Productivity

ABBYY Cloud OCR

ABBYY Cloud OCR is the web-based document processing service that empowers you to convert documents and use the textual information present in your PDF files, screenshots, document images and more.

Availability: FlowServices only

Actions

Acuity Scheduling

Acuity Scheduling is a cloud-based appointment scheduling platform that enables organizations to automate online appointment bookings.

Availability: Workflows and FlowServices

Actions

Avalara AvaTax

Avalara AvaTax allows you to calculate taxes, modify documents, and validate addresses.

Availability: Workflows and FlowServices

Actions

Azure DevOps

Azure DevOps is a cloud–based platform that let you plan your projects using Agile tools, manage code in git repositories, and deploy using CI/CD systems.

Availability: Workflows only

Triggers

Workday

webMethods.io Integration Connector for Workday contains predefined connectors that connect to Workday Cloud using SOAP APIs, allowing you to perform a wide range of operations with cloud ERP system for finance, HR, Planning and much more.

Availability: Workflows and FlowServices

API Versions: 34

API Types: SOAP

Authentication and Authorization: Basic

Key Capabilities: $expand, $filter

Prerequisites: Working knowledge of Workday and Workday APIs

Note: From the 2.1.3.1 release, the generic version (v1.0) of the Workday connector is no longer supported. It has been replaced by version-specific Workday connectors instead.
Due to this upgrade, your existing Workflows and FlowServices based on the generic version (v1.0) of the Workday connector will no longer work. Please recreate such Workflows and FlowServices with the newly released version-specific Workday connectors.

How to Create Custom Actions for Workday Connectors

webMethods.io Integration lets you create custom actions for the supported Workday connectors. The custom actions can then be used in your workflows to automate your tasks. You can create your own custom actions and also edit or delete those custom actions.

Let’s see an example of how to create a custom action for the Workday connector. To do this, add the Workday connector on canvas and configure an Account.

When you are configuring a custom action, you are prompted to select an existing account or create a new account. To create a custom action, click the + icon located beside the Select Action label.

You will be redirected to the screen given below:

  1. To configure an Account, click the + icon and provide relevant information required to connect to Workday account. :

    • Account Name: Provide a name for the account which will be used to connect to Workday.

    • Server URL: The login endpoint to initiate communication with the SaaS provider. Specify the correct instance and tenantID, for example, https://<instance>.workday.com/ccx/service/<tenantID>/

    • Username: Provide the Workday user name appended with workday tenantID, for example, username@tenantID.

    • Password: Provide the password of the Workday account.

    • Version: Provide the SOAP API version of Workday. This is a mandatory field. The supported default version is v31.1. You can provide a lower or higher version unless the WSDL is compatible with the connector certified version.

  2. Click Add to configure the account details.

  3. Select a functional area from the options available in the drop-down list. For example, Human_ResourceService.

    Note: The Workday account supports all operations in the following functional areas of Workday HCM module.

  4. Click Next. The WSDL validation happens for the corresponding functional area. If WSDL validation is successful, the service lists the operations:

    If there are errors while processing, then the WSDL document validation fails, and an error message is displayed. You will be prompted to provide a WSDL document to upload or specify a WSDL URL.

  5. Select an operation to be performed.

  6. Click Next and confirm the action, and then click Done.

    You will be redirected to the Get Test window.

  7. Click Next. You will be redirected to the action configuration window. It is mandatory to provide values for all the required fields while configuring an action. Provide values for the optional fields as per your requirements.

  8. Click Next. You will be redirected to the Test this action window where you can check if the action is working as expected before executing the workflow. After this click Test.

  9. If you have configured the action correctly, you will see that the operation returns information for all workers.

This will give you an idea of how your action will work when used in a workflow. This output data will then be used to configure the rest of the workflow. With this, our custom action is successfully set up. Now click on the Save button located at the top-right corner of the canvas to save the workflow. You can now use this account in any workflow created under the same project.

Chargebee

Chargebee is a subscription billing and management system that helps you handle subscription lifecycle operations like recurring billing, managing trials, and invoicing.

Availability: Workflows and FlowServices

Actions

Custom Actions

Chargebee connector also lets you create your own custom actions for performing specific tasks. The actions you create look and work exactly like the other actions do.

To know more about how to create custom actions, click here.

Concur

Concur allows you to easily manage expenses and travel requests for your organization.

Availability: FlowServices only

Custom Actions

Concur connector lets you create your own custom actions for performing specific tasks. The actions you create look and work exactly like the other predefined actions do.

To know more about how to create custom actions, see Creating Custom Actions.

Contentstack

Contentstack is a headless content management system that lets you design and simplify the process of publication by separating code from content.

Availability: Workflows only

Triggers

Actions

Coupa

Coupa is a cloud-based business spend management platform that helps you gain real-time spend visibility, control, compliance, and agility over all your business spends.

Availability: Workflows and FlowServices

API Versions: 17, 19, 20, 21, 23, 26, 27, 28, 29, 30

API Types: REST

Authentication and Authorization: Custom API-Key

Key Capabilities: Custom field support

Prerequisites: Coupa familiarity

Actions

Custom Actions

Coupa connector lets you create your own custom actions for performing specific tasks. The actions you create look and work exactly like the other predefined actions do.

To know more about how to create custom actions, see Creating Custom Actions.

Docusign

Docusign is an electronic signature solution industry leader that allows organizations to securely and efficiently manage their electronic agreements.

Availability: Workflows and FlowServices

Custom Actions

Docusign connector lets you create your own custom actions for performing specific tasks. The actions you create look and work exactly like the other actions do.

To know more about how to create custom actions, click here.

DocuWare

DocuWare is a leading provider of document management and workflow automation software solutions that enables you to digitize, secure, and work with business documents efficiently.

Availability: Workflows and FlowServices

Workflow Actions

FlowService Actions

Google Analytics Reporting

The Google Analytics Reporting action lets you fetch the analytics data.

Availability: Workflows and FlowServices

Custom Actions

Google Analytics Reporting lets you create your own custom actions for performing specific tasks. The actions you create look and work exactly like the other actions do.

To know more about how to create custom actions, click here.

Google Calender

Google Calendar is a time-management web application and mobile app created by Google.

Availability: Workflows only

Triggers

Actions

Google Calender (Deprecated)

IMPORTANT NOTES

  • Deprecated connectors will continue to work as before and are fully supported by Software AG.
  • If you are using deprecated connectors in your existing Workflows and/or FlowServices, they will work as expected.
  • No new feature enhancements will be made for deprecated connectors.
  • If you are creating new Workflows or FlowServices, it is recommended to use the provided alternative connectors instead of the deprecated connectors.
  • The deprecation is applicable only for Actions.
  • The deprecation is not applicable for Triggers, that is, Triggers are supported for both deprecated and alternative connectors. For the list of triggers, see the documentation for alternative connectors.

  • Google Calendar is a time-management web application and mobile app created by Google.

    Availability: FlowServices only

    Actions

    Google Forms

    Google Forms is a survey administration app that allows you to create forms, share with people, and track their responses.

    Availability: Workflows only

    Triggers

    Google Sheets

    Google Sheets is an online spreadsheet application that lets you create and manage spreadsheets and share them with other users.

    Availability: Workflows only

    Triggers

    Actions

    Common Questions

    Google Sheets (Deprecated)

    IMPORTANT NOTES

  • Deprecated connectors will continue to work as before and are fully supported by Software AG.
  • If you are using deprecated connectors in your existing Workflows and/or FlowServices, they will work as expected.
  • No new feature enhancements will be made for deprecated connectors.
  • If you are creating new Workflows or FlowServices, it is recommended to use the provided alternative connectors instead of the deprecated connectors.
  • The deprecation is applicable only for Actions.
  • The deprecation is not applicable for Triggers, that is, Triggers are supported for both deprecated and alternative connectors. For the list of triggers, see the documentation for alternative connectors.

  • Google Sheets is an online spreadsheet application that lets you create and manage spreadsheets and share them with other users.

    Availability: FlowServices only

    Actions

    Custom Actions

    Google Sheets connector also lets you create your own custom actions for performing specific tasks. The actions you create look and work exactly like the other predefined actions do.

    To know more about how to create custom actions, see Creating Custom Actions.

    Google Tasks

    Google Tasks is an easy way to list down your todos, track the status, and know your progress. It works with Gmail and Google Calendar to keep you alerted and to schedule your tasks precise to the time.

    Availability: Workflows only

    Triggers

    Actions

    Google Translator

    Google translator lets you translate the given text to the specified language. This service works with Google Business accounts only.

    Availability: Workflows only

    Actions

    Microsoft Dynamics 365 Business Central

    Microsoft Dynamics 365 Business Central allows you to manage Business Central data and access metadata that defines the specific Business Central instance to which you are connecting using the OData API Version 4.0. This Application performs standard CRUD operations on business objects by connecting to the OData service endpoint.

    Availability: FlowServices only

    API Versions: v1

    API Types: REST (OData)

    Authentication and Authorization: OAuth 2.0

    Key Capabilities: Custom Fields support, $filter, $expand

    Prerequisites:

    Actions

    Custom Actions

    Microsoft Dynamics 365 Business Central connector also lets you create your own custom actions for performing specific tasks. The actions you create look and work exactly like the other actions do.

    To know more about how to create custom actions, click here.

    Microsoft To Do

    Microsoft To Do is a cloud-based task management tool that helps you to create, update, and manage your daily project tasks, thereby increasing your productivity.

    Availability: Workflows only

    Triggers

    Actions

    Miro

    Miro is an online collaborative whiteboard platform that facilitates collaboration of distributed teams from brainstorming with digital sticky notes to planning and managing agile workflows.

    Availability : Workflows and FlowServices

    Actions

    Custom Actions

    Miro connector also lets you create your own custom actions for performing specific tasks. The actions you create look and work exactly like the other actions do.

    To know more about how to create custom actions, click here.

    MS SQL

    MS SQL is Microsoft’s relational database management software that lets you store and retrieve data at any point of time.

    Availability: Workflows and FlowServices

    Actions

    MySQL

    MySQL is a relational database management software that lets you store and retrieve data at any point of time.

    Availability: Workflows and FlowServices

    Actions

    NetSuite

    NetSuite is a cloud-based business management solution that provides you software and services to manage business finances, operations, and customer relations.

    Availability: Workflows and FlowServices

    Actions

    Custom Actions

    NetSuite connector also lets you create your own custom actions for performing specific tasks. The actions you create look and work exactly like the predefined actions do.

    To know more about how to create custom actions, click here Custom Actions.

    Okta

    Okta is an enterprise grade, identity management service built for the cloud which integrates deeply with on-premises applications, devices, and identity management systems.

    Availability: Workflows only

    Triggers

    Actions

    OneNote

    OneNote is a note-taking and personal information management app offered by Microsoft. It is a computer program for free-form information gathering and multi-user collaboration. It is an electronic notebook where users can write and store reminders, notes, ideas or other pertinent information.

    Availability: Workflows only

    Triggers

    Actions

    PayPal

    PayPal is an online payment system that acts as an alternative to checks and money orders. It lets you create and send invoices, store credit card details and retrieve transactions associated with the credit cards.

    Availability: Workflows only

    Actions

    Remove.bg

    Remove.bg is an image editing application that allows you to remove the background of an image and use the stripped-back image wherever you need it.

    Availability : FlowServices

    Actions

    Custom Actions

    Remove.bg connector also lets you create your own custom actions for performing specific tasks. The actions you create look and work exactly like the other actions do.

    To know more about how to create custom actions, click here.

    SalesLoft

    SalesLoft allows you to manage sales teams, sales organizations, target accounts and customer accounts using REST.

    Availability: Workflows and FlowServices

    Actions

    Custom Actions

    SalesLoft connector lets you create your own custom actions for performing specific tasks. The actions you create look and work exactly like the other actions do.

    To know more about how to create custom actions, click here.

    Servicemax

    ServiceMax is a SaaS platform that enables you to automate your operational planning processes such as workforce optimization, advanced scheduling and dispatch, parts logistics, and so on, efficiently.

    Availability: Workflows only

    Actions

    SAP SuccessFactors OData 2.0

    SAP SuccessFactors is a cloud-based human experience management platform for enterprises. WebMethods CloudStreams Provider for SAP SuccessFactors enables you to perform SuccessFactors operations over HTTP (create, read, update, delete, fetch, insert, query, querymore, and upsert) using OData protocols.

    Availability : Workflows and FlowServices

    Actions

    Custom Actions

    SAP SuccessFactors OData 2.0 connector also lets you create your own custom actions for performing specific tasks. The actions you create look and work exactly like the other actions do.

    To know more about how to create custom actions, click here.

    Sitecore Content Hub

    Sitecore Content Hub is a single, streamlined marketing hub that allows marketers to plan, review, and manage the entire content lifecycle in one place.

    Availability: Workflows and FlowServices

    Actions

    Custom Actions

    Sitecore connector lets you create your own custom actions for performing specific tasks. The actions you create look and work exactly like the other actions do.

    To know more about how to create custom actions, click here.

    Smartsheet

    Smartsheet is an online project and task management app with advanced collaboration features. It allows you to create and manage sheets, reports, and workspaces for your organization.

    Availability: Workflows only

    Triggers

    You can select one or multiple trigger events to receive the notification

    Actions

    StrikeIron Contact Verification

    StrikeIron lets you access email verification and hygiene services, along with the North America address verification service using the StrikeIron Contact Verification APIs version 6.

    Availability: Workflows and FlowServices

    Actions

    Custom Actions

    StrikeIron connector also lets you create your own custom actions for performing specific tasks. The actions you create look and work exactly like the other actions do.

    To know more about how to create custom actions, click here.

    SuccessFactors HCM

    Connect to SuccessFactors using the SuccessFactors web service SFAPI, and perform SuccessFactors operations (Create, Read, Update, Delete, Fetch, Insert, Query, queryMore, and Upsert) over HTTP using synchronous SOAP protocols.

    Availability: Workflows and FlowServices

    Actions

    Custom Actions

    SuccessFactors HCM connector also lets you create your own custom actions for performing specific tasks. The actions you create look and work exactly like the other actions do.

    To know more about how to create custom actions, click here.

    Tick

    Tick offers cross-platform time tracking apps for easy task and project management.

    Availability: Workflows only

    Actions

    Todoist

    Todoist helps you to create and organize millions of todos and tasks that you add to your list from anywhere at any time. As all the tasks are present at one place and synchronized among all devices, Todoist allows you to track them easily.

    Availability: Workflows only

    Triggers

    Actions

    Toggl

    Toggl is time-tracking software that offers online time tracking and reporting services through their mobile and desktop app as well as their website.

    Availability: Workflows only

    Triggers

    Toodledo

    Toodledo is an online project management tool that lets you store all your tasks, notes, files and folders in a single place.

    Availability: Workflows only

    Triggers

    Actions

    Triggerapp

    Triggerapp is a project management app that combines client management, collaboration and invoicing.

    Availability: Workflows only

    Actions

    Uber

    Uber is ride-sharing mobile app that allows you to request a ride from your smartphone.

    Availability: Workflows only

    Actions

    UserVoice

    UserVoice is web-based tool that gathers customer feedback and collects it in such a way such that it can contribute to better product development.

    Availability: Workflows only

    Triggers

    VoApps

    VoApps is a DirectDrop Voicemail service which allows you to send automated ringless voicemails to your customers so that your agents can focus on attending incoming calls.

    Availability: Workflows only

    Actions

    Webmaster Tools

    Availability: Workflows only

    Actions

    Webflow

    Webflow is a web design tool that allows you to design, build, and launch responsive websites with no coding knowledge.

    Availability: Workflows only

    Triggers

    Actions

    Zuora

    Zuora is a subscription management platform that helps organizations manage their subscription-based services.

    Availability: Workflows and FlowServices

    Actions

    Custom Actions

    Zuora connector lets you create your own custom actions for performing specific tasks. The actions you create look and work exactly like the other actions do.

    To know more about how to create custom actions, click here.

    Zuora REST

    The Zuora REST API provides a broad set of operations and resources to enable web Storefront integration from the website, support self-service subscriber sign-ups and account management, process revenue schedules through custom revenue rule models and so on.

    Availability: Workflows and FlowServices

    Actions

    Custom Actions

    Zuora REST connector lets you create your own custom actions for performing specific tasks. The actions you create look and work exactly like the other actions do.

    To know more about how to create custom actions, click here.