Do everything in one place
Customize your BlackLine and Workfront integration with the following
triggers and actions.
Triggers
When this happens…
Workfront
- New event Real-timeNew object event in Workfront
- New recordNew object created in Workfront
- New/updated recordNew object created or updated in Workfront
Any other trigger you can think up
Actions
Do this…
BlackLine
- Import account assignmentsImport account assignments in BlackLine
- Import account balancesImport account balances in BlackLine
- Import account group mappingsImport account group mappings in BlackLine
- Import account group settingsImport account group settings in BlackLine
- Import account settingsImport account settings in BlackLine
- Import bank balancesImport bank balances in BlackLine
- Import budgetsImport budgets in BlackLine
- Import CIM mappingsImport CIM mappings in BlackLine
- Import currency ratesImport currency rates in BlackLine
- Import entitiesImport entities in BlackLine
- Import entity typesImport entity types in BlackLine
- Import item detailImport item detail in BlackLine
- Import multi-currency balancesImport multi-currency balances in BlackLine
- Import subledger balancesImport subledger balances in BlackLine
- Import task dependenciesImport task dependencies in BlackLine
- Import task descriptionImport task description in BlackLine
- Import tasksImport tasks in BlackLine
- Import tasks auto-certify completionImport tasks auto-certify completion in BlackLine
- Import team typesImport team types in BlackLine
- Import teamsImport teams in BlackLine
- Import user entitiesImport user entities in BlackLine
- Import user rolesImport user roles in BlackLine
- Import user team assignmentsImport user team assignments in BlackLine
- Import usersImport users in BlackLine
- Import variance group mappingImport variance group mapping in BlackLine
- Import variance group settingsImport variance group settings in BlackLine
- Import variance rulesImport variance rules in BlackLine
- Import variance settingsImport variance settings in BlackLine
Any other action you can think up
Workfront
- Custom actionCustom action in Workfront (Custom)
- Create recordCreate object in Workfront
- Download documentDownload document in Workfront
- Search records BatchSearch records in Workfront
- Update recordUpdate object in Workfront
- Upload documentUpload document in Workfront
Any other action you can think up
The wonders of Workato
Easily set up as many intelligent automations you need.
- 1000s of ready-to-use templates
- Accelerate work with intelligent automation
- Do it yourself, faster
- Build bots. Put them to work