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This article shows how to automate IFTTT (if-this-then-that) workflows with standard wizards in Logic Apps.
Through standards-based interfaces like OData and Swagger, the CData API Server provides a native experience in Logic Apps and Power Automate with Workday. OData enables real-time connectivity to data; Swagger enables scaffolding, or code generation, of wizards in Logic Apps and Power Automate, as well as scaffolding Power Apps. This article shows how to add Workday to an IFTTT (if-this-then-that) workflow in a Logic App.
About Workday Data Integration
CData provides the easiest way to access and integrate live data from Workday. Customers use CData connectivity to:
- Access the tables and datasets you create in Prism Analytics Data Catalog, working with the native Workday data hub without compromising the fidelity of your Workday system.
- Access Workday Reports-as-a-Service to surface data from departmental datasets not available from Prism and datasets larger than Prism allows.
- Access base data objects with WQL, REST, or SOAP, getting more granular, detailed access but with the potential need for Workday admins or IT to help craft queries.
Users frequently integrate Workday with analytics tools such as Tableau, Power BI, and Excel, and leverage our tools to replicate Workday data to databases or data warehouses. Access is secured at the user level, based on the authenticated user's identity and role.
For more information on configuring Workday to work with CData, refer to our Knowledge Base articles: Comprehensive Workday Connectivity through Workday WQL and Reports-as-a-Service & Workday + CData: Connection & Integration Best Practices.
Getting Started
Set Up the API Server
If you have not already done so, download the CData API Server. Once you have installed the API Server, follow the steps below to begin producing secure Workday OData services:
Connect to Workday
To work with Workday data in a Logic App, we start by creating and configuring a Workday connection. Follow the steps below to configure the API Server to connect to Workday data:
- First, navigate to the Connections page.
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Click Add Connection and then search for and select the Workday connection.
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Enter the necessary authentication properties to connect to Workday.
To connect to Workday, users need to find the Tenant and BaseURL and then select their API type.
Obtaining the BaseURL and Tenant
To obtain the BaseURL and Tenant properties, log into Workday and search for "View API Clients." On this screen, you'll find the Workday REST API Endpoint, a URL that includes both the BaseURL and Tenant.
The format of the REST API Endpoint is: https://domain.com/subdirectories/mycompany, where:
- https://domain.com/subdirectories/ is the BaseURL.
- mycompany (the portion of the url after the very last slash) is the Tenant.
Using ConnectionType to Select the API
The value you use for the ConnectionType property determines which Workday API you use. See our Community Article for more information on Workday connectivity options and best practices.
API ConnectionType Value WQL WQL Reports as a Service Reports REST REST SOAP SOAP
Authentication
Your method of authentication depends on which API you are using.
- WQL, Reports as a Service, REST: Use OAuth authentication.
- SOAP: Use Basic or OAuth authentication.
See the Help documentation for more information on configuring OAuth with Workday.
- After configuring the connection, click Save & Test to confirm a successful connection.
Configure API Server Users
Next, create a user to access your Workday data through the API Server. You can add and configure users on the Users page. Follow the steps below to configure and create a user:
- On the Users page, click Add User to open the Add User dialog.
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Next, set the Role, Username, and Privileges properties and then click Add User.
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An Authtoken is then generated for the user. You can find the Authtoken and other information for each user on the Users page:
Creating API Endpoints for Workday
Having created a user, you are ready to create API endpoints for the Workday tables:
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First, navigate to the API page and then click
Add Table
.
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Select the connection you wish to access and click Next.
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With the connection selected, create endpoints by selecting each table and then clicking Confirm.
Gather the OData Url
Having configured a connection to Workday data, created a user, and added resources to the API Server, you now have an easily accessible REST API based on the OData protocol for those resources. From the API page in API Server, you can view and copy the API Endpoints for the API:
Access Workday in a Logic App
You can use the API Server in a Logic App to create process flows around Workday data. The HTTP + Swagger action provides a wizard to define the operations you want to execute to Workday. The following steps below show how to retrieve Workday data in a Logic App.
If your table has a column containing the creation date of a record, you can follow the steps below to write a function to check the column values for any new records. Otherwise, skip to the Create a Logic App section to send out emails to entities that match a filter.
Check for New Workday Entities
To find new Workday entities since a certain time, you can write a function that retrieves a datetime value for the start of the interval:
- In the Azure Portal, click New -> Function App -> Create.
- Enter a name and select the subscription, resource group, App Service plan, and storage account.
- Select your Function App and select the Webhook + API scenario.
- Select the language. This article uses JavaScript.
- Add the following code to return the previous hour in a JSON object:
module.exports = function (context, data) { var d = new Date(); d.setHours(d.getHours()-1); // Response of the function to be used later. context.res = { body: { start: d } }; context.done(); };
Add Workday to a Trigger
Follow the steps below to create a trigger that searches Workday for results that match a filter. If you created the function above, you can search for objects that were created after the start of the interval returned.
- In the Azure Portal, click New and in the Web + Mobile section select Logic App and select a resource group and App Service plan.
- You can then use the wizards available in the Logic App Designer, which can be accessed from the settings blade for the Logic App. Select the Blank Logic App template.
- Add a Recurrence action that will poll for the Workday objects. This article polls every hour. Select the timezone -- the default is UTC.
- Add a function action: Expand the menu in the Add Action dialog and select the option to show Azure functions in the same region. Select the Function App you created earlier and select the function that returns the interval start.
- Enter an empty pair of curly brackets, "{}", to pass an empty payload object to the function.
- Add the HTTP + Swagger action and enter the swagger URL of the API Server:
http://MySite:MyPort/api.rsc/@MyAuthtoken/$oas
- Select the "Return Workers" operation.
Use the descriptions for each property to specify additional parameters such as the columns to retrieve, filters, etc. Below is an example filter:
Legal_Name_Last_Name eq 'Morgan'
The API Server returns the descriptions and other documentation in the swagger document. You can find more information on using the OData API and supported OData in the API Server help documentation.
To use the datetime value returned from the getInterval function, use the "ge" operator with a datetime column in the Workers table and select the Body parameter in the dialog. Note that quotes must be used to surround the datetime value.
Switch to Code View and modify the $filter expression to extract the property containing the start of the interval. Use the syntax '@{body('MyFunc')['MyProp']'.
"getAllAccount": { "inputs": { "method": "get", "queries": { "$filter": "CreatedDate ge '@{body('getInterval')['start']}'" }, "uri": "https://MySite:MyPort/api.rsc/@MyAuthtoken/Workers" }
You can now access Workday as data sources and destinations in your workflows.
Email New Records
Follow the steps below to email a report with any new Workers entities.
- In the Logic Apps Designer, add an SMTP - Send Email action.
- Configure the necessary information for the SMTP server.
- Configure the From, To, Subject, and Body. You can add parameters from the Workday columns returned.
Click Save and then click Run to send email notifications on any Workday records created in the last hour.