Concur and Workato Embedded integrations and automations

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Customize your Concur and Workato Embedded integration with the following triggers and actions.

Triggers

When this happens…

Concur
  • New expense report submission
    New expense report submission in Concur
  • New expense report
    New expense report in Concur
  • New or updated invoice
    New or updated invoice in Concur
  • New or updated user
    New or updated user in Concur
  • New or updated expense report
    New or updated expense report in Concur

    • Any other trigger you can think up

Actions

Do this…

Concur
  • Custom action
    Custom action in Concur (Custom)
  • Upload receipt image
    Upload receipt image in Concur
  • Create list item
    Create list item in Concur
  • Create user
    Create user in Concur
  • Create users Batch
    Create users in Concur
  • Create vendors Batch
    Create vendors in Concur
  • Delete list item
    Delete list item in Concur
  • Get all attendee types Batch
    Get all attendee types in Concur
  • Get all expense group configurations Batch
    Get all expense group configurations in Concur
  • Get all expense types Batch
    Get all expense types in Concur
  • Get all lists Batch
    Get all lists in Concur
  • Get all payment types Batch
    Get all payment types in Concur
  • Search users Batch
    Search users in Concur
  • Get entry image URL
    Get entry image URL in Concur
  • Get expense report details
    Get expense report details by report ID in Concur
  • Get all list item Batch
    Retrieve first level list item in Concur
  • Get invoice details
    Get invoice by ID in Concur
  • Get user
    Get user profile in Concur
  • Get user provisioning status details
    Get user provisioning status details in Concur
  • Submit expense report through a workflow
    Submit expense report through a workflow in Concur
  • Search expense reports Batch
    Search expense reports in Concur
  • Search vendors Batch
    Search vendors in Concur
  • Update user
    Update user in Concur
  • Update users Batch
    Update users in Concur
  • Update vendors Batch
    Update vendors in Concur

    • 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
  • Download package
    Download Package 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 package status
    Get Package status in Workato Embedded customer account
  • Get package details by ID
    Get Package details by ID in Workato Embedded
  • 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

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