Agiloft and Redoak integrations and automations

Seamlessly connect Agiloft and Redoak. Automate workflows, and boost efficiency with Workato.

Rating

4.9

Pre-built

150+

integrations

Total

100+

active users

avg

2 min

to connect

Custom Connections

Available

via HTTP connector

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Build Powerful Workflows, fast

Triggers

When this happens…

Agiloft
  • New/updated table event (Webhook) Real-time
    New/updated record in Agiloft
  • Delete table event (Webhook) Real-time
    Deleted record in Agiloft
  • New/updated records
    New/updated record in Agiloft

    • Any other trigger you can think up

Redoak
  • New Document Uploaded
    Triggers when a new document is uploaded to Red Oak
  • Submission Updated
    Triggers when a submission is updated in Red Oak

    • Any other trigger you can think up

Actions

Do this…

Agiloft
  • Create record
    Create record in Agiloft
  • Custom action
    Custom action in Agiloft
  • Delete record
    Delete record in Agiloft
  • Get attachment
    Get attachment from record in Agiloft
  • Get metadata
    Get metadata in Agiloft connector
  • Remove attachment
    Remove attachment from record in Agiloft
  • Search records
    Search records in Agiloft
  • Update record
    Update record in Agiloft
  • Upload attachment
    Upload attachment into record in Agiloft
  • Upsert record
    Upsert record in Agiloft

    • Any other action you can think up

Redoak
  • Download Document
    Download a document file from Red Oak
  • Get Submission by ID
    Get a submission with full details from Red Oak
  • List Documents
    List documents for a submission in Red Oak

    • Any other action you can think up

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