Rating

4.9

Pre-built

150+

integrations

Total

100+

active users

avg

2 min

to connect

Custom Connections

Available

via HTTP connector

Market leaders run on Workato

  • monday.svg
  • box.svg
  • hp-2.svg
  • atlassian.svg
  • cisco.png

Build Powerful Workflows, fast

Triggers

When this happens…

Box
  • New CSV file in folder Batch
    New CSV file in Box
  • New event in folder Real-time
    New event in folder
  • New/updated file in folder
    New/updated file in Box
  • New line in CSV file
    New line in CSV file in Box
  • New/updated CSV file in folder Batch
    New/updated CSV file in Box
  • New/updated file metadata in folder
    New/updated file metadata in Box
  • New/updated folder in folder
    New/updated folder in Box
  • New/updated sign event in folder
    New/updated sign event in Box
  • Any other trigger you can think up

GUIDEcx
  • Webhook Real-time
    Webhook in GUID ecx
  • Any other trigger you can think up

Actions

Do this…

Box
  • Custom action
    Custom action in Box (Custom)
  • Add comment to file
    Add comment to file in Box
  • Cancel sign request
    Cancel sign request in Box
  • Copy file or folder
    Copy file or folder in Box
  • Create collaboration
    Create collaboration in Box
  • Create file shared link
    Create shared link for file in Box
  • Create folder
    Create folder in Box
  • Create folder shared link
    Create shared link for folder in Box
  • Create file metadata
    Create metadata in a file in Box
  • Create sign request
    Create sign request in Box
  • Delete file or folder
    Delete file or folder in Box
  • Delete file metadata
    Delete metadata in a file in Box
  • Download file
    Download contents from a file in Box
  • Get file download URL
    Get file download URL in Box
  • List folder items Batch
    List files and folders in a specific folder in Box
  • Get file comments Batch
    Get file comments in Box
  • Get file text content
    Get text content from a file in Box
  • Get file or folder details
    Get details of a file or folder in Box
  • Get file metadata
    Get metadata in a file in Box
  • Get sign request
    Get sign request in Box
  • List sign requests Batch
    List sign requests in Box
  • Rename/move file or folder
    Rename/move file or folder in Box
  • Remove file shared link
    Remove shared link from a file in Box
  • Rename other user’s file or folder
    Rename other user's file in Box
  • Resend sign request
    Resend sign request in Box
  • Search files or folders Batch
    Search files or folders in Box
  • Update CSV file in box
    Update CSV file in Box
  • Update file metadata
    Update metadata in a file in Box
  • Upload file using file contents
    Upload file using file contents to Box
  • Upload file using file URL
    Upload file from public URL to folder
  • Any other action you can think up

GUIDEcx
  • Custom action
    Custom action in GUIDEcx (Custom)
  • Add customer team member to project
    Add customer team member to project in GUID ecx
  • Add internal team member to project
    Add internal team member to project in GUID ecx
  • Create project note
    Create project note in GUID ecx
  • Create task note
    Create task note in GUID ecx
  • Set initial project custom field value
    Set initial project custom field value in GUID ecx
  • Set initial task custom field value
    Set initial task custom field value in GUID ecx
  • Assign project tag to project
    Assign project tag to project in GUID ecx
  • Assign task tag to task
    Assign task tag to task in GUID ecx
  • Create custom field
    Create custom field in GUID ecx
  • Create milestone
    Create milestone in GUID ecx
  • Create pending project
    Create pending project in GUID ecx
  • Create project
    Create project in GUID ecx
  • Create project tag
    Create project tag in GUID ecx
  • Create task
    Create task in GUID ecx
  • Create task tag
    Create task tag in GUID ecx
  • Create time record
    Create time record in GUID ecx
  • Subscribe to webhook
    Subscribe to webhook in GUID ecx
  • Delete webhook
    Delete webhook in GUID ecx
  • Get milestone by ID
    Get milestone by ID in GUID ecx
  • Get milestone CSAT responses
    Get milestone CSAT responses in GUID ecx
  • Get milestones by project
    Get milestones by project in GUID ecx
  • Get note by ID
    Get note by ID in GUID ecx
  • Get notes by project
    Get notes by project in GUID ecx
  • Get notes by task
    Get notes by task in GUID ecx
  • Get project by ID
    Get project by ID in GUID ecx
  • Get project CSAT responses
    Get project CSAT responses in GUID ecx
  • Get project properties
    Get project properties in GUID ecx
  • Get project tags
    Get project tags in GUID ecx
  • Get task by ID
    Get task by ID in GUID ecx
  • Get task groups by project
    Get task groups by project in GUID ecx
  • Get task properties
    Get task properties in GUID ecx
  • Get user
    Get user in GUID ecx
  • Get webhook
    Get webhook in GUID ecx
  • List custom fields
    List custom fields in GUID ecx
  • List time categories
    List time categories in GUID ecx
  • List time records
    List time records in GUID ecx
  • List users
    List users in GUID ecx
  • List webhooks
    List webhooks in GUID ecx
  • Remove team member from project
    Remove team member from project in GUID ecx
  • Search milestones
    Search milestones in GUID ecx
  • List projects
    List projects in GUID ecx
  • Search Projects by Customer Email
    Search Projects by Customer Email in GUID ecx
  • List tasks
    List tasks in GUID ecx
  • List templates
    List templates in GUID ecx
  • Sum Time Records
    Sum Time Records in GUID ecx
  • Update custom field
    Update custom field in GUID ecx
  • Update project
    Update project in GUID ecx
  • Update project custom field value
    Update project custom field value in GUID ecx
  • Update project properties
    Update project properties in GUID ecx
  • Update task
    Update task in GUID ecx
  • Update task custom field value
    Update task custom field value in GUID ecx
  • Update task order
    Update task order in GUID ecx
  • Update task properties
    Update task properties in GUID ecx
  • Upsert Project Custom Field Batch
    This is an advanced action which will upsert a custom field or a merge tag to a project based on the custom field name. Merge tags are being deprecated and will be replaced with custom fields. This action will handle that mapping.
  • Any other action you can think up

One platform

  • Power
  • Agility
  • Speed
  • Innovation