Changelog

Embedded Admins can now grant varying access rights to different features of the Embedded Admin Console, including granular permissions to view, manage or delete Customer Accounts, Customer Managers, and Shared Connectors, as well as view or manage permissions to Usage Metrics and other settings. These permissions can be found when creating a custom Collaborator Role within the Admin workspace.

We have made our Workflow Apps so much easier to create from scratch and manage with the new App view! Everything related to a workflow app now resides in a single project tab: stages of a workflow process, related app pages, data layer for the app, and automation recipes with business logic.

The updates include:

• New App View that is available for all your existing and future app-based projects
• Configurable tabs to show additional information for the app or design alternative request pages
• Selection of a page became optional in Workflow Apps connector actions since pages are now directly assigned to specific workflow stages

Our commitment to security is unwavering. In this exciting release, we're introducing an API endpoint that allows customers to seamlessly rotate public keys used for JWT tokens.

Key Features & Changes:

• Public Key Rotation via API: Enhance your security posture by rotating your RSA Public Key directly through our new API, without the need to communicate them in plain text.
• Retrieve Your Workato Embedded Vendor ID: In the API response, you can easily retrieve the vendor_id, which provides the essential Workato Embedded Vendor ID for JWT.
• Updated Terminology: We're continuously improving clarity! The term previously known as the OEM Vendor API Key has now been renamed to "Workato Embedded Vendor ID" in our documentation.

Exciting news! We’ve introduced two enhanced security features: project-level properties and lookup tables, now available to all users without any limitations or specific requirements!

Project-Level Properties: Located in the ‘Project settings’ tab, these properties are exclusive to recipes in the same project and are accessible to users with the appropriate permissions and visibility.

Lookup Tables: Users can now adjust the availability zone for lookup tables from ‘All projects’ to a specific project, making them accessible only to users with the right permissions and visibility to that project.

Quick Overview:

• Open Access: Available to all, no additional requirements.
• Enhanced Security: Better control and management of sensitive data.
• API Accessibility: Both features are available via API.

New Connectors - September 2023:

• Azure OpenAI: Enhance your services with seamless AI integration within the Microsoft ecosystem.
• AI by Workato: Effortlessly integrate AI into your workflows to execute common business actions.

Improved Connectors:

• NetSuite: Enhanced with synchronous bulk actions and improved error handling.
• SAP SuccessFactors: Updated to support $select for various actions and triggers, with enhanced security features.
• Workday: Refined user interaction with fixed trigger filters and multiselect picklist for transaction types.
• Shopify: Upgraded to API version 2023-07 for the latest features and improvements.
• Google Workspace: Improved with service account authorization and added actions for Google Groups.
• Marketo: Overhauled for a better user experience, with standardized access to objects and a new bulk trigger for ETL/ELT workflows.
• OpenAI: Updated for enhanced security and usability.
• Microsoft Excel: Fixed connection issues for seamless integration with SharePoint.
• AWS SNS: Refined subscription filters for improved control.
• Zendesk: Now supports custom OAuth profiles.

Other connectors, including Sage Intacct, Coupa, Workfront, Salesforce, Microsoft SharePoint, BigQuery, Box, etc., have also received updates, enhancements, and fixes, optimizing performance and user experience across various domains.

We've unveiled 19 dynamic connectors this August to revolutionize your operational frameworks:

ichris: Comprehensive HR solutions at your fingertips.

UKG Dimensions: Experience unparalleled HCM functionality.

Freshsales: Propel your CRM endeavors to new heights.

Jaggaer: Refine your procurement and spend management effortlessly.

Example Recipes Released:

RevOps: Amplify sales and email campaign insights.

Marketing: Elevate your email marketing with enhanced tools like BigCommerce and Constant Contact.

HR: Optimize interview processes with Smart Recruiters and Calendly.

Finance: Refine financial advisory using Netsuite and XPLAN.

Support: Maximize agent productivity integrating BigCommerce and Zoom Contact Center.

These connectors and recipes are ready to enrich conversations with prospects and customers.

Our Workflow Apps just got more customizable with a number of new enhancements including:

Markup support - Customize text components with multi-line rich text created with simple markup syntax.

Embedding settings - Control where and how the apps portal can be embedded into other applications.

Worfklow Apps Connector - The workflow apps connector has been updated to support dynamically selecting group ID, allowing users to share the same task logic between groups.

Column customization - Control which data table columns are shown to which users, ensuring users are only presented with relevant information.

Our platform connector team has been hard at work making sure our connectors remain updated and secure.

Highlights of recent changes include:

• Airtable: Now supports OAuth2 as API key authentication is being deprecated.
• Quickbooks: Token exchange prevents connection from going stale due to expireing refresh tokens.
• Jira: Added support for obtaining the schema of objects dynamically allowing you to easily leverage it in your data replication flows.
• Wrike: Updated search endpoint and triggers to support new Wrike's new Tasks endpoint.

We've released several new connectors in July, including:

SmartRecruiters: Streamline your hiring process with ease.

Zoom Team Chat: Enhance team communication in a snap.

Casavi: Simplify property management workflows.

Abbyy Flexicapture: Accelerate data capture and extraction.

Webcast Event Management: Manage online events seamlessly.

Zoom Contact Center: Revamp your customer service experience.

Cobee: Employee benefits, simplified.

Dialogflow CX: Boost your chatbot capabilities.

Seismic: Empower your sales team with the right content.

Bluepoint: Centralized event management.

Improved Connectors:

Google Analytics: Better insights for your website traffic.

SOAP & Postman: Enhanced web service interactions.

Iress XPLAN & OpenAPI: Streamline financial and development tasks.

Azure Active Directory: Secure and manage identities more efficiently.

Amazon Seller Central & Amazon Dynamo DB: Enhancements for Amazon-centric workflows.

Infor Talent Management: Optimized HR operations.

Jobvite (Custom) & Gmail (Custom): Personalized solutions for recruitment and communication.

Azure DevOps: Development workflow enhancements.

GraphQL: Improved data query capabilities. PageUp & UKG Pro: Advanced HR functionalities.

We're thrilled to announce advancements to the Embedded API via the Export Manifests API. Dive into advanced operations as you "create, retrieve, update, and delete" export manifests. Not only does it handle asset transfers efficiently, but it also kicks off export operations by generating builds and creating package zip files.