Read Workiom apps and list fields, query records with filters, and create or update records.
Explore 5 workflow actions for Workiom, including account permissions and operation limits.
3 read actions2 write actions
WORKFLOW ACTIONS
What you can configure.
Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.
Create record
Write
Adds a record to a list from field ID to value pairs.
Permissions and limits
Account permissions
A Workiom API key (Account Settings, API Keys) for a user who can see the apps and lists
A repeated request may repeat the external action. Review the previous result before retrying a write.
Get list
Read
A list's metadata: its fields (IDs, names, data types), and optionally views and filters.
Permissions and limits
Account permissions
A Workiom API key (Account Settings, API Keys) for a user who can see the apps and lists
List apps
Read
The apps (and their lists) the API key's user can see.
Permissions and limits
Account permissions
A Workiom API key (Account Settings, API Keys) for a user who can see the apps and lists
Query records
Read
A list's records with field filters (operators: 1 contains, 2 not contains, 3 is, 4 is not, 5 greater, 6 less, 7 empty, 8 not empty, 9 greater or equal, 10 less or equal, 11 between, 12 in, 13 not in), sorting and paging.
Permissions and limits
Account permissions
A Workiom API key (Account Settings, API Keys) for a user who can see the apps and lists
Update record
Write
Changes only the given fields of a record (partial update).
Permissions and limits
Account permissions
A Workiom API key (Account Settings, API Keys) for a user who can see the apps and lists
A repeated request may repeat the external action. Review the previous result before retrying a write.
SETUP
Start with a controlled test.
01Connect the intended account
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
02Review inputs and access
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
03Confirm the result
Inspect step outputs and confirm the result in Workiom. A saved workflow is not a completed provider action.