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.

Actions

Acuity Scheduling

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

Actions

Avalara AvaTax

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

Actions

Azure DevOps

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

Triggers

Cloudmersive NLP

Using Cloudmersive NLP, you can perform tasks such as sentence parsing, parts of speech recognition, and entity detection to better understand the unstructured text.

Actions

Workday

The Workday connector connects to Workday Cloud using SOAP APIs, allowing you to perform a wide range of operations with cloud ERP systems for finance, HR, Planning, and much more.

API Versions: 34

API Types: SOAP

Authentication and Authorization: Basic, Oauth 2.0

Key Capabilities: $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 It has been replaced by version-specific Workday connectors instead.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 flow services based on the generic version (v1.0) of the Workday connector will no longer work. Recreate such workflows and flow services with the newly released version-specific Workday connectors.

How to Create Custom Actions for Workday Connectors

IBM webMethods Integration allows you to 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.

    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.

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 manage expenses and travel requests for your organization.

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.

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.

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

API Types: REST

Authentication and Authorization: Custom API-key and OAuth 2.0

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.

Custom Actions

Docusign connector lets you create your own custom actions for performing specific tasks. 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.

Workflow Actions

Flow service Actions

Google Analytics Reporting

Google Analytics Reporting lets you fetch the analytics data.

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.

Triggers

Actions

Google Calender (Deprecated)

Note
  • 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 Flow services, they will work as expected.
  • No new feature enhancements will be made for deprecated connectors.
  • If you are creating new Workflows or Flow services, 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.

Actions

Google Forms

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

Note
The default authorization method is currently not supported for this connector. To set up an account for this connector, create custom OAuth credentials.

Triggers

Actions

Google Sheets

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

Note
The default authorization method is currently not supported for this connector. To set up an account for this connector, create custom OAuth credentials.

Triggers

Actions

Common Questions

Google Sheets (Deprecated)

Note
  • Deprecated connectors will continue to work as before and are fully supported.
  • If you are using deprecated connectors in your existing Workflows and/or Flow services, they will work as expected.
  • No new feature enhancements will be made for deprecated connectors.
  • If you are creating new Workflows or Flow services, 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.

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.

Triggers

Actions

Google Translator

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

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.

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.

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.

Microsoft SQL

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

Note
If the Hub and Spoke plan is enabled for your tenant, you can establish a connection from your private VPC using a private link for this connector.

Actions

MySQL

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

Actions

NetSuite

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

API Versions: 2018_2, 2022_1

API Types: SOAP

Authentication and Authorization: Token-based authentication

Key Capabilities: Custom Fields support

Prerequisites

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.

Oracle NetSuite REST Connector

Oracle NetSuite REST connector allows you to run SuiteQL queries, and perform list, get, delete, update, upsert and create record operations using SuiteTalk REST Web Services.

API Versions: V1

API Types: REST

Authentication and Authorization: OAuth 2.0

Key Capabilities: SuiteQL, Custom Field support, Basic CRUD operations

Prerequisites

Custom Actions

NetSuite connector allows you create your own custom actions for performing specific tasks.

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

Usage Notes

SuiteQL

Get Record

List Record

Other Operations

Limitations

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.

Actions

Microsoft 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.

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.

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.

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.

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.

Actions

SAP SuccessFactors OData 2.0

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

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.

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.

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.

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

SuccessFactors allows you to connect 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.

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.

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.

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.

Triggers

Toodledo

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

Triggers

Actions

Triggerapp

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

Actions

Uber

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

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.

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.

Actions

Webmaster Tools

Actions

Webflow

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

Triggers

Actions

Zuora

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

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.

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.