SysAid and Workato Embedded integrations and automations

Seamlessly connect SysAid and Workato Embedded. 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

Market leaders run on Workato

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

Build Powerful Workflows, fast

Triggers

When this happens…

SysAid
  • Service Record Created - Advanced Real-time
    Fires when a new service record is created in SysAid containing a raw JSON of data.
  • Service Record Created - Standard Real-time
    Fires when a new service record is created in SysAid containing a standard list of properties.
  • Service Record Updated - Advanced Real-time
    Fires when a service record is updated in SysAid containing a raw JSON of data.
  • Service Record Updated - Standard Real-time
    Fires when a service record is updated in SysAid containing a standard list of properties.

    • Any other trigger you can think up

Actions

Do this…

SysAid
  • Custom action
    Custom action in SysAid (Custom)
  • Add Agent to Groups
    Add a specific Agent to one or more existing user groups in your SysAid account.
  • Add End User to Groups
    Add a specific end user to one or more existing user groups in your SysAid account.
  • Add Activity to a Service Record
    Add a time-tracked activity entry to an existing service record. Activities typically represent work performed, such as troubleshooting, communication, or on-site visits. To learn more about activities.
  • Add a Note to a Service Record
    Add an internal or public note to an existing service record.
  • Convert Agent to End User
    Convert an existing Agent into an End user. This action removes the Agent's elevated permissions and system roles, effectively transitioning them to a standard user profile. Admin group memberships, roles, and access rights associated with the Agent role will be removed as part of this conversion.
  • Convert End User to Agent
    Convert an existing end user into an Agent. This action grants the user agent-level permissions and enables them to be assigned to service records, join support groups, and access agent-only functionality. Group memberships, roles, and access rights associated with the agent role will be removed as part of this conversion.
  • Create a New Agent
    Create a new IT Agent user in your SysAid account. This person will be able to access and manage service records.
  • Create a New Asset
    Create a new asset in your SysAid account
  • Create a New Attachment
    Finalize new attachment creation after the initial call to generate_presigned_url. The is the 3rd call made by the client in the creation flow (1st is generating a presigned URL, 2nd - uploading the object to storage using the presigned URL).
  • Create a New Configuration Item (CI)
    Creates a new Configuration Item (CI)
  • Create a CI Relation Type
    Create a new CI relation type
  • Create a New Company
    Create a new company in your SysAid account.
  • Create a New End User
    Creates a new end user in your SysAid account.
  • Create a New Group
    Creates a new user group in your SysAid account.
  • Create a CI Relation For a Given CI ID
    Creates a CI relation for a given CI ID
  • Create a Service Record
    Create a new service record (ticket) in your SysAid account.
  • Delete Agent
    Permanently delete an Agent from your SysAid account using their unique ID. This action is irreversible. Once deleted, the Agent's data cannot be recovered. Use this endpoint with caution to remove agents who no longer require access to the system.
  • Delete Asset by ID
    Delete an asset from your SysAid account, this action is irreversible
  • Delete a CI by ID
    Delete a CI using it's ID. All links that use this CI will be removed. Once deleted, the data cannot be recovered
  • Delete a CI Relation Type by ID
    Delete the CI relation type. All CI links that use this relation type will be removed. Once deleted, the data cannot be recovered
  • Delete Company by ID
    Delete a company by its ID.
  • Delete End User
    Permanently delete an end user from your SysAid account using their unique ID. This action is irreversible. Once deleted, the end users' data cannot be recovered. Use this endpoint with caution to remove users who no longer require access to the system.
  • Delete a CI Relation For a Given CI ID
    Permanently deletes a CI relation for a given CI using its unique ID
  • Delete a Service Record
    Permanently deletes a service record using its unique ID. This action is irreversible and will remove the record and all associated data from your SysAid account. Deleting a service record may affect reporting, audit trails, or related workflows.
  • Generates a Presigned URL for an Attachment Upload
    The 1st step in the new attachment creation flow - a request to generate a presigned URL. that the client can use to upload an attachment.
  • Get Agent by ID
    Retrieve detailed information about a specific Agent using their unique SysAid ID.
  • Get List of Agents
    Retrieve a paginated list of agents in your account. Each agent record includes personal details, contact information, role-specific attributes, group membership, and company association.
  • Get Asset by ID
    Retrieve an Asset by ID
  • Get List of Assets
    Retrieve a paginated list of assets in your SysAid account.
  • Get Category Hierarchy
    Returns a hierarchical list of categories.
  • Get Configuration Item (CI) by ID.
    Retrieve a Configuration Item (CI) by ID.
  • Get CI Relation Types
    Retrieve a list of CI relation types configured in SysAid
  • Get CI Relations for a Specific CI by ID
    Retrieve all CI relations for a specific CI by its ID
  • Get List of Configuration Item (CI) Subtypes by CI Type ID.
    Retrieve a list of all available Configuration Item (CI) subtypes for the specific CI type.
  • Get List of Configuration Item (CI) Types.
    Retrieve a list of Configuration Item (CI) types.
  • Get List of Configuration Items (CIs)
    Retrieves a list of Configuration Items (CIs) from your SysAid CMDB.
  • Get List of Companies
    Retrieve a list of all companies configured in your SysAid account.
  • Get Company by ID
    Retrieve a company by its ID.
  • Get End User by ID
    Retrieve detailed information about a specific end user using their unique SysAid ID.
  • Get List of End Users
    Retrieve a paginated list of end users in your SysAid account.
  • Get Group by ID
    Retrieve detailed information about a specific group using its unique ID.
  • Get Group Members
    Retrieve a list of all users assigned to a specific group by its unique ID.
  • Get List of Groups
    Retrieve a list of all user groups in your SysAid account.
  • Get Indexes
    Retrieve a list of available field indexes used across SysAid entities (such as service records, users, assets, etc.). Use this endpoint to dynamically discover which fields can be used for building advanced queries or filters in your integration.
  • Get a Service Record by ID
    Retrieve the full details of a specific service record using its unique SysAid ID.
  • Get Service Record's Action Items
    Allows to retrieve service record's action items.
  • Get Service Record Template by ID
    Get a service record template by ID.
  • Get Service Record Template by Service Record ID
    Get a template by the service record ID.
  • Remove Agent from Groups
    Remove a specific Agent from one or more user groups. Removing an agent from all groups may affect their access permissions and assignment behavior.
  • Remove End User from Groups
    Remove a specific End User from one or more user groups.
  • Resolve a Service Record
    Mark a service record as resolved. Use this endpoint to update the status of an open ticket to indicate that the issue has been addressed.
  • Search Service Records by Specific Parameters
    Search for service records based on filters, fields or customized query parameters. You can filter records using fields such as status, category, priority, assigned group or agent, creation date, and more.
  • Send a Message from a Service Record
    Send an email notification directly from a specific service record to an end user or agent.
  • Update Agent Details
    Update the details of an existing Agent identified by their SysAid ID. The new values provided will overwrite existing values.
  • Update an Asset
    Update the details of an existing asset. Existing fields will be overwritten with newly provided information
  • Update the Configuration Item (CI) by ID
    Update the Configuration Item (CI) by ID
  • Update a CI Relation Type by ID
    Updates the CI relation type. Note: Only custom CI relation types can be updated. Standard CI relation types can't be updated
  • Update a Company
    Update the details of an existing company in your SysAid account.
  • Update End User Details
    Update the details of an existing end user identified by their SysAid ID. The new values provided will overwrite existing values.
  • Update Service Record Details
    Update the details of an existing service record using its unique SysAid ID.
  • Updates An Action Item Status
    Allows to update the service record's action item status.

    • Any other action you can think up

Workato Embedded
  • Custom action
    Custom action in Workato Embedded (Custom)
  • Add member to customer account
    Add Member to customer account in Workato Embedded
  • Copy custom role
    Copy Custom role in Workato Embedded customer account
  • Create API access profile
    Create API access profile in Workato Embedded customer account
  • Create API client
    Create API client in Workato Embedded customer account
  • Create API collection
    Create API collection in Workato Embedded customer account
  • Create connection
    Create Connection in Workato Embedded customer account
  • Create customer account
    Create Customer account in Workato Embedded
  • Create folder
    Create Folder in Workato Embedded customer account
  • Create recipe
    Create Recipe in Workato Embedded customer account
  • Add row
    Add Row in a lookup table in Workato Embedded customer account
  • Custom action (Deprecated)
    Custom action in Workato Embedded
  • Delete customer account
    Delete Customer account in Workato Embedded
  • Delete recipe
    Delete Recipe in Workato Embedded customer account
  • Delete row
    Delete Row from a lookup table in Workato Embedded customer account
  • Disable API access profile
    Disable API access profile in Workato Embedded customer account
  • Disable API endpoint
    Disable API endpoint in Workato Embedded customer account
  • Downgrade customer account (Deprecated)
    Downgrade Customer account in Workato Embedded
  • Enable API access profile
    Enable API access profile in Workato Embedded customer account
  • Enable API endpoint
    Enable API endpoint in Workato Embedded customer account
  • Export package by ID
    Export Package by ID from Workato Embedded
  • List API access profiles
    List API access profiles in Workato Embedded customer account
  • List API clients
    List API clients in Workato Embedded customer account
  • Get customer account by ID
    Get Customer account in Workato Embedded
  • Get customer account member by ID
    Get Customer account member by ID in Workato Embedded
  • Get export status
    Get Export status in Workato Embedded
  • Get package status
    Get Package status in Workato Embedded customer account
  • Get picklist values
    Get Picklist values in Workato Embedded customer account
  • Get recipe by ID
    Get Recipe by ID in Workato Embedded customer account
  • Get row by ID
    Get Row by ID from a lookup table in Workato Embedded customer account
  • List monthly usage
    List Monthly usage in Workato Embedded
  • Import package
    Import Package to Workato Embedded customer account
  • List account properties
    List Account properties in Workato Embedded customer account
  • List API collections
    List API collections in Workato Embedded customer account
  • Search API endpoints
    Search API endpoints in Workato Embedded customer account
  • List connections
    List Connections in Workato Embedded customer account
  • List connector metadata
    List Connector metadata in Workato Embedded
  • List customer account members
    List Customer account members in Workato Embedded
  • List customer accounts
    List Customer accounts in Workato Embedded
  • List folders
    List Folders in Workato Embedded customer account
  • List lookup tables
    List Lookup tables in Workato Embedded customer account
  • List recipes
    List Recipes in Workato Embedded customer account
  • List custom roles
    List Custom roles in Workato Embedded customer account
  • Lookup row
    Lookup Row from a lookup table in Workato Embedded customer account
  • Refresh API access profile token/secret
    Refresh API access profile token/secret in Workato Embedded customer account
  • Remove member from customer account
    Remove Member from customer account in Workato Embedded
  • Search public recipes
    Search Public recipes in Workato Embedded
  • Search rows
    Search Rows from a lookup table in Workato Embedded customer account
  • Start recipe
    Start Recipe in Workato Embedded customer account
  • Stop recipe
    Stop Recipe in Workato Embedded customer account
  • Update API access profile
    Update API access profile in Workato Embedded customer account
  • Update connection
    Update Connection in Workato Embedded customer account
  • Update customer account
    Update Customer account in Workato Embedded
  • Update customer account member
    Update Member in a customer account in Workato Embedded
  • Update recipe
    Update Recipe in Workato Embedded customer account
  • Update row
    Update Row in a lookup table in Workato Embedded customer account
  • Upgrade customer account (Deprecated)
    Upgrade Customer account in Workato Embedded
  • Upsert account property
    Upsert Account property in Workato Embedded customer account

    • Any other action you can think up

One platform

  • Power
  • Agility
  • Speed
  • Innovation