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Workiva connector

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2 Sept 2026
bug-fixStandardized action category capitalization for more consistent portal filters.
workiva_assign_organization_user_roles, workiva_assign_user_to_organization, workiva_assign_workspace_membership_roles, workiva_batch_deletion_metric_values, workiva_batch_update_process, workiva_batch_upsertion_metric_values, workiva_copy_file, workiva_copy_section, workiva_copy_sheet, workiva_create_dimension, workiva_create_edits, workiva_create_file, workiva_create_matrix, workiva_create_metric, workiva_create_organization_user, workiva_create_process, workiva_create_program, workiva_create_sample, workiva_create_section, workiva_create_sheet, workiva_create_task, workiva_create_topic, workiva_create_value, workiva_create_workspace, workiva_create_workspace_group, workiva_create_workspace_membership, workiva_delete_dataset_by_sheet_id, workiva_delete_metric_by_id, workiva_delete_metric_value_by_id, workiva_delete_milestone_by_id, workiva_delete_organization_user_by_id, workiva_delete_section_by_id, workiva_delete_sheet_by_id, workiva_delete_task_by_id, workiva_delete_topic_by_id, workiva_delete_workspace_group_by_id, workiva_delete_workspace_membership_by_id, workiva_destination_link_source_conversion, workiva_document_export, workiva_document_filters_reapplication, workiva_document_links_destination_replacement, workiva_document_links_publication, workiva_document_permissions_modification, workiva_edit_bookmarks, workiva_edit_sections, workiva_export_file_by_id, workiva_file_permissions_modification, workiva_get_activity_action_by_id, workiva_get_activity_actions, workiva_get_activity_by_id, workiva_get_anchor_by_id, workiva_get_batch_upsertion_metric_values_results, workiva_get_bookmark, workiva_get_bookmark_collection, workiva_get_column_properties, workiva_get_copy_file_results, workiva_get_custom_schema, workiva_get_datasets, workiva_get_destination_link_by_id, workiva_get_destination_link_source_conversion_results, workiva_get_dimension_by_id, workiva_get_dimensions, workiva_get_document_by_id, workiva_get_document_milestones, workiva_get_document_permissions, workiva_get_document_table_collection, workiva_get_documents, workiva_get_drawing_anchor_by_id, workiva_get_drawing_anchor_extensions, workiva_get_drawing_anchors, workiva_get_drawing_elements_by_id, workiva_get_file_by_id, workiva_get_file_permissions, workiva_get_files, workiva_get_image_by_id, workiva_get_image_upload_creation_results, workiva_get_import_file_results, workiva_get_matrices, workiva_get_matrix_attachment_by_id, workiva_get_matrix_attachments, workiva_get_matrix_by_id, workiva_get_metric_by_id, workiva_get_metric_value_by_id, workiva_get_metrics, workiva_get_milestone_by_id, workiva_get_milestone_creation_results, workiva_get_operation_by_id, workiva_get_org_report_users, workiva_get_organization_activities, workiva_get_organization_by_id, workiva_get_organization_roles, workiva_get_organization_solutions, workiva_get_organization_user_by_id, workiva_get_organization_user_role_list, workiva_get_organization_users, workiva_get_organization_workspace_activities, workiva_get_organization_workspace_membership_roles, workiva_get_organization_workspace_roles, workiva_get_organizations, workiva_get_patch_document_results, workiva_get_patch_presentation_results, workiva_get_patch_section_results, workiva_get_patch_sheet_results, workiva_get_patch_slide_layout_results, workiva_get_patch_slide_results, workiva_get_patch_spreadsheet_results, workiva_get_patch_table_properties_results, workiva_get_permission_by_id, workiva_get_permissions, workiva_get_presentation_by_id, workiva_get_presentation_milestones, workiva_get_presentation_permissions, workiva_get_presentation_table_collection, workiva_get_process, workiva_get_process_run, workiva_get_program_by_id, workiva_get_program_permissions, workiva_get_programs, workiva_get_range_link_by_id, workiva_get_range_link_destinations, workiva_get_range_link_edit_results, workiva_get_range_links, workiva_get_record_by_id, workiva_get_records, workiva_get_rich_text_anchor_by_id, workiva_get_rich_text_anchor_creation_results, workiva_get_rich_text_anchor_extensions, workiva_get_rich_text_anchors, workiva_get_rich_text_batch_edit_results, workiva_get_rich_text_duplication_edit_results, workiva_get_rich_text_links_batch_edit_results, workiva_get_rich_text_paragraphs, workiva_get_row_properties, workiva_get_sample_attachment_by_id, workiva_get_sample_attachments, workiva_get_sample_by_id, workiva_get_samples, workiva_get_section_by_id, workiva_get_section_permissions, workiva_get_sections, workiva_get_sheet_by_id, workiva_get_sheet_data, workiva_get_sheet_permissions, workiva_get_sheets, workiva_get_slide_by_id, workiva_get_slide_layout_by_id, workiva_get_slide_layouts, workiva_get_slide_permissions, workiva_get_slides, workiva_get_spreadsheet_by_id, workiva_get_spreadsheet_milestones, workiva_get_spreadsheet_permissions, workiva_get_spreadsheets, workiva_get_style_guide_by_id, workiva_get_table_anchor_by_id, workiva_get_table_anchor_creation_results, workiva_get_table_anchor_extensions, workiva_get_table_anchors, workiva_get_table_cell_edit_results, workiva_get_table_cells, workiva_get_table_edit_results, workiva_get_table_links_edit_results, workiva_get_table_properties, workiva_get_table_reapply_filter_results, workiva_get_task_by_id, workiva_get_tasks, workiva_get_test_form_by_id, workiva_get_test_forms, workiva_get_test_phase_attachment_by_id, workiva_get_test_phase_attachments, workiva_get_test_phase_by_id, workiva_get_test_phases, workiva_get_topic_by_id, workiva_get_topics, workiva_get_trashed_files, workiva_get_type_by_id, workiva_get_types, workiva_get_values, workiva_get_values_by_range, workiva_get_workspace_by_id, workiva_get_workspace_group_by_id, workiva_get_workspace_group_members, workiva_get_workspace_groups, workiva_get_workspace_membership_by_id, workiva_get_workspace_memberships, workiva_get_workspace_solutions, workiva_get_workspace_solutions_by_id, workiva_get_workspaces, workiva_graph_report_export, workiva_image_upload, workiva_import_file, workiva_list_processes, workiva_matrix_attachment_download_by_id, workiva_matrix_attachment_export_by_id, workiva_matrix_attachment_upload, workiva_milestone_creation, workiva_modify_workspace_group_members, workiva_partially_update_custom_schema, workiva_partially_update_dimension_by_id, workiva_partially_update_document_by_id, workiva_partially_update_file_by_id, workiva_partially_update_metric_by_id, workiva_partially_update_metric_value_by_id, workiva_partially_update_milestone_by_id, workiva_partially_update_organization_by_id, workiva_partially_update_organization_user_by_id, workiva_partially_update_presentation_by_id, workiva_partially_update_process_by_id, workiva_partially_update_program_by_id, workiva_partially_update_sample_by_id, workiva_partially_update_section_by_id, workiva_partially_update_sheet_by_id, workiva_partially_update_slide_by_id, workiva_partially_update_slide_layout_by_id, workiva_partially_update_spreadsheet_by_id, workiva_partially_update_table_properties, workiva_partially_update_task_by_id, workiva_partially_update_topic_by_id, workiva_partially_update_workspace_by_id, workiva_partially_update_workspace_group_by_id, workiva_presentation_export, workiva_presentation_filters_reapplication, workiva_presentation_links_destination_replacement, workiva_presentation_links_publication, workiva_presentation_permissions_modification, workiva_program_permissions_modification, workiva_restore_file_by_id, workiva_revoke_organization_user_roles, workiva_revoke_workspace_membership_roles, workiva_rich_text_anchor_creation, workiva_rich_text_batch_edit, workiva_rich_text_duplication_edit, workiva_rich_text_links_batch_edit, workiva_run_process, workiva_sample_attachment_download_by_id, workiva_sample_attachment_export_by_id, workiva_sample_attachment_upload, workiva_sample_insertion, workiva_sample_update, workiva_section_permissions_modification, workiva_sheet_permissions_modification, workiva_slide_permissions_modification, workiva_spreadsheet_export, workiva_spreadsheet_filters_reapplication, workiva_spreadsheet_links_destination_replacement, workiva_spreadsheet_links_publication, workiva_spreadsheet_permissions_modification, workiva_style_guide_export, workiva_style_guide_import, workiva_submit_task_action, workiva_table_anchor_creation, workiva_table_cells_batch_edit, workiva_table_edit, workiva_table_filters_reapplication, workiva_table_links_batch_edit, workiva_table_range_links_edit, workiva_test_form_export, workiva_test_phase_attachment_download_by_id, workiva_test_phase_attachment_export_by_id, workiva_test_phase_attachment_upload, workiva_trash_file_by_id, workiva_update_sheet, workiva_update_values_by_range, workiva_upsert_datasets, workiva_validate_process, workiva_workspace_membership_creation_with_options
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18 Aug 2026
new-connectorInitial Workiva connector with 266 actions across 17 resources (documents, spreadsheets, presentations, content, files, tasks, processes, milestones, sustainability programs, test forms, graph, activities, permissions, custom fields, reports, operations, and organization admin) on the Workiva Platform API 2026-01-01.