Workday and Zapier connect to automate your workforce operations. You can trigger workflows from new hires, terminated employees, and expense reports, and create time off requests, job requisitions, and more.
Available on plans:
Free
Pro
Team
Enterprise
Prerequisites
To use the Workday integration on Zapier, you must have:
- A paid Workday account (cloud-hosted).
- A paid Zapier account. Workday is a premium app on Zapier.
- OAuth2 credentials (Client ID, Client Secret, Base URL, Tenant, Token Endpoint, Authorization Endpoint) from your Workday administrator. Your administrator must complete a one-time setup before you connect.
- (Optional) Integration System User (ISU) credentials (ISU username, ISU password) from your Workday administrator. Your administrator must create and configure an ISU user in Workday. ISU is required for actions that create or modify records.
Connect Workday to Zapier
The Workday integration uses a dual authentication approach:
- OAuth2 (required): Used for REST API requests, read operations, triggers, and searches.
- Integration System User (ISU) (optional): Required for SOAP-based actions that create or modify records (for example, Hire Employee, Create Time Off Request, Update Supplier).
When ISU credentials are provided in Zapier, they take precedence for all SOAP-based requests. You can use both methods together: OAuth2 handles REST-based reads, while ISU handles SOAP-based writes.
Connect your account
To create an app connection to Workday on Zapier:
- Go to the Apps page.
- Click + Add connection.
- A new dialog box will appear. Search for and select Workday.
- Click Add connection.
- A Connect an Account page will open in a browser tab or window.
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Complete the following fields:
- Client ID: Enter the Client ID from your Workday administrator.
- Client Secret: Enter the Client Secret from your Workday administrator.
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Base URL: Enter the first part of your Workday REST API endpoint (for example,
https://impl-services1.wd12.myworkday.com). -
Tenant: Enter the last part of your Workday REST API endpoint (for example,
mytenant). - Token Endpoint: Enter the Token Endpoint URL from your Workday administrator.
- Authorization Endpoint: Enter the Authorization Endpoint URL from your Workday administrator.
- ISU username (optional): Enter the ISU username if you have ISU credentials.
- ISU password (optional): Enter the ISU password if you have ISU credentials.
- Click Yes, Continue to Workday.
Your Workday account is now successfully connected to Zapier.
If you're a Workday administrator, learn more in Workday administrator prerequisites for Zapier connection.
About Workday's app
Triggers, searches, and actions
- Business Process Event Completed (Polling) - Triggers when a business process event has been successfully completed.
- Employee Terminated (Polling) - Triggers when an employee is terminated.
- Expense Report Submitted (Polling) - Triggers when an expense report is submitted.
- Leave Request Submitted (Polling) - Triggers when a leave request is submitted for one of your direct reports.
- New Hire Created (Polling) - Triggers when a new hire is created.
- New Inbox Task (Polling) - Triggers when a new task appears in your inbox.
- New Supplier (Polling) - Triggers when a new supplier is added.
- New Supplier Invoice (Polling) - Triggers when a new supplier invoice is created.
- Run WQL Query (Polling) - Executes a custom WQL query and returns the results.
- Updated Supplier (Polling) - Triggers when a supplier is updated.
- 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.
- Approve Task - Approves a task or business process event step that is awaiting approval.
- Change Job - Changes an employee's job details.
- Create Job Requisition - Creates a new job requisition.
- Create Pre-Hire - Adds a new pre-hire to the system.
- Create Supplier Credit Memo - Creates a credit memo for a supplier invoice.
- 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.
- Update Supplier - Updates an existing supplier in Workday.
- Update Supplier Invoice - Updates an existing supplier invoice.
Which authentication method each action uses
Some actions use OAuth2 (REST API) and others use ISU (SOAP API). If you do not provide ISU credentials, SOAP-based actions will not be available.
Triggers:
- New Supplier
- New Supplier Invoice
- Updated Supplier
Searches:
- Find Supplier
- Find Supplier Invoice
- Find Supplier Payment
Actions:
- Hire Employee
- Create Pre-Hire
- Change Job
- Create Job Requisition
- Update Supplier
- Create Supplier Credit Memo
- Update Supplier Invoice
Triggers:
- Business Process Event Completed
- Employee Terminated
- Expense Report Submitted
- Leave Request Submitted
- New Hire Created
- New Inbox Task
- Run WQL Query
Searches:
- Find Records
- Find Purchase Order
Actions:
- Approve Task
- Create Time Off Request
- Create Worker Time Block
Choosing fields from dropdowns
In the Zap editor, for some triggers or actions, you may need to select additional fields using a dropdown menu. You can search for the desired fields, but you might need to click load more repeatedly.
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In Workday, locate your report (for example, "Data Sources").
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Filter the report for the specific data source (for example, "All Workers").
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Click the data source record to view its details.
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Find the WQL Alias: In the data source details, locate the fields you need. Each field has a WQL Alias (for example, "Legal Name" has a WQL Alias of "Full Legal Name").
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Use the WQL Alias in Zapier: In the Zap editor, enter the WQL Alias as a custom value in the Fields to Include in Response field. You can enter WQL aliases on separate lines or as a comma-separated list (for example,
legalName_LastName,legalName_FirstName,fullLegalName).
Limitations
- ISU credentials are required for actions that create or modify records using the SOAP API. Without ISU, only REST-based read operations and a subset of write actions are available.
- When creating custom actions for Workday, you'll need to edit the API endpoint URL using the code editor.
Templates
View all of Workday's templates