Default · Beta
Workiva
API integration
Ship Default features without building the integration. Full Workiva API access via Proxy, normalized data through Unified APIs — extend models and mappings to fit your product.
Built for specific customer use cases. Issues are resolved quickly.
Talk to usUse Cases
Why integrate with Workiva
Common scenarios for SaaS companies building Workiva integrations for their customers.
Automate Workiva user provisioning from your identity platform
IT orchestration and identity governance SaaS companies can automatically provision and deprovision Workiva user accounts when employees join or leave, ensuring SOX ITGC compliance around system access without manual admin work.
Sync workspace assignments for financial reporting teams
FP&A and close management platforms can ensure the right analysts are assigned to the correct Workiva workspaces each reporting cycle, reducing the risk of unauthorized access to sensitive SEC filing documents.
Enforce role-based access controls across your customer's Workiva environment
GRC and compliance SaaS companies can read and manage Workiva roles to verify that access policies match organizational requirements, surfacing misconfigurations in their own compliance dashboards.
Build a unified employee directory that includes Workiva accounts
HR tech and people analytics platforms can pull Workiva user and role data alongside other SaaS tools to give IT and People teams a single view of software access across the organization.
What You Can Build
Ship these features with Truto + Workiva
Concrete product features your team can ship faster by leveraging Truto’s Workiva integration instead of building from scratch.
Automated Workiva account provisioning on employee hire
When a new hire appears in your customer's HRIS, automatically create their Workiva user account with the appropriate role and workspace assignment.
Real-time access revocation on offboarding
Instantly deprovision a departing employee's Workiva access as part of an automated offboarding workflow, closing SOX ITGC gaps.
Role drift detection dashboard
Continuously monitor Workiva user roles and flag accounts whose permissions have drifted from your customer's defined access policy.
Cross-platform user directory with Workiva included
Display Workiva users, roles, and workspace memberships alongside data from other SaaS apps in a single unified directory view.
Workspace membership sync for reporting cycles
Automatically add or remove users from specific Workiva workspaces based on project assignments or reporting period changes managed in your product.
Unified APIs
Unified APIs for Workiva
Skip writing code for every integration. Use Truto’s category-specific Unified APIs out of the box or customize the mappings with AI.
How It Works
From zero to integrated
Go live with Workiva in under an hour. No boilerplate, no maintenance burden.
Link your customer’s Workiva account
Use Truto’s frontend SDK to connect your customer’s Workiva account. We handle all OAuth and API key flows — you don’t need to create the OAuth app.
We handle authentication
Don’t spend time refreshing access tokens or figuring out secure storage. We handle it and inject credentials into every API request.
Call our API, we call Workiva
Truto’s Proxy API is a 1-to-1 mapping of the Workiva API. You call us, we call Workiva, and pass the response back in the same cycle.
Unified response format
Every response follows a single format across all integrations. We translate Workiva’s pagination into unified cursor-based pagination. Data is always in the result attribute.
FAQs
Common questions about Workiva on Truto
Authentication, rate limits, data freshness, and everything else you need to know before you integrate.
What Workiva data can I access through Truto today?
Truto's Unified User Directory API maps to Workiva's Admin API, giving you access to Users, Roles, and Workspaces. Additional Workiva API capabilities (Platform, Wdata, Graph, Custom Fields) can be built on request.
How does authentication work for the Workiva integration?
Workiva uses OAuth 2.0 for API authentication. Truto handles the full OAuth flow — token exchange, storage, and refresh — so your team and your end users don't need to manage credentials manually.
Can I push financial or ESG data into Workiva through Truto?
Not out of the box today. Truto's current Workiva support covers the Unified User Directory API (Users, Roles, Workspaces). However, integrations with Workiva's Platform, Wdata, and Graph APIs for financial, ESG, or GRC data can be built on request — reach out to the Truto team.
Does Truto handle pagination and rate limits for the Workiva API?
Yes. Truto abstracts away pagination and rate limit handling for all supported integrations, including Workiva, so you get consistent behavior without writing API-specific retry or cursor logic.
How quickly can I go live with a Workiva integration via Truto?
For User Directory use cases (provisioning, deprovisioning, role management), you can integrate using Truto's existing Unified User Directory API with minimal setup. For other Workiva API surfaces, Truto builds custom support on request — typical turnaround is days, not weeks.
Do my end users need Workiva admin access to connect their account?
Your end users will need sufficient permissions in Workiva to authorize the OAuth connection and grant access to the Admin API scopes required for user and workspace management. Exact permission requirements depend on their Workiva organization's configuration.
Workiva
Get Workiva integrated into your app
Our team understands what it takes to make a Workiva integration successful. A short, crisp 30 minute call with folks who understand the problem.
Talk to us