato.com/en/connectors/reckon/create-record-action.md): The Create record action adds a new record to Reckon based on the selected object type. - [Workato connectors - Reckon - Get record by ID action](https://docs.workato.com/en/connectors/reckon/get-record-action.md): The Get record by ID action retrieves a specific record from Reckon using its unique ID. - [Workato connectors - Reckon - Search records action](https://docs.workato.com/en/connectors/reckon/search-records-action.md): The Search records action retrieves records from Reckon using filters and selected fields. - [Workato connectors - Reckon - Update record action](https://docs.workato.com/en/connectors/reckon/update-record-action.md): The Update record action updates an existing record in Reckon. ##### RicherValues ###### Actions - [RicherValues - Place order action](https://docs.workato.com/en/connectors/richervalues/place-order-action.md): The Place order places a property evaluation, AVM, or inspection order in RicherValues. ##### S3 Data Lake ###### Actions - [Workato connectors - S3 Data Lake Create table action](https://docs.workato.com/en/connectors/s3-lake/create-table-action.md): The Create table action in the S3 Data Lake connector lets you create a new Iceberg table and register its metadata in the AWS Glue data catalog. - [Workato connectors - S3 Data Lake Custom action](https://docs.workato.com/en/connectors/s3-lake/s3-custom-action.md): The Custom action in the S3 Data Lake connector lets you make authorized HTTP requests to AWS Glue or S3 Data Lake APIs for advanced use cases. - [Workato connectors - S3 Data Lake Get table definitions action](https://docs.workato.com/en/connectors/s3-lake/table-definition-action.md): The Get table definitions action in the S3 Data Lake connector lets you retrieve metadata for a table you specify in the AWS Glue data catalog. - [Workato connectors - S3 Data Lake Import data action](https://docs.workato.com/en/connectors/s3-lake/import-data-action.md): The Import data action in the S3 Data Lake connector lets you load data from an S3 file into an Iceberg table using an AWS Glue batch job. - [Workato connectors - S3 Data Lake List tables action](https://docs.workato.com/en/connectors/s3-lake/list-tables-action.md): The List tables action in the S3 Data Lake connector lets you retrieve all tables from a specified database in your AWS Glue data catalog. - [Workato connectors - S3 Data Lake Query data action](https://docs.workato.com/en/connectors/s3-lake/query-data-action.md): The Query data action in the S3 Data Lake connector lets you run a SQL query on a Glue Iceberg table and write the results to S3 in JSON format. ##### Sage Intacct (Custom) - [Sage Intacct - Triggers](https://docs.workato.com/en/connectors/sage-intacct/triggers.md): Explore triggers in the Sage Intacct community connector for Workato, including new and updated AP bills, contracts, customers, invoices, and vendors. - [Sage Intacct - Actions](https://docs.workato.com/en/connectors/sage-intacct/actions.md): Explore actions in the Sage Intacct community connector for Workato, including creating AP bills, AR payments, contracts, invoices, journal entries, and more. ###### Actions - [Sage Intacct - Apply AR payment action](https://docs.workato.com/en/connectors/sage-intacct/apply-ar-payment-action.md): The Apply AR payment action applies the AR payment in Sage Intacct. - [Sage Intacct - Create contract MEA allocation action](https://docs.workato.com/en/connectors/sage-intacct/create-contract-mea-allocation-action.md): The Create contract MEA allocation action creates the contract MEA allocation in Sage Intacct. - [Sage Intacct - Delete AP bill action](https://docs.workato.com/en/connectors/sage-intacct/delete-ap-bill-action.md): The Delete AP bill action deletes the AP bill entry from Sage Intacct. - [Sage Intacct - Get AP bill by record number action](https://docs.workato.com/en/connectors/sage-intacct/get-ap-bill-by-record-number-action.md): The Get AP bill by record number action retrieves AP bill details based on the provided record number from Sage Intacct. - [Sage Intacct - Search bank feed entries action](https://docs.workato.com/en/connectors/sage-intacct/search-bank-feed-entries-action.md): The Search bank feed entries action retrieves the bank feed entries matching the search criteria from Sage Intacct. - [Sage Intacct - Update sales/purchase order custom fields action](https://docs.workato.com/en/connectors/sage-intacct/update-sales-purchase-order-custom-fields-action.md): The Update sales/purchase order custom fields action updates the custom fields of a sales order/purchase order document in Sage Intacct. ##### Salesloft ###### Triggers - [Salesloft - New record trigger](https://docs.workato.com/en/connectors/salesloft/new-record-trigger.md): Triggers when a new object is created in Salesloft, such as Cadence. - [Salesloft - New/updated record trigger](https://docs.workato.com/en/connectors/salesloft/new-updated-record-trigger.md): Triggers when an object, such as person, is created or updated in Salesloft. ###### Actions - [Salesloft - Create record action](https://docs.workato.com/en/connectors/salesloft/create-record-action.md): The create record action enables you to create a record in Salesloft. - [Salesloft - Delete record action](https://docs.workato.com/en/connectors/salesloft/delete-record-action.md): The delete record action enables you to delete an object, such as an account, from Salesloft. - [Salesloft - Get record action](https://docs.workato.com/en/connectors/salesloft/get-record-action.md): The get record action enables you to retrieve the details of an object through its Salesloft internal ID. - [Salesloft - Search record action](https://docs.workato.com/en/connectors/salesloft/search-records-action.md): The search record action enables you to retrieve multiple records of an object, such as person or call, from Salesloft. - [Salesloft - Update record action](https://docs.workato.com/en/connectors/salesloft/update-record-action.md): The update object action allows you to update an object in Salesloft. ##### SAP Ariba ###### Triggers - [Workato connectors - SAP Ariba - New/updated record trigger](https://docs.workato.com/en/connectors/sap-ariba/new-updated-record-trigger.md): The New/updated object trigger monitors SAP Ariba for new or updated records, such as a new contract workspace or event. - [SAP Ariba - New/updated events (batch) trigger](https://docs.workato.com/en/connectors/sap-ariba/new-updated-record-batch-trigger.md): The New/updated events (batch) trigger monitors SAP Ariba for new or updated events. These events are processed as a batch. ###### Actions - [Workato connectors - SAP Ariba - Create record action](https://docs.workato.com/en/connectors/sap-ariba/create-record-action.md): Use the Create record action to create a record in SAP Ariba, such as a project document. - [Workato connectors - SAP Ariba - Delete record action](https://docs.workato.com/en/connectors/sap-ariba/delete-record-action.md): Use the Delete record action to delete a record in SAP Ariba, such as a contract workspace. - [SAP Ariba - Download file action](https://docs.workato.com/en/connectors/sap-ariba/download-file-action.md): The Download file action downloads files from SAP Ariba. - [Workato connectors - SAP Ariba - Get record details by ID action](https://docs.workato.com/en/connectors/sap-ariba/get-record-details-id-action.md): Use the Get record details by ID action to retrieve record details from SAP Ariba by specifying a record ID. - [Workato connectors - SAP Ariba - List objects action](https://docs.workato.com/en/connectors/sap-ariba/list-objects-action.md): Use the List objects action to search for an object in SAP Ariba. - [Workato connectors - SAP Ariba - Search objects action](https://docs.workato.com/en/connectors/sap-ariba/search-objects-action.md): Use the Search objects action to search for an object in SAP Ariba. - [Workato connectors - SAP Ariba - Update record action](https://docs.workato.com/en/connectors/sap-ariba/update-record-action.md): Use the Update record action to update a record in SAP Ariba. ##### SAP Business One ###### Triggers - [Workato connectors - SAP Business One - New/Updated record trigger](https://docs.workato.com/en/connectors/sap-business-one/new-updated-record-trigger.md): The New/updated record trigger in the SAP Business One connector runs your recipe when a selected object, such as an order, is created or updated. ###### Actions - [Workato connectors - SAP Business One - Create record action](https://docs.workato.com/en/connectors/sap-business-one/create-record-action.md): The Create record action in the SAP Business One connector lets you create a record of a selected object in SAP Business One. - [Workato connectors - SAP Business One - Create records batch action](https://docs.workato.com/en/connectors/sap-business-one/create-records-batch-action.md): The Create records batch action in the SAP Business One connector lets you create multiple records of a selected object in a single batch. - [Workato connectors - SAP Business One - Custom action](https://docs.workato.com/en/connectors/sap-business-one/custom-action.md): The Custom action in the SAP Business One connector lets you build and send a custom HTTP request through your SAP Business One connection. - [Workato connectors - SAP Business One - Delete record action](https://docs.workato.com/en/connectors/sap-business-one/delete-record-action.md): The Delete record action in the SAP Business One connector lets you delete a record of a selected object in SAP Business One. - [Workato connectors - SAP Business One - Get record details action](https://docs.workato.com/en/connectors/sap-business-one/get-record-details-action.md): The Get record details action in the SAP Business One connector lets you fetch the details of a specific record for a selected object. - [Workato connectors - SAP Business One - Search records action](https://docs.workato.com/en/connectors/sap-business-one/search-record-action.md): The Search records action in the SAP Business One connector lets you search for records of a selected object in SAP Business One. - [Workato connectors - SAP Business One Update record action](https://docs.workato.com/en/connectors/sap-business-one/update-record-action.md): The Update record action in the SAP Business One connector lets you update a record of a selected object in SAP Business One. - [Workato connectors - SAP Business One - Update records batch action](https://docs.workato.com/en/connectors/sap-business-one/update-record-batch-action.md): The Update records batch action in the SAP Business One connector lets you update multiple records of a selected object in a single batch. ##### SAP Fieldglass ###### Actions - [SAP Fieldglass - Active worker delta single line download action](https://docs.workato.com/en/connectors/sap-fieldglass/active-worker-delta-single-line-download-action.md): The Active worker delta single line download action enables you to download worker data for workers who have had revisions since the last successful connector run date. - [SAP Fieldglass - Active worker download action](https://docs.workato.com/en/connectors/sap-fieldglass/active-worker-download-action.md): The Active worker download action enables you to worker data for currently active workers from SAP Fieldglass. - [SAP Fieldglass - Active worker single line download action](https://docs.workato.com/en/connectors/sap-fieldglass/active-worker-single-line-download-action.md): The Active worker single line download action enables you to download active worker details in a single-line format from SAP Fieldglass. - [SAP Fieldglass - Custom action](https://docs.workato.com/en/connectors/sap-fieldglass/custom-action.md): The Custom action allows you to build and execute an HTTP request with your SAP Fieldglass connection. - [SAP Fieldglass - Job posting upload action](https://docs.workato.com/en/connectors/sap-fieldglass/job-posting-upload-action.md): The Job posting upload action enables you to upload job postings to SAP Fieldglass. - [SAP Fieldglass - Location download action](https://docs.workato.com/en/connectors/sap-fieldglass/location-download-action.md): The Location download action enables you to retrieve location details from SAP Fieldglass. - [SAP Fieldglass - Location upload action](https://docs.workato.com/en/connectors/sap-fieldglass/location-upload-action.md): The Location upload action enables you to upload location to SAP Fieldglass. - [SAP Fieldglass - Profile worker upload action](https://docs.workato.com/en/connectors/sap-fieldglass/profile-worker-upload-action.md): The Profile worker upload action lets you upload profile worker details to SAP Fieldglass. - [SAP Fieldglass - Supplier worker download action](https://docs.workato.com/en/connectors/sap-fieldglass/supplier-worker-download-action.md): The Supplier worker download action enables you to retrieve supplier worker details from SAP Fieldglass. - [SAP Fieldglass - Worker upload action](https://docs.workato.com/en/connectors/sap-fieldglass/worker-upload-action.md): The Worker upload action enables you to upload workers to SAP Fieldglass. ##### SAP SuccessFactors LMS ###### Actions - [Workato connectors - SAP SuccessFactors LMS Assign object to user action](https://docs.workato.com/en/connectors/sap-successfactors-lms/assign-object-to-user-action.md): The Assign object to user action in the SAP SuccessFactors LMS connector lets you assign an object to a user, with fields that load by object type. - [Workato connectors - SAP SuccessFactors LMS Create object action](https://docs.workato.com/en/connectors/sap-successfactors-lms/create-object-action.md): The Create object action in the SAP SuccessFactors LMS connector lets you create a new object, with input fields that load dynamically by object type. - [Workato connectors - SAP SuccessFactors LMS Get object action](https://docs.workato.com/en/connectors/sap-successfactors-lms/get-object-action.md): The Get object action in the SAP SuccessFactors LMS connector lets you retrieve a single object by its ID, with output fields based on the object. - [Workato connectors - SAP SuccessFactors LMS Search object action](https://docs.workato.com/en/connectors/sap-successfactors-lms/search-object-action.md): The Search object action in the SAP SuccessFactors LMS connector returns a list of objects that match your filters, with paging, offset, and count options. - [Workato connectors - SAP SuccessFactors LMS Update object action](https://docs.workato.com/en/connectors/sap-successfactors-lms/update-object-action.md): The Update object action in the SAP SuccessFactors LMS connector lets you update an existing object by its unique ID, with fields loaded by object type. ##### Shopware ###### Triggers - [Shopware - New record trigger](https://docs.workato.com/en/connectors/shopware/new-record-trigger.md): The New record trigger runs when a new object record, such as a customer, is created. ###### Actions - [Shopware - Bulk edit entities action](https://docs.workato.com/en/connectors/shopware/bulk-edit-entities-action.md): The Bulk edit entities action enables you to upsert or delete multiple records for an object in a single call. - [Shopware - Create record action](https://docs.workato.com/en/connectors/shopware/create-record-action.md): The Create record action enables you to create a specific record for an object in Shopware. - [Shopware - Get record details by ID action](https://docs.workato.com/en/connectors/shopware/get-record-details-by-id-action.md): The Get record details by ID action enables you to retrieve details about a specific record in Shopware. - [Shopware - Search records (GET) action](https://docs.workato.com/en/connectors/shopware/search-records-get-action.md): The Search records action retrieves a list of records that matches your search criteria in Shopware. - [Shopware - Search records (POST) action](https://docs.workato.com/en/connectors/shopware/search-records-post-action.md): The Search records action enables you to retrieve a list of records that matches your search criteria in Shopware. - [Shopware - Update record action](https://docs.workato.com/en/connectors/shopware/update-record-action.md): The Update record action enables you to update the details of a specific record in the Shopware. ##### SmartPM ###### Actions - [SmartPM - Create record action](https://docs.workato.com/en/connectors/smartpm/create-record-action.md): The Create record action enables you to create a new record on SmartPM. - [SmartPM - Delete record action](https://docs.workato.com/en/connectors/smartpm/delete-record-action.md): The Delete record action enables you to delete a record in SmartPM. - [SmartPM - Get record details by ID action](https://docs.workato.com/en/connectors/smartpm/get-record-details-by-id-action.md): The Get record details by ID action enables you to retrieve details of a specific record in SmartPM. - [SmartPM - Search records action](https://docs.workato.com/en/connectors/smartpm/search-records-action.md): The Search records action enables you to retrieve a list of records that match your search criteria from SmartPM. - [SmartPM - Update Record action](https://docs.workato.com/en/connectors/smartpm/update-record-action.md): The Update record action enables you to update the details of a specific record in SmartPM. ##### SmartSuite ###### Actions - [SmartSuite - Create record action](https://docs.workato.com/en/connectors/smartsuite/create-record-action.md): The Create record action enables you to create a new record in SmartSuite. - [SmartSuite - Delete record action](https://docs.workato.com/en/connectors/smartsuite/delete-record-action.md): The Delete record action enables you to delete a record in SmartSuite. - [SmartSuite - Get record details by ID action](https://docs.workato.com/en/connectors/smartsuite/get-record-details-by-id-action.md): The Get record details by ID action enables you to retrieve details of a specific record in SmartSuite. - [SmartSuite - Search record action](https://docs.workato.com/en/connectors/smartsuite/search-record-action.md): The Search records action enables you to retrieve a list of records that match your search criteria in SmartSuite. - [SmartSuite - Update record action](https://docs.workato.com/en/connectors/smartsuite/update-record-action.md): The Update record action enables you to update the details of a specific record in SmartSuite. ##### Spryng ###### Actions - [Spryng - Cancel message action](https://docs.workato.com/en/connectors/spryng/cancel-message-action.md): The Cancel message action cancels a message in Spryng - [Spryng - Create record action](https://docs.workato.com/en/connectors/spryng/create-record-action.md): The Create record action creates a record in Spryng. - [Spryng - Delete record action](https://docs.workato.com/en/connectors/spryng/delete-record-action.md): The Delete record action deletes an object in Spryng. - [Spryng - Get balance action](https://docs.workato.com/en/connectors/spryng/get-balance-action.md): The Get balance action retrieves the current balance of your account in Spryng. - [Spryng - Get record details by ID action](https://docs.workato.com/en/connectors/spryng/get-record-details-by-id-action.md): The Get record details by ID action retrieves record details in Spryng. - [Spryng - Search record action](https://docs.workato.com/en/connectors/spryng/search-record-action.md): The Search record action searches for a specific record in Spryng. - [Spryng - Update record action](https://docs.workato.com/en/connectors/spryng/update-record-action.md): The **Update record** action updates an existing record in Spryng. ##### Stacklet ###### Actions - [Stacklet - Mutate records action](https://docs.workato.com/en/connectors/stacklet/mutate-records-action.md): The Mutate records action creates, updates, or deletes one or more records in Stacklet. - [Stacklet - Query records action](https://docs.workato.com/en/connectors/stacklet/query-records-action.md): The Query records action queries your records in Stacklet. ##### Syncro - [Workato connectors - Syncro - Create record action](https://docs.workato.com/en/connectors/syncro/create-record-action.md): The Create record action creates a new record in Syncro based on the selected object type. - [Workato connectors - Syncro - Delete record action](https://docs.workato.com/en/connectors/syncro/delete-record-action.md): The Delete record action retrieves a specific record from Syncro using the selected object and ID. - [Workato connectors - Syncro - Get record by ID action](https://docs.workato.com/en/connectors/syncro/get-record-action.md): The Get record by ID action retrieves a specific record from Syncro using the selected object and ID. - [Workato connectors - Syncro - Search records action](https://docs.workato.com/en/connectors/syncro/search-record-action.md): The Search records action retrieves a list of records from Syncro based on the selected object. - [Workato connectors - Syncro - Update record action](https://docs.workato.com/en/connectors/syncro/update-record-action.md): The Update record action updates an existing record in Syncro based on the selected object type and record ID. ##### Tableau ###### Actions - [Tableau - Download view action](https://docs.workato.com/en/connectors/tableau/download-view-action.md): The Download view action returns an image or PDF of the specified view. - [Tableau - List extract refresh tasks action](https://docs.workato.com/en/connectors/tableau/list-extract-refresh-tasks-action.md): The List extract refresh tasks action returns a list of extract refresh tasks from the Tableau site. - [Tableau - Refresh workbook action](https://docs.workato.com/en/connectors/tableau/refresh-workbook-action.md): The Refresh workbook action refreshes a workbook you specify. - [Tableau - Run extract refresh task action](https://docs.workato.com/en/connectors/tableau/run-extract-refresh-task-action.md): The Run extract refresh task action runs an extract refresh task in Tableau. - [Tableau - Search views action](https://docs.workato.com/en/connectors/tableau/search-view-action.md): The Search views action returns all site views that match the search criteria you provide. - [Tableau - Search workbooks action](https://docs.workato.com/en/connectors/tableau/search-workbook-action.md): The Search workbooks action retrieves all workbooks that match your search criteria. ##### Talent Palette ###### Actions - [Talent Palette - Check job status action](https://docs.workato.com/en/connectors/talent-palette/check-job-status-action.md): The Check job status action checks the status of bulk import jobs in Talent Palette. - [Talent Palette - Import members action](https://docs.workato.com/en/connectors/talent-palette/import-members-action.md): The import members action imports members in bulk in Talent Palette. - [Talent Palette - Import organizations action](https://docs.workato.com/en/connectors/talent-palette/import-organizations-action.md): The import organizations action imports organizations in bulk in Talent Palette. ##### TikTok Shop ###### Triggers - [TikTok Shop - New record trigger](https://docs.workato.com/en/connectors/tiktok-shop/new-record-trigger.md): The New record trigger monitors TikTok Shop for newly created records, for example, newly created orders. - [TikTok Shop - New/Updated record trigger](https://docs.workato.com/en/connectors/tiktok-shop/new-updated-record-trigger.md): The New/Updated Record trigger monitors TikTok Shop for newly created or updated records, for example, newly created orders. ###### Actions - [TikTok Shop - Get record details by ID action](https://docs.workato.com/en/connectors/tiktok-shop/get-record-details-by-id-action.md): The Get record details by ID action retrieves details about a specific record in TikTok Shop. - [TikTok Shop - Search records action](https://docs.workato.com/en/connectors/tiktok-shop/search-records-action.md): The Search records action retrieves a list of TikTok Shop records that match your search criteria. ##### Typeform ###### Triggers - [Typeform connector - New form trigger](https://docs.workato.com/en/connectors/typeform/new-form-trigger.md): The New form trigger monitors a Typeform workspace for newly created forms. - [Typeform connector - New form response trigger (real-time)](https://docs.workato.com/en/connectors/typeform/new-form-response-trigger.md): The New form response trigger monitors Typeform for form responses in real-time. ###### Actions - [Typeform connector - Get form details action](https://docs.workato.com/en/connectors/typeform/get-form-details-action.md): The Get form details action retrieves the details of a Typeform form by its ID. - [Typeform connector - Get response file action](https://docs.workato.com/en/connectors/typeform/get-response-file-action.md): The Get response file action retrieves the contents of a file from a form response in Typeform. - [Typeform connector - Search records action](https://docs.workato.com/en/connectors/typeform/search-records-action.md): The Search records action searches Typeform for records matching the criteria you specify. ##### UiPath ###### Actions - [UiPath - Add queue item action](https://docs.workato.com/en/connectors/uipath/add-queue-item-action.md): The Add queue item action adds a queue item to the selected queue in UiPath orchestrator. - [UiPath - Add queue item action (bulk)](https://docs.workato.com/en/connectors/uipath/add-queue-item-bulk-action.md): The Add queue item bulk action adds multiple queue items to the selected queue in UiPath orchestrator. - [UiPath - Check status of a specific queue item action](https://docs.workato.com/en/connectors/uipath/check-status-of-a-specific-queue-item-action.md): The Check status of a specific queue item action retrieves the status of a specific queue item in the UiPath Orchestrator. - [UiPath - Get count of items in queue action](https://docs.workato.com/en/connectors/uipath/get-count-of-items-in-queue-action.md): The Get counts of items in queue action allows you to retrieve the count of items in a queue in UiPath Orchestrator. - [UiPath - Get environments action](https://docs.workato.com/en/connectors/uipath/get-environments-action.md): The Get environments action retrieves the list of environments in the UiPath Orchestrator. - [UiPath - Get folder by ID action](https://docs.workato.com/en/connectors/uipath/get-folder-by-id-action.md): The Get folder by ID action retrieves the details of a specific folder by its ID in UiPath Orchestrator. - [UiPath - Get job action](https://docs.workato.com/en/connectors/uipath/get-job-action.md): The Get job action retrieves details about a job by its ID. - [UiPath - Get machine sessions action](https://docs.workato.com/en/connectors/uipath/get-machine-sessions-action.md): The Get machine sessions action allows you to retrieve a list of machine sessions from UiPath Orchestrator. - [UiPath - Get processes action](https://docs.workato.com/en/connectors/uipath/get-processes-action.md): The Get processes action allows you to retrieve a list of processes from UiPath Orchestrator. - [UiPath - Get queue by ID action](https://docs.workato.com/en/connectors/uipath/get-queue-by-id-action.md): The Get queue by ID action allows you to retrieve details of a specific queue by its ID in UiPath Orchestrator. - [UiPath - Get queue item action](https://docs.workato.com/en/connectors/uipath/get-queue-item-action.md): The Get queue item action allows you to retrieve details about a queue item by ID from UiPath Orchestrator. - [UiPath - Get queues action](https://docs.workato.com/en/connectors/uipath/get-queues-action.md): The Get queues action allows you to retrieve a list of queues from UiPath Orchestrator. - [UiPath - Get robots action](https://docs.workato.com/en/connectors/uipath/get-robots-action.md): The Get robots action allows you to retrieve a list of robots from UiPath Orchestrator. - [UiPath - Mark queue item action](https://docs.workato.com/en/connectors/uipath/mark-queue-item-action.md): The Mark queue item action allows you to mark the queue item of a selected queue in UiPath Orchestrator. - [UiPath - Search folders action](https://docs.workato.com/en/connectors/uipath/search-folders-action.md): The Search folders action allows you to retrieve a list of folders in UiPath Orchestrator. - [UiPath - Search items in queue action](https://docs.workato.com/en/connectors/uipath/search-items-in-queue-action.md): The Search items in queue action allows you to retrieve a list of items in a queue in UiPath Orchestrator. - [UiPath - Start job(s) action](https://docs.workato.com/en/connectors/uipath/start-jobs-action.md): The Start job(s) action allows you to start job(s) for a selected process in UiPath Orchestrator. - [UiPath - Start processing queue items action](https://docs.workato.com/en/connectors/uipath/start-processing-queue-items-action.md): The Start processing queue items action allows you to start processing a queue item in UiPath Orchestrator. ##### UKG Pro ###### Triggers - [UKG Pro - New event trigger](https://docs.workato.com/en/connectors/ukg-pro-rest/new-event-trigger.md): The New event trigger monitors UKG Pro in real-time for an event you specify. - [UKG Pro - New record trigger](https://docs.workato.com/en/connectors/ukg-pro-rest/new-record-trigger.md): The New record trigger monitors UKG Pro for new records. - [UKG Pro - New/updated employee trigger](https://docs.workato.com/en/connectors/ukg-pro-rest/new-updated-employee-trigger.md): The New/updated employee trigger monitors UKG Pro for newly created or updated employees. - [UKG Pro - New/updated record trigger](https://docs.workato.com/en/connectors/ukg-pro-rest/new-updated-record-trigger.md): The New/updated record trigger monitors UKG Pro for newly created or updated records. - [UKG Pro - Terminated employee trigger](https://docs.workato.com/en/connectors/ukg-pro-rest/terminated-employee-trigger.md): The Terminated employee trigger monitors UKG Pro for employee terminations. ###### Actions - [UKG Pro - Create record action](https://docs.workato.com/en/connectors/ukg-pro-rest/create-record-action.md): The Create record action creates a new record in UKG Pro, such as a pending hire. - [UKG Pro - Get record action](https://docs.workato.com/en/connectors/ukg-pro-rest/get-record-action.md): The Get record action retrieves a record from UKG Pro, such as a pending hire. - [UKG Pro - Import data action](https://docs.workato.com/en/connectors/ukg-pro-rest/import-data-action.md): The Import data action submits an encoded XML transaction to UKG Pro's Import Tool. - [UKG Pro - Search records action](https://docs.workato.com/en/connectors/ukg-pro-rest/search-record-action.md): The Search records action retrieves information about a record in UKG Pro. - [UKG Pro - Update record action](https://docs.workato.com/en/connectors/ukg-pro-rest/update-record-action.md): The Update record action updates a record in UKG Pro, such as a pending hire. ##### UKG Pro (Recruiting) ###### Triggers - [UKG Pro (Recruiting) - New or updated records trigger](https://docs.workato.com/en/connectors/ukg-pro-recruiting/new-or-updated-records-trigger.md): The New or updated records trigger monitors UKG Pro (Recruiting) for newly created or updated records. ###### Actions - [UKG Pro (Recruiting) - Create record action](https://docs.workato.com/en/connectors/ukg-pro-recruiting/create-record-action.md): The Create record action creates a new record in UKG Pro (Recruiting). - [UKG Pro (Recruiting) - Get record action](https://docs.workato.com/en/connectors/ukg-pro-recruiting/get-record-action.md): The Get record action retrieves the details of a specific record in UKG Pro (Recruiting). - [UKG Pro (Recruiting) - Search records action](https://docs.workato.com/en/connectors/ukg-pro-recruiting/search-records-action.md): The Search records action retrieves a list of records from UKG Pro (Recruiting) that match your search criteria. - [UKG Pro (Recruiting) - Update record action](https://docs.workato.com/en/connectors/ukg-pro-recruiting/update-record-action.md): The Update record action updates the details of a specific record in UKG Pro (Recruiting). - [UKG Pro (Recruiting) - Upload record action](https://docs.workato.com/en/connectors/ukg-pro-recruiting/upload-record-action.md): The Upload record action uploads a document to UKG Pro (Recruiting). ##### UKG Pro (SOAP) ###### Actions - [UKG Pro (SOAP) - Create record action](https://docs.workato.com/en/connectors/ukg-pro-soap/create-record-action.md): The Create record action creates a new record in your UKG Pro instance. - [UKG Pro (SOAP) - Delete record action](https://docs.workato.com/en/connectors/ukg-pro-soap/delete-record-action.md): The Delete record action deletes a record from your UKG Pro instance. - [UKG Pro (SOAP) - Download report action](https://docs.workato.com/en/connectors/ukg-pro-soap/download-report-action.md): The Download report action downloads a preconfigured report from your UKG Pro instance. - [UKG Pro (SOAP) - Get record action](https://docs.workato.com/en/connectors/ukg-pro-soap/get-record-action.md): The Get record action retrieves a record from your UKG Pro instance. - [UKG Pro (SOAP) - List report action](https://docs.workato.com/en/connectors/ukg-pro-soap/list-report-action.md): The List report action lists all preconfigured reports from your UKG Pro instance. - [UKG Pro (SOAP) - Search record action](https://docs.workato.com/en/connectors/ukg-pro-soap/search-record-action.md): The Search record action searches for records in your UKG Pro instance that match the specified search criteria. - [UKG Pro (SOAP) - Update record action](https://docs.workato.com/en/connectors/ukg-pro-soap/update-record-action.md): The Update record action updates an existing record in your UKG Pro instance. ##### Upwind ###### Triggers - [Upwind - New record trigger](https://docs.workato.com/en/connectors/upwind/new-record-trigger.md): The New record trigger monitors Upwind for new records. - [Upwind - New/updated record trigger](https://docs.workato.com/en/connectors/upwind/new-updated-record-trigger.md): The New/updated record trigger monitors Upwind for new or updated records. ###### Actions - [Upwind - Create record action](https://docs.workato.com/en/connectors/upwind/create-record-action.md): The Create record action creates a new record in an Upwind instance. - [Upwind - Get record by ID action](https://docs.workato.com/en/connectors/upwind/get-record-by-id-action.md): The Get record by ID action retrieves a record using the record ID in Upwind. - [Upwind - Search records action](https://docs.workato.com/en/connectors/upwind/search-records-action.md): The Search records action searches Upwind and retrieves a list of records. - [Upwind - Update record action](https://docs.workato.com/en/connectors/upwind/update-record-action.md): The Update record action updates a record in Upwind. ##### Veeva Vault ###### Triggers - [Veeva Vault - New/updated document trigger](https://docs.workato.com/en/connectors/veeva-vault/new-updated-document-trigger.md): The New/updated document trigger runs when a document is created or updated in Veeva Vault. - [Veeva Vault - New/updated record (scheduled VQL) trigger](https://docs.workato.com/en/connectors/veeva-vault/new-updated-record-scheduled-vql-trigger.md): The New/updated record (scheduled VQL) trigger runs your VQL SELECT statement on a fixed schedule and fires for each new or updated record in Veeva Vault. ###### Actions - [Veeva Vault - Get record action](https://docs.workato.com/en/connectors/veeva-vault/get-record-action.md): The Get record action retrieves the full metadata for a single Vault object record by its ID in Veeva Vault. - [Veeva Vault - Search records action](https://docs.workato.com/en/connectors/veeva-vault/search-records-action.md): The Search records action searches records, such as products, in Veeva Vault using a VQL query. - [Veeva Vault - Create record action](https://docs.workato.com/en/connectors/veeva-vault/create-record-action.md): The Create record action creates a record, such as a product, in Veeva Vault. - [Veeva Vault - Update record action](https://docs.workato.com/en/connectors/veeva-vault/update-record-action.md): The Update record action updates a record, such as a product, in Veeva Vault. - [Veeva Vault - Upsert record action](https://docs.workato.com/en/connectors/veeva-vault/upsert-record-action.md): The Upsert record action creates a new record in Veeva Vault, or updates the existing record if a match is found. - [Veeva Vault - Delete record action](https://docs.workato.com/en/connectors/veeva-vault/delete-record-action.md): The Delete record action deletes a single record, such as a product, by its ID in Veeva Vault. - [Veeva Vault - Bulk upsert records (batch) action](https://docs.workato.com/en/connectors/veeva-vault/bulk-upsert-records-action.md): The Bulk upsert records (batch) action posts up to 500 records in a single request to the Vault bulk endpoint in Veeva Vault. - [Veeva Vault - Bulk delete records (batch) action](https://docs.workato.com/en/connectors/veeva-vault/bulk-delete-records-action.md): The Bulk delete records (batch) action deletes up to 500 records by ID in a single request in Veeva Vault. - [Veeva Vault - Run VQL query action](https://docs.workato.com/en/connectors/veeva-vault/run-vql-query-action.md): The Run VQL query action submits a raw Vault Query Language (VQL) query against documents, objects, or system tables in Veeva Vault. - [Veeva Vault - Search audit trail action](https://docs.workato.com/en/connectors/veeva-vault/search-audit-trail-action.md): The Search audit trail action retrieves audit history records for documents, objects, system events, domain events, or login events in Veeva Vault. - [Veeva Vault - Upload document action](https://docs.workato.com/en/connectors/veeva-vault/upload-document-action.md): The Upload document action creates a single document record in Veeva Vault by uploading its source file. - [Veeva Vault - Get document action](https://docs.workato.com/en/connectors/veeva-vault/get-document-action.md): The Get document action retrieves full metadata for a single document, including its renditions and version history, in Veeva Vault. - [Veeva Vault - Download document rendition action](https://docs.workato.com/en/connectors/veeva-vault/download-document-rendition-action.md): The Download document rendition action downloads a document's viewable rendition as a PDF file in Veeva Vault. ##### Veza ###### Actions - [Veza - Create a custom provider action](https://docs.workato.com/en/connectors/veza/create-custom-provider-action.md): The Create a custom provider action allows you to create a custom provider using the custom application template programmatically. This is useful for integrating third-party applications or custom data sources into Veza's access management platform. - [Veza - Push a custom provider data source action](https://docs.workato.com/en/connectors/veza/push-custom-provider-data-source-action.md): The Push a custom provider datasource action in Veza allows you to send access and authorization data from a custom application or system to Veza. This is essential for maintaining visibility and governance over permissions within a custom provider. - [Veza - Register a new data source for a custom provider action](https://docs.workato.com/en/connectors/veza/register-new-data-source-for-custom-provider-action.md): The Register a new data source for a custom provider action allows you to register a new data source under an existing custom provider in Veza. A data source represents a logical grouping of access data, such as user roles, permissions, and resources for a specific system. ##### Walmart Seller Center ###### Actions - [Walmart Seller Center - Bulk update inventory action](https://docs.workato.com/en/connectors/walmart-seller-center/bulk-update-inventory-action.md): The Bulk update inventory action enables you to update details of multiple items existing in an inventory in a single call. - [Walmart Seller Center - Get record details by ID action](https://docs.workato.com/en/connectors/walmart-seller-center/get-record-details-by-id-action.md): The Get Record Details by ID action enables you to retrieve details of a specific record in the Walmart Seller Center. - [Walmart Seller Center - Search records action](https://docs.workato.com/en/connectors/walmart-seller-center/search-records-action.md): The Search records action enables you to retrieve a list of records that match your search criteria in the Walmart Seller Center. - [Walmart Seller Center - Update record action](https://docs.workato.com/en/connectors/walmart-seller-center/update-record-action.md): The Update record action enables you to update the details of a specific record in the Walmart Seller Center. ##### Wiz ###### Triggers - [Workato connectors - Wiz - New/updated record trigger](https://docs.workato.com/en/connectors/wiz/new-updated-record-trigger.md): The New/updated record trigger monitors a selected Wiz object and initiates a recipe when new or updated records are detected. ###### Actions - [Workato connectors - Wiz - Get record details by ID action](https://docs.workato.com/en/connectors/wiz/get-record-details-action.md): The Get record details by ID action retrieves a single cloud resource record from Wiz using its unique identifier. You can optionally specify which fields to return. - [Workato connectors - Wiz - Search records action](https://docs.workato.com/en/connectors/wiz/search-records-action.md): The Search records action retrieves a list of records from Wiz based on the specified object and search criteria. ##### Workday ASOR ###### Actions - [Workday ASOR - Create agent definition action](https://docs.workato.com/en/connectors/workday-asor/create-agent-definition-action.md): The Create agent definition action creates an agent definition in Workday ASOR. - [Workday ASOR - Get agent by ID action](https://docs.workato.com/en/connectors/workday-asor/get-agent-by-id-action.md): The Get agent by ID action retrieves an agent by using the agent ID in Workday ASOR. - [Workday ASOR - List agents action](https://docs.workato.com/en/connectors/workday-asor/list-agents-action.md): The List agents action retrieves a list of agents in Workday ASOR. ##### XML Creator ###### Actions - [XML Creator - Create XML](https://docs.workato.com/en/connectors/xml-creator/create-xml.md): Use the Create XML action to generate an XML document from a sample XML message and mapped datapills. ##### Zoho Desk ###### Triggers - [Zoho Desk - New event trigger](https://docs.workato.com/en/connectors/zoho-desk/new-event-trigger.md): This trigger runs the recipe when a new event occurs in Zoho Desk. - [Zoho Desk - New/updated record (Batch) trigger](https://docs.workato.com/en/connectors/zoho-desk/new-updated-record-batch-trigger.md): This trigger runs the recipe when there is a new/updated record in Zoho Desk. - [Zoho Desk - New/updated record trigger](https://docs.workato.com/en/connectors/zoho-desk/new-updated-record-trigger.md): This trigger runs the recipe when there is a new/updated record in Zoho Desk. ###### Actions - [Zoho Desk - Add comment action](https://docs.workato.com/en/connectors/zoho-desk/add-comment-action.md): The Add comment action enables you to add a comment in the Zoho Desk. - [Zoho Desk - Close tickets action](https://docs.workato.com/en/connectors/zoho-desk/close-ticket-action.md): The Close tickets action enables you to close a ticket in Zoho Desk. - [Zoho Desk - Create record action](https://docs.workato.com/en/connectors/zoho-desk/create-record-action.md): The Create record action enables you to create a new record in Zoho Desk. - [Zoho Desk - Delete record(s) action](https://docs.workato.com/en/connectors/zoho-desk/delete-record-action.md): The Delete record action enables you to delete a record in Zoho Desk. - [Zoho Desk - Get record details by ID action](https://docs.workato.com/en/connectors/zoho-desk/get-record-details-by-id-action.md): The Get record details by ID action enables you to retrieve details of a specific record in Zoho Desk. - [Zoho Desk - List records action](https://docs.workato.com/en/connectors/zoho-desk/list-records-action.md): The List records action enables you to retrieve a list of records in Zoho Desk. - [Zoho Desk - Mark/unmark object as spam action](https://docs.workato.com/en/connectors/zoho-desk/mark-unmark-object-as-spam-action.md): The mark/unmark object as a spam action enables you to mark/unmark a record as spam in Zoho Desk. - [Zoho Desk - Search records action](https://docs.workato.com/en/connectors/zoho-desk/search-records-action.md): The Search records action enables you to retrieve a list of records that match your search criteria in Zoho Desk. - [Zoho Desk - Update record action](https://docs.workato.com/en/connectors/zoho-desk/update-record-action.md): The Update record action enables you to update the details of a specific record in Zoho Desk. ### Connector SDK - [Developer program](https://docs.workato.com/en/developing-connectors/sdk.md): Build custom Workato connectors with the Connector SDK to integrate applications not covered by prebuilt connectors using triggers and actions. - [Using the Workato Connector SDK](https://docs.workato.com/en/developing-connectors/sdk/quickstart.md): Learn how to build, test, develop, and share custom connectors with the Workato Connector SDK platform, from creating a connector to managing it. - [SDK - How to guide](https://docs.workato.com/en/developing-connectors/sdk/guides.md): Connector how-to guides for the Workato SDK, covering authentication, actions, triggers, and building custom connectors in Ruby. - [SDK Reference](https://docs.workato.com/en/developing-connectors/sdk/sdk-reference.md): Reference for the Workato connector SDK root keys, including connection, actions, triggers, object_definitions, methods, and streams. - [SDK - CLI](https://docs.workato.com/en/developing-connectors/sdk/cli.md): Use the Workato Connector SDK Ruby gem to develop and test connectors locally from the command line in your own IDE. - [Connector SDK limits](https://docs.workato.com/en/developing-connectors/sdk/limits.md): Reference for Workato Connector SDK limits that apply to custom connector builds, including links to trigger polling and platform limits. #### Platform quickstart - [Use the SDK test code tab](https://docs.workato.com/en/developing-connectors/sdk/quickstart/debugging.md): Use the Workato SDK Test code tab to test connections, actions, and triggers on the latest version of your custom connector before releasing it. - [Version control](https://docs.workato.com/en/developing-connectors/sdk/quickstart/version-control.md): Manage versions of a custom Workato SDK connector, edit the latest source code, and release stable versions for your recipes. - [Developer program](https://docs.workato.com/en/developing-connectors/sdk/quickstart/sharing.md): Share a custom Workato SDK connector with other users as open-source or closed-source via a link or the community library. - [Connector SDK FAQs](https://docs.workato.com/en/developing-connectors/sdk/quickstart/FAQ.md): Answers to common questions about the Workato Connector SDK, including platform access, version control, autosaves, and moving connectors between environments. #### How-to guides - [SDK - Build your first connector](https://docs.workato.com/en/developing-connectors/sdk/guides/walkthrough.md): Build your first Workato custom connector with the Connector SDK using the Star Wars API to define a connection, actions, and triggers. - [SDK - Import from OpenAPI Specification (OAS)](https://docs.workato.com/en/developing-connectors/sdk/guides/import-via-oas.md): Generate a Workato custom connector from an OpenAPI specification with authentication and actions built for you from the OAS document. - [SDK - Authentication](https://docs.workato.com/en/developing-connectors/sdk/guides/authentication.md): Learn the authentication methods the Workato SDK supports for custom connectors, including basic, API key, OAuth 2.0, JWT, and AWS. - [Handling different data formats](https://docs.workato.com/en/developing-connectors/sdk/guides/data-formats.md): Learn how the Workato connector SDK handles JSON, XML, multipart form, and URL-encoded data formats when connecting to APIs. - [Building actions](https://docs.workato.com/en/developing-connectors/sdk/guides/building-actions.md): Learn how to build actions that give custom connectors functionality, from creating and retrieving objects to file transfers and custom actions. - [Building triggers](https://docs.workato.com/en/developing-connectors/sdk/guides/building-triggers.md): Learn how to build triggers in the Workato connector SDK, including polling, static webhook, dynamic webhook, and hybrid triggers. - [SDK - Trigger limits](https://docs.workato.com/en/developing-connectors/sdk/guides/trigger-limit.md): Reference for Workato SDK trigger limits, including polling throttling, consecutive poll caps, and email notifications for throttled recipes. - [File Streaming](https://docs.workato.com/en/developing-connectors/sdk/guides/building-actions/streaming.md): Learn how the Workato file streaming library lets custom connectors transfer gigabytes of data between a source and destination in chunks. - [Debugging your connector](https://docs.workato.com/en/developing-connectors/sdk/guides/debugging.md): Learn how to debug your custom connector with the Workato SDK Test code tab and the SDK CLI tool for testing connections, actions, and triggers. - [Using Config fields](https://docs.workato.com/en/developing-connectors/sdk/guides/config_fields.md): Use config fields in the connector SDK to generate dependent input and output fields in actions and triggers based on user input. - [CookBook introduction](https://docs.workato.com/en/developing-connectors/sdk/guides/advanced-connector-guide/introduction.md): Advanced guide to building robust, object-based connectors on the Workato SDK with a focus on usability and code quality. - [SDK - Error Handling](https://docs.workato.com/en/developing-connectors/sdk/guides/error-handling.md): Learn how to raise custom errors and validate inputs and responses in Workato Connector SDK actions and triggers using error, detect_on, and after_response. ##### Generating connectors via OpenAPI Specifications - [SDK - Extending your generated connector](https://docs.workato.com/en/developing-connectors/sdk/guides/import-via-oas/extending-oas-connector.md): Learn how to iterate on a connector generated from an OAS by adjusting connection fields, adding hints, and refining actions in the Workato SDK. ##### API authorization - [How-to Guides - Authentication - Basic Authentication](https://docs.workato.com/en/developing-connectors/sdk/guides/authentication/basic-authentication.md): Set up basic authentication for a Workato SDK connector using a username and password in the connection fields definition. - [How-to Guides - Authentication - API Key](https://docs.workato.com/en/developing-connectors/sdk/guides/authentication/api-key.md): Set up API key authentication for a Workato SDK connector, passing the key through URL parameters, headers, or credentials. - [How-to Guides - Authentication - Header Authentication](https://docs.workato.com/en/developing-connectors/sdk/guides/authentication/header-auth.md): Set up header authentication for a Workato SDK connector by passing a user-supplied token in the request authorization header. - [JSON web token](https://docs.workato.com/en/developing-connectors/sdk/guides/authentication/jwt.md): Set up JSON web token (JWT) authentication for a Workato SDK connector, signing tokens with a private or public key. - [How-to Guides - Authentication - Authorization code grant](https://docs.workato.com/en/developing-connectors/sdk/guides/authentication/oauth/auth-code.md): Build a custom connector that authenticates with the OAuth 2.0 authorization code grant to impersonate a user when connecting to an API. - [How-to Guides - Authentication - Authorization Code Grant with PKCE](https://docs.workato.com/en/developing-connectors/sdk/guides/authentication/oauth/auth-code-pkce.md): Build a custom connector that authenticates with the OAuth 2.0 authorization code grant using Proof Key for Code Exchange (PKCE). - [How-to Guides - Authentication - OAuth 2.0 Client Credentials](https://docs.workato.com/en/developing-connectors/sdk/guides/authentication/oauth/client-credentials.md): Build a custom connector that authenticates with the OAuth 2.0 client credentials flow for server-to-server access to a target API. - [Resource owner password credentials](https://docs.workato.com/en/developing-connectors/sdk/guides/authentication/oauth/ropc.md): Build a custom connector that authenticates with the OAuth 2.0 resource owner password credentials flow to exchange a username and password for tokens. - [How-to Guides - Authentication - AWS Service Authentication](https://docs.workato.com/en/developing-connectors/sdk/guides/authentication/aws_auth.md): Set up AWS authentication for a Workato SDK connector using access keys or IAM role authentication via the Security Token Service. - [How-to guide - OPA authentication](https://docs.workato.com/en/developing-connectors/sdk/guides/authentication/on-prem.md): Configure OPA authentication in a custom connector to route HTTP requests through an on-prem agent instead of Workato IP addresses. - [How-to Guides - Authentication - Multi](https://docs.workato.com/en/developing-connectors/sdk/guides/authentication/multi_auth.md): Build multiple authentication flows in a single Workato SDK connector, letting users choose between OAuth 2.0, API key, and more. ##### Handling data formats - [How-to guides - JSON data format](https://docs.workato.com/en/developing-connectors/sdk/guides/data-formats/json-format.md): Send and receive JSON data in connector SDK actions and triggers, the default format Workato applies to HTTP requests. - [How-to guides - XML data format](https://docs.workato.com/en/developing-connectors/sdk/guides/data-formats/xml-format.md): Learn how to send and parse XML payloads in Workato Connector SDK actions using request_format_xml, response_format_xml, and format_xml. - [How-to guides - URL Encoded Form](https://docs.workato.com/en/developing-connectors/sdk/guides/data-formats/form-url-encoded.md): Send URL-encoded form data from connector SDK actions, with a HubSpot form submission example you can adapt to other APIs. - [How-to guides - Multipart Form](https://docs.workato.com/en/developing-connectors/sdk/guides/data-formats/request_format_multipart_form.md): Learn how to send multipart form data in Workato Connector SDK requests to upload large files using the Content-Type header. ##### Building actions - [Create actions](https://docs.workato.com/en/developing-connectors/sdk/guides/building-actions/create-objects.md): Build a custom connector action that creates objects in a target application using the POST HTTP request method. - [Update actions](https://docs.workato.com/en/developing-connectors/sdk/guides/building-actions/update-objects.md): Build a custom connector SDK action that updates objects in a target application using PUT requests, with a Zuora example. - [Get actions](https://docs.workato.com/en/developing-connectors/sdk/guides/building-actions/get-objects.md): Build a custom connector action that retrieves object details from a target application using the GET HTTP request method. - [Multistep actions](https://docs.workato.com/en/developing-connectors/sdk/guides/building-actions/multistep-actions.md): Build custom connector actions that work with asynchronous APIs, using reinvoke_after to poll a long-running job until it completes. - [Multi-threaded actions](https://docs.workato.com/en/developing-connectors/sdk/guides/building-actions/multi-threaded-actions.md): Build custom connector actions that send API requests in parallel across multiple threads to increase throughput and reduce execution time. - [Custom actions](https://docs.workato.com/en/developing-connectors/sdk/guides/building-actions/custom-action.md): Enable custom actions in a connector to give users a catch-all that inherits your authorization and token refresh logic. - [Wait for resume actions](https://docs.workato.com/en/developing-connectors/sdk/guides/building-actions/wait-for-resume-actions.md): Configure Wait for resume actions in the connector SDK to suspend a job, await an external request, and resume with a payload. ##### Building triggers - [Polling Trigger](https://docs.workato.com/en/developing-connectors/sdk/guides/building-triggers/poll.md): Build a polling trigger in the connector SDK that queries an API at fixed intervals for new records using a cursor. - [Static Webhook Trigger](https://docs.workato.com/en/developing-connectors/sdk/guides/building-triggers/static-webhook.md): Build a static webhook trigger in the connector SDK that users register manually with a provided webhook URL. - [Dynamic Webhook Trigger](https://docs.workato.com/en/developing-connectors/sdk/guides/building-triggers/dynamic-webhook.md): Build a dynamic webhook trigger in the connector SDK that programmatically subscribes and unsubscribes webhooks in a target application. - [Dynamic Webhook Trigger](https://docs.workato.com/en/developing-connectors/sdk/guides/building-triggers/hybrid-triggers.md): Build hybrid webhook plus polling triggers in the connector SDK to get real-time events while recovering any lost webhooks. - [Securing Webhook Events](https://docs.workato.com/en/developing-connectors/sdk/guides/building-triggers/securing-webhooks.md): Secure connector SDK webhook triggers with signature verification to reject spoofed or tampered events, with a HubSpot example. ##### File streaming operations - [Download actions](https://docs.workato.com/en/developing-connectors/sdk/guides/building-actions/streaming/download-stream.md): Build a custom connector action that downloads files from a target application through file streaming using HTTP Range headers. - [Upload actions](https://docs.workato.com/en/developing-connectors/sdk/guides/building-actions/streaming/upload-stream-content-range.md): Build a custom connector SDK action that uploads files via file streaming using Content-Range headers to send chunks. - [Upload file via file streaming - Chunk ID](https://docs.workato.com/en/developing-connectors/sdk/guides/building-actions/streaming/upload-stream-chunk-id.md): Build a custom connector SDK action that uploads files via file streaming using chunk IDs, with an Azure Blob example. ##### Advanced connector guide - [Connector planning](https://docs.workato.com/en/developing-connectors/sdk/guides/advanced-connector-guide/connector-planning.md): Learn how to plan a Workato custom connector by mapping integration use cases to a minimum set of actions, triggers, and objects. - [Connector building - defining schema](https://docs.workato.com/en/developing-connectors/sdk/guides/advanced-connector-guide/connector-building-defining-schema.md): Learn how to organize and define object schema in a Workato SDK connector to keep code reusable and add new objects quickly. - [Connector building - Building actions](https://docs.workato.com/en/developing-connectors/sdk/guides/advanced-connector-guide/connector-building-building-actions.md): Build object-based actions for a Workato SDK connector using config fields, picklists, and reusable schema methods. - [Connector building - Building triggers](https://docs.workato.com/en/developing-connectors/sdk/guides/advanced-connector-guide/connector-building-building-triggers.md): Build an object-based polling trigger for a Workato SDK connector using config fields, a poll block, dedup, and reusable schema methods. ##### Tips - [SDK - Best Practices](https://docs.workato.com/en/developing-connectors/sdk/guides/best-practices.md): Best practices for building custom connectors on the Workato SDK, covering code, security, authentication, actions, triggers, and testing. - [Connector building - Coding patterns](https://docs.workato.com/en/developing-connectors/sdk/guides/advanced-connector-guide/connector-building-code-patterns.md): Learn useful coding patterns for Workato SDK connectors, including how to handle special characters in field names and datapills. - [SDK - Connector Examples](https://docs.workato.com/en/developing-connectors/sdk/guides/examples.md): Find community-built connector examples in the Workato connector library that you can install and inspect to learn SDK connector code. #### SDK reference - [SDK Reference - Schema](https://docs.workato.com/en/developing-connectors/sdk/sdk-reference/schema.md): Reference for Workato schema in the connector SDK, defining input and output field attributes for connections, actions, and triggers. - [SDK - HTTP Methods](https://docs.workato.com/en/developing-connectors/sdk/sdk-reference/http.md): Reference for HTTP verb methods in the Workato connector SDK, covering GET, POST, PUT, PATCH, DELETE requests and response processing. - [SDK - Ruby Methods](https://docs.workato.com/en/developing-connectors/sdk/sdk-reference/ruby_methods.md): Reference for the Ruby methods available in the Workato connector SDK framework when building custom connectors. - [Full access to Ruby](https://docs.workato.com/en/developing-connectors/sdk/sdk-reference/whitelist-removal.md): Learn how removing the Ruby whitelist gives connector SDK developers full access to Ruby 2.7 methods, libraries, and pre-installed gems. ##### Connector key reference - [SDK Reference - Connection](https://docs.workato.com/en/developing-connectors/sdk/sdk-reference/connection.md): Reference for the connection key in the Workato connector SDK, including fields, extended_fields, authorization, and base_uri. - [SDK Reference - Authorization](https://docs.workato.com/en/developing-connectors/sdk/sdk-reference/connection/authorization.md): Reference for the authorization hash in the Workato connector SDK, covering auth types, tokens, refresh, and applying credentials. - [SDK Reference - Test](https://docs.workato.com/en/developing-connectors/sdk/sdk-reference/test.md): Reference for the test lambda in the Workato connector SDK, which verifies that supplied credentials establish a valid connection. - [SDK Reference - Custom Action](https://docs.workato.com/en/developing-connectors/sdk/sdk-reference/custom-action.md): Reference for the custom_action key in the Workato connector SDK, used to let users build custom actions when no standard action exists. - [SDK Reference - Actions](https://docs.workato.com/en/developing-connectors/sdk/sdk-reference/actions.md): Reference for the actions key in the Workato connector SDK, covering all keys used to define an action's input, output, and execution. - [SDK Reference - Triggers](https://docs.workato.com/en/developing-connectors/sdk/sdk-reference/triggers.md): Reference for the triggers key in the Workato connector SDK, covering polling, dynamic webhook, and static webhook trigger definitions. - [SDK Reference - Object_definitions](https://docs.workato.com/en/developing-connectors/sdk/sdk-reference/object_definitions.md): Reference for the object_definitions key in the Workato connector SDK, used to define and reuse input and output field schema. - [SDK Reference - Pick Lists](https://docs.workato.com/en/developing-connectors/sdk/sdk-reference/picklists.md): Reference for the pick_lists key in the Workato connector SDK, used to generate select, multiselect, and tree drop-down input fields. - [SDK Reference - Methods](https://docs.workato.com/en/developing-connectors/sdk/sdk-reference/methods.md): Reference for the methods key in the Workato connector SDK, used to define reusable functions callable from any lambda in your connector. - [SDK Reference - Streams](https://docs.workato.com/en/developing-connectors/sdk/sdk-reference/streams.md): Reference for the streams key in the Workato connector SDK, used to build actions that download large files in chunks from an API. #### CLI - [SDK - CLI - Getting started](https://docs.workato.com/en/developing-connectors/sdk/cli/guides/getting-started.md): Install the Workato SDK gem, create a connector project, set up testing, and push your local connector to your Workato workspace. - [SDK - Guide - Securing your connector project](https://docs.workato.com/en/developing-connectors/sdk/cli/guides/security-guidelines.md): Secure your local SDK connector project with sandboxes, encrypted credential files, and encrypted VCR recordings to protect sensitive data. ##### Guides - [SDK - CLI - Guide - Tests](https://docs.workato.com/en/developing-connectors/sdk/cli/guides/cli/test.md): Run the connection test lambda locally with the Workato SDK gem for simple auth, advanced auth, and OAuth 2.0 connection scenarios. - [SDK - CLI - Guide - Actions](https://docs.workato.com/en/developing-connectors/sdk/cli/guides/cli/actions.md): Run and debug connector actions locally with the Workato SDK gem, invoking execute, input_fields, and output_fields lambdas on the CLI. - [SDK - CLI - Guide - Actions](https://docs.workato.com/en/developing-connectors/sdk/cli/guides/cli/multistep-actions.md): Run and debug multistep connector actions locally with the Workato SDK gem, invoking individual lambdas and handling reinvoke_after. - [SDK - CLI - Guide - Download Streaming Actions](https://docs.workato.com/en/developing-connectors/sdk/cli/guides/cli/download-streaming-actions.md): Run and debug streaming download file actions and their streams callback locally on the CLI using the Workato SDK gem. - [SDK - CLI - Guide - Upload Streaming Actions](https://docs.workato.com/en/developing-connectors/sdk/cli/guides/cli/upload-streaming-actions.md): Run and debug upload file streaming actions and triggers for your custom connector on the Workato SDK CLI using the SDK gem. - [SDK - CLI - Guide - Triggers](https://docs.workato.com/en/developing-connectors/sdk/cli/guides/cli/triggers.md): Run and debug connector triggers locally with the Workato SDK gem on the command line to develop and test your custom connector. - [SDK - CLI - Guide - Methods](https://docs.workato.com/en/developing-connectors/sdk/cli/guides/cli/methods.md): Run connector methods locally with the Workato SDK gem on the command line to develop and debug your custom connector code. - [SDK - CLI - Guide - Methods](https://docs.workato.com/en/developing-connectors/sdk/cli/guides/cli/pick_lists.md): Run connector picklists locally with the Workato SDK gem on the command line to develop and debug your custom connector code. - [SDK - RSpec - Guide - VCR](https://docs.workato.com/en/developing-connectors/sdk/cli/guides/rspec/vcr.md): Set up VCR to record and replay HTTP interactions for stable connector unit tests, including encrypting recordings with your master key. - [SDK - RSpec - Guide - connector_spec](https://docs.workato.com/en/developing-connectors/sdk/cli/guides/rspec/connector_spec.md): Write RSpec tests for your custom connector's connection using the Workato SDK gem to validate authentication and connection logic. - [SDK - RSpec - Guide - Writing tests](https://docs.workato.com/en/developing-connectors/sdk/cli/guides/rspec/writing_tests.md): Write RSpec tests for the triggers and actions in your custom connector, validating an action's execute lambda with the SDK gem. - [SDK - RSpec - Guide - Writing tests](https://docs.workato.com/en/developing-connectors/sdk/cli/guides/rspec/file_streaming.md): Write RSpec tests for actions and triggers that use Workato file streaming, including stubbing frame size and file stream inputs. - [SDK - Enabling CI/CD on GitHub](https://docs.workato.com/en/developing-connectors/sdk/cli/guides/rspec/enable-ci-cd-on-github.md): Set up CI/CD for SDK connector development with GitHub Actions to run connector unit tests automatically on every pull request. - [SDK - Guide - troubleshooting](https://docs.workato.com/en/developing-connectors/sdk/cli/guides/troubleshooting.md): Answers to common questions about Workato SDK CLI errors, including failed workato command, exec, and push runs and how to debug them. ##### Reference - [SDK - CLI Command Reference](https://docs.workato.com/en/developing-connectors/sdk/cli/reference/cli-commands.md): Reference for Workato SDK gem CLI commands, including help, edit, exec, push, and other commands for building and testing connectors. - [SDK - RSpec Reference](https://docs.workato.com/en/developing-connectors/sdk/cli/reference/rspec-commands.md): Reference for setting up RSpec tests for SDK connectors, including creating connector and settings instances to run connector lambdas. - [SDK - Project Directory and File Reference](https://docs.workato.com/en/developing-connectors/sdk/cli/reference/cli-project-directory-reference.md): Reference for the files and folders in an SDK connector project, including connector.rb, fixtures, Gemfile, and master.key. ### On-prem - [On-prem connectivity](https://docs.workato.com/en/on-prem.md): Learn how the Workato on-prem agent creates a secure tunnel from your private network to Workato cloud to access databases, files, and apps behind firewalls. - [On-prem group](https://docs.workato.com/en/on-prem/groups.md): Learn how on-prem groups pool Workato on-prem agents for high availability through fault tolerance and load balancing. - [On-prem agent](https://docs.workato.com/en/on-prem/agents.md): The Workato on-prem agent securely connects recipes to on-prem apps, databases, and folders without opening ports in your firewall. - [On-prem agent - Connections using an on-prem agent](https://docs.workato.com/en/on-prem/agents/connection.md): Learn how on-prem agent connections route requests from your private environment using cloud profiles or connection profiles. - [On-prem agent - OPA Smart Shunt](https://docs.workato.com/en/on-prem/agents/opa-smart-shunt.md): Learn how OPA Smart Shunt moves data directly between on-premise systems to stay compliant and avoid network latency and transfer limits. - [On-prem agent (OPA) error troubleshooting](https://docs.workato.com/en/recipes/design-time-errors/opa-errors.md): Troubleshoot common Workato on-prem agent (OPA) errors covering setup, upgrades, runtime behavior, connections, and how to locate and read OPA logs. - [On-prem limits](https://docs.workato.com/en/on-prem/limits.md): Reference for Workato on-prem connectivity limits, including default values and notes for on-prem agents and groups. #### On-prem group - [On-prem group - Create group](https://docs.workato.com/en/on-prem/groups/create-group.md): Create an on-prem group in Workato to organize on-prem agents and set the connection type used to reach on-premises resources. - [On-prem group - Status](https://docs.workato.com/en/on-prem/groups/group-status.md): Learn how on-prem group and agent statuses work in Workato, including agent states, certificate expiration, and agent details. - [On-prem group - Configuration file](https://docs.workato.com/en/on-prem/groups/common-config.md): Learn how the on-prem agent config.yml file stores connection profiles and why agents in a group must share identical configuration. - [On-prem agent - Add an agent to an on-prem group](https://docs.workato.com/en/on-prem/groups/add-agent.md): Add an on-prem agent to a Workato on-prem group, set the agent name, and select the operating system where you install it. #### On-prem agent - [On-prem agent - Add an agent to an on-prem group](https://docs.workato.com/en/on-prem/groups/add-agent.md): Add an on-prem agent to a Workato on-prem group, set the agent name, and select the operating system where you install it. - [On-prem agent - Run an on-prem agent](https://docs.workato.com/en/on-prem/agents/run.md): Start an existing Workato on-prem agent on Windows, Linux, Mac, or Docker, and reconnect an agent to Workato. - [On-prem agent - Stop an on-prem agent](https://docs.workato.com/en/on-prem/agents/shutdown.md): Stop a Workato on-prem agent safely using the shutdown script or SIGTERM, and disable it in Workato to reroute actions before restarting. - [On-prem agent - Upgrade an agent](https://docs.workato.com/en/on-prem/agents/upgrade.md): Upgrade your Workato on-prem agent to a new version with zero downtime or by replacing the existing agent. - [On-prem group - Settings](https://docs.workato.com/en/on-prem/agents/settings.md): Configure logging, IP allowlists, and email alerts for your Workato on-prem agents from the on-prem group Settings page. - [On-prem agent - Key management](https://docs.workato.com/en/on-prem/agents/key.md): Create and renew the cert.key and cert.pem files that connect a Workato on-prem agent to the cloud through a gateway. - [On-prem agent - Password Encryption](https://docs.workato.com/en/on-prem/agents/password-encryption.md): Encrypt passwords and private keys in the on-prem agent config file using the OPA encryptor tool to secure sensitive data. - [On-prem agent - Secrets Manager](https://docs.workato.com/en/on-prem/agents/secrets-manager.md): Use an external secrets manager with the Workato on-prem agent to manage passwords without storing them in config files. - [On-prem agent - Proxy Server Support](https://docs.workato.com/en/on-prem/agents/proxy.md): Set up proxy server access for a Workato on-prem agent operating in an environment with limited internet connectivity. - [On-prem agent - Logging](https://docs.workato.com/en/on-prem/agents/logging.md): Learn how the Workato on-prem agent logs activity, warnings, and traces, including the rotation schedule and retention limits. - [On-prem agent - Monitoring](https://docs.workato.com/en/on-prem/agents/monitoring.md): Enable the Prometheus-compatible metrics endpoint on the Workato on-prem agent to track CPU, memory, JVM health, and connector activity. - [On-prem agent - Extensions](https://docs.workato.com/en/on-prem/agents/extension.md): Connect legacy on-prem applications to Workato recipes by registering Java extensions as REST endpoints in the on-prem agent. - [On-prem agent version notes](https://docs.workato.com/en/on-prem/agents/versions.md): Release notes for Workato on-prem agent versions, including new features, fixes, and version deprecation details. - [On-prem agent version deprecation](https://docs.workato.com/en/on-prem/agents/deprecation.md): Reference for Workato on-prem agent version deprecation and sunset dates, with the upgrade schedule to avoid recipe disruptions. ##### Add an agent - [Install an on-prem agent on Windows](https://docs.workato.com/en/on-prem/groups/add-agent/windows.md): Install a Workato on-prem agent (OPA) on Windows to connect on-premises apps and databases to your recipes. - [Install an on-prem agent using the DEB Linux package](https://docs.workato.com/en/on-prem/groups/add-agent/linux-deb.md): Install a Workato on-prem agent on Debian or Ubuntu using the DEB Linux package, run as the workato system user. - [Install an on-prem agent using the RPM Linux package](https://docs.workato.com/en/on-prem/groups/add-agent/linux-rpm.md): Install a Workato on-prem agent on Red Hat, Fedora, or CentOS using the RPM Linux package, run as the workato system user. - [Install an on-prem agent on macOS](https://docs.workato.com/en/on-prem/groups/add-agent/macos.md): Install a Workato on-prem agent (OPA) on macOS to connect on-premises apps and databases to your recipes. - [Deploy an on-prem agent using a Docker image](https://docs.workato.com/en/on-prem/groups/add-agent/docker.md): Deploy a Workato on-prem agent using a Docker image, from retrieving the agent to running it in your on-prem group. - [On-prem add agent FAQs](https://docs.workato.com/en/on-prem/groups/add-agent/add-agent-faqs.md): Answers to common questions about adding Workato on-prem agents, including supported operating systems and activation codes. ##### Settings - [On-prem agent - Automatic alerts](https://docs.workato.com/en/on-prem/agents/alert.md): Configure automatic email alerts for an on-prem group to get notified when an agent disconnects or a certificate nears expiration. ##### Secrets manager - [On-prem agent - Secrets Manager](https://docs.workato.com/en/on-prem/agents/secrets-manager.md): Use an external secrets manager with the Workato on-prem agent to manage passwords without storing them in config files. - [Configuring AWS Secrets Manager for on-prem agent](https://docs.workato.com/en/on-prem/agents/secrets-manager/amazon-web-services-secret-manager.md): Configure AWS Secrets Manager with the Workato on-prem agent to store secrets using cloud profiles or connection profiles. - [Configuring Microsoft Azure Key Vault for on-prem agent](https://docs.workato.com/en/on-prem/agents/secrets-manager/microsoft-azure-key-vault.md): Configure Microsoft Azure Key Vault with the Workato on-prem agent to securely store and access secrets for cloud and connection profiles. - [Configuring Google Secret Manager for on-prem agent](https://docs.workato.com/en/on-prem/agents/secrets-manager/google-secret-manager.md): Configure Google Secret Manager with the Workato on-prem agent to store database credentials for cloud profiles and connection profiles. - [Configuring HashiCorp Vault For on-prem agent](https://docs.workato.com/en/on-prem/agents/secrets-manager/hashicorp-vault.md): Configure HashiCorp Vault as a secrets engine for Workato on-prem agent cloud profiles, without manually editing the config.yml file. #### On-prem connections - [On-prem agent - Connections using an on-prem agent](https://docs.workato.com/en/on-prem/agents/connection.md): Learn how on-prem agent connections route requests from your private environment using cloud profiles or connection profiles. - [On-prem agent - Cloud Profiles](https://docs.workato.com/en/on-prem/agents/connection/cloud.md): Set up on-prem agent connections directly in Workato with cloud profiles, without editing a config file on the agent's machine. - [On-prem agent - Connection Profiles](https://docs.workato.com/en/on-prem/agents/connection/profile.md): Set up on-prem agent connection profiles in the config.yml file to identify and connect to each on-prem application. - [On-prem agent connections - FAQS](https://docs.workato.com/en/on-prem/agents/connection/on-prem-faq.md): Answers to common questions about on-prem agent connections, cloud profiles, and connection profiles in Workato. #### On-prem troubleshooting - [On-prem setup and installation issues](https://docs.workato.com/en/on-prem/agents/opa-troubleshooting/troubleshoot-setup.md): Troubleshoot Workato on-prem agent setup and installation issues caused by permissions, invalid config files, or environment restrictions. - [On-prem upgrade and configuration issues](https://docs.workato.com/en/on-prem/agents/opa-troubleshooting/troubleshoot-upgrade.md): Troubleshoot Workato on-prem agent upgrade and configuration issues, including service accounts, keys, and connection profiles. - [On-prem runtime and performance issues](https://docs.workato.com/en/on-prem/agents/opa-troubleshooting/troubleshoot-runtime.md): Troubleshoot Workato on-prem agent runtime issues, including heap space errors, crashes from large responses, and stuck jobs. - [On-prem connection issues](https://docs.workato.com/en/on-prem/agents/opa-troubleshooting/troubleshoot-opa-connections.md): Troubleshoot Workato on-prem connection issues, including SDK extension startup and SFTP and Kafka connection errors. ### CI/CD and operations - [Lifecycle and operations](https://docs.workato.com/en/recipes/managing-recipes.md): Manage Workato automation assets across their lifecycle with environments, the Operations hub dashboard, and the activity audit log. - [Recipe lifecycle management](https://docs.workato.com/en/recipe-development-lifecycle.md): Learn how recipe lifecycle management (RLCM) lets teams export and import packages to move recipes and dependencies across Workato environments. - [Operations hub dashboard](https://docs.workato.com/en/features/admin-dashboard.md): The Workato Operations hub dashboard gives a real-time view of recipes and connections, with insights and analytics to help you resolve issues. #### Environments - [Environments](https://docs.workato.com/en/features/environments.md): Environments let your team plan, test, and deploy automation projects across development, test, and production with built-in change management. - [Environments - Best practices](https://docs.workato.com/en/features/environments/best-practices.md): Learn best practices for using Workato Environments, including asset organization, connection management, and collaborator access. - [Manage environment access](https://docs.workato.com/en/user-accounts-and-teams/role-based-access/managing-environment-access.md): Manage collaborator access to Workato DEV, TEST, and PROD environments by assigning environment and project roles with role-based access control. ##### Deploying assets - [Environments - Understanding project deployment with environments](https://docs.workato.com/en/features/environments/deployment.md): Learn how to deploy Workato projects across Development, Test, and Production environments, including dependencies and deployment details. - [Environments - Deploying A Project To An Environment](https://docs.workato.com/en/features/environments/deploying-projects-to-an-environment.md): Deploy a project from Development to Test or Production in Workato, customize the deployment, review changes, and re-establish connections. - [Environments - Review and approve deployments](https://docs.workato.com/en/features/environments/reviews-approvals.md): Set up the Workato deployment review and approval workflow to govern recipe deployments across environments with audit trails and sign-off. #### Recipe lifecycle management - [Planning for lifecycle management](https://docs.workato.com/en/recipe-development-lifecycle/rdlc-guide-planning.md): Plan recipe lifecycle management in Workato by defining environments, promotion criteria, and team roles before moving assets between stages. - [Recipe Version Management](https://docs.workato.com/en/recipes/version-management.md): Learn how Workato tracks recipe versions, logs recipe and schema changes, and lets you compare versions with Recipe Diff. - [Using a recipe diff to compare recipe changes](https://docs.workato.com/en/recipe-development-lifecycle/compare-versions-with-recipe-diff.md): Learn how the Workato Recipe Diff feature visually compares two recipe or skill versions so you can review changes side by side. - [Recipe lifecycle management - Exporting assets](https://docs.workato.com/en/recipe-development-lifecycle/export.md): Export Workato recipes and their dependencies into package zip files to move assets between environments or store them in version control. - [Recipe lifecycle management - Importing](https://docs.workato.com/en/recipe-development-lifecycle/import.md): Import a package of exported recipes and dependencies to deploy them into a Workato workspace using the package import UI or deployment APIs. - [Working with external source control systems](https://docs.workato.com/en/recipe-development-lifecycle/rdlc-guide-source-control.md): Learn how to store exported Workato recipes in external source control like git, mapping projects to repositories and managing pull requests. #### Operations hub dashboard - [Dependency graph](https://docs.workato.com/en/features/dependency-graph.md): Use the Workato dependency graph to visualize relationships between workspace assets and analyze the impact of upstream and downstream changes. - [Operations hub dashboard FAQs](https://docs.workato.com/en/features/admin-dashboard-faqs.md): Answers to common questions about the Workato Operations hub dashboard, including recipe insights, jobs graph customization, and metrics. - [Activity Audit Log - overview](https://docs.workato.com/en/features/activity-audit-log.md): Learn how Workato activity audit logs let administrators track user logins, recipe changes, and other account activity over time. ##### Activity audit log - [Activity Audit Log - view](https://docs.workato.com/en/features/activity-audit-log-view.md): View and filter the Workato activity audit log by period, collaborators, clients, and asset type from the Operations hub. - [Activity audit log streaming](https://docs.workato.com/en/features/activity-audit-log-streaming.md): Set up audit log streaming in Workato to replicate and store log data in an external destination beyond standard retention periods. - [Audit log streaming - Custom log messages](https://docs.workato.com/en/features/activity-audit-log-streaming-customize-log.md): Customize Workato audit log messages with JSON and placeholders before streaming them to destinations like Amazon S3, Splunk, or Datadog. - [Audit log streaming destinations](https://docs.workato.com/en/features/activity-audit-log-streaming-destinations.md): Configure audit log streaming destinations in Workato, including Amazon S3, Azure Monitor, Azure Blob Storage, and Google Cloud Storage. - [Sample activity audit log](https://docs.workato.com/en/features/activity-audit-log-streaming-sample.md): Reference for the Workato activity audit log JSON file, including the file path and name format plus sample job history data. - [Activity audit log streaming retry](https://docs.workato.com/en/features/activity-audit-log-streaming-retry.md): Learn how Workato retries failed audit log streaming using a persistent cache and exponential backoff over a seven-day window. - [Activity Audit Log - Reference](https://docs.workato.com/en/features/activity-audit-log-reference.md): Reference for Workato Activity audit log events, listing account, recipe, and connection activities tracked in your workspace. - [Activity audit log FAQs](https://docs.workato.com/en/features/activity-audit-log-faqs.md): Answers to common questions about the Workato Activity audit log, including enabling it, customizing messages, and streaming retries. ### Security and governance - [Security](https://docs.workato.com/en/security.md): Explore Workato security features for access and authentication, data protection, and best practices that give you control over key security controls. - [Security compliance](https://docs.workato.com/en/security/security-compliance.md): Learn about the security compliance frameworks Workato maintains, including PCI-DSS Level 1, ISO 27001, and ISO 27701. - [Encryption key management](https://docs.workato.com/en/security/data-protection/encryption-key-management.md): Learn how Workato encrypts data at rest and in transit using a multi-level key hierarchy with encryption keys unique to each workspace. - [Secrets Management For Connection Credentials](https://docs.workato.com/en/security/data-protection/secrets-management/secrets-management.md): Learn how external secrets management lets Workato store and retrieve connection credentials like passwords and API tokens from a secrets manager. - [IP allowlists](https://docs.workato.com/en/security/ip-allowlists.md): Add Workato IP addresses to your allowlist to secure traffic, with the IP ranges for each data center and example configurations. - [IP allowlists FAQs](https://docs.workato.com/en/security/ip-allowlist-faqs.md): Answers to common questions about adding Workato IP addresses to allowlists for databases, firewalls, and on-premise gateways. - [Data center overview](https://docs.workato.com/en/datacenter/datacenter-overview.md): Choose the cloud region where Workato stores and processes your automation data to meet legal and regulatory compliance needs. - [Virtual Private Workato](https://docs.workato.com/en/cloud-hosting-editions/hosting-editions.md): Virtual Private Workato (VPW) is a dedicated, isolated AWS environment offering the highest level of security and data protection for regulated industries. - [Private connectivity](https://docs.workato.com/en/security/data-protection/private-connectivity.md): Learn about Workato private connectivity options, including AWS PrivateLink, Azure Private Link, the on-prem agent, and Virtual Private Workato. - [Security FAQs](https://docs.workato.com/en/security/security-faqs.md): Answers to common questions about Workato security, including access and authentication, password policies, and data protection. - [Data retention policies](https://docs.workato.com/en/security/data-protection/data-retention.md): Learn how Workato data retention policies set the lifespan of job histories, trigger events, and reports, and how to customize them. #### Encryption key management - [Encryption key management - Enterprise Key Management](https://docs.workato.com/en/security/data-protection/encryption-key-management/enterprise-key-management.md): Learn how Workato Enterprise Key Management lets you control your workspace encryption keys by bringing your own key through a KMS. - [Enterprise Key Management - glossary](https://docs.workato.com/en/security/data-protection/encryption-key-management/glossary.md): Reference for Workato Enterprise Key Management terms, including Customer Main Key, connection key, data key, and bring your own key. ##### Enterprise key management - [Enterprise key management - connecting Amazon Key Management Service (KMS) to Workato EKM](https://docs.workato.com/en/security/data-protection/encryption-key-management/guides/setting-up-amazon-key-management-service.md): Set up AWS Key Management Service with Workato Enterprise Key Management to bring your own encryption keys and meet compliance needs. - [Enterprise key management - configuring Workato EKM with a custom key](https://docs.workato.com/en/security/data-protection/encryption-key-management/guides/setting-up-custom-kms-key.md): Configure Workato Enterprise Key Management with a custom key by generating your own encryption key and using it to set up EKM. - [Enterprise Key Management Troubleshooting](https://docs.workato.com/en/security/data-protection/encryption-key-management/troubleshooting.md): Reference for Workato Enterprise Key Management errors, including causes, symptoms, and steps to resolve key management issues. #### Connection credentials ##### AWS Secrets Manager - [Secrets Management For Connection Credentials - Setting Up Amazon Web Services Secrets Manager for workspaces](https://docs.workato.com/en/security/data-protection/secrets-management/setting-up-workspace-level-aws-secrets-manager.md): Set up AWS Secrets Manager at the workspace level to manage connection credentials for your Workato account from one secrets manager. - [Secrets management for connection credentials - setting up Amazon Web Services Secrets Manager for projects](https://docs.workato.com/en/security/data-protection/secrets-management/setting-up-project-level-aws-secrets-manager.md): Set up AWS Secrets Manager at the project level to scope connection credentials and IAM roles to individual Workato projects. - [Secrets Management For Connection Credentials - Using Amazon Web Services Secrets In Connections](https://docs.workato.com/en/security/data-protection/secrets-management/using-aws-secrets-in-connections.md): Configure Workato connections using secrets stored in your AWS Secrets Manager vault, with workspace-level or project-level connections. - [Secrets management for connection credentials - IAM Role-based Authentication for AWS Services](https://docs.workato.com/en/security/data-protection/secrets-management/iam-role-based-authentication-for-aws.md): Use IAM role-based authentication to grant Workato scoped access to AWS services without sharing AWS security credentials. ##### Azure Key Vault - [Set up workspace-level Azure Key Vault secrets management](https://docs.workato.com/en/security/data-protection/secrets-management/setting-up-workspace-level-azure-key-vault.md): Set up Azure Key Vault for workspace-level secrets management to manage connection credentials across your Workato account. - [Set up project-level Azure Key Vault secrets management](https://docs.workato.com/en/security/data-protection/secrets-management/setting-up-project-level-azure-key-vault.md): Set up Azure Key Vault for project-level secrets management to scope connection credentials to individual Workato projects. - [Use Azure Key Vault secrets in connections](https://docs.workato.com/en/security/data-protection/secrets-management/using-azure-key-vault-in-connections.md): Configure Workato connections using secrets from Azure Key Vault, with workspace-level or project-level connections. - [Secrets management for connection credentials - registering an application with Microsoft Entra ID](https://docs.workato.com/en/security/data-protection/secrets-management/azure-key-vault-app-registration.md): Register an application in the Microsoft Entra admin center so Workato can retrieve secrets from your Azure Key Vault on your behalf. ##### CyberArk Conjur - [Set up workspace-level CyberArk Conjur secrets](https://docs.workato.com/en/security/data-protection/secrets-management/setting-up-workspace-level-cyberark-conjur.md): Set up CyberArk Conjur for workspace-level secrets management to manage connection credentials across your Workato account. - [Setting up project-level CyberArk Conjur secrets](https://docs.workato.com/en/security/data-protection/secrets-management/setting-up-project-level-cyberark-conjur.md): Set up CyberArk Conjur for project-level secrets management to scope connection credentials to individual Workato projects. - [Use CyberArk Conjur secrets in connections](https://docs.workato.com/en/security/data-protection/secrets-management/using-cyberark-conjur-in-connections.md): Configure Workato connections using secrets from CyberArk Conjur Cloud or self-hosted Conjur Enterprise. ##### Google Secret Manager - [Set up Google Secret Manager for your workspace](https://docs.workato.com/en/security/data-protection/secrets-management/setting-up-workspace-level-google-secret-manager.md): Learn how to set up Google Secret Manager at the workspace level in Workato. - [Set up Google Secret Manager for a project](https://docs.workato.com/en/security/data-protection/secrets-management/setting-up-project-level-google-secret-manager.md): Learn how to set up Google Secret Manager at the project level in Workato. - [Use Google Secret Manager secrets in connections](https://docs.workato.com/en/security/data-protection/secrets-management/using-google-secret-manager-in-connections.md): Learn how to reference secrets stored in Google Secret Manager in your Workato connections. - [Set up a Google Cloud service account](https://docs.workato.com/en/security/data-protection/secrets-management/google-service-account-setup.md): Learn how to create a Google Cloud service account and generate the JSON key file Workato needs to connect to Google Secret Manager. ##### HashiCorp Vault - [Set up workspace-level Hashicorp Vault secrets](https://docs.workato.com/en/security/data-protection/secrets-management/setting-up-workspace-level-hashicorp-vault-secrets-engine.md): Set up HashiCorp Vault KV secrets engines for workspace-level secrets management to manage connection credentials across your Workato account. - [Set up project-level Hashicorp Vault secrets](https://docs.workato.com/en/security/data-protection/secrets-management/setting-up-project-level-hashicorp-vault-secrets-engine.md): Set up HashiCorp Vault KV secrets engines for project-level secrets management to scope connection credentials to individual Workato projects. - [Using HashiCorp Vault Secrets in connections](https://docs.workato.com/en/security/data-protection/secrets-management/using-hashicorp-secrets-in-connections.md): Configure Workato connections using secrets from your HashiCorp Vault KV secrets engine with AppRole authentication. - [Set up HashiCorp Vault policies](https://docs.workato.com/en/security/data-protection/secrets-management/hashicorp-vault-policies.md): Set up a HashiCorp Vault policy that grants Workato read access to your secrets engine configuration and the secrets you plan to use. #### Supported cloud regions - [China data center](https://docs.workato.com/en/datacenter/cn-data-center.md): Feature availability and operational considerations for Workato's China (CN) data center, hosted on AWS China (Ningxia) Region. #### Virtual Private Workato - [VPW FAQs](https://docs.workato.com/en/cloud-hosting-editions/hosting-editions-faq.md): Find answers to common questions about Virtual Private Workato (VPW), including access, regional availability, pricing, and who should use it. #### Private connectivity - [AWS PrivateLink](https://docs.workato.com/en/security/data-protection/private-link-aws.md): Configure AWS PrivateLink to create a private connection between the Workato cloud and an AWS VPC, keeping traffic off the public internet. - [Azure Private Link](https://docs.workato.com/en/security/data-protection/private-link-azure.md): Configure Azure Private Link to create a private connection between the Workato cloud and an Azure virtual network, isolated from the public internet. #### Data retention - [Data retention - recipe-level data retention](https://docs.workato.com/en/security/data-protection/data-retention/configure-retention-for-recipes.md): Configure the Jobs data retention setting at the recipe level in Workato to control whether job data is stored for individual recipes. - [Data Retention FAQs](https://docs.workato.com/en/security/data-protection/data-retention/data-retention-faqs.md): Answers to common questions about Workato data retention, including default periods, affected data types, and customizing retention. ### Billing and usage - [Pricing](https://docs.workato.com/en/pricing.md): Understand Workato usage-based pricing for direct customers, including platform edition fees and usage fees that scale with your volume. - [Usage metrics](https://docs.workato.com/en/pricing/usage-metrics.md): Learn how Workato usage-based pricing works, including the usage metrics, counting rules, and billing units for each product capability. - [Usage dashboard](https://docs.workato.com/en/pricing/usage.md): Use the Workato usage dashboard to monitor billable tasks, high-volume recipes, on-prem agents, and consumption trends across your workspace. - [Self-service (Workato Free and Workato Pro) pricing](https://docs.workato.com/en/pricing/self-service/self-service.md): Self-service (Workato Free and Workato Pro) lets you sign up for Workato directly. You can quickly adopt Workato and start building applications without talking to a sales representative. - [Pricing FAQs](https://docs.workato.com/en/pricing/pricing-faqs.md): Find answers to common questions about Workato pricing, including how usage is counted in recipe jobs and what contributes to it. #### Understanding usage - [Pricing: Workflows (recipes)](https://docs.workato.com/en/pricing/usage-metrics/recipes.md): Learn how Workato measures workflow recipe usage in Business actions, including eligible apps, calculation rules, and examples. - [Pricing: API Platform](https://docs.workato.com/en/pricing/usage-metrics/api-platform.md): Learn how Workato measures API platform usage in API calls for Managed APIs and API Gateway, including calculation rules and examples. - [Pricing: IDP](https://docs.workato.com/en/pricing/usage-metrics/idp.md): Learn how Workato measures Intelligent Document Processing usage in Pages processed, with calculation rules and example scenarios. - [Pricing: Event streams](https://docs.workato.com/en/pricing/usage-metrics/event-streams.md): Learn how Workato measures Event streams usage in Events processed, including calculation rules, counting, and example scenarios. - [Pricing: Recipe functions](https://docs.workato.com/en/pricing/usage-metrics/recipe-functions.md): Learn how Workato calculates usage for recipe functions, which inherit the usage type of their calling workflow or API recipe. - [Pricing: MCP](https://docs.workato.com/en/pricing/usage-metrics/mcp.md): Learn how Workato measures MCP usage in MCP calls for API collections serving as MCP servers, with rules and example calculations. - [Pricing: Agent Studio](https://docs.workato.com/en/pricing/usage-metrics/agent-studio.md): Learn how Workato calculates Agent Studio usage from Genie actions, including prompt counting and additive product capability rules. - [Pricing: Workato GO](https://docs.workato.com/en/pricing/usage-metrics/workato-go.md): Learn how Workato measures Workato GO usage based on the number of GO seats purchased and assigned to end-users. - [Pricing: Workflow apps](https://docs.workato.com/en/pricing/usage-metrics/workflow-apps.md): Learn how Workato measures Workflow app usage by seats purchased under tiered pricing, plus billable recipes used by the app. - [Tasks](https://docs.workato.com/en/recipes/tasks.md): Learn what a task is in Workato, how tasks are counted across recipe actions and jobs, and the rules that determine task usage. ### User / Agent Identity - [Workato Identity](https://docs.workato.com/en/workato-identity.md): Workato Identity is a unified identity and access management system for Workato. Supports SAML SSO, JIT provisioning, and SCIM to manage user and group access. - [Workato Identity - Customize login experience](https://docs.workato.com/en/workato-identity/customize-login-experience.md): Customize the Workato Identity login page to match your brand by configuring your logo, app name, colors, and other branding settings. #### Manage identities and access - [Workato Identity - SAML-based SSO](https://docs.workato.com/en/workato-identity/saml-sso.md): Set up SAML-based SSO in Workato Identity to centralize authentication, reduce password risk, and give users seamless access across Workato features. - [Workato Identity - JIT provisioning](https://docs.workato.com/en/workato-identity/jit-provisioning.md): Configure Just-in-Time (JIT) provisioning in Workato Identity to automatically create and manage user accounts when users first authenticate through SAML-based SSO. - [Workato Identity - SCIM provisioning](https://docs.workato.com/en/workato-identity/scim-provisioning.md): Configure SCIM provisioning in Workato Identity to automatically sync users and groups from your IdP. - [Workato Identity - Manual provisioning](https://docs.workato.com/en/workato-identity/manual-provisioning.md): Configure manual provisioning to add users to Workato Identity environments and groups manually. ##### SAML-based SSO - [Workato Identity - Google Workspace SAML configuration](https://docs.workato.com/en/workato-identity/google-workspace-saml-configuration.md): Configure Google Workspace as a SAML identity provider for Workato Identity, including attribute statements and user assignments. - [Workato Identity - Microsoft Entra ID SAML configuration](https://docs.workato.com/en/workato-identity/microsoft-entra-id-saml-configuration.md): Configure Microsoft Entra ID as a SAML identity provider for Workato Identity, including attribute statements and user assignments. - [Workato Identity - Okta SAML configuration](https://docs.workato.com/en/workato-identity/identity-provider-user-access.md): Configure Okta as a SAML identity provider for Workato Identity, including attribute statements and user assignments. - [Workato Identity - OneLogin SAML configuration](https://docs.workato.com/en/workato-identity/onelogin-saml-configuration.md): Configure OneLogin as a SAML identity provider for Workato Identity, including attribute statements and user assignments. #### Manage users and groups - [Workato Identity - User group syncing](https://docs.workato.com/en/workato-identity/user-group-syncing.md): Configure user group syncing in Workato Identity to keep group memberships and access permissions automatically in sync with your identity provider on every SAML-based SSO login. - [Workato Identity - Add an end user manually](https://docs.workato.com/en/workato-identity/add-end-user-manually.md): Manually add end users to Workato Identity and configure environment access and group memberships. - [Workato Identity - IAM Developer API](https://docs.workato.com/en/workato-identity/workato-identity-dev-api.md): Enable and configure Workato Identity IAM Developer API endpoints to programmatically manage users, groups, and access control through your API client roles. ### Organization & workspaces - [Organization and workspaces](https://docs.workato.com/en/organization-workspaces.md): Learn how Workato organizations and workspaces structure automation projects, support collaboration, and scale with Automation HQ and workspace provisioning. - [Workspace](https://docs.workato.com/en/workspace.md): Learn how a Workato workspace organizes projects, recipes, and tools so your team can collaborate, build automations, and deploy them across your organization. - [Workspace provisioning](https://docs.workato.com/en/user-accounts-and-teams/workspace-provisioning.md): Learn how Workato provisions workspaces for direct customers, including activation link emails, notification emails, and audit log tracking. - [Automation HQ](https://docs.workato.com/en/automation-hq.md): Automation HQ gives you central control over managed workspaces, so you can provision team hierarchies, share assets, and govern usage and limits. - [Workspace collaboration](https://docs.workato.com/en/user-accounts-and-teams/team-collaboration.md): Manage who can build, edit, and run integrations in a Workato workspace by inviting collaborators and assigning roles and access controls. - [Workspace limits](https://docs.workato.com/en/user-accounts-and-teams/workspace-limits.md): Reference for Workato workspace limits, including general workspace, environment property, and project property limits. #### Workspaces - [Profile settings](https://docs.workato.com/en/profile-settings.md): Manage your Workato profile settings to customize account preferences, security options, language, time zone, and workspace memberships. - [Workspace admin settings](https://docs.workato.com/en/workspace-admin-settings.md): Reference for Workato workspace admin settings, covering workspace configuration, authentication, notifications, security, and debug and logging options. - [Managing teams - Email notifications](https://docs.workato.com/en/user-accounts-and-teams/admin-email.md): Learn how to assign Workato email notification contacts for admin, technical, error, legal, and billing alerts across workspaces and environments. - [Two-factor authentication](https://docs.workato.com/en/security/two-factor-authentication.md): Learn how two-factor authentication works in Workato and how to set it up using an authenticator app and recovery codes. - [Two-factor authentication FAQs](https://docs.workato.com/en/security/two-factor-authentication-faqs.md): Answers to common questions about two-factor authentication in Workato, including authenticator apps and recovery codes. - [Data masking](https://docs.workato.com/en/features/data-masking.md): Learn how data masking in Workato hides sensitive trigger and step data so collaborators cannot view it in job history or audit logs. - [Single Sign-On (SSO)](https://docs.workato.com/en/signing-up/sso.md): Learn how single sign-on works in Workato using SAML 2.0 with identity providers such as Google Workspace, Microsoft Entra ID, and Okta. ##### Profile settings - [Update account email](https://docs.workato.com/en/user-accounts-and-teams/update-account-email.md): Update the email address tied to your personal Workato account profile, the address you use to authenticate, and verify the change. #### Automation HQ - [HQ Workspace](https://docs.workato.com/en/ahq-hq-workspace.md): The Automation HQ Workspace lets you manage limits, settings, moderators, and monitor automations across all managed workspaces in your Workato account. - [Workspace moderators](https://docs.workato.com/en/ahq-workspace-moderator.md): Learn how workspace moderators in Automation HQ administer managed workspaces, support collaborators, and use environment and project roles. - [Shared connectors](https://docs.workato.com/en/ahq-shared-connector.md): Learn how shared connectors in Workato Automation HQ let admins build, share, and maintain custom connectors so all workspaces use the latest versions. - [Automation HQ usage](https://docs.workato.com/en/ahq-usage.md): Learn how Automation HQ in Workato consolidates billing and pooled task limits, with plan overview, task usage, and recipe usage charts across workspaces. ##### HQ workspace - [Create a workspace in Automation HQ](https://docs.workato.com/en/ahq-managed-workspace-create.md): Create a managed workspace in Workato Automation HQ, set its name, and allocate billable recipe and task limits from your organization subscription. - [Managed Workspace](https://docs.workato.com/en/ahq-managed-workspace.md): Learn how managed workspaces in Workato Automation HQ organize recipes and assets by department, with independent environments, users, and roles. - [Configure SSO for AHQ workspaces](https://docs.workato.com/en/ahq-sso.md): Configure SAML-based Single Sign-On for Workato Automation HQ workspaces and their child workspaces, with separate setup for each child workspace. - [AHQ AWS IAM role sharing](https://docs.workato.com/en/ahq-aws-iam-role-sharing.md): Enable AWS IAM role sharing in Automation HQ to propagate the admin environment external ID to child workspaces for easier IAM role management. ##### Workspace moderators - [Assign a workspace moderator](https://docs.workato.com/en/ahq-workspace-moderator-assign.md): Assign a new workspace moderator in Automation HQ and grant them environment and project roles to manage your organization's workspaces. - [Edit or remove a workspace moderator](https://docs.workato.com/en/ahq-workspace-moderator-edit.md): Edit a workspace moderator's environment role, project role, and workspace access in Automation HQ, or remove the moderator to revoke access. ##### Shared connectors - [Share a connector](https://docs.workato.com/en/ahq-shared-connector-share.md): Share a custom connector across your organization in Workato Automation HQ, choosing open source or proprietary closed source code for distribution. - [Version a connector](https://docs.workato.com/en/ahq-shared-connector-version.md): Update a shared custom connector to a new version across your organization from the Shared connectors tab in Workato Automation HQ. - [Stop sharing a connector](https://docs.workato.com/en/ahq-shared-connector-stop-sharing.md): Stop sharing a custom connector with workspaces in your organization through the Shared connectors tab in Workato Automation HQ. ##### Usage - [Automation HQ settings](https://docs.workato.com/en/ahq-settings.md): Configure Automation HQ settings in Workato, including organization-wide audit log streaming and cross-workspace grants for sharing Event streams topics. - [Audit log streaming for Automation HQ](https://docs.workato.com/en/ahq-audit-log-streaming.md): Set up audit log streaming in Automation HQ to send logs from all current and future managed workspaces to a single external log provider. #### Workspace collaborators - [Manage your workspace collaborators with role-based access control](https://docs.workato.com/en/user-accounts-and-teams/role-based-access.md): Manage who can access your Workato workspace, environments, and projects using role-based access control across both permissions models. - [Workspaces - Managing Workspace Collaborators](https://docs.workato.com/en/user-accounts-and-teams/role-based-access/managing-team-collaborators.md): Invite, manage, and remove collaborators in a Workato workspace, and assign roles and collaborator groups to control project access. - [Enable Single Sign-On For A Workato Workspace](https://docs.workato.com/en/user-accounts-and-teams/single-sign-on.md): Set up SAML-based Single Sign-On for a Workato workspace to provide authorized access for members and enable just-in-time provisioning. - [SAML role sync](https://docs.workato.com/en/user-accounts-and-teams/saml-role-sync.md): Learn how SAML role sync maps identity provider attributes to Workato environment roles, workspace roles, and collaborator groups automatically. - [System for Cross-domain Identity Management (SCIM 2.0)](https://docs.workato.com/en/scim.md): Workato supports SCIM 2.0 to securely automate user provisioning, deprovisioning, and profile updates from identity providers like Okta and OneLogin. ##### Role-based access control - [Manage workspace collaborators with role-based access control](https://docs.workato.com/en/user-accounts-and-teams/role-based-access/access-control-v2.md): Learn how the Workato role-based access control model uses environment roles, project roles, custom roles, and collaborator groups. - [Migrate to the new access control model](https://docs.workato.com/en/user-accounts-and-teams/role-based-access/migrate-roles.md): Migrate legacy collaborator roles to the new Workato access control model using the bulk-migration tool to create environment and project roles. ###### New permissions model - [Environment roles](https://docs.workato.com/en/user-accounts-and-teams/role-based-access/new-model/system-environment-roles.md): Reference for Workato environment roles, including Environment admin, Environment manager, and Member, and the privileges each role grants. - [Project roles](https://docs.workato.com/en/user-accounts-and-teams/role-based-access/new-model/system-project-roles.md): Reference for Workato project roles, including Project admin, Advanced builder, Builder, and Project operator, and the access each provides. - [Collaborator groups](https://docs.workato.com/en/user-accounts-and-teams/role-based-access/new-model/collaborator-groups.md): Learn how collaborator groups in Workato assign project roles to sets of users at once and how stacked group permissions are applied. - [Privileges reference](https://docs.workato.com/en/user-accounts-and-teams/role-based-access/new-model/privileges-reference.md): Reference for Workato environment-level and project-level privileges, covering what each controls and its dependencies for custom roles. - [Role-based access control FAQs](https://docs.workato.com/en/user-accounts-and-teams/role-based-access/permission-model-faqs.md): Answers to common questions about the new Workato permission model, including environment roles, project roles, and default system roles. ###### Legacy permissions model - [Teams - Collaborator roles](https://docs.workato.com/en/roles.md): Reference for Workato collaborator roles, including built-in system roles and custom roles that control access to features and folders. - [Teams - Collaborator Privileges](https://docs.workato.com/en/privileges.md): Reference for Workato collaborator privileges, detailing the permissions each role has across recipe development, platform tools, and admin features. ##### Enforce SSO with SAML - [Team - Just in time provisioning](https://docs.workato.com/en/user-accounts-and-teams/just-in-time-provisioning.md): Set up SAML just-in-time provisioning in Workato to automatically add team members to your workspace and assign roles and groups. - [Troubleshoot Single Sign-On For A Workato Workspace](https://docs.workato.com/en/user-accounts-and-teams/troubleshoot-sso.md): Troubleshoot common SAML-based Single Sign-On errors in Workato, including workspace switching, login, and case-sensitive username issues. ##### Sync roles with SAML - [SAML role sync in Okta](https://docs.workato.com/en/saml-role-sync-okta.md): Configure Okta to sync Workato environment roles and collaborator groups through SAML attributes for DEV, PROD, and TEST environments. - [SAML role sync in Microsoft Entra ID](https://docs.workato.com/en/saml-role-sync-azure.md): Configure Microsoft Entra ID to sync Workato environment roles and collaborator groups through SAML attribute mapping at user sign-in. - [SAML role sync in OneLogin](https://docs.workato.com/en/saml-role-sync-onelogin.md): Configure OneLogin to sync Workato role assignments for users and groups through SAML across DEV, PROD, and TEST environments. - [CyberArk Identity SAML role sync configuration](https://docs.workato.com/en/saml-role-sync-cyberark-idaptive.md): Configure CyberArk Identity to sync Workato roles through SAML SSO so user roles update across DEV, PROD, and TEST environments at login. ##### Automate account provisioning with SCIM 2.0 - [System for Cross-domain Identity Management (SCIM 2.0)](https://docs.workato.com/en/scim.md): Workato supports SCIM 2.0 to securely automate user provisioning, deprovisioning, and profile updates from identity providers like Okta and OneLogin. - [Configure and use SCIM in Okta](https://docs.workato.com/en/scim-okta.md): Configure SCIM 2.0 in Okta to automate Workato user lifecycle management while SAML handles roles and group assignments. - [Configure and use SCIM in OneLogin](https://docs.workato.com/en/scim-onelogin.md): Configure SCIM 2.0 in OneLogin to automate user provisioning and deprovisioning for your Workato workspace. - [Configure and use SCIM in Microsoft Entra ID](https://docs.workato.com/en/scim-azure-ad.md): Configure SCIM 2.0 in Microsoft Entra ID to automate user provisioning, deprovisioning, and attribute mapping with Workato. - [SCIM FAQs](https://docs.workato.com/en/scim-faqs.md): Answers to common questions about using SCIM 2.0 with Workato, including benefits, prerequisites, provisioning, and supported features. - [SCIM troubleshooting](https://docs.workato.com/en/scim-troubleshooting.md): Use this guide to troubleshoot errors that occur when using System for Cross-domain Identity Management (SCIM) provisioning in Workato. ### Getting started - [Getting started](https://docs.workato.com/en/getting-started.md): Get started with Workato using documentation, the in-product Help panel, Workato Academy training, and resources for building your first integrations. - [What is Workato](https://docs.workato.com/en/getting-started/what-is-workato.md): Learn how Workato automates business workflows across cloud and on-premises apps for both business and IT users. - [Concepts](https://docs.workato.com/en/workato-concepts.md): Learn core Workato concepts including recipes, triggers, actions, conditional statements, connections, and jobs that power automated workflows. - [Create your first recipe](https://docs.workato.com/en/getting-started/build-first-recipe.md): Build your first Workato recipe step by step and learn how triggers and actions connect your apps to automate a workflow. - [Workato Academy](https://docs.workato.com/en/training/automation-institute.md): Workato Academy offers courses that teach you to use Workato effectively at any skill level, with certificates available on completion. - [Platform limits](https://docs.workato.com/en/limits.md): Reference for Workato platform limits across workspaces, recipes, connections, environment properties, and other features that affect performance. - [Contact us](https://docs.workato.com/en/contact-us.md): Get help with Workato through documentation search, support tickets, live chat in the Help panel, your Customer Success Manager, and feedback channels. - [Workato FAQs](https://docs.workato.com/en/workato-faqs.md): Answers to common questions about Workato, including what it is, how it works, and its key platform capabilities for integration and automation. ### Use cases - [Workato Use cases](https://docs.workato.com/en/getting-started/workato-use-cases.md): Explore Workato use cases with step-by-step instructions for building integrations and automated workflows across your apps. - [Agent Studio use cases](https://docs.workato.com/en/getting-started/use-cases/agent-studio/agent-studio-use-cases.md): Explore Agent Studio use cases with step-by-step guides for building genies that talk to users, understand requests, and perform actions. - [API recipe use cases](https://docs.workato.com/en/getting-started/use-cases/api-recipes/api-recipe-use-cases.md): Explore API recipe use cases that turn your Workato automations into callable API endpoints you can expose to partners and applications. - [MCP use cases](https://docs.workato.com/en/getting-started/use-cases/mcp/mcp-use-cases.md): Explore MCP use cases that show how to implement MCP servers, local servers, Developer API access, and MCP apps with Workato. - [Recipe use cases](https://docs.workato.com/en/getting-started/use-cases/recipes/recipe-use-cases.md): Explore Workato recipe use cases that show how to set up connections, configure triggers and actions, map datapills, and more. #### Agent Studio - [Knowledge base use case - Connect your knowledge base to Confluence](https://docs.workato.com/en/getting-started/use-cases/agent-studio/knowledge-bases/knowledge-base-confluence-use-case.md): Connect a genie knowledge base to Confluence so it periodically scans pages and syncs updates, giving your genie company-specific knowledge. - [Skill use case - Send a Slack message from your genie chat](https://docs.workato.com/en/getting-started/use-cases/agent-studio/skills/slack-send-message-skill.md): Add a Slack skill to your genie so it can send a custom message to a channel you specify directly from your genie chat. - [Genie use case - Validate Coupa expenses with an expense genie](https://docs.workato.com/en/getting-started/use-cases/agent-studio/genies/expense-genie-coupa-use-case.md): Build an expense genie that connects to Coupa and validates employee expenses by extracting data from receipt uploads as the source of truth. - [Genie use case - Build a personal assistant genie with Telegram](https://docs.workato.com/en/getting-started/use-cases/agent-studio/genies/personal-assistant-genie-telegram-agent-orchestration-use-case.md): Build a personal assistant genie that connects to Telegram, processes incoming messages, and automates scheduling through a custom skill. - [Genie use case - Process purchase orders with a procurement genie](https://docs.workato.com/en/getting-started/use-cases/agent-studio/genies/procurement-genie-decision-model.md): Build a procurement genie that uses a decision model to evaluate purchase order requests and decide whether to accept, reject, or back-order them. - [Genie use case - Route requests across agents with a decision model](https://docs.workato.com/en/getting-started/use-cases/agent-studio/genies/route-requests-across-agents-decision-model.md): Build a front-facing genie that uses a decision model to route each user request to the right specialist genie based on its category. #### API recipes - [API recipe use cases - Add users to Google Workspace](https://docs.workato.com/en/getting-started/use-cases/api-recipes/add-users-to-google-workspace.md): Create an API recipe enables you to add users to your Google Workspace programmatically or when a new employee is detected in BambooHR. - [API recipe use cases - Create Zendesk tickets with API requests](https://docs.workato.com/en/getting-started/use-cases/api-recipes/create-zendesk-tickets.md): Create an API recipe that enables you to create Zendesk tickets programmatically. #### MCP - [MCP use cases - LLM, GitHub, and Workato Developer API](https://docs.workato.com/en/getting-started/use-cases/mcp/github-developer-api-llm.md): Create an MCP integration that enables your LLM to create new issues in GitHub using the Workato Developer API. - [MCP Use Cases - LLM, Snowflake, and Workato Developer API](https://docs.workato.com/en/getting-started/use-cases/mcp/snowflake-developer-api.md): Create an MCP integration that enables an LLM to query Snowflake data using natural language commands through integration with the Workato Developer API. - [MCP Use Cases - GitHub interactive images MCP app](https://docs.workato.com/en/getting-started/use-cases/mcp/github-mcp-app.md): Create an MCP app to render pannable and zoomable images from your GitHub repo in your LLM chat. #### Recipes ##### AI and machine learning - [Generate Confluence release notes from merged GitHub PRs use case](https://docs.workato.com/en/getting-started/use-cases/openai-github-confluence.md): Build a recipe that connects OpenAI, GitHub, and Confluence to generate release notes pages from merged pull requests each week. - [Extract Google Slides data with IDP by Workato](https://docs.workato.com/en/getting-started/use-cases/recipes/idp-by-workato-google-drive.md): Create a recipe that searches a Google Drive folder for Google Slides presentations, creates a PDF export for intelligent document processing, and records extracted data in Google Sheets. ##### Customer service - [Create Zendesk and Jira issues with Workbot for Slack use case](https://docs.workato.com/en/getting-started/use-cases/zendesk-jira-workbot-slack.md): Build a recipe that creates Zendesk tickets and Jira issues from a Workbot for Slack action and posts the details in Slack. ##### Databases - [Sync MySQL records to Salesforce in batches use case](https://docs.workato.com/en/getting-started/use-cases/mysql-salesforce.md): Build a recipe that connects MySQL and Salesforce to sync and upsert records in batches, adaptable to contacts, accounts, leads, and more. - [Validate Salesforce contact information with JavaScript and upsert to Snowflake use case](https://docs.workato.com/en/getting-started/use-cases/salesforce-js-snippets-snowflake-email.md): Build a recipe that connects Salesforce, JavaScript snippets, Snowflake, and Email to validate contacts and upsert valid records. - [Sync data between Amazon S3 and SQL Server use case](https://docs.workato.com/en/getting-started/use-cases/amazon-s3-sql-server.md): Create a recipe that runs on a schedule to sync data between Amazon S3 and SQL Server. ##### Developer - [Create summarized Confluence notes and Jira comments from closed GitHub PRs use case](https://docs.workato.com/en/getting-started/use-cases/github-jira-confluence.md): Build a recipe that creates weekly Confluence release notes and Jira comments from closed GitHub issues. - [Post GitHub milestones with Workbot for Slack use case](https://docs.workato.com/en/getting-started/use-cases/github-workbot-for-slack.md): Build a recipe that monitors GitHub for new or updated milestones and posts the details to Slack using Workbot for Slack. - [Update Quickbase records from SFTP CSV files use case](https://docs.workato.com/en/getting-started/use-cases/sftp-csv-by-workato-quickbase.md): Build a recipe that fetches a CSV file from SFTP, parses it with CSV tools by Workato, and updates records in a Quickbase table. ##### DevOps and IT - [Provision Jira and Okta users for new employees in Workday use case](https://docs.workato.com/en/getting-started/use-cases/workday-jira-okta.md): Build a recipe that provisions Jira and Okta users automatically when a new employee is added in Workday. - [Create or update Jira issues from new PagerDuty incidents use case](https://docs.workato.com/en/getting-started/use-cases/pagerduty-jira.md): Build a recipe that connects PagerDuty and Jira to create or update issues automatically from new PagerDuty incidents. - [Upload a CSV of Active Directory entries to an SFTP server use case](https://docs.workato.com/en/getting-started/use-cases/active-directory-csv-sftp.md): Create a recipe that performs a daily search for specific entries in Active Directory, composes a CSV file from the results, and uploads the file to an SFTP server. ##### Files - [Invite DocuSign signees to collaborate in Box and notify your team in Slack use case](https://docs.workato.com/en/getting-started/use-cases/docusign-box-slack.md): Build a recipe that invites DocuSign signees to collaborate in Box and notifies your team in Slack when a document is signed. - [Load Box CSV data to Google BigQuery with Google Cloud Storage use case](https://docs.workato.com/en/getting-started/use-cases/box-google-cloud-storage-bigquery.md): Build a recipe that watches a Box folder for new CSV files and loads their data into Google BigQuery through Google Cloud Storage. - [Share image attachments from email in Slack using a public link use case](https://docs.workato.com/en/getting-started/use-cases/gmail-filestorage-slack.md): Create a recipe that extracts image attachments from Gmail, stores them in Workato FileStorage, generates a public link, and posts it in Slack. ##### Finance and accounting - [Sync Quickbase employees to Oracle EBS and notify your team in Slack use case](https://docs.workato.com/en/getting-started/use-cases/quickbase-oracle-ebs-slack.md): Build a recipe that connects Quickbase, Oracle EBS, and Slack to sync employees and notify your team of each new record. ##### HR - [Sync Greenhouse new hires to SAP SuccessFactors use case](https://docs.workato.com/en/getting-started/use-cases/greenhouse-sap-successfactors-odata.md): Build a recipe that connects Greenhouse and SAP SuccessFactors OData to create user accounts in real time when new hires are added. - [Export Workday workers to CSV with Python and upload to Google Drive use case](https://docs.workato.com/en/getting-started/use-cases/workday-python-google-drive.md): Build a recipe that exports Workday workers to CSV using Python snippets by Workato and uploads the file to Google Drive. - [Sync Greenhouse offer letter to Box and create onboarding request in ServiceNow use case](https://docs.workato.com/en/getting-started/use-cases/greenhouse-box-servicenow-workbot.md): Create a recipe that automates offer letter generation, review, delivery, and initiates the onboarding process for new hires. ##### Product and project management - [Sync PlanGrid safety reports to Microsoft SharePoint use case](https://docs.workato.com/en/getting-started/use-cases/plangrid-sharepoint.md): Build a recipe that connects PlanGrid and Microsoft SharePoint to sync new and updated safety inspection field reports. - [Create Jira issues for new ServiceNow incidents use case](https://docs.workato.com/en/getting-started/use-cases/servicenow-jira.md): Build a recipe that creates Jira issues from new ServiceNow incidents, checking for an existing issue before creating one. - [Sync Zendesk tickets to Salesforce and notify your team in Slack](https://docs.workato.com/en/getting-started/use-cases/zendesk-salesforce-slack.md): Build a recipe that syncs new Zendesk tickets to Salesforce cases and notifies your team in Slack with the case details. ##### Sales and marketing - [Display Salesforce account details with Workbot for Slack use case](https://docs.workato.com/en/getting-started/use-cases/salesforce-workbot-slack.md): Build a recipe that displays Salesforce account details in Slack with Workbot, surfacing customer info from a Slack command. - [Create Salesforce tasks and Snowflake rows from Marketo lead activity use case](https://docs.workato.com/en/getting-started/use-cases/marketo-salesforce-snowflake.md): Build a recipe that connects Marketo, Salesforce, and Snowflake to create tasks and insert rows when new lead activity is detected. - [New HubSpot deal creates new Salesforce lead use case](https://docs.workato.com/en/getting-started/use-cases/hubspot-salesforce-workbot-for-teams.md): Build a recipe that creates new Salesforce leads from new HubSpot deals and posts a message in Microsoft Teams. ### Recipe design - [Recipe Design](https://docs.workato.com/en/recipes/building-recipes.md): Learn how to design Workato recipes by planning the goal, data flow, apps, triggers, actions, logic, and error handling. - [Projects](https://docs.workato.com/en/projects.md): Learn how to create and manage projects in Workato. Use projects to organize your integration assets by department, use case, or application. - [Recipes](https://docs.workato.com/en/recipes.md): Learn more about recipes in Workato. - [Recipe editor](https://docs.workato.com/en/recipes/editor.md): An overview of the Workato recipe editor, including the recipe canvas, the toolbar, the step configuration panel, and how to refresh a recipe's schema. - [Recipe settings](https://docs.workato.com/en/recipes/settings.md): Configure recipe settings in Workato, including concurrency, data retention, and sharing options from the Settings tab. - [Recipe limits](https://docs.workato.com/en/recipes/limits.md): Reference for Workato recipe design-time, run-time, and code size limits, including how code size limits vary across data centers. - [Data tables](https://docs.workato.com/en/data-tables.md): Workato data tables store data referenced by recipes in a scalable, secure, spreadsheet-like interface, and power data storage for workflow apps. - [Error handling best practices](https://docs.workato.com/en/recipes/best-practices-error-handling.md): Learn how to handle errors and monitor Workato recipes using monitor blocks, conditional actions, stop actions, and custom alerts. - [Tools](https://docs.workato.com/en/tools.md): Explore Workato tools and platform capabilities for building recipes, integrating apps, managing workflows, data orchestration, event streams, and more. - [Naming conventions](https://docs.workato.com/en/recipes/naming-conventions.md): Apply consistent naming conventions for Workato projects and integration assets so teams understand each project's purpose and structure. #### Projects - [Canvas](https://docs.workato.com/en/canvas.md): Your project's living visual home. Use Canvas to map your integration architecture, document how assets connect, and communicate your work to teammates and stakeholders. - [Tags for assets](https://docs.workato.com/en/recipes/tags.md): Learn how tags in Workato categorize recipes, connections, data tables, and pages to organize and filter assets across projects. - [Projects FAQs](https://docs.workato.com/en/recipes/projects-faqs.md): Answers to common questions about Workato projects, including what they are, how to organize them, and their key components. #### Recipes - [Connections](https://docs.workato.com/en/connections.md): Learn how Workato connections authorize recipes to interact with apps through triggers and actions, and how to create and reuse them. - [Triggers](https://docs.workato.com/en/recipes/triggers.md): Triggers define events for recipe execution, process data reliably, and operate using polling, real-time, scheduled, or change data capture mechanisms with single, batch, or bulk dispatches. - [Actions](https://docs.workato.com/en/recipes/actions.md): Learn how Workato recipe actions work, including create, update, upsert, search, get, and delete operations across connectors. - [Batch processing](https://docs.workato.com/en/features/batch-processing.md): Learn how batch processing lets one Workato job handle multiple records at once to boost speed and throughput when moving large data volumes. - [Steps](https://docs.workato.com/en/recipes/steps.md): Learn how recipe steps in Workato define automation logic with actions, IF conditions, Repeat steps, and error handling. ##### Connections - [Custom OAuth profiles](https://docs.workato.com/en/custom-oauth-profiles.md): Use custom OAuth profiles to connect Workato with your own OAuth apps for greater control over scopes, security, branding, and authentication. - [Recipes - Connection FAQs](https://docs.workato.com/en/recipes/connection-faqs.md): Answers to common questions about Workato connections, including who can create them, how access works, and managing app instances. ##### Steps - [IF control statements](https://docs.workato.com/en/features/if-conditions.md): Learn how IF control statements add branching logic to Workato recipes using IF, ELSE IF, and ELSE conditions to direct recipe execution. - [Recipe steps - Skip step](https://docs.workato.com/en/recipes/steps/skip-step.md): Learn how to mark recipe steps as skipped in Workato to build and test automation logic incrementally at runtime. - [Recipe building - Copy paste steps](https://docs.workato.com/en/troubleshooting/tips-and-tricks/copy-paste.md): Learn how to copy and paste steps within a Workato recipe or across recipes while preserving step order, logic, and app connections. - [Repeat while loop](https://docs.workato.com/en/recipes/loops.md): Learn how to build a Repeat while loop in Workato that runs steps at least once and continues while a condition is met, with page and count examples. - [Repeat for each loop](https://docs.workato.com/en/recipes/repeat-for-each.md): Learn how the Repeat for each loop in Workato runs nested recipe actions once for every item in a list datapill. - [Conditions](https://docs.workato.com/en/features/conditions.md): Learn how to build IF conditions in Workato recipes using a data field, condition, and value, and combine them with AND or OR operators. - [Recipe steps - FAQs](https://docs.workato.com/en/recipes/steps/steps-faqs.md): Answers to common questions about recipe steps in Workato, including action steps, conditional steps, and repeat steps. #### Recipe editor - [Collaboration safeguards](https://docs.workato.com/en/recipes/collaboration-safeguards.md): Learn how Workato collaboration safeguards show when teammates are editing a recipe to prevent lost work and conflicting changes. - [Recipe keyboard shortcuts](https://docs.workato.com/en/recipes/keyboard-shortcuts.md): Reference for Workato recipe design keyboard shortcuts on macOS and Windows, covering zoom, save, undo, redo, comments, and skipping steps. #### Data tables - [Data tables - Permissions](https://docs.workato.com/en/data-tables/data-table-permissions.md): Set up data table permissions in Workato with RBAC and custom roles to control who can create, view, edit, and delete tables. - [Data table interface](https://docs.workato.com/en/data-tables/data-table-interface.md): Manage Workato data tables at the project level, where you can create, edit, rename, delete, and download tables and columns from the UI. - [Workato connectors - Data tables](https://docs.workato.com/en/data-tables/data-table-connector.md): Learn how the Workato Data table connector provides triggers and actions to use your data tables in recipes, with selectable JSON output formats. - [Data tables - Limits](https://docs.workato.com/en/data-tables/data-table-limits.md): Reference for Workato data table limits, covering general table size, column, and connector trigger and action limits. ##### User interface - [Data tables - Create a data table](https://docs.workato.com/en/data-tables/user-interface/create.md): Create a new Workato data table within a project by building the table structure from scratch or by importing a CSV file. - [Data tables - Create a column](https://docs.workato.com/en/data-tables/user-interface/column-create.md): Create a new column in a Workato data table and set its name, column type, default value, and hint from the data tables interface. - [Data tables - Edit a column](https://docs.workato.com/en/data-tables/user-interface/column-edit.md): Edit a Workato data table column to change its name, default value, and hint. Column type and required setting cannot be changed. - [Data tables - Delete a column](https://docs.workato.com/en/data-tables/user-interface/column-delete.md): Delete a column from a Workato data table using the ellipsis menu. Column deletion is permanent and cannot be undone. - [Data tables - Data tables - Supported column types](https://docs.workato.com/en/data-tables/user-interface/column-types.md): Reference for the column data types supported in Workato data tables, with available operands for each type. - [Data tables - View and sort table data](https://docs.workato.com/en/data-tables/user-interface/view.md): View, filter, sort, and hide columns in Workato data tables to organize records in the data table interface. - [Data tables - Keyboard shortcuts](https://docs.workato.com/en/data-tables/user-interface/keyboard-shortcuts.md): Reference for Workato data table keyboard shortcuts on macOS and Windows for selecting, editing, and managing table data. - [Data tables - Add/edit table data](https://docs.workato.com/en/data-tables/user-interface/edit.md): Edit Workato data table data by adding, updating, and deleting rows using your mouse or keyboard shortcuts in the data tables interface. - [Data tables - Rename a data table](https://docs.workato.com/en/data-tables/user-interface/rename.md): Rename a data table in the Workato data tables interface by editing the table name and saving your changes. - [Data tables - Delete data table](https://docs.workato.com/en/data-tables/user-interface/delete.md): Delete a data table in the Workato data tables interface and review the warning that lists recipes affected by the change. - [Data tables - Download a data table as CSV](https://docs.workato.com/en/data-tables/user-interface/download-csv.md): Download a Workato data table from the data tables interface as a CSV file to export your table data for use outside Workato. - [Data tables - Data tables - activity audit](https://docs.workato.com/en/data-tables/user-interface/activity-audit.md): Track changes to Workato data tables using the activity audit log, and filter activity for a specific table in shared workspaces. ##### Connector ###### Triggers - [Data tables - New records trigger (batch)](https://docs.workato.com/en/data-tables/connector/new-records-batch-trigger.md): The new records trigger checks for new records in a data table you specify in batches. - [Data tables - New record trigger](https://docs.workato.com/en/data-tables/connector/new-record-trigger.md): The new record trigger monitors a data table you specify in real-time for newly created records. - [Data tables - New/updated records trigger (batch)](https://docs.workato.com/en/data-tables/connector/new-updated-records-batch-trigger.md): The new/updated records trigger checks for new or updated records in a data table you specify in batches. - [Data tables - New/updated record trigger](https://docs.workato.com/en/data-tables/connector/new-updated-record-trigger.md): The new/updated record trigger monitors a data table you specify in real-time for newly created or updated records. ###### Actions - [Data tables - Create record action](https://docs.workato.com/en/data-tables/connector/create-record-action.md): The create record action creates a new record in a data table you specify. - [Data tables - Create records action (batch)](https://docs.workato.com/en/data-tables/connector/create-record-batch-action.md): The create records batch action creates new records in a data table you specify. - [Data tables - Delete record action](https://docs.workato.com/en/data-tables/connector/delete-record-action.md): The delete record action deletes a record you specify from a data table using its ID. - [Data tables - Delete records action (batch)](https://docs.workato.com/en/data-tables/connector/delete-record-batch-action.md): The delete records batch action deletes multiple records in a data table you specify. - [Data tables - Delete records by condition action (batch)](https://docs.workato.com/en/data-tables/connector/delete-records-condition-action.md): The delete records by condition batch action deletes all records that match the filter conditions you specify. - [Data tables - Remove values from record action](https://docs.workato.com/en/data-tables/connector/remove-values-from-record-action.md): The remove values from record action removes column values from a record you specify. - [Data tables - Search records (batch) action](https://docs.workato.com/en/data-tables/connector/search-records-action.md): The search records batch action retrieves a list of entries that match the search criteria you specify from a data table. - [Data tables - Truncate table action (batch)](https://docs.workato.com/en/data-tables/connector/truncate-table-action.md): The truncate table batch action permanently deletes all of a data table's records. - [Data tables - Update record action](https://docs.workato.com/en/data-tables/connector/update-record-action.md): The update record action updates a record you specify in a data table. - [Data tables - Update records action (batch)](https://docs.workato.com/en/data-tables/connector/update-record-batch-action.md): The update records batch action updates multiple records in a data table you specify. - [Data tables - Upsert records action](https://docs.workato.com/en/data-tables/connector/upsert-record-action.md): The upsert record action updates a record in a data table if it matches a primary key you specify. - [Data tables - Upsert records action (batch)](https://docs.workato.com/en/data-tables/connector/upsert-record-batch-action.md): The upsert records batch action updates or creates multiple records in a data table in a single batch operation. #### Modify recipe data - [Datapills and fields mapping](https://docs.workato.com/en/recipes/data-pills-and-mapping.md): Learn how datapills work in Workato recipes as variables that map trigger and action output data between app fields. - [Lists](https://docs.workato.com/en/features/list-management.md): Learn how to read, process, and write lists in Workato recipes, including how list datapills appear in the datatree and ways to map them. - [Formulas](https://docs.workato.com/en/formulas.md): Learn how Workato formulas transform and format data across strings, numbers, dates, lists, and complex types using allowlisted Ruby methods. - [Data types](https://docs.workato.com/en/data-types/data-types.md): Reference for the data types Workato supports, including string, integer, date, list, object, boolean, and duration. ##### Lists - [Lists FAQs](https://docs.workato.com/en/features/list-management-faqs.md): Answers to common questions about working with lists in Workato, including mapping list datapills, processing batches, and reading CSV files. ##### Formulas - [Formula mode](https://docs.workato.com/en/formulas/formula-mode.md): Learn how to switch to formula mode in Workato to apply approved formulas, transform data, and format text in recipe input fields. - [Formula mode - Add conditions to formulas](https://docs.workato.com/en/formulas/conditions.md): Learn how to add conditional logic to Workato formulas using Ruby ternary syntax to handle missing values and unexpected data. - [String formulas](https://docs.workato.com/en/formulas/string-formulas.md): Reference for Workato string formulas, allowlisted Ruby methods that manipulate text with conditionals, formatting, and substring checks. - [String formulas FAQs](https://docs.workato.com/en/formulas/string-formulas-faqs.md): Answers to common questions about Workato string formulas, including conditionals, text manipulation, and checking for substrings. - [Number formulas](https://docs.workato.com/en/formulas/number-formulas.md): Learn how to use Workato number formulas for integers and decimals, including arithmetic operations and how result types are returned. - [Date formulas](https://docs.workato.com/en/formulas/date-formulas.md): Learn how to use Workato date and datetime formulas to manipulate dates and perform date arithmetic with days, months, and years. - [Date formulas FAQs](https://docs.workato.com/en/formulas/date-formulas-faqs.md): Find answers to common questions about date and datetime formulas in Workato, including arithmetic, from_now, and wday. - [List and Hash Formulas](https://docs.workato.com/en/formulas/array-list-formulas.md): Learn how to use Workato list and hash formulas to work with arrays, hashes, and lists of hashes when transforming complex data. - [List and hash formulas FAQs](https://docs.workato.com/en/formulas/list-formula-faqs.md): Find answers to common questions about list and hash formulas in Workato, including indexing, negative indexes, first, and last. - [Other formulas](https://docs.workato.com/en/formulas/other-formulas.md): Reference for Workato formulas that work across data types, including null, clear, and accessing nested values with square brackets. - [Troubleshooting - Formula troubleshooting](https://docs.workato.com/en/troubleshooting/formula-troubleshooting.md): Learn how to use Workato formulas to transform, validate, and process recipe data, with solutions for common formatting scenarios. ##### Data types - [Duration data type](https://docs.workato.com/en/data-types/duration-data-type.md): The duration data type converts duration to a number (in seconds). - [Complex data types](https://docs.workato.com/en/formulas/complex-data-types.md): Learn how to use formula mode in Workato to map complex data types like objects and arrays, including JSON, in recipe input fields. #### Error handling - [Monitor errors across recipes with RecipeOps](https://docs.workato.com/en/recipes/monitor-errors-recipeops.md): Set up RecipeOps triggers to monitor failed jobs and recipes stopped by Workato across your workspace, then send alerts or restart workflows. - [Errors notifications emails](https://docs.workato.com/en/recipes/error-notifications.md): Learn how Workato error notification emails work, including when alerts are sent, what triggers them, and how to manage recipients and alert scope. - [Error type IDs](https://docs.workato.com/en/recipes/error-type-id.md): Reference for Workato error type IDs and job error metadata fields used to detect, group, and target failures in Monitor actions for error blocks. #### Expand automation possibilities - [Scheduler by Workato](https://docs.workato.com/en/features/scheduler.md): Run recipes at customized intervals using the Scheduler by Workato. Configure simple or complex schedules to trigger workflows independent of external app events. - [Recipe Functions by Workato](https://docs.workato.com/en/connectors/recipe-functions.md): The Recipe Functions by Workato connector enables you to build reusable recipes that can be called from other recipes to reduce redundancy and simplify testing. - [Callable recipes by Workato](https://docs.workato.com/en/features/callable-recipes.md): Callable recipes are recipes invoked from another recipe to reuse a repeatable set of steps and keep recipes shorter and easier to maintain. - [Lookup tables by Workato](https://docs.workato.com/en/features/lookup-tables.md): Lookup tables let Workato recipes store, reference, and manage frequently used data in a table of entry rows and value columns, like a cross-reference. - [SQL Collection by Workato](https://docs.workato.com/en/features/collection.md): SQL Collection by Workato is a native app that manipulates table data, letting you run SQL queries to sync and transform data across systems. - [File tools by Workato](https://docs.workato.com/en/features/file-tools-by-workato.md): Use the File tools by Workato connector to facilitate the handling and movement of files within your recipes. - [XML tools by Workato](https://docs.workato.com/en/connectors/xml-tools-workato.md): XML tools by Workato is a utility connector that parses, generates, transforms, and validates XML documents directly inside your recipes. - [Resources](https://docs.workato.com/en/resources.md): Learn how Workato resources let you define XSD, XSLT, and WSDL files once and reference them across recipes with version management and security. - [CSV tools by Workato](https://docs.workato.com/en/connectors/csv-by-workato.md): CSV tools by Workato is a utility connector that parses, transforms, and generates CSV files directly in recipes without external services. - [JSON tools by Workato](https://docs.workato.com/en/connectors/json-by-workato.md): The JSON tools by Workato connector enables you to parse JSON documents and extract values into usable datapills from structured data sources. - [YAML tools by Workato](https://docs.workato.com/en/connectors/yaml-by-workato.md): YAML tools by Workato is a utility connector that parses raw YAML content from files or documents into structured datapills for your recipes. - [PDF tools by Workato](https://docs.workato.com/en/connectors/pdf-tools-by-workato.md): The PDF tools by Workato connector lets you convert, stamp, split, merge, and extract text from PDF documents directly within recipes. - [PGP tools by Workato](https://docs.workato.com/en/connectors/pgp-by-workato.md): PGP tools by Workato is a utility connector that encrypts, decrypts, signs, and verifies data using the AES256 cipher and SHA256 digest. - [Handling files and attachments](https://docs.workato.com/en/handling-files-and-attachments.md): Learn how Workato moves and parses files and attachments across FTP, file systems, APIs, and S3, handling both text and binary file formats. - [Workato FileStorage](https://docs.workato.com/en/features/workato-filestorage.md): Workato FileStorage lets you create, store, append to, and retrieve files within Workato recipes, and organize them into directories. - [Data orchestration - ETL/ELT](https://docs.workato.com/en/features/etl-elt-guide.md): Learn how to build ETL and ELT recipes in Workato to extract, transform, and load data from sources into a data warehouse or data lake. - [Variables by Workato](https://docs.workato.com/en/features/variables.md): Variables by Workato lets you declare mutable, typed datapills that hold and update values within the scope of a single recipe job. - [Common data model](https://docs.workato.com/en/features/common-data-model.md): Learn how the common data model defines a standard schema in Workato so integrations build on a canonical structure instead of individual apps. - [RecipeOps by Workato](https://docs.workato.com/en/connectors/recipeops.md): The RecipeOps by Workato connector enables you to monitor and manage active recipes, automating responses to stopped recipes and failed jobs. - [Message template by Workato](https://docs.workato.com/en/features/message-template.md): Message template by Workato lets you build reusable Mustache templates that generate HTML, text, JSON, and XML messages for your recipes. - [Environment properties](https://docs.workato.com/en/features/account-properties.md): Learn how Workato environment properties store account-wide configuration parameters that all recipes can use as values in the data tree. - [Project properties](https://docs.workato.com/en/features/project-properties.md): Learn how project properties store name-value configuration parameters scoped to a single Workato project for use across recipes and Workflow apps. - [Workato Logging Service](https://docs.workato.com/en/features/logging-service.md): Workato Logging Service provides centralized storage to collect, search, and filter recipe log entries using the Logger by Workato connector. - [Features - Runtime user connections](https://docs.workato.com/en/features/runtime-user-connections.md): Learn how runtime user connections let recipe users authenticate with their own credentials at runtime instead of the default connection. - [Secondary connectors](https://docs.workato.com/en/features/secondary-connectors.md): Learn how secondary connectors let you connect two instances of the same app in Workato to move and sync data between them in a recipe. - [Long actions](https://docs.workato.com/en/recipes/long-actions.md): Learn how Workato long actions process bulk data over minutes to hours without timeout errors, including supported connectors and long pauses. - [EDI tools by Workato](https://docs.workato.com/en/features/edi/edi-by-workato.md): EDI tools by Workato let you generate and parse EDI documents in recipes, with support for the EDIFACT, HL7, and X12 standards. - [Regex overview](https://docs.workato.com/en/regex.md): Learn how to use regex in Workato to match text patterns, extract information, and validate input across formulas, recipes, and Workflow apps. - [Workato connectors - RPA by Workato](https://docs.workato.com/en/connectors/rpa-by-workato.md): The RPA by Workato connector lets you start automation jobs, get job and process details, retrieve job logs, and list departments and processes. ##### Scheduler by Workato - [Scheduler by Workato - New recurring event trigger](https://docs.workato.com/en/features/scheduler/triggers/new-recurring-event.md): Use the New recurring event trigger to define the interval at which your recipe runs. - [Scheduler by Workato - Get current time action](https://docs.workato.com/en/features/scheduler/actions/get-current-time.md): Use the Get current time action to retrieve the exact date and time at which a recipe step is executed during a job. - [Scheduler by Workato - Wait for time duration action](https://docs.workato.com/en/features/scheduler/actions/wait-for-time-duration.md): Use the Wait for time duration action to pause a job for a specified length of time before carrying out subsequent actions in the recipe. - [Scheduler by Workato - Wait until specified time action](https://docs.workato.com/en/features/scheduler/actions/wait-until-specified-time.md): Use the Wait until specified time action to specify the time to wait until before proceeding on to the next step. ##### Callable recipes by Workato - [Migrate to recipe functions and API recipes](https://docs.workato.com/en/features/callable-recipes/migrating-to-recipe-functions-api-recipes.md): Migrate callable recipes to Recipe functions and API Platform, with guidance on the new recipe types and how their triggers and actions compare. - [Callable Recipes - Walkthrough](https://docs.workato.com/en/features/callable-recipes/walk-through.md): Walk through building a callable recipe that reuses shared logic, using a Salesforce to QuickBooks Online invoice scenario as the example. - [Callable Recipes - New Call For Recipe Trigger](https://docs.workato.com/en/features/callable-recipes/new-call-trigger.md): Reference for the New call for recipe trigger in Callable recipes, which creates a job in real time when called from another recipe or REST endpoint. - [Callable Recipes - Return Response From Recipe Action](https://docs.workato.com/en/features/callable-recipes/return-response-action.md): Reference for the Return response from recipe action in Callable recipes, which replies to a recipe call with a status and any returned data. - [Callable Recipes - Call Recipe Actions](https://docs.workato.com/en/features/callable-recipes/call-recipe-action.md): Reference for the Call recipe action in Callable recipes, covering synchronous and asynchronous input and output fields used to invoke a recipe. - [Callable Recipes - Wait for async calls action](https://docs.workato.com/en/features/callable-recipes/wait-for-async-action.md): Reference for the Wait for async calls action in Callable recipes, which holds a recipe until all asynchronous calls finish processing. ##### SQL Collection by Workato - [SQL Collection by Workato FAQs](https://docs.workato.com/en/features/collection-faqs.md): Answers to common questions about SQL Collection by Workato, including data transformation, large datasets, connection setup, and available actions. ##### File tools by Workato - [File tools by Workato - Compress files action](https://docs.workato.com/en/features/compress-files.md): Use the Compress files action in File tools by Workato to combine multiple files from any app into a single zip or gzip archive. - [File tools by Workato - Get file from URL action](https://docs.workato.com/en/features/get-file-from-url.md): Use the Get file from URL action to retrieve text or binary file contents from a public URL in Workato recipes, with file streaming support. - [File tools by Workato - Transform image file action](https://docs.workato.com/en/features/transform-image-file.md): Use the Transform image file action from File tools by Workato to convert images to PNG or JPG and resize them to a set width and height. - [File tools by Workato - Uncompress a file action](https://docs.workato.com/en/features/uncompress-files.md): Use the Uncompress a file action from File tools by Workato to extract .zip, .tar.gz, and .gz files from any connected app. ##### XML tools by Workato - [XML tools by Workato - Parse XML document action](https://docs.workato.com/en/features/parse-xml-document.md): This action converts an XML document into structured output for use in recipes, with optional streaming for large payloads. - [XML tools by Workato - Parse XML document (Deprecated) action](https://docs.workato.com/en/features/parse-xml-action.md): This action extracts data from XML and converts it into datapills for use in recipes. This action is deprecated. - [XML tools by Workato - Generate XML document from XSD action](https://docs.workato.com/en/features/generate-xml-from-xsd.md): The Generate XML document from XSD action interprets an XSD file and generates a sample XML document that aligns with its structure and data types. - [XML tools by Workato - Generate XML document from a sample XML action](https://docs.workato.com/en/features/generate-xml-from-xml.md): The Generate XML document from a sample XML action infers the structure of an XML document from a sample payload and generates an XML document that matches that structure. - [XML tools by Workato - Transform XML using XSLT action](https://docs.workato.com/en/features/transform-xml-using-xslt.md): This action applies an XSLT script to transform XML into another format. Supports XSLT 1.1 and earlier. - [XML tools by Workato - Transform XML using XSLT (Deprecated) action](https://docs.workato.com/en/features/transform-xml-using-xslt-deprecated.md): This action applies an XSLT script to transform XML into another format. Supports XSLT 1.1 and earlier. This action is deprecated. - [XML tools by Workato - Validate XML document with XSD action](https://docs.workato.com/en/features/validate-xml-with-xsd.md): Use XML tools by Workato to validate an XML document against an XSD schema, enforcing structure, element order, and data types. ##### CSV tools by Workato - [CSV tools by Workato – Parse CSV action](https://docs.workato.com/en/connectors/csv-by-workato/parse-csv-action.md): This action parses a CSV-formatted string into an array of lines for use in recipes. - [CSV tools by Workato – Compose CSV action](https://docs.workato.com/en/connectors/csv-by-workato/compose-csv-action.md): This action converts a list of objects into a CSV-formatted string for export or storage. ##### JSON tools by Workato - [JSON tools by Workato – Parse JSON action](https://docs.workato.com/en/connectors/json-by-workato/parse-json-action.md): This action parses raw JSON into structured datapills based on a sample document. ##### YAML tools by Workato - [YAML tools by Workato – Parse YAML document action](https://docs.workato.com/en/connectors/yaml-by-workato/parse-yaml-action.md): This action parses raw YAML content into structured datapills based on a sample document. ##### PDF tools by Workato ###### Actions - [PDF tools by Workato – Convert to PDF action](https://docs.workato.com/en/connectors/pdf-tools-by-workato/actions/convert-to-pdf.md): The Convert to PDF action converts a source document to a PDF file. - [PDF tools by Workato – Extract text from PDF action](https://docs.workato.com/en/connectors/pdf-tools-by-workato/actions/extract-text-from-pdf.md): The Extract text from PDF action extracts raw text content from digital PDF documents, returning unstructured text. - [PDF tools by Workato – Merge PDF action](https://docs.workato.com/en/connectors/pdf-tools-by-workato/actions/merge-pdf.md): The Merge PDF action combines multiple PDF documents into a single PDF file. - [PDF tools by Workato – Split PDF action](https://docs.workato.com/en/connectors/pdf-tools-by-workato/actions/split-pdf.md): The Split PDF action splits a PDF document into multiple PDF files. - [PDF tools by Workato – Stamp PDF action](https://docs.workato.com/en/connectors/pdf-tools-by-workato/actions/stamp-pdf.md): The Stamp PDF action adds text or image stamps to PDF pages as overlays while preserving original content. ##### PGP tools by Workato - [PGP tools by Workato – Decrypt data action](https://docs.workato.com/en/connectors/pgp-by-workato/decrypt-data-action.md): This action decrypts content using a private key and passphrase. - [PGP tools by Workato – Encrypt data action](https://docs.workato.com/en/connectors/pgp-by-workato/encrypt-data-action.md): This action encrypts data using a public key. - [PGP tools by Workato – Sign a message action](https://docs.workato.com/en/connectors/pgp-by-workato/sign-message-action.md): This action signs data using the private key and passphrase from the connection. - [PGP tools by Workato – Verify a signed message action](https://docs.workato.com/en/connectors/pgp-by-workato/verify-signed-message.md): This action verifies signed data using a public key. ##### Working with files - [Handle CSVs](https://docs.workato.com/en/features/handling-csv-files.md): Learn how to process CSV files in Workato recipes using CSV tools by Workato or connector-specific triggers and actions to parse tabular data. - [Handling JSON](https://docs.workato.com/en/features/handling-json.md): Learn how to handle raw JSON in Workato recipes using JSON tools by Workato or custom connectors to extract datapills from name/value pairs. - [Handling JSON FAQs](https://docs.workato.com/en/features/handling-json-faqs.md): Answers to common questions about handling JSON data in Workato recipes, including what JSON is and how Workato exposes it. - [XML tools by Workato](https://docs.workato.com/en/features/handling-xml.md): Learn how to parse, transform, validate, and generate XML in Workato recipes using XML tools by Workato with files from Dropbox, SFTP, or Drive. - [Handling SOAP](https://docs.workato.com/en/features/handling-soap.md): Learn how to parse and create SOAP messages in Workato recipes. SOAP tools by Workato is deprecated; migrate to Message Templates and XML tools. - [Handling YAML](https://docs.workato.com/en/features/handling-yaml.md): Learn how Workato handles YAML content, using YAML tools by Workato to parse files and extract structured values during recipe execution. - [Handling binary files](https://docs.workato.com/en/features/handling-binary-files.md): Learn how to move binary files across apps in Workato recipes using a public URL or by downloading and uploading file content. - [Workato connectors - File streaming](https://docs.workato.com/en/features/file-streaming.md): Learn how Workato file streaming transfers large files in chunks between apps, staying within source and destination memory limits. - [Encrypt and decrypt files with PGP](https://docs.workato.com/en/features/pgp-encryption.md): Encrypt, decrypt, sign, and verify files with the PGP tools by Workato connector to secure data before transfer or storage in shared environments. ##### Workato FileStorage - [FileStorage UI](https://docs.workato.com/en/features/filestorage/filestorage-console.md): Use the Workato FileStorage UI to upload, download, rename, move, delete, search, and manage files and directories with virus scanning. - [FileStorage connector](https://docs.workato.com/en/features/filestorage/filestorage-connector.md): Store, manage, and process files within Workato recipes using the FileStorage connector, with triggers and actions for files and directories. - [FileStorage connector - New CSV file trigger](https://docs.workato.com/en/features/filestorage/new-csv-file-trigger.md): Trigger Workato recipes in real time when a new CSV file matching a column schema is created in Workato FileStorage, returning rows in batches. - [FileStorage connector - New lines in CSV file trigger](https://docs.workato.com/en/features/filestorage/new-csv-lines-in-file-trigger.md): Trigger Workato recipes in real time when new lines are added to a CSV file in Workato FileStorage, returning the rows in batches. - [FileStorage connector - New file trigger](https://docs.workato.com/en/features/filestorage/new-file-trigger.md): Trigger Workato recipes in real time when a new file is created or uploaded to a monitored directory in Workato FileStorage. - [Workato FileStorage connector - Append to file action](https://docs.workato.com/en/features/filestorage/append-to-file-action.md): Reference for the Workato FileStorage Append to file action, including CSV schema, header, delimiter, and encoding input and output fields. - [FileStorage connector - Create directory action](https://docs.workato.com/en/features/filestorage/create-directory-action.md): Reference for the Workato FileStorage Create directory action, including directory name and path input fields and output fields. - [FileStorage connector - Create file action](https://docs.workato.com/en/features/filestorage/create-file-action.md): Reference for the Workato FileStorage Create file action, including file contents, CSV schema, and overwrite input and output fields. - [FileStorage connector - Delete directory action](https://docs.workato.com/en/features/filestorage/delete-directory-action.md): Reference for the Workato FileStorage Delete directory action, including the directory path input field and output fields. - [FileStorage connector - Delete file action](https://docs.workato.com/en/features/filestorage/delete-file-action.md): Reference for the Workato FileStorage Delete file action, including the file path input field and the deleted file path output field. - [FileStorage connector - Generate shareable file link action](https://docs.workato.com/en/features/filestorage/generate-shareable-link-action.md): Reference for the Workato FileStorage Generate shareable file link action, including scope, file path, and expiry input and output fields. - [FileStorage connector - Get file contents action](https://docs.workato.com/en/features/filestorage/get-file-contents-action.md): Reference for the Workato FileStorage Get file contents action, including the file path input field and contents, size, and timestamp outputs. - [FileStorage connector - Get lines from CSV file action](https://docs.workato.com/en/features/filestorage/get-lines-csv-action.md): Use the Get lines from CSV file batch action to retrieve up to 50,000 CSV lines from a file in Workato FileStorage. - [FileStorage connector - Rename/move file action](https://docs.workato.com/en/features/filestorage/rename-move-file-action.md): Use the Rename/move file action to rename a file or move it to a new destination directory in Workato FileStorage. - [FileStorage connector - Search files action](https://docs.workato.com/en/features/filestorage/search-files-action.md): Use the Search files action to find files matching a name condition across directories and subdirectories in Workato FileStorage. ##### Project properties - [Project properties - Manage](https://docs.workato.com/en/features/project-properties-manage.md): Create, edit, and delete project properties in Workato using the Project properties interface within a project's settings. - [Project properties - use in recipes](https://docs.workato.com/en/features/project-properties-use-in-recipes.md): Use project properties as datapills in Workato recipes within their scope by mapping them from the Recipe data menu into input fields. - [Project properties - FAQ](https://docs.workato.com/en/features/project-properties-faq.md): Answers to common questions about project properties in Workato, including name conflicts and how moving recipes between projects affects values. ##### Runtime user connections - [Use runtime user connections in Recipe functions](https://docs.workato.com/en/features/runtime-user-connections/using-runtime-user-connections-in-recipe-functions.md): Set up runtime user connections in recipe functions so actions run with each user's own credentials instead of the default recipe connection. - [Use runtime user connections in Workbot recipes](https://docs.workato.com/en/features/runtime-user-connections/using-runtime-user-connections-in-workbot-recipes.md): Set up runtime user connections in Workbot recipes so users authenticate with their own credentials in Slack or Microsoft Teams commands. ##### EDI tools by Workato - [Generate EDI action](https://docs.workato.com/en/features/edi/generate-edi-action.md): Use the Generate EDI action in EDI tools by Workato to create EDI documents from a transaction type or a sample document. - [Parse EDI action](https://docs.workato.com/en/features/edi/parse-edi-action.md): Use the Parse EDI action in EDI tools by Workato to convert EDIFACT, HL7, or X12 documents into datapills for downstream recipe steps. ##### RPA by Workato - [RPA by Workato - Get job detail action](https://docs.workato.com/en/connectors/rpa-by-workato/get-job-detail.md): The Get job detail action retrieves information from an RPA job you specify. - [RPA by Workato - Get job logs action (batch)](https://docs.workato.com/en/connectors/rpa-by-workato/get-job-logs-batch.md): The Get job logs batch action retrieves the logs of an RPA job you specify. - [RPA by Workato - Get process details action](https://docs.workato.com/en/connectors/rpa-by-workato/get-process-details.md): The Get process details action retrieves information from a process you specify. - [RPA by Workato - List departments action (batch)](https://docs.workato.com/en/connectors/rpa-by-workato/list-departments-batch.md): The List departments batch action retrieves a list of all departments in your RPA instance. - [RPA by Workato - List processes by department action (batch)](https://docs.workato.com/en/connectors/rpa-by-workato/list-processes-by-department-batch.md): The List processes by department batch action retrieves all processes from a department and stage you specify. - [RPA by Workato - Start job action](https://docs.workato.com/en/connectors/rpa-by-workato/start-job.md): The Start job action starts an RPA job in the process you specify. #### After you create your recipe - [Test automation - overview](https://docs.workato.com/en/test-automation.md): Workato Test Automation lets you test recipe functionality with mock data, create test cases, run tests, and integrate testing into your CI/CD pipeline. - [Testing recipes](https://docs.workato.com/en/recipes/testing.md): Test recipes in the Workato testing environment before starting them to confirm steps run correctly and data is processed accurately. - [Testing, starting, and stopping recipes](https://docs.workato.com/en/recipes/start-and-stop.md): Learn how to test, start, and stop recipes in Workato, including how recipes resume processing and when Workato stops them. - [View a recipe](https://docs.workato.com/en/recipes/read-only-mode.md): Learn how to view a recipe's steps, jobs, and version history in Workato without the risk of accidentally editing it. - [Recipes - Jobs](https://docs.workato.com/en/recipes/jobs.md): Learn how Workato jobs work, including job metadata, statuses, step details, durations, and tasks used to monitor and troubleshoot recipe runs. - [Optimizing task usage](https://docs.workato.com/en/recipes/optimizing-task-usage.md): Learn strategies to reduce Workato task usage, including poll frequency, scheduled jobs, and batch or bulk triggers and actions. ##### Test Automation - [Test automation - Test cases overview](https://docs.workato.com/en/test-automation/test-case.md): Learn how Workato test cases use mock data and checks on specific recipe steps to verify that a recipe behaves as expected. - [Test automation - Test case - Create](https://docs.workato.com/en/test-automation/test-case-create.md): Create a recipe-level test case in Workato test automation and give it a unique, descriptive name to start testing your recipe. - [Test automation - Test case - Set up](https://docs.workato.com/en/test-automation/test-case-set-up.md): Set up a Workato test case by mocking the recipe trigger and steps, adding data checks, and validating the test before you run it. - [Test automation - Test case - View](https://docs.workato.com/en/test-automation/test-case-view.md): View a Workato test case and understand its mock and check badges, step input config, and other details for each recipe step. - [Test automation - Test case - Run](https://docs.workato.com/en/test-automation/test-case-run.md): Run a Workato test case to verify recipe functionality, with details on run priority, how mocked steps execute, and how data checks work. - [Test automation - Test case - View results](https://docs.workato.com/en/test-automation/test-case-results.md): View test case run results in Workato, including pass or fail status, the check that failed, and links to the test case run jobs. - [Test automation - FAQ](https://docs.workato.com/en/test-automation/faq.md): Answers to common questions about Workato test automation, including versioning, loops, RLCM packages, and cloning behavior. - [Test automation limits](https://docs.workato.com/en/test-automation/limits.md): Reference for Workato test automation limits, including the constraints that apply to test cases and recipe testing. ##### Testing recipes - [Testing recipes](https://docs.workato.com/en/recipes/testing.md): Test recipes in the Workato testing environment before starting them to confirm steps run correctly and data is processed accurately. ##### View job reports - [Cancel job](https://docs.workato.com/en/recipes/cancel-job.md): Cancel a running Workato job from the job details page to stop a recipe that has a bug or appears stuck in processing. - [Rerunning jobs](https://docs.workato.com/en/recipes/rerun-job.md): Learn how to rerun jobs in Workato, including scenarios, limitations, and best practices. - [Viewing Jobs FAQs](https://docs.workato.com/en/recipes/viewing-jobs-faqs.md): Answers to common questions about viewing Workato recipe jobs, including job reports, metadata, statuses, and data retention. ### Troubleshooting - [Troubleshooting](https://docs.workato.com/en/troubleshooting.md): Troubleshoot Workato recipes with guidance on design-time and run-time errors, error codes, timeouts, connection issues, and debugging best practices. - [General error codes](https://docs.workato.com/en/troubleshooting/general-errors.md): Reference for common HTTP error codes returned in Workato recipes, including 400, 401, 403, 404, 422, and 500, with causes and fixes. - [Troubleshooting - Webhook Rate Limits](https://docs.workato.com/en/troubleshooting/webhook-gateway-limits.md): Learn how the Workato webhook gateway enforces rate and byte limits per environment and how leaky bucket rate limiting handles bursts. - [Common recipe errors](https://docs.workato.com/en/recipes/design-runtime-error.md): Learn the difference between design-time and run-time recipe errors in Workato to troubleshoot and keep recipes running smoothly. #### General error codes - [Troubleshooting - 400 Bad request error](https://docs.workato.com/en/troubleshooting/400-bad-request-error.md): Learn why the 400 Bad Request error occurs in Workato from malformed requests or invalid input, and how to troubleshoot and resolve it. - [Troubleshooting - 401 Unauthorized error](https://docs.workato.com/en/troubleshooting/401-unauthorized-error.md): Learn why the 401 Unauthorized error occurs in Workato when credentials are rejected, and how to reconnect the app to resolve it. - [Troubleshooting - 403 Forbidden error](https://docs.workato.com/en/troubleshooting/403-forbidden-error.md): Learn why the 403 Forbidden error occurs in Workato when a connection lacks permissions, and how to troubleshoot it in triggers and actions. - [Troubleshooting - 404 Not found](https://docs.workato.com/en/troubleshooting/404-not-found.md): Learn why the 404 Not Found error occurs in Workato when a record or identifier is invalid, and how to troubleshoot and resolve it. - [Troubleshooting - 422 Unprocessable Entity](https://docs.workato.com/en/troubleshooting/422-unprocessable-entity.md): Learn why the 422 Unprocessable Entity error occurs in Workato from invalid or conflicting input data, and how to troubleshoot and fix it. - [Troubleshooting - 500 internal server error](https://docs.workato.com/en/troubleshooting/500-internal-server-error.md): Learn why the 500 Internal Server Error occurs in Workato from a server-side failure in the external service, and what to do next. #### Solution articles - [Troubleshooting - Undefined method for nil:NILClass](https://docs.workato.com/en/troubleshooting/undefined-method-for-nilclass.md): Troubleshoot the Undefined method for nil:NilClass error in Workato recipes that occurs when a formula runs on an empty datapill. - [Troubleshooting - Column does not exist](https://docs.workato.com/en/troubleshooting/column-does-not-exist.md): Learn why the UndefinedColumn SQL error occurs in Workato when a query references a missing column, and how to troubleshoot and resolve it. #### Common recipe errors - [Design-time errors](https://docs.workato.com/en/recipes/design-time-errors.md): Learn how to find and fix design-time errors in Workato recipes that prevent you from testing or starting the recipe. - [Run-time errors](https://docs.workato.com/en/recipes/run-time-errors.md): Learn how to identify and troubleshoot run-time errors that occur during recipe job execution in Workato. - [Memory optimization best practices](https://docs.workato.com/en/recipes/memory-utilization.md): Learn how to optimize recipe memory use, avoid temporary job dispatch failures, and handle large batches and files with batch and streaming actions. - [Infinite loops](https://docs.workato.com/en/recipes/infinite-loops.md): Learn what infinite loops are in Workato recipes, how to recognize them in bi-directional syncs, and how to prevent recipes from triggering themselves. - [Job errors](https://docs.workato.com/en/recipes/recipe-job-errors.md): Learn how to troubleshoot recipe job errors in Workato, including trigger errors, run-time formula errors, missing fields, and timeouts. - [Rate limiting](https://docs.workato.com/en/recipes/rate-limiting.md): Learn how API rate limits cause errors in Workato recipes and how to optimize recipes or raise limits to avoid hitting them. ##### Design-time errors - [Unestablished connectivity](https://docs.workato.com/en/recipes/design-time-errors/unestablished-connectivity.md): Learn how to resolve unestablished connectivity errors in Workato recipes caused by changed credentials, missing permissions, or wrong configurations. - [Action and fields errors](https://docs.workato.com/en/recipes/design-time-errors/empty-actions.md): Learn how to identify and fix action and field errors in Workato recipes, including empty actions, missing input fields, and invalid datapills. - [Incorrect formulas and code actions](https://docs.workato.com/en/recipes/design-time-errors/incorrect-formulas.md): Learn how to find and fix formula and code action errors in Workato recipes, including syntax mistakes in SQL, Python, Ruby, and JavaScript steps. - [On-prem agent (OPA) error troubleshooting](https://docs.workato.com/en/recipes/design-time-errors/opa-errors.md): Troubleshoot common Workato on-prem agent (OPA) errors covering setup, upgrades, runtime behavior, connections, and how to locate and read OPA logs. ##### Run-time errors - [Action and trigger errors](https://docs.workato.com/en/recipes/run-time-errors/action-internal-errors.md): Learn how to identify and troubleshoot action errors (caught and uncaught) and trigger errors during recipe job execution in Workato. - [Internal and upstream/downstream application errors](https://docs.workato.com/en/recipes/run-time-errors/internal-upstream-errors.md): Learn how to distinguish and troubleshoot internal Workato errors from upstream and downstream application errors in your recipes. - [Troubleshooting APIM/webhook calls at run time](https://docs.workato.com/en/recipes/run-time-errors/apim-webhooks.md): Troubleshoot APIM and webhook call errors in Workato by checking network connectivity, access permissions, and HTTP status codes. #### Best practices - [Tips and tricks - Test frequently](https://docs.workato.com/en/troubleshooting/tips-and-tricks/test-frequently.md): Learn how to build and test Workato recipes incrementally using skip steps to isolate logic, compare paths, and catch errors early. - [Security best practices for recipes](https://docs.workato.com/en/recipes/recipe-security.md): Follow security best practices for Workato recipes, including storing credentials in connections, using a secrets manager, and data masking. #### Troubleshooting tools - [Job debug tracing](https://docs.workato.com/en/recipes/job-debug-tracing.md): Learn how to use Workato job debug tracing to view detailed HTTP requests, responses, headers, and payloads for each recipe action line. ### Embedded - [Embedded](https://docs.workato.com/en/oem.md): Workato Embedded lets software vendors build and manage product integrations directly in their apps, deploying automations across thousands of customers. - [Embedded Workspace structure](https://docs.workato.com/en/oem/workspace-structure.md): Learn the Embedded workspace structure, including the admin workspace, customer workspaces, collaborators, and customer managers. - [Workato customer experience options](https://docs.workato.com/en/oem/cx-options.md): Compare Workato Embedded customer experience options, from managed services to self-service models, and choose the right fit. - [Embedded Admin console](https://docs.workato.com/en/oem/admin-console.md): The Embedded Admin console is the central hub where partners manage, monitor, and provision customers and view sharing settings and usage metrics. - [Embed Partner Program](https://docs.workato.com/en/oem/partner-program.md): Join the Embed Partner Program to refer customers to Workato orchestration and earn credit toward your Embed contract for each referral. #### Customer experience options - [Workato Fully Embedded](https://docs.workato.com/en/oem/workato-embedded.md): Workato Fully Embedded lets you build and manage customer integrations inside your product using full page or widget iframes in the UI. ##### Implementation - [JWT direct linking](https://docs.workato.com/en/oem/jwt-direct-linking.md): Set up JWT direct linking for Workato Embedding: generate a key pair, install a direct link URL microservice, and create a signed JWT. - [JWT direct linking troubleshooting](https://docs.workato.com/en/oem/jwt-troubleshooting.md): Troubleshoot JWT direct linking with fixes for common issues, browser cookie settings, and HTTP, JWT payload, and account error codes. - [Embedded - Branded access SSO - JWT direct linking implementation](https://docs.workato.com/en/oem/branded-access-implementation.md): Set up branded access SSO for Embedded by redirecting customers to Workato through a JWT-authenticated direct link URL. - [Embedded Implementation](https://docs.workato.com/en/oem/workato-embedded-implementation.md): Embed Workato into your product UI using full page and widget iframes to let customers build, manage, and monitor integrations. #### Admin console - [Embedded admin console customers tab](https://docs.workato.com/en/oem/admin-console/customers.md): Use the Customers tab in the Embedded Admin console to view usage, add and manage customers, and access their workspaces and settings. - [Customer managers](https://docs.workato.com/en/oem/admin-console/customer-managers.md): Create and manage customer managers in the Embedded Admin console to give team members role-based access to customer workspaces. - [Embedded Shared connectors](https://docs.workato.com/en/oem/admin-console/shared-connectors.md): Build, share, version, and remove custom connectors across all Embedded customer workspaces using shared connectors in the Admin console. - [Embedded Usage metrics](https://docs.workato.com/en/oem/admin-console/usage-metrics.md): View the Usage metrics tab in the Embedded Admin console for task, connection, customer, and recipe trends across all customer workspaces. - [Branding - Theme editor](https://docs.workato.com/en/oem/branding.md): Use the Workato theme editor to customize colors, fonts, and spacing so the Embedded platform matches your brand identity. #### Features - [Embedded APIP enablement](https://docs.workato.com/en/oem/apip-enablement.md): Enable the API platform in Embedded customer workspaces by building endpoint recipes, importing collections, and creating clients and applications. - [Custom OAuth Profiles - Embedded partners](https://docs.workato.com/en/oem/custom-oauth-embedded.md): Custom OAuth profiles let Embedded partners connect their own branded apps on supported connectors with custom scopes and consent. - [Dynamic field mapping](https://docs.workato.com/en/oem/dynamic-field-mapping.md): Dynamic field mapping lets Embedded partners configure recipes so customers map source and destination fields outside the recipe builder. - [Managing customer usage](https://docs.workato.com/en/oem/oem-recipeops.md): Use the Embedded RecipeOps connector to monitor and manage active recipes and customer usage thresholds across all customers at scale. - [Environments for Embedded customers](https://docs.workato.com/en/oem/embedded-environments.md): Embedded Environments add isolated Development, Test, and Production workspaces for your customers under a single Admin workspace. - [Embedded Private community](https://docs.workato.com/en/oem/oem-community.md): Customize the Embedded Private Community to recommend recipes and apps to your customers so they can start building integrations quickly. - [Embedded Shared connectors](https://docs.workato.com/en/oem/admin-console/shared-connectors.md): Build, share, version, and remove custom connectors across all Embedded customer workspaces using shared connectors in the Admin console. ##### Environments - [Embedded Environments - Migrate Environments and API clients](https://docs.workato.com/en/oem/embedded-environments/migrate-embedded-environments.md): Adopt Embedded Environments by migrating existing customer workspaces into isolated Development, Test, and Production environments. - [Embedded Environments - Provision Environments](https://docs.workato.com/en/oem/embedded-environments/provision-embedded-environments.md): Provision the Environments feature for individual Embedded customers and assign collaborator roles per environment in your Workato workspace. - [Embedded Environments - Deploy environments](https://docs.workato.com/en/oem/embedded-environments/deploy-environment.md): Deploy projects and recipes between Embedded Environments and review deployment history using the Deployments tab. - [Embedded Environments - APIs](https://docs.workato.com/en/oem/embedded-environments/embedded-environments-api.md): Use Embedded APIs with Environments by targeting the Development, Test, or Production workspace ID for each managed customer. - [Embedded Environments - Roles](https://docs.workato.com/en/oem/embedded-environments/environment-roles.md): Assign collaborator roles and deployment permissions for each Embedded Environment to control access across Development, Test, and Production. - [Embedded Environments - FAQs](https://docs.workato.com/en/oem/embedded-environments/embedded-environments-faq.md): Answers to common questions about Embedded Environments, including deployment access, environment roles, and collaborator permissions. ### Embedded API - [Embedded Partner APIs](https://docs.workato.com/en/oem/oem-api.md): Workato Embedded Partner Platform APIs let partners programmatically create and manage customers and assets like recipes and connections. - [Embedded API rate limits](https://docs.workato.com/en/oem/oem-api/limits.md): Reference for Embedded API rate, timeout, and payload limits applied to requests across Embedded API resources. - [Embedded API rate limits](https://docs.workato.com/en/oem/oem-api/resources.md): Reference index of Embedded API resources and rate limits, covering customers, recipes, connections, projects, roles, and more. - [Embedded Partner API FAQs](https://docs.workato.com/en/oem/oem-api-faqs.md): Answers to common questions about Workato Embedded Partner APIs, including base URLs, data centers, deprecated endpoints, and workspace access. #### Resources - [Embedded API - API Clients](https://docs.workato.com/en/oem/oem-api/api-clients.md): Reference for Workato Embedded API endpoints to create, list, update, delete, and rotate tokens for Developer API clients and roles. - [Embedded partner API - API platform](https://docs.workato.com/en/oem/oem-api/api-platform.md): Reference for Workato Embedded API platform endpoints to create and manage API collections, endpoints, clients, and access profiles. - [Embedded API - Connections](https://docs.workato.com/en/oem/oem-api/connections.md): Reference for Workato Embedded API endpoints to create, list, update, disconnect, and delete connections for Embedded customers. - [Embedded partner API - Connectors](https://docs.workato.com/en/oem/oem-api/adapters.md): Reference for Workato Embedded API connector endpoints to retrieve input schemas and list standard and platform connector metadata. - [Embedded API - Custom connectors](https://docs.workato.com/en/oem/oem-api/custom_connectors.md): Reference for the Embedded API custom connectors resource to list, retrieve, share, publish, and remove shared connectors programmatically. - [Workato API - Custom OAuth Profiles](https://docs.workato.com/en/oem/oem-api/custom-oauth-profiles.md): Reference for Workato Embedded API endpoints to assign and unassign custom OAuth profiles to and from customer workspaces. - [Embedded API - Customer managers](https://docs.workato.com/en/oem/oem-api/customer-managers.md): Reference for the Embedded API customer managers resource to list, create, update, and delete customer managers in your account. - [Embedded API - Customer workspace collaborators](https://docs.workato.com/en/oem/oem-api/team.md): Reference for the Embedded API endpoint that invites a collaborator to a customer workspace and assigns environment or legacy roles. - [Embedded API - Data retention](https://docs.workato.com/en/oem/oem-api/data-retention.md): Reference for the Embedded API data retention endpoint to update data retention periods in customer workspaces programmatically. - [Embedded API - Data Tables](https://docs.workato.com/en/oem/oem-api/data-tables.md): Reference for the Embedded API data tables resource to list, create, update, and delete data tables and their records in customer workspaces. - [Embedded API - Dynamic field mapping](https://docs.workato.com/en/oem/oem-api/dynamic-field-mapping.md): Reference for the Embedded API dynamic field mapping endpoints to build a customized field-mapping experience for your end customers. - [Embedded API - Environment management](https://docs.workato.com/en/oem/oem-api/environment-management.md): Reference for the Embedded API environment management endpoints to manage tags and read activity audit logs in customer workspaces. - [Embedded API - Environment properties](https://docs.workato.com/en/oem/oem-api/account-properties.md): Reference for Workato Embedded API environment property endpoints to list properties by prefix and upsert properties in a customer workspace. - [Embedded API - Folders](https://docs.workato.com/en/oem/oem-api/folders.md): Reference for the Embedded API folders resource to manage folders and projects within customer workspaces programmatically. - [Embedded API - Jobs](https://docs.workato.com/en/oem/oem-api/jobs.md): Reference for the Embedded API jobs endpoints to list jobs and retrieve job details for recipes in customer workspaces. - [Embedded API - JWT direct link configurations](https://docs.workato.com/en/oem/oem-api/jwt-direct-link-configurations.md): Reference for the Embedded API endpoint to update the JWT signature verification key used for JWT direct linking. - [Embedded API - Lookup Tables](https://docs.workato.com/en/oem/oem-api/lookup-tables.md): Reference for the Embedded API lookup tables resource to list, create, and delete tables and to add, update, and remove rows. - [Embedded API - Managed customers](https://docs.workato.com/en/oem/oem-api/managed-users.md): Reference for the Embedded API managed users resource to programmatically create, manage, and update customer workspaces. - [Embedded API - MCP Servers](https://docs.workato.com/en/oem/oem-api/mcp-servers.md): Reference for the Embedded API endpoints to create, manage, and configure MCP servers, tools, and policies in customer workspaces. - [Embedded API - On-prem](https://docs.workato.com/en/oem/oem-api/on-prem.md): Reference for Embedded API endpoints to list, create, update, delete, and check the status of on-prem groups and agents in customer workspaces. - [Embedded API - Picklists](https://docs.workato.com/en/oem/oem-api/picklists.md): Reference for the Embedded API endpoint that retrieves picklist values for a connection in a customer workspace. - [Embedded API - Projects](https://docs.workato.com/en/oem/oem-api/project-properties.md): Reference for Embedded API endpoints to manage projects, project properties, and deployments in customer workspaces. - [Embedded API - Recipes](https://docs.workato.com/en/oem/oem-api/recipes.md): Reference for Embedded API endpoints to list, create, update, copy, delete, start, stop, and version recipes in customer workspaces. - [Embedded API - Recipe lifecycle management](https://docs.workato.com/en/oem/oem-api/recipe-lifecycle-management.md): Reference for Embedded Partner API endpoints to create export manifests and import or export packages in customer workspaces. - [Embedded API - Tag assignments](https://docs.workato.com/en/oem/oem-api/tag-assignments.md): Reference for the Embedded API endpoint that applies tags to or removes tags from recipes and connections in a customer workspace. - [Embedded API - Test Automation](https://docs.workato.com/en/oem/oem-api/test-automation.md): Reference for Embedded API endpoints to run test cases, list a recipe's test cases, and check test run status in customer workspaces. ##### Connections - [Workato API - Connection parameters reference](https://docs.workato.com/en/oem/oem-api/connections-parameters.md): Reference for the connection parameters and provider values used to configure Workato connectors through the Embedded Platform APIs. ##### Environment management - [Embedded API - Activity audit log reference](https://docs.workato.com/en/oem/oem-api/activity-reference.md): Reference for the resource types and event types used to filter results from the Workato Embedded activity audit log API. ##### Roles - [Embedded API - Legacy roles](https://docs.workato.com/en/oem/oem-api/roles.md): Reference for Embedded API endpoints to list and copy legacy custom roles in customer workspaces. Legacy roles are being replaced. - [Embedded API - Role migration](https://docs.workato.com/en/oem/oem-api/role-migration.md): Reference for Embedded API endpoints to migrate legacy system and custom roles into environment and project roles in customer workspaces. - [Embedded API - Environment roles](https://docs.workato.com/en/oem/oem-api/environment-roles.md): Reference for the Embedded API environment roles endpoints to list, create, update, and delete environment roles in customer workspaces. - [Embedded API - Project roles](https://docs.workato.com/en/oem/oem-api/project-roles.md): Reference for Embedded API endpoints to list, get, create, update, and delete project roles in customer workspaces. - [Embedded API - Collaborator groups](https://docs.workato.com/en/oem/oem-api/collaborator-groups.md): Reference for Workato Embedded API endpoints to create, list, update, and delete collaborator groups and members in a customer workspace. - [Embedded API - Project grants](https://docs.workato.com/en/oem/oem-api/project-grants.md): Reference for Embedded API endpoints to get, list, add, update, and delete project grants that assign project roles in customer workspaces. ### Developer API - [Workato API - Introduction](https://docs.workato.com/en/workato-api.md): The Workato Developer API lets you manage recipes, connections, jobs, and on-prem agents, and automate every aspect of your Workato workspace. - [Workato API - API Clients](https://docs.workato.com/en/workato-api/api-clients.md): Learn how Workato API clients scope endpoint, environment, and project access at the workspace level and replace legacy full-access API keys. - [Workato API - API Clients](https://docs.workato.com/en/workato-api/github-secret-scanning.md): Learn how Workato integrates Developer API tokens with GitHub secret scanning to revoke leaked tokens and notify workspace admins. - [Developer API limits](https://docs.workato.com/en/workato-api/limits.md): Reference for Workato Developer API timeout, rate, and payload limits that govern requests to the platform's developer endpoints. - [Workato API - Resources](https://docs.workato.com/en/workato-api/resources.md): Reference index of all Workato Developer API endpoints, including Agent Studio, API clients, projects, recipes, roles, and more. #### Resources - [Workato API - Agent Studio](https://docs.workato.com/en/workato-api/agent-studio.md): Reference for the Agent Studio API to create and manage genies, knowledge bases, skills, and guardrail policies programmatically. - [Workato API - API Clients](https://docs.workato.com/en/workato-api/api-client-apis.md): Reference for the Workato developer API endpoints to list, create, update, delete, and regenerate tokens for API clients and client roles. - [Workato API - API Platform](https://docs.workato.com/en/workato-api/api-platform.md): Reference for the API platform endpoints to create and manage API collections, endpoints, clients, and access profiles in Workato. - [Workato API - Connections](https://docs.workato.com/en/workato-api/connections.md): Reference for the Workato developer API endpoints to list, create, update, disconnect, and delete connections. - [Workato API - Connectors](https://docs.workato.com/en/workato-api/api-connectors.md): Reference for the Workato developer API endpoints that return standard and platform connector metadata, useful for building an app marketplace. - [Workato API - Cross-workspace sharing](https://docs.workato.com/en/workato-api/cross-workspace-sharing.md): Reference for the Workato cross-workspace sharing API to create, list, update, and revoke cross-workspace grants, review incoming grants, and discover grantable environments. - [Workato API - Custom connectors](https://docs.workato.com/en/workato-api/custom_connectors.md): Reference for the Workato custom connectors API to create, search, update, release, and share connectors and generate schema from JSON or CSV. - [Workato API - Custom OAuth Profiles](https://docs.workato.com/en/workato-api/custom-oauth-profiles.md): Reference for the Workato developer API endpoints to list, create, update, and delete custom OAuth profiles. - [Workato API - Data tables](https://docs.workato.com/en/workato-api/data-tables.md): Reference for the Workato data tables API to list, create, update, delete, and truncate tables and manipulate their records programmatically. - [Workato API - Environment management](https://docs.workato.com/en/workato-api/environment-management.md): Reference for the Workato environment management API to clear the secrets cache, retrieve activity audit logs, and manage tags. - [Workato API - Environment properties](https://docs.workato.com/en/workato-api/account-properties.md): Reference for the Workato environment properties API, with endpoints to list properties by prefix and upsert environment properties. - [Workato API - Event streams](https://docs.workato.com/en/workato-api/event-streams.md): Reference for the Workato event streams API to publish and consume messages and create, list, update, purge, and delete event topics. - [Workato API - Folders](https://docs.workato.com/en/workato-api/folders.md): Reference for the Workato folders API to list, create, update, and manage folders and projects in your workspace. - [Workato API - Jobs](https://docs.workato.com/en/workato-api/jobs.md): Reference for the Workato jobs API to list recipe jobs, retrieve job metadata, resume a job, and repeat jobs programmatically. - [Workato API - Lookup Tables](https://docs.workato.com/en/workato-api/lookup-tables.md): Reference for the Workato lookup tables API to list, create, and delete tables and add, get, update, and remove rows programmatically. - [Workato API - MCP Servers](https://docs.workato.com/en/workato-api/mcp-servers.md): Reference for the Workato MCP servers API to create, update, and delete servers, assign tools and user groups, and manage server policies. - [Workato API - On-prem agents](https://docs.workato.com/en/workato-api/on-prem.md): Reference for the Workato on-premise API to list, create, update, delete, and check the status of on-prem groups and agents. - [Workato API - Projects](https://docs.workato.com/en/workato-api/projects.md): Reference for the Workato projects API to build, deploy, and manage projects across the environments in your workspace. - [Workato API - Project properties](https://docs.workato.com/en/workato-api/project-properties.md): Reference for the Workato project properties API to list and upsert project-level properties by project ID and name prefix. - [Workato API - Recipes](https://docs.workato.com/en/workato-api/recipes.md): Reference for the Workato recipes API to create, copy, update, start, stop, delete, and list recipes and manage recipe versions. - [Workato API - Recipe Lifecycle Management](https://docs.workato.com/en/workato-api/recipe-lifecycle-management.md): Reference for the Workato Recipe Lifecycle Management API to create export manifests and export, import, and download asset packages. - [Workato API - Tag assignments](https://docs.workato.com/en/workato-api/tag-assignments.md): Reference for the Workato tag assignments API to apply or remove tags from recipes and connections in your workspace. - [Workato API - Test Automation](https://docs.workato.com/en/workato-api/test-automation.md): Reference for the Workato Test Automation API to run recipe test cases and poll run requests by manifest, project, folder, or recipe. - [Workato API - Workspace collaborators](https://docs.workato.com/en/workato-api/team.md): Reference for the Workato workspace collaborators API to invite, list, update, and delete collaborators and manage their roles. - [Workato API - Workspace details](https://docs.workato.com/en/workato-api/users.md): Reference for the Workato API workspace details resource, with the GET /api/users/me endpoint that returns details about your workspace. ##### Connections - [Workato API - Connection parameters reference](https://docs.workato.com/en/workato-api/connections-parameters-dev.md): Reference for the connection parameters and provider values required to configure connectors using the Workato APIs. ##### Environment management - [Workato API - Activity audit log reference](https://docs.workato.com/en/workato-api/activity-reference.md): Reference for the resource types and event types you can use to filter responses from the Workato activity audit log API. ##### Roles - [Workato API - Legacy roles](https://docs.workato.com/en/workato-api/roles.md): Reference for the Workato legacy roles API to list, update, and copy custom roles in the legacy permissions model. - [Workato API - Role migration](https://docs.workato.com/en/workato-api/role-migration.md): Reference for the Workato role migration API to convert legacy system and custom roles into environment and project roles. - [Workato API - Environment roles](https://docs.workato.com/en/workato-api/environment-roles.md): Reference for the Workato environment roles API to list, retrieve, create, update, and delete environment roles in your workspace. - [Workato API - Project roles](https://docs.workato.com/en/workato-api/project-roles.md): Reference for the Workato project roles API to list, get, create, update, and delete project roles in a workspace. - [Workato API - Collaborator groups](https://docs.workato.com/en/workato-api/collaborator-groups.md): Reference for the Workato developer API endpoints to list, create, update, delete collaborator groups and manage their members and project grants. - [Workato API - Project grants](https://docs.workato.com/en/workato-api/project-grants.md): Reference for the Workato project grants API to get, list, add, update, and delete project role assignments for collaborators and groups. ### AI by Workato - [AI by Workato - Analyze text action](https://docs.workato.com/en/connectors/ai-by-workato/analyze-text-action.md): The Analyze text action in the AI by Workato connector extracts specific information from a piece of text based on the instructions you provide. - [AI by Workato - Categorize text action](https://docs.workato.com/en/connectors/ai-by-workato/categorize-text-action.md): The Categorize text action in the AI by Workato connector lets you classify or sort text into predefined categories for routing, tagging, and filtering. - [AI by Workato - Draft email action](https://docs.workato.com/en/connectors/ai-by-workato/draft-email-action.md): The Draft email action in the AI by Workato connector lets you generate personalized email subject lines and body content from a short description. - [AI by Workato - Parse text action](https://docs.workato.com/en/connectors/ai-by-workato/parse-text-action.md): The Parse text action in the AI by Workato connector extracts structured data such as names, dates, and addresses from unstructured text. - [AI by Workato - Summarize text action](https://docs.workato.com/en/connectors/ai-by-workato/summarize-text-action.md): The Summarize text action in the AI by Workato connector lets you condense long text into concise summaries with a defined maximum word count. - [AI by Workato - Translate text action](https://docs.workato.com/en/connectors/ai-by-workato/translate-text-action.md): The Translate text action in the AI by Workato connector lets you automatically translate source text from one language into another. ### Workbot - [Workbot overview](https://docs.workato.com/en/workbot/overview.md): Workbot is a Workato bot platform for building customizable workflows in Slack and Microsoft Teams to monitor apps and run ChatOps. - [Workbot for Slack](https://docs.workato.com/en/workbot/workbot.md): Workbot for Slack is a Workato chatbot that lets your team monitor business apps, post notifications, and update data from within Slack. - [Workbot for Microsoft Teams](https://docs.workato.com/en/workbot-for-teams/workbot.md): Workbot for Microsoft Teams is a Workato chatbot that lets you monitor and interact with your business apps directly from Microsoft Teams. #### Workbot for Slack - [Workbot for Slack setup](https://docs.workato.com/en/workbot/workbot-for-slack-setup.md): Set up a Workbot for Slack connection, configure OAuth, connect an NLU provider, and invite Workbot to your Slack channels. - [Commands](https://docs.workato.com/en/workbot/workbot-commands.md): Build your first Workbot for Slack recipe using the New command trigger to run app actions and post replies in a Slack channel. - [Designing the Workbot interface](https://docs.workato.com/en/workbot/workbot-advanced-topics.md): Learn how to design the Workbot for Slack conversational interface with buttons, menus, modals, and other Slack interactive components. - [Workbot triggers for Slack](https://docs.workato.com/en/workbot/workbot-triggers.md): Learn how Workbot for Slack triggers process commands, events, shortcuts, and mentions to start Workato recipes from Slack. - [Workbot actions for Slack](https://docs.workato.com/en/workbot/workbot-actions.md): Reference for Workbot for Slack actions, including post command reply, post message, modals, app home views, and notifications. - [Workbot for Slack - Create an Enterprise Workbot](https://docs.workato.com/en/workbot/workbot-custom-bots.md): Create a Slack Enterprise Workbot with custom branding, OAuth, and permissions to run multiple purpose-specific bots in one workspace. - [Ephemeral messages](https://docs.workato.com/en/workbot/workbot-ephemeral-messages.md): Configure Workbot ephemeral messages so only the user who invokes a Slack command sees context-sensitive replies in the channel. - [Troubleshooting Workbot for Slack](https://docs.workato.com/en/workbot/workbot-troubleshooting.md): Troubleshoot common Workbot for Slack errors, including recipe execution failures, offline bots, and untriggered custom bot recipes. ##### Build your first Workbot - [Post command reply](https://docs.workato.com/en/workbot/workbot-command-reply.md): Configure the Workbot Post command reply action to respond to Slack users with queried data, confirmations, and message attachments. - [Workbot actions for Slack - Wait for user action in messages](https://docs.workato.com/en/workbot/wait-for-user-action.md): Configure the Wait for user action feature in Workbot post message and post command reply actions to handle multistep interactions in one recipe. ##### Designing Workbot interfaces - [Block kit](https://docs.workato.com/en/workbot/block-kit.md): Learn how to build rich Slack messages with Block Kit in Workbot, including stacking blocks across messages, modals, and app home surfaces. - [Modals](https://docs.workato.com/en/workbot/modals.md): Learn how to build interactive Workbot modals with Block Kit input blocks to collect structured information from Slack users. - [Using Dialogs with Workbot](https://docs.workato.com/en/workbot/using-dialogs-with-workbot.md): Learn how to invoke Slack dialogs with Workbot to collect information from users interactively using a set of trigger and action recipes. - [Workbot dynamic menus](https://docs.workato.com/en/workbot/workbot-dynamic-menus.md): Learn how Workbot dynamic menus generate select-field options at runtime using a dynamic menu recipe in Slack command dialogs. - [Workbot message menus](https://docs.workato.com/en/workbot/workbot-message-menus.md): Learn how Workbot message menus collapse multiple actions into a Slack drop-down so users trigger recipes without remembering commands. - [Workbot buttons](https://docs.workato.com/en/workbot/workbot-buttons.md): Learn how Workbot buttons let Slack users trigger recipes and pass command inputs in one click, simplifying conversational workflows. - [Workbot for Slack - Slash commands](https://docs.workato.com/en/workbot/configuring-slash-commands.md): Learn how to configure and use slash commands with Workbot for Slack to trigger Workato recipes, including step-by-step setup with Jira as an example. - [Legacy slash commands](https://docs.workato.com/en/workbot/legacy-slash-commands.md): Set up legacy Slack slash commands and connect them to Workbot to run Workato recipes without creating an Enterprise Workbot app. ##### Workbot triggers - [Workbot New shortcut trigger](https://docs.workato.com/en/workbot/workbot-shortcuts.md): Learn how the Workbot New shortcut trigger launches recipes from Slack global and message shortcuts to turn conversations into tasks. - [Workbot trigger FAQs](https://docs.workato.com/en/workbot/workbot-trigger-faqs.md): Answers to common questions about Workbot for Slack triggers, including how commands are processed and which triggers are available. ##### Workbot actions - [Update Workbot messages](https://docs.workato.com/en/workbot/workbot-update-message.md): Learn how to update earlier Workbot messages in Slack to replace buttons or menus and reduce chat clutter using a post message action. ##### Enterprise Workbots - [Workbot for Slack - Configure a Slack Enterprise Workbot for Embedded users](https://docs.workato.com/en/workbot/workbot-embed-config.md): Configure a Slack Enterprise Workbot for Embedded users, enabling partners to distribute a white-labeled Workbot to end customers. - [Configuring slash commands](https://docs.workato.com/en/workbot/custom-workbot-vs-legacy-slash-commands.md): Compare Enterprise Workbot slash commands and legacy Slack slash commands to choose the right approach for triggering Workato recipes. - [Slackbot - Setting Up Enterprise Workbot With Slack Enterprise Grid](https://docs.workato.com/en/workbot/guides/setup-workbot-for-slack-enterprise-grid.md): Set up an Enterprise Workbot to work with Slack Enterprise Grid, including requirements, OAuth profiles, and org-readiness configuration. ##### Advanced topics - [Features - Runtime user connections](https://docs.workato.com/en/features/runtime-user-connections.md): Learn how runtime user connections let recipe users authenticate with their own credentials at runtime instead of the default connection. #### Workbot for Microsoft Teams - [Set up Workbot for Microsoft Teams](https://docs.workato.com/en/workbot-for-teams/getting-started.md): Learn how to set up and connect to Workbot for Microsoft Teams. - [Adaptive cards blocks](https://docs.workato.com/en/workbot-for-teams/adaptive-card-blocks.md): Build rich Microsoft Teams messages with Workbot Adaptive card blocks that combine text, images, buttons, fact sets, and input fields. - [Proactive messaging](https://docs.workato.com/en/workbot-for-teams/proactive-messaging.md): Send proactive Workbot messages to Microsoft Teams users without prior interaction to notify them of events from apps like Salesforce. - [Workbot for MS Teams- Application permissions for Enterprise Workbots](https://docs.workato.com/en/workbot-for-teams/application-permissions.md): Set up Application permissions to authenticate Workbot for Microsoft Teams Enterprise bots without a user-dependent connection or admin role. - [Workbot for Microsoft Teams triggers](https://docs.workato.com/en/workbot-for-teams/workbot-triggers.md): Reference for Workbot triggers in Microsoft Teams, including new command, help message, tab opened, and new message triggers for recipes. - [Workbot actions for Microsoft Teams](https://docs.workato.com/en/workbot-for-teams/workbot-actions.md): Reference for Workbot actions in Microsoft Teams, including post message, post reply, delete message, and custom Microsoft Graph actions. - [Buttons, Task modules and Pick lists](https://docs.workato.com/en/workbot-for-teams/buttons-choices-task-modules.md): Configure Workbot buttons, task modules, and pick lists in Microsoft Teams to invoke commands and pass parameters to your recipes. - [Workbot for Microsoft Teams FAQs](https://docs.workato.com/en/workbot-for-teams/workbot-ms-faqs.md): Answers to common questions about Workbot for Microsoft Teams, including how it works with Workato recipes and runs business workflows. - [Workbot for Microsoft Teams - Create an Enterprise Workbot](https://docs.workato.com/en/workbot-for-teams/guides/creating-enterprise-workbot.md): Create a Microsoft Teams Enterprise Workbot with custom branding, OAuth profile, and permissions using the Microsoft Teams Developer Portal. ##### Set up Workbot for Teams - [Using Workbot for Teams](https://docs.workato.com/en/workbot-for-teams/using-workbot-for-teams.md): Run Workbot commands in Microsoft Teams to perform app actions and post event notifications using buttons, task modules, and Post message. ##### Enterprise Workbots - [Workbot for Microsoft Teams - Configure a Microsoft Teams Enterprise Workbot for Embedded users](https://docs.workato.com/en/workbot-for-teams/guides/configure-enterprise-workbot-embed.md): Configure a Microsoft Teams Enterprise Workbot for Embedded customers, from app package download to authenticating the customer connection. ##### Advanced topics - [Features - Runtime user connections](https://docs.workato.com/en/features/runtime-user-connections.md): Learn how runtime user connections let recipe users authenticate with their own credentials at runtime instead of the default connection. - [Workbot for Microsoft Teams - Tabs](https://docs.workato.com/en/workbot-for-teams/guides/tabs.md): Reference for deprecated Enterprise Workbot Personal tabs in Microsoft Teams; the new Teams client does not support these Adaptive Cards tabs. - [Passing parameters](https://docs.workato.com/en/workbot-for-teams/passing-parameters.md): Pass parameters into Workbot recipes in Microsoft Teams using line commands, buttons, task modules, and pick lists to supply recipe context. - [Uploading files with Enterprise Workbot](https://docs.workato.com/en/workbot-for-teams/files-for-bots.md): Let end users upload files to an Enterprise Workbot in Microsoft Teams using file parameters, with content stored in OneDrive for follow-up actions. ##### Troubleshooting - [Workbot for Microsoft Teams - Connection error](https://docs.workato.com/en/workbot-for-teams/ms-connection-error.md): Learn how to resolve connection errors when connecting Workbot for Microsoft Teams. #### Custom OAuth profiles - [Custom OAuth profiles for Slack](https://docs.workato.com/en/custom-oauth-profiles/slack.md): Learn how custom OAuth profiles let your Slack apps use the Workato Slack connector while customizing branding, permissions, and bot identity. - [Workbot for Slack - Create an Enterprise Workbot](https://docs.workato.com/en/workbot/workbot-custom-bots.md): Create a Slack Enterprise Workbot with custom branding, OAuth, and permissions to run multiple purpose-specific bots in one workspace. - [Workbot for Microsoft Teams - Create an Enterprise Workbot](https://docs.workato.com/en/workbot-for-teams/guides/creating-enterprise-workbot.md): Create a Microsoft Teams Enterprise Workbot with custom branding, OAuth profile, and permissions using the Microsoft Teams Developer Portal. ### Insights - [Insights](https://docs.workato.com/en/insights.md): Insights is a data visualization and manipulation engine that enables you to make data-driven decisions. - [Insights - Usage inspiration](https://docs.workato.com/en/insights/usage-inspiration.md): Explore Insights dashboard ideas for usage, process, operational, and efficiency analytics to visualize how your Workato automations perform. - [Insights FAQs](https://docs.workato.com/en/insights/insights-faqs.md): Answers to common questions about Workato Insights, including what it does, where to access it, and the types of data analysis it supports. #### Getting started - [Insights - Concepts](https://docs.workato.com/en/insights/concepts.md): Learn key concepts and understand how Insights can help you answer business questions. - [Navigate Insights](https://docs.workato.com/en/insights/navigate.md): Learn how to navigate Insights through its three main interfaces: the homepage, the dashboard editor, and the chart editor. - [Insights - Thinking with Insights](https://docs.workato.com/en/insights/understand-insights.md): Learn how to think about building impactful and meaningful dashboards with Insights. - [Insights dashboard templates](https://docs.workato.com/en/insights/dashboard-templates.md): Learn about Insights dashboard templates, including the workspace overview, project overview, and blank templates for building dashboards. #### Walkthroughs - [Insights - Build your first dashboard](https://docs.workato.com/en/insights/build-your-first-dashboard.md): Create a simple dashboard showing active recipes in your workspace using either the report builder or query builder. - [Insights - Build an ROI dashboard](https://docs.workato.com/en/insights/roi-dashboard.md): Learn how to build an ROI dashboard in Insights using an example scenario. #### Build Insights ##### Create dashboards - [Workspace-level dashboards](https://docs.workato.com/en/insights/workspace-dashboards.md): Create a workspace-level Insights dashboard from a template and customize it with components to visualize data across your Workato workspace. - [Insights - Add a dashboard to your Workflow app](https://docs.workato.com/en/insights/workflow-app-dashboard-add.md): Create and assign an Insights dashboard inside a Workflow app to visualize automation data, with end-user download and print support. ##### Build and edit dashboards - [Insights: Edit components](https://docs.workato.com/en/insights/components-edit.md): Edit Insights components to analyze and present your data, including how to edit chart data, clone a component, and delete a component. - [Insights - Manage dashboards](https://docs.workato.com/en/insights/dashboards-edit.md): Manage Insights dashboards as your reporting needs change, including how to rename, clone, and delete dashboards in your workspace. - [Insights - Calculated columns](https://docs.workato.com/en/insights/custom-columns.md): Calculated columns enable you to perform basic data manipulations and transformations within the dashboard. ##### Customize dashboards - [Insights - Styling dashboards](https://docs.workato.com/en/insights/dashboards-styling.md): Style Insights dashboards using display components such as text, containers, dividers, and padding to customize their visual appearance. - [Insights- Filter groups](https://docs.workato.com/en/insights/filter-groups.md): Learn how Insights filter groups apply multiple filters across datasets and visualizations at the dashboard or container level. #### Consume Insights - [Insights - View dashboards](https://docs.workato.com/en/insights/view-dashboards.md): Learn how Insights dashboards display data, use filter groups, and download dashboards as PNG files. #### Administration - [Insights permissions](https://docs.workato.com/en/insights/permissions.md): Manage Insights roles and privileges with role-based access control, including how to create a custom environment role with the Insights privilege. #### Reference - [Insights - Data sources](https://docs.workato.com/en/insights/data-sources.md): Learn about Insights data sources that pull from your workspace, including projects, recipes, job history, data tables, and workflow apps. - [Insights - Query components](https://docs.workato.com/en/insights/queries.md): Build queries on your Insights data with a no-code, step-based query builder that filters, summarizes, joins, sorts, and adds calculated columns. - [Insights - Chart types](https://docs.workato.com/en/insights/charts.md): Reference for Insights chart types, including tables, line, area, and bar graphs, pie charts, and KPI charts for visualizing your data. ##### Calculated column functions - [Insights - Operators](https://docs.workato.com/en/insights/operators.md): An operator is a symbol that specifies the action performed on one or more operands. Insights supports numerous operators in calculated columns. - [Insights - Datetime functions](https://docs.workato.com/en/insights/datetime-functions.md): Use datetime functions in calculated columns to extract, modify, and calculate time-based values within Insights dashboards. - [Insights - String functions](https://docs.workato.com/en/insights/string-functions.md): Use string functions in calculated columns to manipulate, format, and analyze text-based values within Insights dashboards. - [Insights - Math functions](https://docs.workato.com/en/insights/math-functions.md): Use math functions in calculated columns to round and manipulate numerical values within Insights dashboards. ### Workato GO - [Workato GO](https://docs.workato.com/en/agentic/workato-go.md): Workato GO unifies AI-driven workflows, knowledge searches, and transactional interactions in a single interface so you don't switch between tools. - [Workato GO - Mobile app](https://docs.workato.com/en/agentic/workato-go/mobile-app.md): Use the Workato GO mobile app on iOS to search connected apps, chat with genies, and review recent conversations on the go. - [Workato GO - Data sources](https://docs.workato.com/en/agentic/workato-go/data-sources.md): Workato GO data sources connect tools like Jira, Confluence, and Salesforce so AI agents can search, retrieve, and act on your company data. - [Workato GO - Crawler failure notifications](https://docs.workato.com/en/agentic/workato-go/data-sources/crawler-failure-notifications.md): Configure Workato GO crawler failure notifications to email a list of recipients when a data source crawler fails to fetch content. - [Workato GO - Search for knowledge](https://docs.workato.com/en/agentic/workato-go/search.md): Search in Workato GO across world knowledge or company knowledge to get summarized answers with links to apps and documentation. - [Workato GO - FAQs](https://docs.workato.com/en/agentic/workato-go/faqs.md): Answers to common questions about Workato GO, including setup, data sources, the Action Board, and troubleshooting. #### Data sources - [Workato GO - Confluence data source configuration](https://docs.workato.com/en/agentic/workato-go/data-sources/confluence.md): Add a Confluence data source to Workato GO by enabling API access and providing credentials so agents can search your Confluence content. - [Workato Go - Google Workspace data sources](https://docs.workato.com/en/agentic/workato-go/data-sources/google-suite.md): Set up Google Workspace prerequisites in Workato GO to let agents search content across Gmail, Google Calendar, and Google Drive data sources. - [Workato GO - Gong data source configuration](https://docs.workato.com/en/agentic/workato-go/data-sources/gong.md): Add a Gong data source to Workato GO to index call transcripts, AI summaries, highlights, and topics with hourly content and permission syncs. - [Workato GO - Highspot data source configuration](https://docs.workato.com/en/agentic/workato-go/data-sources/highspot.md): Add a Highspot data source to Workato GO by enabling API access and providing your subdomain so agents can search Highspot content. - [Workato GO - Jira data source configuration](https://docs.workato.com/en/agentic/workato-go/data-sources/jira.md): Add a Jira data source to Workato GO by creating an API token so agents can search your Jira tickets directly from the GO interface. - [Workato GO - Okta data source configuration](https://docs.workato.com/en/agentic/workato-go/data-sources/okta.md): Add an Okta data source to Workato GO, a managed crawler that indexes the people in your organization for agent search results. - [Workato GO - Salesforce data source configuration](https://docs.workato.com/en/agentic/workato-go/data-sources/salesforce.md): Add a Salesforce data source to Workato GO to index standard and custom objects and their permissions with hourly syncs for record search. - [Workato GO - SharePoint data source configuration](https://docs.workato.com/en/agentic/workato-go/data-sources/sharepoint.md): Add a SharePoint data source to Workato GO to index documents, pages, files, and permissions with hourly content and permission syncs. - [Workato GO - Slack data source configuration](https://docs.workato.com/en/agentic/workato-go/data-sources/slack.md): Add Slack as a Workato GO data source with a custom OAuth profile to enable real-time federated search across workspace messages. - [Workato GO - Zendesk data source configuration](https://docs.workato.com/en/agentic/workato-go/data-sources/zendesk.md): Configure Zendesk as a Workato GO data source to index and search Help Center articles while following user-level article permissions. ##### Google Workspace - [Workato GO - Gmail data source configuration](https://docs.workato.com/en/agentic/workato-go/data-sources/gmail.md): Add Gmail as a data source in Workato GO and complete the Google Workspace prerequisites so agents can search your Gmail content. - [Workato GO - Google Calendar data source configuration](https://docs.workato.com/en/agentic/workato-go/data-sources/google-calendar.md): Add Google Calendar as a data source in Workato GO and complete the Google Workspace prerequisites so agents can search your calendar content. - [Workato GO - Google Drive](https://docs.workato.com/en/agentic/workato-go/data-sources/google-drive.md): Add Google Drive as a data source in Workato GO and complete the Google Workspace prerequisites so agents can search your Drive content. ### AgentX Support - [Workato Genies - AgentX Support](https://docs.workato.com/en/agentic/agentx-support.md): AgentX Support is an AI-powered support automation solution that combines knowledge search, automation, and live chat across multiple channels. - [AgentX Support - AI agents](https://docs.workato.com/en/agentic/agentx-support/ai-agents.md): Create AI agents in AgentX Support to automate support, guide users through processes, and connect with external systems through APIs. - [AgentX Support - Conversation flow builder](https://docs.workato.com/en/agentic/agentx-support/conversation-flow-builder.md): Design AgentX Support conversations as visual flows using questions, answers, forms, and backend integrations to guide customers step by step. - [AgentX Support - Data Tables](https://docs.workato.com/en/agentic/agentx-support/data-tables.md): Create AgentX Support data tables to store structured information the AI agent references in flows to respond to customer queries. - [AgentX Support - Knowledge sources](https://docs.workato.com/en/agentic/agentx-support/knowledge-sources.md): Connect external content as knowledge sources so your AgentX Support AI agent and search can answer questions from your existing systems. - [AgentX Support - Guides](https://docs.workato.com/en/agentic/agentx-support/guides.md): Create AgentX Support guides, interactive step-by-step flows with AI responses, business rules, and API callouts to help users resolve issues. - [AgentX Support - Search](https://docs.workato.com/en/agentic/agentx-support/search.md): AgentX Support search combines AI-powered answers with content from multiple knowledge sources for personalized, efficient self-service support. - [AgentX Support - Integrations](https://docs.workato.com/en/agentic/agentx-support/integrations.md): Connect to your CRM, e-commerce, and other business systems #### AI agents - [AgentX Support - Persona](https://docs.workato.com/en/agentic/agentx-support/ai-agents/persona.md): Define an AgentX Support AI agent persona that sets its purpose, tone, response style, and knowledge sources for consistent conversations. - [AgentX Support - Skills](https://docs.workato.com/en/agentic/agentx-support/ai-agents/skills.md): Create and manage AgentX Support skills that detect user intent and route conversations to the right response flow for your AI agent. - [AgentX Support - Actions](https://docs.workato.com/en/agentic/agentx-support/ai-agents/actions.md): Create actions in AgentX Support that define tasks an AI agent can perform in a conversation, with input and output parameters. - [AgentX Support - Flows](https://docs.workato.com/en/agentic/agentx-support/ai-agents/flows.md): Create flows in AgentX Support to walk customers through actions or information using forms, questions, conditional rules, and add-ons. - [AgentX Support - AI agent settings](https://docs.workato.com/en/agentic/agentx-support/ai-agents/settings.md): Configure AgentX Support AI agent settings, including appearance, behavior, channels, widget presentation, and advanced features. - [AgentX Support - Localization](https://docs.workato.com/en/agentic/agentx-support/ai-agents/localization.md): Translate AI agent content to multiple languages - [AgentX Support - Publish changes](https://docs.workato.com/en/agentic/agentx-support/ai-agents/publish.md): Publish your AgentX Support AI agent and flows to move changes from draft to live and make updates available to users. - [AgentX Support - Deploy AI agents](https://docs.workato.com/en/agentic/agentx-support/ai-agents/deploy.md): Deploy AgentX Support AI agents across websites, help centers, mobile apps, and e-commerce stores, with setup instructions for each platform. - [AgentX Support - AI agent analytics](https://docs.workato.com/en/agentic/agentx-support/analytics.md): Learn how AgentX Support analytics report AI agent performance across answers, resolutions, guides, sessions, and customer feedback. ##### Analytics - [AgentX Support - View conversations](https://docs.workato.com/en/agentic/agentx-support/analytics/view-conversations.md): View AgentX Support conversation history to search, filter, and inspect message transcripts, tags, and user metadata for each session. - [AgentX Support - View messages](https://docs.workato.com/en/agentic/agentx-support/analytics/view-messages.md): Deep dive into the messages - [AgentX Support - Integrate with Google Analytics](https://docs.workato.com/en/agentic/agentx-support/analytics/integrating-with-google-analytics.md): Integrate the AgentX Support chat widget with Google Analytics 4 to track user interactions and events within your AI agent. - [AgentX Support - Export API](https://docs.workato.com/en/agentic/agentx-support/analytics/export-api.md): Reference for the AgentX Support Export API endpoints that retrieve conversation metadata and individual messages for analytics or compliance. #### Conversation flow builder - [AgentX Support - Node library](https://docs.workato.com/en/agentic/agentx-support/nodes.md): Build AgentX Support conversation flows with nodes that ask questions, present information, call external systems, and perform actions. - [AgentX Support - Parameters](https://docs.workato.com/en/agentic/agentx-support/ai-agents/parameters.md): Assign parameters to nodes in AgentX Support to store conversation data, personalize responses, and enable automated AI agent actions. ##### Node library - [AgentX Support - Core nodes](https://docs.workato.com/en/agentic/agentx-support/nodes/core.md): Reference for AgentX Support core nodes that send messages, ask questions, make decisions, and launch guides in conversation flows. - [AgentX Support - Advanced nodes](https://docs.workato.com/en/agentic/agentx-support/nodes/advanced.md): Reference for AgentX Support advanced nodes that add logic, system integrations, and custom code to your AI agent conversation flows. - [AgentX Support - Add-ons](https://docs.workato.com/en/agentic/agentx-support/nodes/add-ons.md): Reference for AgentX Support add-on nodes that connect external systems, trigger live agent handovers, look up data, and verify users. #### Guides - [AgentX Support - Customize guides](https://docs.workato.com/en/agentic/agentx-support/guides/customize-guides.md): Customize AgentX Support guides to match your brand by configuring themes, logos, colors, and custom styling and scripts. - [AgentX Support – Embed guides on your website](https://docs.workato.com/en/agentic/agentx-support/guides/embed-guides-website.md): Embed AgentX Support guides on your website inline with an iframe or in a modal popup using the unique URL for each guide. - [AgentX Support - Embed guides in AI agents](https://docs.workato.com/en/agentic/agentx-support/guides/embed-guides-agent.md): Embed AgentX Support guides in AI agents with the Guide node so customers follow step-by-step instructions within the conversation. - [AgentX Support - Copy guides across sites](https://docs.workato.com/en/agentic/agentx-support/guides/copy-guides-across-sites.md): Copy AgentX Support guide flows across sites to reuse interactive troubleshooting guides without rebuilding them. #### Search - [AgentX Support - Search analytics](https://docs.workato.com/en/agentic/agentx-support/search/analytics.md): Track AgentX Support search performance with metrics for unique searches, click-through rates, top queries, and document engagement. - [AgentX Support - Customize search](https://docs.workato.com/en/agentic/agentx-support/search/customize.md): Customize the AgentX Support search interface to match your brand with theme settings, custom styling, scripts, and a live preview. - [AgentX Support - Search experience](https://docs.workato.com/en/agentic/agentx-support/search/experience.md): Preview the AgentX Support search experience to see how the AI interprets queries, retrieves content, and presents answers to end users. #### Account - [AgentX Support - Add users](https://docs.workato.com/en/agentic/agentx-support/account/users.md): Learn how to add new users to the admin dashboard - [AgentX Support - Permissions and roles](https://docs.workato.com/en/agentic/agentx-support/account/permissions-and-roles.md): How to configure role-based access control - [AgentX Support - Multiple sites](https://docs.workato.com/en/agentic/agentx-support/account/multiple-sites.md): Create different sites for business units, and test and production environments. ### XChange - [XChange](https://docs.workato.com/en/xchange.md): Workato XChange is a package management and distribution platform that lets organizations package, govern, and distribute automation assets across workspaces. ### Community library - [Community library](https://docs.workato.com/en/community-library.md): Find and install community recipes, connectors, and skills built by other Workato users, then customize them to speed up your automations. - [Community library - Best practices](https://docs.workato.com/en/community-library/best-practices.md): Learn best practices for installing, uploading, and sharing community library connectors and recipes safely and effectively in your workflows. #### Install assets - [Community library - Clone a recipe](https://docs.workato.com/en/community-library/install-recipes.md): Clone a recipe from the Workato community library into a project, including the recipe creation permissions you need to complete the task. - [Community library - Install a connector](https://docs.workato.com/en/community-library/install-connectors.md): Install a connector from the Workato community library into a project, including required Connector SDK permissions and custom connector limits. - [Community library – Update a connector](https://docs.workato.com/en/community-library/update-connectors.md): Update a connector installed from the community library, either by applying the update banner or copying the latest source code into the connector. #### Upload assets - [Community library - Upload a recipe](https://docs.workato.com/en/community-library/upload-recipes.md): Upload a recipe to the Workato community library to share it with other users by enabling recipe sharing and publishing the recipe. - [Community library - Upload a connector](https://docs.workato.com/en/community-library/upload-connectors.md): Upload a connector to the Workato community library to share it with other users, including the Connector SDK permissions required to do so. ### Accelerators - [Accelerators](https://docs.workato.com/en/accelerators.md): Workato accelerators are pre-packaged solutions for common use cases that help your team get value fast across many applications and industries. - [Recipe collections installation](https://docs.workato.com/en/community/accelerator-recipe-collections.md): Recipe collections are curated groups of Workato recipes that work together as installable templates to accelerate implementation of a use case. - [Accelerators - Approvals bot](https://docs.workato.com/en/accelerator-approval-bot.md): The Approval bot accelerator consolidates approval requests from multiple applications into Slack or Microsoft Teams for faster processing. - [AIML accelerator](https://docs.workato.com/en/accelerator-aiml.md): The AIML accelerator is a framework for training and deploying machine learning models in Workato to drive intelligent automation without ML expertise. - [ELT Pipeline for Snowflake](https://docs.workato.com/en/accelerator-elt-pipeline.md): The ELT Pipeline for Snowflake accelerator is a pre-packaged solution for automated ELT that runs data pipelines into Snowflake with minimal setup. #### Approval Bot, Slack/Microsoft Teams - [Approvals bot accelerator - Design](https://docs.workato.com/en/accelerator-approval-bot-design.md): Learn how the Approval bot accelerator synchronizes approvals from multiple applications, sends reminders, and provides a dashboard. - [Approval Bot accelerator - install](https://docs.workato.com/en/accelerator-approval-bot-install.md): Install the Approval bot accelerator package in your Workato workspace for Slack or Microsoft Teams, including prerequisites and setup. - [Approval Bot accelerator - connect](https://docs.workato.com/en/accelerator-approval-bot-connect.md): Connect the Approval bot accelerator to Slack or Microsoft Teams and your source applications so it can route approval requests. - [Approval Bot accelerator- customize for Slack](https://docs.workato.com/en/accelerator-approval-bot-customize-slack.md): Configure the Approval bot accelerator recipes for Slack to customize the approval workflow, dashboard, and source application. - [Approval Bot accelerator- customize for Microsoft Teams](https://docs.workato.com/en/accelerator-approval-bot-customize-teams.md): Configure the Approval bot accelerator recipes for Microsoft Teams to customize the approval workflow and source application. - [Approval Bot accelerator- start](https://docs.workato.com/en/accelerator-approval-bot-start.md): Start the recipes in the Approval bot accelerator in the correct order for Slack or Microsoft Teams implementations. - [Approvals bot accelerator- recipes](https://docs.workato.com/en/accelerator-approval-bot-recipes.md): Reference for the recipes in the Approval bot accelerator that route approval requests through Slack and Microsoft Teams. - [Approvals bot accelerator- assets](https://docs.workato.com/en/accelerator-approval-bot-assets.md): Reference for the Approval bot accelerator asset packages for Microsoft Teams and Slack, including recipes, lookup tables, and connections. #### AIML - [AIML accelerator- design](https://docs.workato.com/en/accelerator-aiml-design.md): Learn how the AIML accelerator works across its three processes: staging training data, training a machine learning model, and getting predictions. - [AIML accelerator installation guide](https://docs.workato.com/en/accelerator-aiml-install.md): Install the AIML accelerator asset package into your Workato workspace, including prerequisites for AWS SageMaker and the import steps. - [AIML accelerator connections](https://docs.workato.com/en/accelerator-aiml-connections.md): Set up the connections for the AIML accelerator, including the API client and connections to Amazon SageMaker and Amazon S3. - [Connect to other ML platforms](https://docs.workato.com/en/accelerator-aiml-customize.md): Customize the AIML accelerator to connect to other machine learning and storage platforms in place of SageMaker and AWS S3. - [Start the AIML accelerator](https://docs.workato.com/en/accelerator-aiml-start.md): Start the AIML accelerator recipes in your Workato workspace in the correct order to bring the solution online. - [AIML accelerator- recipes](https://docs.workato.com/en/accelerator-aiml-recipes.md): Reference for the AIML accelerator recipes, organized into Functions, Bootstrap, AWS SageMaker, AWS S3, and API endpoint folders. - [AIML accelerator- assets](https://docs.workato.com/en/accelerator-aiml-assets.md): Reference for the AIML accelerator asset package, including recipes, lookup tables, and connections you install into your Workato workspace. #### ELT Pipeline - Snowflake - [ELT Pipeline for Snowflake- concepts](https://docs.workato.com/en/accelerator-elt-pipeline-concepts.md): Learn the core concepts behind the ELT Pipeline for Snowflake accelerator: ELT, pipelines, sources, staging, targets, and data warehouses. - [ELT Pipeline for Snowflake- design](https://docs.workato.com/en/accelerator-elt-pipeline-design.md): Learn how the ELT Pipeline for Snowflake accelerator works, including change data capture, S3 streaming, jobs, scheduling, and orchestration. - [ELT Pipeline for Snowflake installation guide](https://docs.workato.com/en/accelerator-elt-pipeline-install.md): Install the ELT Pipeline for Snowflake accelerator, including prerequisites, asset package setup, and required Snowflake, S3, and OPA instances. - [ELT Pipeline for Snowflake accelerator- connect](https://docs.workato.com/en/accelerator-elt-pipeline-connect.md): Reference for the connections in the ELT Pipeline for Snowflake accelerator, including Snowflake, SQL Server, S3, and Workbot connections. - [ELT Pipeline for Snowflake -configure](https://docs.workato.com/en/accelerator-elt-pipeline-configure.md): Configure the ELT Pipeline for Snowflake accelerator by setting up lookup tables, a custom OAuth profile, and an OPA and OPG. - [ELT Pipeline for Snowflake accelerator- connect](https://docs.workato.com/en/accelerator-elt-pipeline-start.md): Add the ELT Bot to your notification channel and start the accelerator recipes in the correct folder order to run your ELT pipelines. - [ELT Pipeline for Snowflake accelerator - Recipes](https://docs.workato.com/en/accelerator-elt-pipeline-recipes.md): Reference for the recipes in the ELT Pipeline for Snowflake accelerator, organized by folder for Slack and Microsoft Teams implementations. - [ELT Pipeline for Snowflake accelerator- assets](https://docs.workato.com/en/accelerator-elt-pipeline-assets.md): Reference for the ELT Pipeline for Snowflake accelerator assets, including recipe packages, lookup tables, and properties. ##### Pipeline bot - [ELT Pipeline for Slack homepage](https://docs.workato.com/en/accelerator-elt-pipeline-homepage.md): Explore the App homepage for the ELT Pipeline for Snowflake accelerator, with quick links, pipeline options, and your list of ELT pipelines. - [Create a pipeline](https://docs.workato.com/en/accelerator-elt-pipeline-create.md): Create a new data pipeline in the ELT Pipeline for Snowflake accelerator by choosing a source system and load type from the App homepage. - [Search for a pipeline](https://docs.workato.com/en/accelerator-elt-pipeline-search.md): Search for a pipeline from the ELT Pipeline app homepage by control ID, creator, date, status, or source to find the pipeline you need. - [View/edit a pipeline](https://docs.workato.com/en/accelerator-elt-pipeline-edit.md): View and edit a pipeline in the ELT Pipeline for Snowflake accelerator, including activating, unfollowing, and inspecting pipeline details. - [Add source and object](https://docs.workato.com/en/accelerator-elt-pipeline-add-source.md): Add sources and objects to the ELT Pipeline accelerator from Slack or Microsoft Teams to extract data into your warehouse. - [Add/update user](https://docs.workato.com/en/accelerator-elt-pipeline-modify-user.md): Add or update users and assign Admin or Analyst roles in the ELT Pipeline for Snowflake accelerator from the App homepage. - [ELT Pipeline accelerator - Pipeline bot - Timezone](https://docs.workato.com/en/accelerator-elt-pipeline-timezone.md): Learn how the ELT Pipeline accelerator uses the Workato account timezone and why you must reference it when scheduling pipeline start times. ##### Assets - [ELT Pipeline for Snowflake accelerator - lookup tables](https://docs.workato.com/en/accelerator-elt-pipeline-lookup-tables.md): Reference for the lookup tables in the ELT Pipeline for Snowflake accelerator, covering user access, systems, objects, jobs, and control tables. - [ELT Pipeline for Snowflake accelerator - properties](https://docs.workato.com/en/accelerator-elt-pipeline-properties.md): Reference for the environment properties used to configure the ELT Pipeline for Snowflake accelerator in Slack and Microsoft Teams. - [ELT Pipeline for Snowflake accelerator- troubleshooting](https://docs.workato.com/en/accelerator-elt-pipeline-troubleshooting.md): Tips and troubleshooting for the ELT Pipeline for Snowflake accelerator, covering source, target, staging, schema, and control table setup. ### Copilots - [Copilot](https://docs.workato.com/en/ai-features/copilot.md): Workato Copilots use AI to help you build, document, and optimize recipes, formulas, mappings, and custom connectors faster. - [Recipe Copilot](https://docs.workato.com/en/recipes/recipe-copilot.md): Build recipes faster with Recipe Copilot, the AI feature in Workato that suggests steps and auto-completes tasks during recipe creation. - [Performance Copilot](https://docs.workato.com/en/recipes/performance-copilot.md): Performance Copilot helps optimize your recipes by providing AI-powered evaluations and actionable suggestions across several dimensions, including cost, performance, security, and quality. - [Copilot in recipe description](https://docs.workato.com/en/recipes/recipe-description.md): Use Docs Copilot in Workato to generate recipe descriptions automatically so administrators and teammates can understand each recipe. - [Copilot in formula mode](https://docs.workato.com/en/recipes/copilot-in-formula-mode.md): Use Formula Copilot to get AI-powered formula suggestions in Workato recipes, building data transformations and formatting from prompts. - [Text mode](https://docs.workato.com/en/recipes/copilot-in-text-mode.md): Use Mapper Copilot for AI-powered text help in Workato recipes, composing text with datapills and searching pills directly in the editor. - [Connector Copilot](https://docs.workato.com/en/developing-connectors/sdk/copilot.md): Workato Connector Copilot uses LLMs to help you build SDK connectors faster, including authentication logic and custom actions. - [Copilot - Data usage](https://docs.workato.com/en/recipes/copilot-data-usage.md): Learn what recipe data Workato Copilot uses for each feature and how privacy and data security are handled across Copilots. #### Recipe Copilot - [Copilot in Recipe building](https://docs.workato.com/en/recipes/using-recipe-copilot.md): Use Recipe Copilot to sketch, build, and refine Workato recipes from a plain-language description of the automation you want. ### Other - [Account, User, And Team Management](https://docs.workato.com/en/user-accounts-and-teams/overview.md): Learn how to manage your Workato account, users, and teams, including privacy controls, collaborators, permissions, and roles. - [Advanced recipe building](https://docs.workato.com/en/getting-started/advanced-recipe-building.md): Learn to build complex Workato workflows with advanced recipe logic, including IF conditions, conditional actions, and other control flow. - [Agent Studio example use cases](https://docs.workato.com/en/agentic/agent-studio/genies-use-cases.md): Explore example Agent Studio use cases for building genies that handle logistics, data analysis, R&D, and other workflows. - [Agentic AI and generative AI key differences](https://docs.workato.com/en/agentic/agentic-and-generative-ai.md): Learn the key differences between agentic AI and generative AI, how each uses LLMs, and when to use the Workato Agentic platform or Copilots. - [API design](https://docs.workato.com/en/api-mgmt/api-design.md): Develop and publish APIs on Workato with a no-code approach covering API recipes, collections, and endpoints for building APIs at scale. - [API Platform - Legacy URL deprecation](https://docs.workato.com/en/apim-legacy-url-deprecation.md): Answers to common questions about the Workato API Platform legacy URL deprecation, who is affected, and how to switch to current URLs. - [API portal migration](https://docs.workato.com/en/faq-api-developer-portal-changes.md): Find answers about the Workato API developer portal launch, the new API client and key model, and the deprecation timeline for legacy API clients. - [API Recipes FAQ](https://docs.workato.com/en/api-mgmt/api-recipes/api-recipes-faq.md): Answers to common questions about Workato API recipes, the recipe type for building and deploying automations as API endpoints. - [Configure and use SCIM in Workato](https://docs.workato.com/en/scim-workato.md): Set up SCIM 2.0 in Workato by generating a SCIM token and base URL to connect your identity provider for automated user provisioning. - [Custom OAuth profiles - Embedded - apply to customer workspaces](https://docs.workato.com/en/oem/custom-oauth-embedded-apply.md): Apply a custom OAuth profile from your Embedded Admin workspace to specific customer workspaces, replacing the default profile. - [Custom OAuth Profiles - Embedded - create](https://docs.workato.com/en/oem/custom-oauth-embedded-create.md): Create a custom OAuth profile for an application in your Embedded Admin workspace to control branding, scopes, and consent. - [Data orchestration - CDC with Triggers](https://docs.workato.com/en/data-orchestration/cdc-with-triggers.md): Learn how Workato uses triggers for Change Data Capture (CDC) to monitor, capture, and sync database inserts, updates, and deletions in near real time. - [Data orchestration - Connect to data sources](https://docs.workato.com/en/data-orchestration/data-sources-connect.md): Connect to data sources in Workato using 1,200+ prebuilt connectors, the Connector SDK, and secure on-premise connectivity. - [Data orchestration - Data replication](https://docs.workato.com/en/data-orchestration/data-replication.md): Learn how Workato handles data replication with change data capture, schema replication, scalability, and bulk and batch processing. - [Data orchestration - Data transformation](https://docs.workato.com/en/data-orchestration/data-transformation-capabilities.md): Learn how Workato transforms data with ETL and ELT patterns using formulas, custom code, and SQL-based transformations. - [Data orchestration - Example CDC recipes](https://docs.workato.com/en/data-orchestration/cdc-recipes.md): Explore example Change Data Capture (CDC) recipe patterns for extracting data in bulk and batches from SaaS, databases, file systems, and on-premise sources. - [Data orchestration - Orchestrate and monitor data pipelines](https://docs.workato.com/en/data-orchestration/data-pipelines-orchestrate-monitor.md): Orchestrate and monitor data pipelines in Workato to design, automate, and manage data workflows and track pipeline health. - [Data orchestration - Scale for large volume data transfers](https://docs.workato.com/en/data-orchestration/large-volume-data-scale.md): Learn how Workato scales large volume data transfers with batch processing, parallel execution, buffering, and data streaming strategies. - [Data protection](https://docs.workato.com/en/security/data-protection.md): Learn how Workato protects customer data through standardized security practices, data retention controls, and encryption key management. - [Embedded connection widget implementation](https://docs.workato.com/en/oem/embedded-connections.md): Implement the Embedded Connection Widget to let customers authenticate app connections in an iframe without leaving your application. - [Embedded Settings - Audit log streaming](https://docs.workato.com/en/oem/admin-console/settings.md): Set up audit log streaming in the Embedded Admin console to replicate and store log data from managed customer workspaces in a destination you specify. - [Encryption key management](https://docs.workato.com/en/security/data-protection/encryption-key-management/guides.md): Browse setup guides for connecting key management services to Workato Enterprise Key Management and configuring custom encryption keys. - [Enterprise Context by Workato](https://docs.workato.com/en/connectors/enterprise-context-by-workato.md): Manage documents in Workato knowledge bases directly from a recipe. Upsert, delete, list, and search documents to keep your genies' context current. - [Environments - Deployment permission update](https://docs.workato.com/en/features/environments/deployment-permission-update.md): Learn how the Workato Deployment permission controls who can deploy projects across environments and how admins enable it for custom roles. - [Filter step deprecation notice](https://docs.workato.com/en/recipes/steps/deprecated-steps/filter-faq.md): Answers to common questions about the deprecated Filter step type in Workato and how it affects recipes that still use it. - [Fixed & Dynamic Lists](https://docs.workato.com/en/features/fixed-dynamic-lists.md): Learn how to use fixed and dynamic lists as action inputs in Workato recipes to iterate through list datapills or add items one by one. - [Group Data Mapping](https://docs.workato.com/en/recipes/group-data-mapping.md): Learn how to use group data mapping in Workato to automatically map recipe fields when field names match datapill names across many fields. - [HTTP connector V1 (deprecated)](https://docs.workato.com/en/developing-connectors/http.md): Documentation for the deprecated V1 HTTP connector in Workato. Use the V2 HTTP connector for current integrations with HTTP-based APIs. - [Insights - Dashboards](https://docs.workato.com/en/insights/dashboards.md): Learn about Insights dashboards, including the workspace overview and project overview templates that give visibility into your workspace. - [Introducing BambooHR Time Off Actions](https://docs.workato.com/en/bamboo-hr-time-off-actions-introduction.md): Learn about BambooHR time off actions in Workato that let employees request, update, and manage PTO without logging in to the HRMS UI. - [Key features - API Platform](https://docs.workato.com/en/features/api-management.md): Workato API Platform is a full-lifecycle API management platform to build, maintain, monitor, and consume APIs entirely in the cloud. - [Knowledge base configuration](https://docs.workato.com/en/agentic/agent-studio/knowledge-bases/knowledge-base-configuration.md): Configure a genie knowledge base with detailed descriptions and document preparation to improve retrieval accuracy and response quality. - [Lookup Table 100k Record Limit Enforcement Begins June 3, 2025](https://docs.workato.com/en/lut-row-limit-faq.md): Find answers about the 100,000-row limit per Workato lookup table enforced from June 3, 2025 across all entry points, and how to stay under it. - [MCP servers](https://docs.workato.com/en/mcp/mcp-servers.md): MCP servers expose your API recipe and AI gateway collections to AI agents as tools through authenticated, cloud-based Model Context Protocol URLs. - [MCP servers - Publish MCP servers to AI model organizations](https://docs.workato.com/en/mcp/ai-model-publication.md): Publish a Workato MCP server to your AI model organization so team members can discover and connect to it from ChatGPT and other clients. - [Migration to granular permission scopes](https://docs.workato.com/en/workbot/workbot-granular-permissions.md): Learn how to migrate Enterprise Workbots from the deprecated Slack bot scope to granular permission scopes and what changes. - [OAuth 2.0 format enforcement](https://docs.workato.com/en/oauth2-format-faq.md): Find answers about Workato OAuth 2.0 token request format enforcement, which malformed requests are rejected, and who is affected by the change. - [On-prem agent - Status endpoint](https://docs.workato.com/en/on-prem/agents/status.md): Reference for the Workato on-prem agent /status endpoint, which returns the agent process ID, state, version, active requests, and profiles. - [OpenAI - Edit Text Action](https://docs.workato.com/en/connectors/openai/edit-text.md): The Edit text action in the OpenAI connector revises input text based on your instructions to improve clarity, grammar, and conciseness. - [OpenAI - Send Text Prompt Action](https://docs.workato.com/en/connectors/openai/send-text-prompt.md): The Send text prompt action in the OpenAI connector generates text completions for a prompt to autocomplete text, answer questions, or create content. - [Polling intervals](https://docs.workato.com/en/recipes/polling-intervals.md): Learn how Workato poll-based triggers check apps for new and updated records, default polling intervals by plan, and how to change them. - [Product Updates](https://docs.workato.com/en/product-updates.md): Workato product updates have moved to the Workato product changelog. - [Recipe design-time errors](https://docs.workato.com/en/recipes/recipe-design-time-errors.md): Learn how to resolve recipe design-time errors in Workato, including missing required fields, formula syntax errors, and invalid datapills. - [Recipe Functions FAQ](https://docs.workato.com/en/features/callable-recipes/recipe-functions-faq.md): Answers to common questions about Recipe functions in Workato, including what changes in the recipe wizard and recipe builder. - [Running recipes](https://docs.workato.com/en/recipes/running-recipes.md): Learn how to test, start, and stop recipes in Workato and read job reports for troubleshooting and debugging. - [Search](https://docs.workato.com/en/search.md): Search the Workato product documentation to find guides, references, and answers across connectors, recipes, security, and platform features. - [Shopify API version upgrade](https://docs.workato.com/en/shopify-api-version-upgrade-faq.md): Answers to common questions about the Workato Shopify connector API version upgrade, including what changes, how it affects you, and required actions. - [Supported browsers](https://docs.workato.com/en/getting-started/supported-browsers.md): Reference for the web browsers Workato supports, including Google Chrome and other modern, up-to-date browsers. - [Task counting](https://docs.workato.com/en/recipes/tasks-counters.md): Find where to view Workato task counts by job, recipe, and account, and learn how to monitor and manage task usage. - [Troubleshooting - Webhook Gateway Migration](https://docs.workato.com/en/troubleshooting/webhook-gateway-migration.md): Learn about the Workato webhook gateway migration to new subdomain URLs by data center, the impact, and affected connectors and triggers. - [Undo or redo steps](https://docs.workato.com/en/recipes/steps/undo-redo.md): Learn how to undo or redo the ten most recent step changes in a Workato recipe, such as adding, deleting, or skipping steps. - [Untitled](https://docs.workato.com/en.md): Documentation for Workato, the enterprise AI control and execution plane for building and governing AI agents, MCP servers, and integrations on a unified orchestration platform. - [Untitled](https://docs.workato.com/ja.md): Workatoのドキュメント。Workatoは、統合オーケストレーションプラットフォーム上でAIエージェント、MCPサーバー、および連携を構築し、ガバナンスするためのエンタープライズAI制御および実行プレーンです。 - [Use the AIML accelerator](https://docs.workato.com/en/accelerator-aiml-run.md): Use the AIML accelerator to train a machine learning model and get predictions for intelligent automation in Workato. - [Using the Workato Connector SDK](https://docs.workato.com/en/developing-connectors/sdk/quickstart/quickstart.md): Learn how to build, test, develop, and share custom connectors with the Workato Connector SDK platform and create a new custom connector. - [View-once tokens in the API Platform](https://docs.workato.com/en/faq-apim-view-once-token.md): Answers to common questions about view-once tokens in the Workato API platform, how they protect secrets, and what to do if a token is misplaced. - [Workato API - Connections](https://docs.workato.com/en/oem/oem-api/picklist-parameters.md): Reference for the picklist names and parameters required to retrieve picklist values by connector through the Workato platform API. - [Workato API - Legacy API key deprecation](https://docs.workato.com/en/workato-api/moving-to-api-client-authentication-faq.md): Learn how to migrate from deprecated legacy API keys to Workato API client authentication using Authorization Bearer headers. - [Workato API - Timezone list](https://docs.workato.com/en/oem/oem-api/timezone-list.md): Reference for timezone names used in the time_zone parameter of Workato platform API managed_users endpoints when creating or updating customers. - [Workato API - Workato Identity IAM](https://docs.workato.com/en/workato-api/workato-identity-iam.md): Reference for the Workato Identity IAM API endpoints to list, create, update, and delete users, user groups, and app links. - [Workato connector - UKG Pro - New record trigger](https://docs.workato.com/en/connectors/ukg-pro/new-record-trigger.md): The New record trigger in the UKG Pro connector picks up new employee person and employment records, processing each one as a separate job. - [Workato connector - UKG Pro - New/updated employees trigger](https://docs.workato.com/en/connectors/ukg-pro/updated-employee-trigger.md): The New/updated employees trigger in the UKG Pro connector picks up new or updated employees, processing each one as a separate job. - [Workato connector - UKG Pro - New/updated record trigger](https://docs.workato.com/en/connectors/ukg-pro/updated-record-trigger.md): The New/updated record trigger in the UKG Pro connector picks up new or updated employee person, employment, or contract records each poll interval. - [Workato connector - UKG Pro - Terminated employees trigger](https://docs.workato.com/en/connectors/ukg-pro/terminated-employee-trigger.md): The Terminated employees trigger in the UKG Pro connector picks up terminated employee events, processing each termination as a separate job. - [Workato connectors - Google BigQuery Insert actions](https://docs.workato.com/en/connectors/bigquery/insert.md): The Insert row actions allow you to insert rows into Google BigQuery. - [Workato connectors - Google BigQuery New row trigger](https://docs.workato.com/en/connectors/bigquery/new-row-trigger.md): The **New row** trigger picks up rows that are inserted in the selected table. - [Workato connectors - Introduction](https://docs.workato.com/en/connectors/mssql/introduction.md): Connect Microsoft SQL Server to Workato using cloud or on-prem connections to migrate data, build pipelines, and automate database workflows. - [Workato connectors - NetSuite - Bulk action migration](https://docs.workato.com/en/connectors/netsuite/netsuite-enhance-bulk-action-migration.md): Learn how to migrate NetSuite recipes from deprecated bulk actions to the enhanced NetSuite bulk actions for faster ingestion and job completion. - [Workato connectors - NetSuite - Create custom transaction type](https://docs.workato.com/en/connectors/netsuite/create-custom-transaction-type.md): Use the NetSuite SOAP connector to create a custom transaction type so you can replicate it from NetSuite in your Workato recipe. - [Workato connectors - ServiceNow bulk triggers](https://docs.workato.com/en/connectors/servicenow/bulk-triggers.md): ServiceNow bulk triggers export new or new/updated records from a table as streamed CSV content for ELT and ETL processes in Workato. - [Workato connectors - SFTP download large file action](https://docs.workato.com/en/connectors/sftp/download-large-file-action.md): The Download large file action in the SFTP connector is now merged into a single Download file action that supports both small and large files. - [Workato connectors - Slack actions](https://docs.workato.com/en/connectors/slack/actions.md): Learn how Slack actions in Workato use the Slack Web API, the permission scopes they require, and actions such as Post message and Respond to button click. - [Workato connectors - Slack triggers](https://docs.workato.com/en/connectors/slack/triggers.md): Set up Slack triggers in Workato, including creating a Slack app, enabling event subscriptions, and using the New event and Button click triggers. - [Workato connectors - Snowflake Bulk Load from stage](https://docs.workato.com/en/connectors/snowflake/bulk-load-s3.md): The Bulk load to table from stage action in the Snowflake connector lets you load a file from an external stage such as Amazon S3 into a target table. - [Workato connectors - Stripe - Stripe extension to Stripe Apps migration guide](https://docs.workato.com/en/connectors/stripe/migration.md): Migrate your Stripe connection in Workato from the sunset Stripe extension to Stripe Apps, including testing and replacing connections in recipes. - [Workato connectors - UKG Pro - Create record action](https://docs.workato.com/en/connectors/ukg-pro/create-record-action.md): The Create record action in the UKG Pro connector lets you create a new record, such as a pending hire, in a UKG Pro instance. - [Workato connectors - UKG Pro - Get record action](https://docs.workato.com/en/connectors/ukg-pro/get-record-action.md): The Get record action in the UKG Pro connector retrieves a record, such as a person, employment, or job, from a UKG Pro instance. - [Workato connectors - UKG Pro - Get record action](https://docs.workato.com/en/connectors/ukg-pro/update-record-action.md): The Update record action in the UKG Pro connector lets you update an existing record, such as a pending hire, in a UKG Pro instance. - [Workato connectors - UKG Pro - Search record action](https://docs.workato.com/en/connectors/ukg-pro/search-record-action.md): The Search record action in the UKG Pro connector searches a UKG Pro instance and retrieves records that match your specified search criteria. - [Workato connectors - UKG pro REST connector](https://docs.workato.com/en/connectors/ukg-pro/overview.md): Set up and connect UKG Pro in Workato using API token credentials, including creating a service account API key and configuring permissions. - [Workato GO - Administrators and user groups](https://docs.workato.com/en/agentic/workato-go/admins-user-groups.md): Add administrators to your Workato GO account to manage data sources and view the activity log, and configure user groups for access. - [Workato GO - Configuration](https://docs.workato.com/en/agentic/workato-go/configuration.md): Configure Workato GO with a custom subdomain and authenticate users with Workato Identity or your external identity provider (IdP). - [Workato GO - Connectors](https://docs.workato.com/en/agentic/workato-go/connectors.md): Workato GO connectors are enhanced versions of standard Workato connectors with the same auth, actions, and triggers plus extra configuration. - [Workato GO - Preference settings](https://docs.workato.com/en/agentic/workato-go/preference-settings.md): Set your Workato GO preferences, including choosing a light, dark, or device-synced theme from the Preferences page. - [Workato Identity - End user account management](https://docs.workato.com/en/workato-identity/account-management.md): Set up your Workato ID, sign in with a password or SSO, reset your password, and unlock your account with Workato Identity end user account management. - [Workato Identity - End-user group management](https://docs.workato.com/en/workato-identity/user-groups.md): Create and manage end-user groups in Workato Identity, assign environment access, and scope user access more securely across your workspace. - [Workato recipe editor update](https://docs.workato.com/en/recipe-editor-update/overview.md): See how the Workato recipe editor improves recipe building, with sections on triggers, steps, actions, and data mapping. - [Workbot For Microsoft Teams - Creating An Enterprise Workbot Using App Studio](https://docs.workato.com/en/workbot-for-teams/guides/creating-enterprise-workbot-app-studio.md): Create a Microsoft Teams Enterprise Workbot using Microsoft App Studio, retained for reference after Microsoft deprecated App Studio. - [Workflow apps (People Task) by Workato](https://docs.workato.com/en/workflow.md): Learn how the People Task feature added human approval steps within recipes. This deprecated feature is replaced by Workato Workflow apps. - [Workspaces in Automation HQ](https://docs.workato.com/en/ahq-workspaces.md): Learn how the Workspaces interface in Automation HQ lists every workspace with billable recipes, task usage, collaborators, and connected apps.