Workia

Workia Outlook Add-in

Send emails using your Gmail account, from within Workia

Gmail Integration

Docusign Integration

Outlook Integration

Workia Gmail Add-in

This guide provides a step-by-step process to create a new application in DocuSign, which is required for integrating document signing capabilities within the Workia platform.

Configuring an app in Docusign for use with Workia (corporate Docusign admins)

An overview on integrating ServiceNow to Workia to get your process going.

Workia - ServiceNow Tickets & Incidents Integration

Carlo Arazas

Jacob Johnson

Oliver Trundley

Integrations & Services

An overview on integrating Workday to Workia to get your process going.

Workday Integration

Connecting Workia to Workday

SAML Single Sign-On (SSO)

Seamlessly initiate Tax, Social Security, and Immigration services with Deloitte

Deloitte Integration

Batch Service Initiation for Deloitte Migrations

K2 Integration

Cartus Integration

Vialto Integration

Batch Service Initiation for Vialto Migrations

EY Integration

Batch Service Initiation for EY Migrations

An overview on integrating SAP to Workia to get your process going.

SAP Integration

An overview on integrating Oracle HCM to Workia to get your process going.

Oracle HCM Integration

Fast Connections

Equus Ecosystem Connections

BTR International Integration

Updates

Roadmap

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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