--- title: Workiva by Maxmel Tech slug: workiva-e9t4ek description: How to integrate Workiva with Make.com image: https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/PREVIEW_workiva-community.png docTags: createdAt: 2026-01-09T09:46:04.812Z --- | ::Image[]{src="https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/workiva-e9t4ek.png" size="50" width="512" height="512" position="center" alt="Workiva logo" showCaption="false"}

::Image[]{src="https://app.archbee.com/api/optimize/oAyFj2GHlBeBVWF5OAir2/JoAJhvSlBlBIvHteHmo_y-20251023-115411.jpeg" size="46" width="400" height="128" position="center" showCaption="false"} | Workiva is an AI-powered platform for finance, risk, and sustainability management, offering solutions like financial reporting and carbon accounting. Integrating with Make.com enables automated workflows, streamlining data-driven processes and reporting for finance and compliance teams. | | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | :::hint{type="warning"} **Limited documentation** We currently can't provide complete documentation for Workiva because there isn't enough publicly available information about this app. Our AI-powered documentation system relies on comprehensive data from Workiva and public sources to create detailed guides. ::: # About Workiva Workiva is a community-developed application and is subjected to the developer's terms and conditions, which may include applicable fees. Make does not maintain or support this integration. For assistance, please https\://f.make.com/r/reachout?app\_name=Workiva\&app\_slug=workiva-community\&app\_unique\_id=workiva-e9t4ek. # App installation :::hint{type="info"} To install this app, you need Admin, Owner, or App Developer permissions. [Learn more about organization roles.](docId:-FOYcASPYP9uYKGm7LQPB) ::: ::::WorkflowBlock :::WorkflowBlockItem Go to the [Make integration page](https://www.make.com/en/integrations/workiva-community/). ::: :::WorkflowBlockItem Click the **Install** button. ::: :::WorkflowBlockItem **Follow** the on-screen instructions to complete the setup. ::: :::: # Workiva modules You can choose from a list of available modules to build your scenarios. :::ExpandableHeading ### Create Record Edits Creates and saves new changes to a specific record. ::: :::ExpandableHeading ### Create a File Creates a brand new file for you to use or store your data. ::: :::ExpandableHeading ### Create a Group Creates a brand new group within your selected workspace, helping you organize your team or projects more efficiently. ::: :::ExpandableHeading ### Create a Record Adds a new entry to your chosen database or service, saving the information you provide. ::: :::ExpandableHeading ### Create a Section Adds a new section to your document, helping you organize your content more effectively. ::: :::ExpandableHeading ### Create a Task Creates a brand new task for you to manage and track your work. ::: :::ExpandableHeading ### Create an Organization User Adds a new user to your organization. ::: :::ExpandableHeading ### Delete a Record Deletes a specific record from your database. ::: :::ExpandableHeading ### Delete a Section Deletes a specific section from your document. ::: :::ExpandableHeading ### Delete a Task Deletes a specific task from your list. ::: :::ExpandableHeading ### Export a Document Starts the process of exporting a document, allowing you to save or share it in your preferred format. ::: :::ExpandableHeading ### Get Documents Fetches and displays a list of your documents. ::: :::ExpandableHeading ### Get Files Fetches and displays a list of files from your selected source. ::: :::ExpandableHeading ### Get Organization Users Fetches a complete list of all users within your organization. ::: :::ExpandableHeading ### Get Records Gets a list of records from the service, allowing you to view multiple entries at once. ::: :::ExpandableHeading ### Get Sections Fetches and displays all the sections within a specific document, helping you see how your document is organized. ::: :::ExpandableHeading ### Get Tasks Fetches a list of all your tasks, so you can easily view and manage them. ::: :::ExpandableHeading ### Get a Document Fetches a specific document from your collection. ::: :::ExpandableHeading ### Get a File Fetches a specific file from your account on the service. ::: :::ExpandableHeading ### Get a Record Fetches one specific record from your database. ::: :::ExpandableHeading ### Get a Section Gets detailed information about a specific section. ::: :::ExpandableHeading ### Get a Task Fetches detailed information about a specific task from the service. ::: :::ExpandableHeading ### Import a File Starts the process of importing a file into your system. ::: :::ExpandableHeading ### Make an API Call Sends a personalized API request to connect with your chosen service and retrieve or send specific data. ::: :::ExpandableHeading ### Update a File Updates specific parts of an existing file without replacing the whole file. ::: :::ExpandableHeading ### Update a Member in a Group Updates the details of a specific group member with the latest information you provide. ::: :::ExpandableHeading ### Update a Record Updates the details of a specific record in your chosen service. ::: :::ExpandableHeading ### Update a Section Updates specific fields within an existing section, allowing you to make partial changes without overwriting the entire section. ::: :::ExpandableHeading ### Update a Task Updates specific details of an existing task without changing all of its information. ::: :::ExpandableHeading ### Watch Documents Triggers whenever a new document becomes available, so you can take action as soon as it's added. ::: :::ExpandableHeading ### Watch Files This module notifies you whenever a file is added, changed, or removed. ::: :::ExpandableHeading ### Watch Tasks Triggers whenever a new task is created or an existing task is updated, so you can stay on top of all task changes. ::: # Templates You can look for more templates in [Make's template gallery](https://www.make.com/en/templates), where you'll find thousands of pre-created scenarios. # Workiva resources You can have access to more resources related to this app on the following links : - [Visit Workiva website ](https://workiva.com) - [Access Workiva help documentation ](https://startintegrate.com/apps/business-erp/workiva-e9t4ek) - [View Workiva API documentation](https://www.make.com/en/hq/app-invitation/dbe123c89e6a7665be798d792a7f9da9) - [Visit Workiva page on make](https://www.make.com/en/integrations/workiva-community) # Help us improve this documentation Have experience with Workiva? We'd love to hear from you. If you have insights, use cases, or technical details that could help other users, please consider: - Using the feedback widget at the bottom of the page - Contacting the developer to request public documentation - https\://f.make.com/r/reachout?app\_name=Workiva\&app\_slug=workiva-community\&app\_unique\_id=workiva-e9t4ek - Sharing your knowledge in the [Make community](https://community.make.com) Your feedback helps us create better documentation for everyone. *** :::CtaButton{label="Get started for free" externalHref="https://www.make.com/en/register" openInNewTab="true"} :::