Workday and Salesflare
How to connect Workday
- Via Zapier — 34 operations available. Set it up ↗
- Via Make — 11 modules available. Set it up ↗
What you can automate
- When business Process Event Completed in Workday, find or create account in Salesflare.
- When new Supplier in Workday, find or create account in Salesflare.
- When new Candidate in Workday, find or create contact in Salesflare.
- When new Feedback Added to Worker in Workday, create internal note in Salesflare.
- When new Inbox Task in Workday, create task in Salesflare.
- When new Supplier Invoice in Workday, find or create account in Salesflare.
About Workday
Workday unites finance and HR on a single platform.
Workday operations on Zapier
Triggers (13)
Start a workflow when this happens
- Business Process Event Completed — Triggers when a business process event has been successfully completed.
- Employee Terminated — Triggers when an employee is terminated.
- Expense Report Submitted — Triggers when an expense report is submitted.
- Leave Request Submitted — Triggers when a leave request is submitted for one of your direct reports.
- New Candidate — Triggers when a candidate appears in a recruiting data source, optionally scoped to a single job requisition. Built for scheduled pipeline reporting.
Show 8 more triggers
- New Feedback Added to Worker — Triggers when new anytime feedback is added to a worker in Workday.
- New Hire Created — Triggers when a new hire is created.
- New Inbox Task — Triggers when a new task appears in your inbox.
- New Supplier — Triggers when a new supplier is added.
- New Supplier Invoice — Triggers when a new supplier invoice is created.
- Run WQL Query — Executes a custom WQL query and returns the results.
- Updated Candidate — Triggers when a candidate is updated in a recruiting data source, for example a recruiting stage or step change, optionally scoped to a single job requisition. Built for scheduled pipeline reporting.
- Updated Supplier — Triggers when a supplier is updated.
Actions (14)
Things Salesflare can make it do
- Approve Task — Approves a task/business process event step that is awaiting approval.
- Change Job — Changes an employee's job details.
- Contract Contingent Worker — Contracts an existing pre-hire or applicant into a contingent worker position. Uses the Contract Contingent Worker business process.
- Create Job Requisition — Creates a new job requisition.
- Create Position — Creates a new position opening for a supervisory organization.
Show 9 more actions
- Create Pre-Hire — Adds a new pre-hire to the system.
- Create Supplier Credit Memo — Creates a credit memo for a supplier invoice. Credit memos are used to reduce the amount owed to a supplier.
- Create Time Off Request — Creates a new time off request.
- Create Worker Time Block — Creates a new worker time block.
- Hire Employee — Hires a new or existing pre-hire as an employee. Uses the Hire Employee business process.
- Submit Feedback for Worker — Submits anytime feedback for a worker in Workday.
- Update Compensation — Requests a compensation change for a worker. Updates the worker's salary or hourly pay plan assignment.
- Update Supplier — Updates an existing supplier in Workday with support for basic info, business entity, tax information, and contact details.
- Update Supplier Invoice — Updates an existing supplier invoice. Supports updating tax codes, VAT fields, withholding tax, and optionally auto-submitting the invoice.
Searches (7)
Look up existing records
- Find Purchase Order — Finds a purchase order by ID or other criteria.
- Find Records — Executes a WQL query and returns individual records.
- Find Supplier — Finds a supplier by ID or other criteria.
- Find Supplier Invoice — Finds supplier invoices by ID or other criteria.
- Find Supplier Payment — Searches for supplier payments.
Show 2 more searches
- Find Worker by Email — Finds a worker by their primary work email address and returns their Worker ID.
- Get Worker Documents — Retrieves documents attached to worker profiles. Returns file content as a usable file for downstream steps.
Workday operations on Make
Actions (6)
Things Salesflare can make it do
- Cancel a Supplier Invoice — Cancels an existing supplier invoice by its ID.
- Create a Supplier Invoice — Creates a new supplier invoice.
- Make a REST API Call — Performs an arbitrary authorized REST API call. Can only be used with an OAuth2 connection.
- Make a SOAP API Call — Performs an arbitrary authorized SOAP API call.
- Make a SOAP API Call (Advanced) — Performs an arbitrary authorized API call.
Show 1 more actions
- Update a Supplier Invoice — Updates a supplier invoice by its ID.
Searches (5)
Look up existing records
- Get Supplier Invoices — Retrieves a list of supplier invoices with attachment data by their IDs.
- Get a RaaS Report — Retrieves a RaaS report by the report URL. Can only be used with an OAuth2 connection.
- List Currencies — Retrieves all existing currencies in a tenant.
- Run a WQL Query — Runs a WQL Query. Can only be used with an OAuth2 connection.
- Search Supplier Invoices — Retrieves a list of supplier invoices filtered by criteria.
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