Documentation hub

Feature guide

Integrations

Connect UserTasks to external APIs, OData services, webhooks, databases, storage, and collaboration tools.

On this page

Complete feature description

Understanding integrations in UserTasks

Integrations connect UserTasks to external systems. The integration stores shared connection and authentication settings; Integration References describe individual callable operations. Separating the connection from operations avoids repeating credentials and makes the same operation reusable from workflows, forms, pages, agents, bindings, and MCP tools.

Generic REST integrations support standard HTTP methods, path/query/header/body inputs, output mappings, shared headers, and API imports. OData integrations use a service root with entity paths and query options. Outbound webhook integrations represent calls UserTasks sends; inbound webhooks are workflow triggers and use a separate receiving surface.

Authentication supports API keys, bearer tokens, basic authentication, and OAuth 2.0 authorization code with encrypted token storage and automatic refresh. Server-side egress checks, tenant ownership, encrypted secrets, redacted call logs, timeouts, and permission checks are applied during execution.

When to use this feature

  • A workflow or application must read or update another system.
  • Several consumers should reuse the same external operation.
  • OAuth tokens need secure refresh and centralized storage.
  • You need a trace of external requests, statuses, latency, and failures.

What you can build

  • CRM and ERP synchronization
  • External validation and enrichment
  • Partner callbacks and event delivery
  • Storage and document operations
  • Database-backed workflow actions
  • Reusable API catalogs imported from OpenAPI or Postman

Production design notes

  • Use HTTPS and least-privilege provider scopes.
  • Keep secrets in integration authentication fields rather than request bodies or URLs.
  • Define output mappings for business values so downstream workflows do not depend on entire vendor response shapes.
  • Design for rate limits, pagination, timeouts, non-2xx responses, and idempotency.

Core concepts

Connection

An integration stores the base URL, authentication method, shared headers, status, and tenant ownership.

References

References define reusable operations with method, path, headers, body, inputs, outputs, and variable mappings.

Connector templates

Built-in connectors add service-specific fields, preflight checks, probes, and reference templates — including Mercury Bank (accounts, cards, transactions, payments, recipients, statements, treasury), Stripe, Slack, Salesforce, SharePoint, and 40+ more.

Secure execution

Credentials are encrypted, sensitive logs are redacted, outbound targets are guarded, and calls are tenant-scoped.

Connector catalog

Out-of-the-box integrations and setup requirements

These connectors ship with UserTasks as reusable integration templates. Each one creates governed references that can be used from workflows, forms, pages, agents, reports, and API-driven automation.

10

AI

6

Communication

7

Cloud Storage

7

Databases

2

Payments

12

Productivity

Slack logo

Communication

15 actions

Slack

Logo source: Slack official site icon

Send messages, manage channels, search, upload files, and react to messages in Slack

Expand details

Required to get going

  • Bot User OAuth Token

Common first use

Send a message to a Slack channel

Permissions: chat:write, channels:read, groups:read

Available actions

Send Message
POST/chat.postMessage

Send a message to a Slack channel

Required inputs: channel, message

Send Block Message
POST/chat.postMessage

Send a rich message using Slack Block Kit (buttons, sections, images)

Required inputs: channel, blocks_json, fallback_text

Update Message
POST/chat.update

Update an existing message

Required inputs: channel, ts, message

Delete Message
POST/chat.delete

Delete a message from a channel

Required inputs: channel, ts

Get Thread Replies
GET/conversations.replies?channel={{channel}}&ts={{thread_ts}}&limit={{limit}}

Retrieve all replies in a message thread

Required inputs: channel, thread_ts

Send Direct Message
POST/chat.postMessage

Send a direct message to a user

Required inputs: user_id, message

Add Reaction
POST/reactions.add

Add an emoji reaction to a message

Required inputs: channel, ts, emoji

List Channels
GET/conversations.list?types={{types}}&limit={{limit}}&exclude_archived={{exclude_archived}}

List public and private channels in the workspace

Get Channel History
GET/conversations.history?channel={{channel}}&limit={{limit}}&oldest={{oldest}}&latest={{latest}}

Retrieve recent messages from a channel

Required inputs: channel

Set Channel Topic
POST/conversations.setTopic

Set the topic for a channel

Required inputs: channel, topic

List Users
GET/users.list?limit={{limit}}

List all users in the workspace

Get User Info
GET/users.info?user={{user_id}}

Get detailed profile info for a user

Required inputs: user_id

Lookup User by Email
GET/users.lookupByEmail?email={{email}}

Find a Slack user by their email address

Required inputs: email

Search Messages
GET/search.messages?query={{query}}&count={{count}}&sort={{sort}}&sort_dir={{sort_dir}}

Search for messages across the workspace

Required inputs: query

Upload File
POST/files.upload

Upload a file to a channel

Required inputs: channel, content, filename

SendGrid logo

Communication

2 actions

SendGrid

Logo source: SendGrid official site icon

Send transactional and marketing emails via SendGrid

Expand details

Required to get going

  • Default From Email
  • API Key

Common first use

Send a single email to a recipient

Available actions

Send Email
POST/v3/mail/send

Send a single email to a recipient

Required inputs: to_email, subject, body

Send Template Email
POST/v3/mail/send

Send email using a SendGrid dynamic template

Required inputs: to_email, template_id

OpenAI logo

AI

2 actions

OpenAI

Logo source: OpenAI official site icon

Chat completions, embeddings, and image generation via OpenAI

Expand details

Required to get going

  • API Key

Common first use

Generate a chat completion response

Available actions

Chat Completion
POST/v1/chat/completions

Generate a chat completion response

Required inputs: user_message

Create Embedding
POST/v1/embeddings

Generate vector embeddings for text

Required inputs: text

Claude (Anthropic) logo

AI

2 actions

Claude (Anthropic)

Logo source: Anthropic official site icon

AI-powered text generation, analysis, and coding with Claude

Expand details

Required to get going

  • API Key

Common first use

Generate a response from Claude

Available actions

Send Message
POST/v1/messages

Generate a response from Claude

Required inputs: user_message

Analyze Text
POST/v1/messages

Analyze, summarize, or extract information from text

Required inputs: text, instructions

Google Gemini logo

AI

5 actions

Google Gemini

Logo source: Google Gemini official product icon

AI-powered text generation, analysis, vision, and embeddings with Google Gemini

Expand details

Required to get going

  • API Key

Common first use

Generate text from a prompt using Gemini

Available actions

Generate Content
POST/v1beta/models/{{model}}:generateContent?key={{api_key}}

Generate text from a prompt using Gemini

Required inputs: prompt

Generate Content (with Image)
POST/v1beta/models/{{model}}:generateContent?key={{api_key}}

Generate text from a prompt with an inline image (vision)

Required inputs: prompt, image_base64

Embed Content
POST/v1beta/models/{{model}}:embedContent?key={{api_key}}

Generate vector embeddings for text

Required inputs: text

Count Tokens
POST/v1beta/models/{{model}}:countTokens?key={{api_key}}

Count the number of tokens in a prompt

Required inputs: text

List Models
GET/v1beta/models?key={{api_key}}

List available Gemini models

Groq logo

AI

1 action

Groq

Logo source: Groq official site icon

Ultra-fast AI inference with Llama, Mixtral, and Gemma models

Expand details

Required to get going

  • API Key

Common first use

Generate a chat completion

Available actions

Chat Completion
POST/openai/v1/chat/completions

Generate a chat completion

Required inputs: user_message

Mistral AI logo

AI

1 action

Mistral AI

Logo source: Mistral AI official site icon

European AI models — Mistral Large, Medium, Small, and Codestral

Expand details

Required to get going

  • API Key

Common first use

Generate a chat completion

Available actions

Chat Completion
POST/v1/chat/completions

Generate a chat completion

Required inputs: user_message

Together AI logo

AI

1 action

Together AI

Logo source: Together AI official site icon

Run open-source models — Llama, Mixtral, Qwen, DeepSeek, and more

Expand details

Required to get going

  • API Key

Common first use

Generate a chat completion

Available actions

Chat Completion
POST/v1/chat/completions

Generate a chat completion

Required inputs: user_message

Perplexity AI logo

AI

1 action

Perplexity AI

Logo source: Perplexity official site icon

AI search and chat with real-time web access and citations

Expand details

Required to get going

  • API Key

Common first use

Generate a response with web search

Available actions

Chat Completion
POST/chat/completions

Generate a response with web search

Required inputs: user_message

DeepSeek logo

AI

1 action

DeepSeek

Logo source: DeepSeek official site icon

Advanced reasoning and coding models from DeepSeek

Expand details

Required to get going

  • API Key

Common first use

Generate a chat completion

Available actions

Chat Completion
POST/chat/completions

Generate a chat completion

Required inputs: user_message

Azure OpenAI logo

AI

1 action

Azure OpenAI

Logo source: Microsoft Azure official site icon

OpenAI models hosted on Microsoft Azure with enterprise security

Expand details

Required to get going

  • Resource Name
  • Deployment Name
  • API Key

Common first use

Generate a chat completion via Azure

Available actions

Chat Completion
POST/openai/deployments/{{deployment_name}}/chat/completions?api-version={{api_version}}

Generate a chat completion via Azure

Required inputs: user_message

Ollama (Local) logo

AI

1 action

Ollama (Local)

Logo source: Ollama official site icon

Run AI models locally — Llama, Mistral, Phi, Gemma, and more

Expand details

Required to get going

  • No mandatory stored credential fields

Common first use

Generate a chat completion (OpenAI-compatible)

Available actions

Chat Completion
POST/v1/chat/completions

Generate a chat completion (OpenAI-compatible)

Required inputs: user_message

Stripe logo

Payments

16 actions

Stripe

Logo source: Stripe official site icon

Payments, customers, subscriptions, invoices, and refunds via Stripe

Expand details

Required to get going

  • Secret Key

Common first use

Create a payment intent for a charge

Available actions

Create Payment Intent
POST/v1/payment_intents

Create a payment intent for a charge

Required inputs: amount, currency

Get Payment Intent
GET/v1/payment_intents/{{payment_intent_id}}

Retrieve a payment intent by ID

Required inputs: payment_intent_id

Create Customer
POST/v1/customers

Create a new Stripe customer

Required inputs: email

Get Customer
GET/v1/customers/{{customer_id}}

Retrieve a Stripe customer by ID

Required inputs: customer_id

Update Customer
POST/v1/customers/{{customer_id}}

Update a customer's details

Required inputs: customer_id, update_fields

List Customers
GET/v1/customers?limit={{limit}}&email={{email}}&starting_after={{starting_after}}

List customers with optional email filter

Create Subscription
POST/v1/subscriptions

Create a new subscription for a customer

Required inputs: customer_id, price_id

Cancel Subscription
DELETE/v1/subscriptions/{{subscription_id}}

Cancel a subscription (at period end or immediately)

Required inputs: subscription_id

Get Subscription
GET/v1/subscriptions/{{subscription_id}}

Retrieve a subscription by ID

Required inputs: subscription_id

Create Invoice
POST/v1/invoices

Create a draft invoice for a customer

Required inputs: customer_id

List Invoices
GET/v1/invoices?customer={{customer_id}}&status={{status}}&limit={{limit}}

List invoices for a customer

Create Refund
POST/v1/refunds

Refund a payment (full or partial)

Required inputs: payment_intent_id

List Charges
GET/v1/charges?limit={{limit}}&customer={{customer_id}}

List recent charges

List Products
GET/v1/products?active={{active}}&limit={{limit}}

List products in your Stripe catalog

List Prices
GET/v1/prices?product={{product_id}}&active={{active}}&limit={{limit}}

List prices for a product

Get Balance
GET/v1/balance

Retrieve the current Stripe account balance

Mercury Bank logo

Payments

13 actions

Mercury Bank

Logo source: Mercury official site icon

Accounts, cards, transactions, payments, recipients, statements and treasury via the Mercury API

Expand details

Required to get going

  • API Token

Common first use

Retrieve information about all your bank accounts

Permissions: Read-only token: accounts, cards, transactions, statements, recipients, treasury, Read & Write token: also create recipients and request send money, Custom token with Send Money: POST transactions (direct money movement)

Available actions

List Accounts
GET/accounts

Retrieve information about all your bank accounts

Get Account
GET/account/{{account_id}}

Retrieve information about a specific account

Required inputs: account_id

Get Account Cards
GET/account/{{account_id}}/cards

Retrieve information about the cards associated with an account (numbers/CVVs are never returned)

Required inputs: account_id

List Transactions
GET/account/{{account_id}}/transactions?limit={{limit}}&offset={{offset}}&status={{status}}&start={{start}}&end={{end}}&search={{search}}&order={{order}}

Retrieve transactions for an account (filter by status, date range, or search)

Required inputs: account_id

Get Transaction
GET/account/{{account_id}}/transaction/{{transaction_id}}

Retrieve a specific transaction on an account

Required inputs: account_id, transaction_id

Send Money (Create Transaction)
POST/account/{{account_id}}/transactions

Send money to a saved recipient — requires a Custom token with Send Money scope

Required inputs: account_id, recipient_id, amount, payment_method, idempotency_key

Request Send Money (with approval)
POST/account/{{account_id}}/request-send-money

Create a transaction that requires approval in the Mercury web app (Read & Write token)

Required inputs: account_id, recipient_id, amount, payment_method, idempotency_key

Get Statements
GET/account/{{account_id}}/statements?start={{start}}&end={{end}}

Retrieve an account's statement information

Required inputs: account_id

List Recipients
GET/recipients

Retrieve information about all recipients

Get Recipient
GET/recipient/{{recipient_id}}

Retrieve information about a specific recipient

Required inputs: recipient_id

Add Recipient (ACH)
POST/recipients

Create a new recipient with US electronic (ACH) routing details

Required inputs: name, email, account_number, routing_number, account_type

Update Recipient
POST/recipient/{{recipient_id}}

Update a recipient's name and/or emails

Required inputs: recipient_id

Get Treasury
GET/treasury

Retrieve information about your Mercury Treasury account

Twilio logo

Communication

8 actions

Twilio

Logo source: Twilio official site icon

Send SMS, make voice calls, verify phone numbers, and manage communications

Expand details

Required to get going

  • From Phone Number
  • Account SID
  • Auth Token

Common first use

Send an SMS message

Available actions

Send SMS
POST/2010-04-01/Accounts/{{account_sid}}/Messages.json

Send an SMS message

Required inputs: to_number, message

Get Message Status
GET/2010-04-01/Accounts/{{account_sid}}/Messages/{{message_sid}}.json

Check the delivery status of a sent message

Required inputs: message_sid

List Messages
GET/2010-04-01/Accounts/{{account_sid}}/Messages.json?To={{to_number}}&From={{from_number}}&DateSent>={{date_from}}&PageSize={{page_size}}

List sent and received messages

Make Voice Call
POST/2010-04-01/Accounts/{{account_sid}}/Calls.json

Initiate an outbound voice call

Required inputs: to_number

Get Call Status
GET/2010-04-01/Accounts/{{account_sid}}/Calls/{{call_sid}}.json

Check the status of a call

Required inputs: call_sid

Send Verification Code
POST/v2/Services/{{verify_service_sid}}/Verifications

Send a verification code via SMS or voice for 2FA

Required inputs: verify_service_sid, to_number

Check Verification Code
POST/v2/Services/{{verify_service_sid}}/VerificationCheck

Verify a code entered by the user

Required inputs: verify_service_sid, to_number, code

Lookup Phone Number
GET/v2/PhoneNumbers/{{phone_number}}?Fields={{fields}}

Look up information about a phone number (carrier, type, caller name)

Required inputs: phone_number

AWS S3 logo

Cloud Storage

6 actions

AWS S3

Logo source: AWS official site icon

Upload, download, and manage files in Amazon S3 buckets

Expand details

Required to get going

  • AWS Region
  • Default Bucket
  • Access Key ID
  • Secret Access Key

Common first use

Upload a file or data to an S3 bucket

Available actions

Upload Object
PUT/{{key}}

Upload a file or data to an S3 bucket

Required inputs: key, content

Download Object
GET/{{key}}

Download a file from an S3 bucket

Required inputs: key

List Objects
GET/?list-type=2&prefix={{prefix}}&max-keys={{max_keys}}

List files in an S3 bucket with optional prefix filter

Delete Object
DELETE/{{key}}

Delete a file from an S3 bucket

Required inputs: key

Check Object Exists
HEAD/{{key}}

Check if an object exists and get its metadata (size, content type, last modified)

Required inputs: key

Copy Object
PUT/{{destination_key}}

Copy an object within S3 (same or different bucket)

Required inputs: destination_key, source_key

Azure Blob Storage logo

Cloud Storage

4 actions

Azure Blob Storage

Logo source: Microsoft Azure official site icon

Upload, download, and manage blobs in Azure Storage containers

Expand details

Required to get going

  • Storage Account Name
  • Default Container

Common first use

Upload a file to Azure Blob Storage

Setup notes

  • Use one of the access keys from Storage Account > Security + networking > Access keys.
  • Use a SAS token when you want narrower permissions or expiry windows than an account key.

Available actions

Upload Blob
PUT/{{container}}/{{blob_name}}

Upload a file to Azure Blob Storage

Required inputs: blob_name, content

Download Blob
GET/{{container}}/{{blob_name}}

Download a blob from Azure Storage

Required inputs: blob_name

List Blobs
GET/{{container}}?restype=container&comp=list&prefix={{prefix}}&maxresults={{max_results}}

List blobs in a container with optional prefix filter

Delete Blob
DELETE/{{container}}/{{blob_name}}

Delete a blob from Azure Storage

Required inputs: blob_name

Google Drive logo

Cloud Storage

11 actions

Google Drive

Logo source: Google Drive official product icon

Upload, download, and manage files in Google Drive

Expand details

Required to get going

  • Service Account JSON

Common first use

List files in Google Drive with search and filtering

Permissions: https://www.googleapis.com/auth/drive

Setup notes

  • Create a Google Cloud service account, enable the Drive API, then share the destination folders with that service account email.

Available actions

List Files
GET/drive/v3/files?q={{query}}&pageSize={{page_size}}&orderBy={{order_by}}&fields=files(id,name,mimeType,size,createdTime,modifiedTime,parents,webViewLink)&pageToken={{page_token}}

List files in Google Drive with search and filtering

Get File Metadata
GET/drive/v3/files/{{file_id}}?fields=id,name,mimeType,size,createdTime,modifiedTime,parents,webViewLink,webContentLink,shared,owners,permissions

Get metadata for a file by ID

Required inputs: file_id

Download File
GET/drive/v3/files/{{file_id}}?alt=media

Download file content by ID

Required inputs: file_id

Upload File
POST/upload/drive/v3/files?uploadType=multipart

Upload a new file to Google Drive

Required inputs: file_name, content

Update File Metadata
PATCH/drive/v3/files/{{file_id}}?addParents={{add_parents}}&removeParents={{remove_parents}}

Rename, move, or update file properties

Required inputs: file_id

Delete File
DELETE/drive/v3/files/{{file_id}}

Permanently delete a file (or use trash)

Required inputs: file_id

Move to Trash
PATCH/drive/v3/files/{{file_id}}

Move a file to the trash (recoverable)

Required inputs: file_id

Copy File
POST/drive/v3/files/{{file_id}}/copy

Create a copy of a file

Required inputs: file_id

Create Folder
POST/drive/v3/files

Create a new folder

Required inputs: folder_name

Share File
POST/drive/v3/files/{{file_id}}/permissions?sendNotificationEmail={{notify}}

Share a file or folder with a user or make it public

Required inputs: file_id, share_type, role

Export Google Doc
GET/drive/v3/files/{{file_id}}/export?mimeType={{export_mime_type}}

Export a Google Docs/Sheets/Slides file to PDF, DOCX, XLSX, etc.

Required inputs: file_id, export_mime_type

SharePoint logo

Productivity

15 actions

SharePoint

Logo source: Microsoft SharePoint official product icon

Manage files, lists, and sites in Microsoft SharePoint Online

Expand details

Required to get going

  • Site URL
  • Azure Tenant ID
  • Application (Client) ID
  • Client Secret

Common first use

Get site metadata by URL or ID

Permissions: Sites.ReadWrite.All, Files.ReadWrite.All

Setup notes

  • You can copy this from Microsoft Entra ID > Overview.
  • Use the Application (client) ID from the app registration overview screen.

Available actions

Get Site Info
GET/v1.0/sites/{{site_id}}

Get site metadata by URL or ID

Required inputs: site_id

List Document Libraries
GET/v1.0/sites/{{site_id}}/drives

List all document libraries (drives) in a site

Required inputs: site_id

List Files
GET/v1.0/sites/{{site_id}}/drives/{{drive_id}}/root:{{folder_path}}:/children?$select=id,name,size,webUrl,createdDateTime,lastModifiedDateTime,file,folder&$top={{top}}

List files and folders in a document library path

Required inputs: site_id, drive_id

Upload File
PUT/v1.0/sites/{{site_id}}/drives/{{drive_id}}/root:{{file_path}}:/content

Upload a file to a SharePoint document library

Required inputs: site_id, drive_id, file_path, content

Get File Metadata
GET/v1.0/sites/{{site_id}}/drives/{{drive_id}}/items/{{item_id}}?$select=id,name,size,webUrl,createdDateTime,lastModifiedDateTime,file,createdBy,lastModifiedBy

Get metadata for a file (name, size, dates, webUrl) by item ID

Required inputs: site_id, drive_id, item_id

Download File
GET/v1.0/sites/{{site_id}}/drives/{{drive_id}}/items/{{item_id}}/content

Download a file from SharePoint by item ID

Required inputs: site_id, drive_id, item_id

Get List Items
GET/v1.0/sites/{{site_id}}/lists/{{list_id}}/items?expand=fields&$top={{top}}

Retrieve items from a SharePoint list

Required inputs: site_id, list_id

Create List Item
POST/v1.0/sites/{{site_id}}/lists/{{list_id}}/items

Add a new item to a SharePoint list

Required inputs: site_id, list_id, fields_json

Update List Item
PATCH/v1.0/sites/{{site_id}}/lists/{{list_id}}/items/{{item_id}}/fields

Update fields on a SharePoint list item

Required inputs: site_id, list_id, item_id, fields_json

Delete List Item
DELETE/v1.0/sites/{{site_id}}/lists/{{list_id}}/items/{{item_id}}

Delete an item from a SharePoint list

Required inputs: site_id, list_id, item_id

Delete File
DELETE/v1.0/sites/{{site_id}}/drives/{{drive_id}}/items/{{item_id}}

Delete a file from a document library

Required inputs: site_id, drive_id, item_id

Create Folder
POST/v1.0/sites/{{site_id}}/drives/{{drive_id}}/root:{{parent_path}}:/children

Create a new folder in a document library

Required inputs: site_id, drive_id, folder_name

Move / Rename File
PATCH/v1.0/sites/{{site_id}}/drives/{{drive_id}}/items/{{item_id}}

Move or rename a file in SharePoint

Required inputs: site_id, drive_id, item_id

Search Site
GET/v1.0/sites/{{site_id}}/drive/root/search(q='{{query}}')?$top={{top}}

Search for files and list items across a SharePoint site

Required inputs: site_id, query

List SharePoint Lists
GET/v1.0/sites/{{site_id}}/lists?$select=id,displayName,list&$top={{top}}

Get all lists and libraries in a site

Required inputs: site_id

Microsoft Teams logo

Communication

2 actions

Microsoft Teams

Logo source: Microsoft Teams official product icon

Send messages and cards to a Microsoft Teams channel using an Incoming Webhook

Expand details

Required to get going

  • Incoming Webhook URL

Common first use

Send a message to a Teams channel via webhook

Available actions

Send Channel Message
POST

Send a message to a Teams channel via webhook

Required inputs: title, message

Send Adaptive Card
POST

Send a rich adaptive card to a Teams channel

Required inputs: card_json

Microsoft Dataverse logo

Productivity

6 actions

Microsoft Dataverse

Logo source: Microsoft Power Platform / Dataverse official product icon

Query, create, and manage data in Microsoft Dataverse (Power Platform)

Expand details

Required to get going

  • Environment URL
  • Azure Tenant ID
  • Application (Client) ID
  • Client Secret

Common first use

Query rows from a Dataverse table using OData

Permissions: Application user in the Dataverse environment, Environment-level security role with table permissions, API access via app registration

Available actions

Query Table
GET/api/data/v9.2/{{table_name}}?$select={{select}}&$filter={{filter}}&$top={{top}}

Query rows from a Dataverse table using OData

Required inputs: table_name

Get Row
GET/api/data/v9.2/{{table_name}}({{row_id}})

Retrieve a single row by ID

Required inputs: table_name, row_id

Create Row
POST/api/data/v9.2/{{table_name}}

Create a new row in a Dataverse table

Required inputs: table_name, row_json

Update Row
PATCH/api/data/v9.2/{{table_name}}({{row_id}})

Update an existing row in a Dataverse table

Required inputs: table_name, row_id, row_json

Delete Row
DELETE/api/data/v9.2/{{table_name}}({{row_id}})

Delete a row from a Dataverse table

Required inputs: table_name, row_id

Batch Request
POST/api/data/v9.2/$batch

Execute multiple operations in a single batch request

Required inputs: batch_id, batch_body

Salesforce logo

Productivity

12 actions

Salesforce

Logo source: Salesforce official site icon

CRM operations, SOQL queries, and Bulk API for large data loads

Expand details

Required to get going

  • Instance URL
  • Access Token

Common first use

Execute a SOQL query and return results

Permissions: API enabled, Refresh token / offline_access if you want durable auth, Object and field permissions for the records you plan to read or update

Setup notes

  • For durable production access, pair this with a Connected App consumer key, consumer secret, and refresh token.

Available actions

SOQL Query
GET/services/data/{{api_version}}/query/?q={{query}}

Execute a SOQL query and return results

Required inputs: query

List Records
GET/services/data/{{api_version}}/query/?q=SELECT {{fields}} FROM {{object_type}} {{where_clause}} ORDER BY {{order_by}} LIMIT {{limit}}

List records from a Salesforce object with field selection and filtering

Required inputs: object_type

Get Record
GET/services/data/{{api_version}}/sobjects/{{object_type}}/{{record_id}}

Retrieve a single Salesforce record by ID

Required inputs: object_type, record_id

Create Record
POST/services/data/{{api_version}}/sobjects/{{object_type}}/

Create a new Salesforce record

Required inputs: object_type, record_json

Update Record
PATCH/services/data/{{api_version}}/sobjects/{{object_type}}/{{record_id}}

Update an existing Salesforce record

Required inputs: object_type, record_id, record_json

Delete Record
DELETE/services/data/{{api_version}}/sobjects/{{object_type}}/{{record_id}}

Delete a Salesforce record by ID

Required inputs: object_type, record_id

Bulk API Query
POST/services/data/{{api_version}}/jobs/query

Submit a Bulk API 2.0 query job for large datasets

Required inputs: query

Bulk API Ingest (Create Job)
POST/services/data/{{api_version}}/jobs/ingest

Create a Bulk API 2.0 ingest job for mass insert/update/upsert/delete

Required inputs: object_type, operation

Bulk API Upload Data
PUT/services/data/{{api_version}}/jobs/ingest/{{job_id}}/batches

Upload CSV data to a Bulk API 2.0 ingest job

Required inputs: job_id, csv_data

Bulk API Close Job
PATCH/services/data/{{api_version}}/jobs/ingest/{{job_id}}

Close a Bulk API ingest job to begin processing (set state to UploadComplete)

Required inputs: job_id

Bulk API Job Status
GET/services/data/{{api_version}}/jobs/ingest/{{job_id}}

Check the status of a Bulk API 2.0 job (query or ingest)

Required inputs: job_id

Bulk API Get Results
GET/services/data/{{api_version}}/jobs/ingest/{{job_id}}/{{result_type}}/

Download successful or failed results from a completed bulk job

Required inputs: job_id, result_type

PostgreSQL logo

Databases

10 actions

PostgreSQL

Logo source: PostgreSQL official site icon

Connect to PostgreSQL databases — run queries, insert, update, and manage data

Expand details

Required to get going

  • Host
  • Port
  • Database Name
  • Username
  • Password

Common first use

Execute a custom SQL SELECT query and return results

Available actions

Run Query
POST/_internal/db/query

Execute a custom SQL SELECT query and return results

Required inputs: sql

List Records
POST/_internal/db/query

List records from a table or view with filtering and pagination

Required inputs: table

Get Record
POST/_internal/db/query

Retrieve a single record by primary key

Required inputs: table, pk_column, pk_value

Insert Record
POST/_internal/db/execute

Insert a new record into a table

Required inputs: table, columns, values, params

Update Record
POST/_internal/db/execute

Update existing records in a table

Required inputs: table, set_clause, where_clause, params

Delete Record
POST/_internal/db/execute

Delete records from a table

Required inputs: table, where_clause, params

Execute SQL
POST/_internal/db/execute

Execute any custom SQL statement (DDL, DML, etc.)

Required inputs: sql

List Tables
POST/_internal/db/query

List all tables in a schema

List Views
POST/_internal/db/query

List all views in a schema

Call Function
POST/_internal/db/query

Call a PostgreSQL function or stored procedure

Required inputs: function_name

SQL Server logo

Databases

10 actions

SQL Server

Logo source: Microsoft SQL Server official site icon

Connect to Microsoft SQL Server and Azure SQL — run queries and manage data

Expand details

Required to get going

  • Server / Host
  • Port
  • Database Name
  • Username
  • Password

Common first use

Execute a custom SQL SELECT query and return results

Available actions

Run Query
POST/_internal/db/query

Execute a custom SQL SELECT query and return results

Required inputs: sql

List Records
POST/_internal/db/query

List records from a table or view with filtering and pagination

Required inputs: table

Get Record
POST/_internal/db/query

Retrieve a single record by primary key

Required inputs: table, pk_column, pk_value

Insert Record
POST/_internal/db/execute

Insert a new record into a table

Required inputs: table, columns, values, params

Update Record
POST/_internal/db/execute

Update existing records in a table

Required inputs: table, set_clause, where_clause, params

Delete Record
POST/_internal/db/execute

Delete records from a table

Required inputs: table, where_clause, params

Execute SQL
POST/_internal/db/execute

Execute any custom SQL statement (DDL, DML, etc.)

Required inputs: sql

List Tables
POST/_internal/db/query

List all tables in a schema

List Views
POST/_internal/db/query

List all views in a schema

Execute Stored Procedure
POST/_internal/db/procedure

Execute a stored procedure with parameters

Required inputs: procedure_name

MySQL logo

Databases

10 actions

MySQL

Logo source: MySQL official site icon

Connect to MySQL and MariaDB — run queries, manage data, and call stored procedures

Expand details

Required to get going

  • Host
  • Port
  • Database Name
  • Username
  • Password

Common first use

Execute a custom SQL SELECT query and return results

Available actions

Run Query
POST/_internal/db/query

Execute a custom SQL SELECT query and return results

Required inputs: sql

List Records
POST/_internal/db/query

List records from a table or view with filtering and pagination

Required inputs: table

Get Record
POST/_internal/db/query

Retrieve a single record by primary key

Required inputs: table, pk_column, pk_value

Insert Record
POST/_internal/db/execute

Insert a new record into a table

Required inputs: table, columns, values, params

Update Record
POST/_internal/db/execute

Update existing records in a table

Required inputs: table, set_clause, where_clause, params

Delete Record
POST/_internal/db/execute

Delete records from a table

Required inputs: table, where_clause, params

Execute SQL
POST/_internal/db/execute

Execute any custom SQL statement

Required inputs: sql

List Tables
POST/_internal/db/query

List all tables in the database

List Views
POST/_internal/db/query

List all views in the database

Call Stored Procedure
POST/_internal/db/query

Execute a MySQL stored procedure

Required inputs: procedure_name

Snowflake logo

Databases

10 actions

Snowflake

Logo source: Snowflake official site icon

Connect to Snowflake — run queries, manage data, and call stored procedures

Expand details

Required to get going

  • Account Identifier
  • Warehouse
  • Database
  • Username
  • Password

Common first use

Execute a custom SQL SELECT query and return results

Available actions

Run Query
POST/_internal/db/query

Execute a custom SQL SELECT query and return results

Required inputs: sql

List Records
POST/_internal/db/query

List records from a table or view with filtering and pagination

Required inputs: table

Get Record
POST/_internal/db/query

Retrieve a single record by primary key

Required inputs: table, pk_column, pk_value

Insert Record
POST/_internal/db/execute

Insert a new record into a table

Required inputs: table, columns, values, params

Update Record
POST/_internal/db/execute

Update existing records in a table

Required inputs: table, set_clause, where_clause, params

Delete Record
POST/_internal/db/execute

Delete records from a table

Required inputs: table, where_clause, params

Execute SQL
POST/_internal/db/execute

Execute any custom SQL statement

Required inputs: sql

List Tables
POST/_internal/db/query

List all tables in a schema

List Views
POST/_internal/db/query

List all views in a schema

Call Stored Procedure
POST/_internal/db/query

Execute a Snowflake stored procedure

Required inputs: procedure_name

MongoDB logo

Databases

11 actions

MongoDB

Logo source: MongoDB official site icon

Connect to MongoDB — query, insert, update, delete documents and run aggregations

Expand details

Required to get going

  • Connection String
  • Database Name
  • Username
  • Password

Common first use

Query documents from a collection with filter, projection, and pagination

Available actions

Find Documents
POST/_internal/db/query

Query documents from a collection with filter, projection, and pagination

Required inputs: collection

Find One Document
POST/_internal/db/query

Retrieve a single document by filter or ID

Required inputs: collection, filter

Insert Document
POST/_internal/db/execute

Insert a single document into a collection

Required inputs: collection, document

Insert Many Documents
POST/_internal/db/execute

Insert multiple documents into a collection

Required inputs: collection, documents

Update Document
POST/_internal/db/execute

Update a single document matching a filter

Required inputs: collection, filter, update

Update Many Documents
POST/_internal/db/execute

Update all documents matching a filter

Required inputs: collection, filter, update

Delete Document
POST/_internal/db/execute

Delete a single document matching a filter

Required inputs: collection, filter

Delete Many Documents
POST/_internal/db/execute

Delete all documents matching a filter

Required inputs: collection, filter

Run Aggregation
POST/_internal/db/query

Execute a MongoDB aggregation pipeline

Required inputs: collection, pipeline

List Collections
POST/_internal/db/query

List all collections in the database

Count Documents
POST/_internal/db/query

Count documents matching a filter

Required inputs: collection

Firebase logo

Databases

6 actions

Firebase

Logo source: Firebase official site icon

Connect to Firebase Firestore with a Google service account to query, create, update, and delete documents

Expand details

Required to get going

  • Firebase Project ID
  • Database ID
  • Service Account JSON

Common first use

List documents from a Firestore collection with page size and optional page token

Available actions

List Documents
GET/{{collection_path}}?pageSize={{page_size}}&pageToken={{page_token}}&orderBy={{order_by}}&mask.fieldPaths={{field_mask}}

List documents from a Firestore collection with page size and optional page token

Required inputs: collection_path

Get Document
GET/{{document_path}}?mask.fieldPaths={{field_mask}}

Fetch a single Firestore document by full document path

Required inputs: document_path

Create Document
POST/{{collection_path}}?documentId={{document_id}}

Create a Firestore document in a collection using the REST API document payload

Required inputs: collection_path, document_json

Update Document
PATCH/{{document_path}}?updateMask.fieldPaths={{update_mask}}&currentDocument.exists={{current_document_exists}}

Patch an existing Firestore document with optional update mask and optimistic concurrency

Required inputs: document_path, document_json

Delete Document
DELETE/{{document_path}}

Delete a Firestore document by path

Required inputs: document_path

Run Query
POST:runQuery

Run a structured Firestore query against a collection

Required inputs: query_json

UKG Pro logo

Productivity

13 actions

UKG Pro

Logo source: UKG official site icon

HR, payroll, time management, compensation, and benefits data from UKG Pro (formerly UltiPro)

Expand details

Required to get going

  • Service Host
  • Customer API Key
  • API Username
  • API Password

Common first use

Authenticate and retrieve a session token for subsequent API calls

Available actions

Get Session Token
POST/api/authentication

Authenticate and retrieve a session token for subsequent API calls

Get Employee
GET/personnel/v1/employee-details/{{employee_id}}

Retrieve a single employee record by employee ID or company/employee number

Required inputs: employee_id

Get Employee Changes
GET/personnel/v1/employee-changes?startDate={{start_date}}&endDate={{end_date}}&page={{page}}&per_page={{per_page}}

Retrieve employee records that have changed since a given date (delta sync)

Required inputs: start_date

Search Employees
GET/personnel/v1/employee-details?{{query_params}}

Search for employees by name, email, department, or other criteria

Required inputs: query_params

Get Employment Details
GET/personnel/v1/employment-details/{{employee_id}}

Retrieve job, position, department, and supervisor info for an employee

Required inputs: employee_id

Get Compensation Details
GET/personnel/v1/compensation-details/{{employee_id}}

Retrieve pay rate, salary, and compensation data for an employee

Required inputs: employee_id

Get Benefit Details
GET/personnel/v1/benefit-details/{{employee_id}}

Retrieve benefit elections and plan information for an employee

Required inputs: employee_id

Get Org Levels
GET/personnel/v1/org-levels

Retrieve organizational hierarchy and level codes

Get Pay Statements
GET/personnel/v1/pay-statements?employeeId={{employee_id}}&year={{year}}&page={{page}}&per_page={{per_page}}

Retrieve pay statement / pay stub data for an employee

Required inputs: employee_id

Get Timesheets
GET/time-management/v1/timesheets?startDate={{start_date}}&endDate={{end_date}}&employeeId={{employee_id}}&page={{page}}&per_page={{per_page}}

Retrieve timesheet data for employees within a date range

Required inputs: start_date, end_date

Get Time Off Requests
GET/time-management/v1/time-off-requests?startDate={{start_date}}&endDate={{end_date}}&employeeId={{employee_id}}&status={{status}}

Retrieve time-off / leave requests for employees

Required inputs: start_date, end_date

Run BI Report
POST/services/BIDataService

Execute a pre-configured Business Intelligence report and return results. Reports must be configured in UKG Pro first.

Required inputs: report_path

Raw API Request
GET{{path}}

Send a custom request to any UKG Pro API endpoint

Required inputs: path

Workday logo

Productivity

45 actions

Workday

Logo source: Workday official site icon

HCM and Financials — full REST coverage with verified shortcuts for Core HCM, Absence, Time Tracking, Recruiting, Talent & Performance, Compensation, and Payroll, plus WQL, RaaS custom reports, and a universal passthrough for every other Workday endpoint

Expand details

Required to get going

  • Host
  • Authentication Type
  • OAuth 2.0 Access Token
  • ISU Username
  • ISU Password

Common first use

Run a Workday Query Language (WQL) query — read almost any business object

Permissions: Register an API Client (OAuth 2.0) or Integration System User (ISU) in your Workday tenant, Grant the client/ISU a security group with Get/View (and Put, for writes) access to the domains you will call — e.g. Worker Data, Organizations, Time Tracking, Absence, Recruiting, Compensation, Payroll, Enable the REST API services you need in the API Client scopes (Common, WQL, Absence Management, Time Tracking, Recruiting, Performance Enablement, Talent Management, Compensation, Payroll)

Available actions

WQL Query
GET/ccx/api/wql/v1/{{tenant}}/data?query={{query}}&limit={{limit}}&offset={{offset}}

Run a Workday Query Language (WQL) query — read almost any business object

Required inputs: tenant, query

WQL: List Data Sources
GET/ccx/api/wql/v1/{{tenant}}/dataSources?limit={{limit}}&offset={{offset}}

Discover the data sources (business objects) you can query with WQL

Required inputs: tenant

WQL: List Data Source Fields
GET/ccx/api/wql/v1/{{tenant}}/dataSources/{{data_source_id}}/dataSourceFields?limit={{limit}}&offset={{offset}}

List the queryable fields of a WQL data source

Required inputs: tenant, data_source_id

Run Custom Report (RaaS)
GET/ccx/service/customreport2/{{tenant}}/{{report_owner}}/{{report_name}}?format=json&{{query_string}}

Run a custom report enabled as a web service (Report as a Service) and return JSON

Required inputs: tenant, report_owner, report_name

Common: Get Workers
GET/ccx/api/common/v1/{{tenant}}/workers?limit={{limit}}&offset={{offset}}

List workers with current staffing information

Required inputs: tenant

Common: Get Worker
GET/ccx/api/common/v1/{{tenant}}/workers/{{worker_id}}

Get a single worker by Workday ID (WID) or employee ID

Required inputs: tenant, worker_id

Common: Get Direct Reports
GET/ccx/api/common/v1/{{tenant}}/workers/{{worker_id}}/reports?limit={{limit}}&offset={{offset}}

Get a worker's direct reports

Required inputs: tenant, worker_id

Common: Get Worker Organizations
GET/ccx/api/common/v1/{{tenant}}/workers/{{worker_id}}/organizations?limit={{limit}}&offset={{offset}}

Get the organizations a worker belongs to

Required inputs: tenant, worker_id

Common: Get Worker History
GET/ccx/api/common/v1/{{tenant}}/workers/{{worker_id}}/history?limit={{limit}}&offset={{offset}}

Get a worker's staffing history items

Required inputs: tenant, worker_id

Common: Get Worker Pay Slips
GET/ccx/api/common/v1/{{tenant}}/workers/{{worker_id}}/paySlips?limit={{limit}}&offset={{offset}}

Get a worker's pay slips

Required inputs: tenant, worker_id

Common: Create Job Change
POST/ccx/api/common/v1/{{tenant}}/workers/{{worker_id}}/jobChanges

Start a job change (promotion, transfer, etc.) for a worker

Required inputs: tenant, worker_id, body_json

Common: Change Business Title
POST/ccx/api/common/v1/{{tenant}}/workers/{{worker_id}}/businessTitleChanges

Change a worker's business title

Required inputs: tenant, worker_id, body_json

Common: Get Organizations
GET/ccx/api/common/v1/{{tenant}}/organizations?limit={{limit}}&offset={{offset}}

List organizations (departments, cost centers, supervisory orgs)

Required inputs: tenant

Common: Get Supervisory Organizations
GET/ccx/api/common/v1/{{tenant}}/supervisoryOrganizations?limit={{limit}}&offset={{offset}}

List supervisory organizations

Required inputs: tenant

Common: Get Org Members
GET/ccx/api/common/v1/{{tenant}}/supervisoryOrganizations/{{id}}/workers?limit={{limit}}&offset={{offset}}

List the workers in a supervisory organization

Required inputs: tenant, id

Common: Get Job Change Reasons
GET/ccx/api/common/v1/{{tenant}}/jobChangeReasons?limit={{limit}}&offset={{offset}}

List available job change reasons

Required inputs: tenant

Absence: Get Eligible Absence Types
GET/ccx/api/absenceManagement/v4/{{tenant}}/workers/{{worker_id}}/eligibleAbsenceTypes?limit={{limit}}&offset={{offset}}

List a worker's eligible absence/time-off types

Required inputs: tenant, worker_id

Absence: Get Absence Balance
GET/ccx/api/absenceManagement/v4/{{tenant}}/workers/{{worker_id}}/absenceBalance

Get a worker's absence-plan and leave balances

Required inputs: tenant, worker_id

Absence: Get Time Off Details
GET/ccx/api/absenceManagement/v4/{{tenant}}/workers/{{worker_id}}/timeOffDetails?limit={{limit}}&offset={{offset}}

Get a worker's time-off detail entries

Required inputs: tenant, worker_id

Absence: Request Time Off
POST/ccx/api/absenceManagement/v4/{{tenant}}/workers/{{worker_id}}/requestTimeOff

Create a time-off request for a worker and start the business process

Required inputs: tenant, worker_id, body_json

Time Tracking: Get Time Clock Events
GET/ccx/api/timeTracking/v4/{{tenant}}/timeClockEvents?worker={{worker_id}}&fromDate={{from_date}}&toDate={{to_date}}&limit={{limit}}&offset={{offset}}

Retrieve time clock (check-in/out) events, filterable by worker and date

Required inputs: tenant

Time Tracking: Create Time Clock Event
POST/ccx/api/timeTracking/v4/{{tenant}}/timeClockEvents

Record a clock-in or clock-out for a worker

Required inputs: tenant, body_json

Time Tracking: Update Time Clock Event
PUT/ccx/api/timeTracking/v4/{{tenant}}/timeClockEvents/{{id}}

Update an existing time clock event

Required inputs: tenant, id, body_json

Time Tracking: Delete Time Clock Event
DELETE/ccx/api/timeTracking/v4/{{tenant}}/timeClockEvents/{{id}}

Delete a time clock event

Required inputs: tenant, id

Recruiting: Get Job Postings
GET/ccx/api/recruiting/v4/{{tenant}}/jobPostings?limit={{limit}}&offset={{offset}}

List job postings with titles, locations, and status

Required inputs: tenant

Recruiting: Get Job Posting
GET/ccx/api/recruiting/v4/{{tenant}}/jobPostings/{{id}}

Get a single job posting by ID

Required inputs: tenant, id

Recruiting: Get Prospects
GET/ccx/api/recruiting/v4/{{tenant}}/prospects?limit={{limit}}&offset={{offset}}

List recruiting prospects (candidates) with status and source

Required inputs: tenant

Recruiting: Get Prospect
GET/ccx/api/recruiting/v4/{{tenant}}/prospects/{{id}}

Get a single prospect (candidate) by ID

Required inputs: tenant, id

Performance: Get Feedback Badges
GET/ccx/api/performanceEnablement/v5/{{tenant}}/feedbackBadges?limit={{limit}}&offset={{offset}}

List feedback badges available in the tenant

Required inputs: tenant

Performance: Get Requested Feedback
GET/ccx/api/performanceEnablement/v5/{{tenant}}/giveRequestedFeedbackEvents?limit={{limit}}&offset={{offset}}

List give-requested-feedback events

Required inputs: tenant

Performance: Give Requested Feedback
POST/ccx/api/performanceEnablement/v5/{{tenant}}/giveRequestedFeedbackEvents

Submit a requested-feedback response

Required inputs: tenant, body_json

Talent: Get Mentorships
GET/ccx/api/talentManagement/v2/{{tenant}}/mentorships?limit={{limit}}&offset={{offset}}

List mentorship relationships

Required inputs: tenant

Talent: Get Succession Plan Events
GET/ccx/api/talentManagement/v2/{{tenant}}/successionPlanEvents?limit={{limit}}&offset={{offset}}

List succession plan events

Required inputs: tenant

Compensation: Request One-Time Payment
POST/ccx/api/compensation/v1/{{tenant}}/workers/{{worker_id}}/oneTimePayments

Request a one-time payment for a worker

Required inputs: tenant, worker_id, body_json

Compensation: Get Scorecards
GET/ccx/api/compensation/v1/{{tenant}}/compensationScorecards?limit={{limit}}&offset={{offset}}

List compensation scorecards

Required inputs: tenant

Payroll: Get Pay Groups
GET/ccx/api/payroll/v2/{{tenant}}/payGroups?limit={{limit}}&offset={{offset}}

List payroll pay groups

Required inputs: tenant

Payroll: Get Payroll Inputs
GET/ccx/api/payroll/v2/{{tenant}}/payrollInputs?limit={{limit}}&offset={{offset}}

List payroll inputs

Required inputs: tenant

Payroll: Create Payroll Input
POST/ccx/api/payroll/v2/{{tenant}}/payrollInputs

Create a payroll input

Required inputs: tenant, body_json

Payroll: Update Payroll Input
PATCH/ccx/api/payroll/v2/{{tenant}}/payrollInputs/{{id}}

Partially update a payroll input

Required inputs: tenant, id, body_json

Payroll: Get Pay Components
GET/ccx/api/payroll/v2/{{tenant}}/values/payComponents?limit={{limit}}&offset={{offset}}

List valid pay component values

Required inputs: tenant

REST: GET (any endpoint)
GET/ccx/api/{{service}}/{{version}}/{{tenant}}/{{resource}}?{{query_string}}

GET any Workday REST endpoint. Covers every service/version not wrapped by a shortcut above (e.g. benefits, learning, businessProcess, connect, additional recruiting/talent endpoints).

Required inputs: service, version, tenant

REST: POST (any endpoint)
POST/ccx/api/{{service}}/{{version}}/{{tenant}}/{{resource}}

POST to any write-enabled Workday REST endpoint (create / business-process actions) not wrapped above.

Required inputs: service, version, tenant, body_json

REST: PUT (any endpoint)
PUT/ccx/api/{{service}}/{{version}}/{{tenant}}/{{resource}}

PUT (replace) to any write-enabled Workday REST endpoint not wrapped above.

Required inputs: service, version, tenant, resource, body_json

REST: PATCH (any endpoint)
PATCH/ccx/api/{{service}}/{{version}}/{{tenant}}/{{resource}}

PATCH (partial update) any write-enabled Workday REST endpoint not wrapped above.

Required inputs: service, version, tenant, resource, body_json

REST: DELETE (any endpoint)
DELETE/ccx/api/{{service}}/{{version}}/{{tenant}}/{{resource}}

DELETE any Workday REST resource that supports removal, not wrapped above.

Required inputs: service, version, tenant, resource

Box logo

Cloud Storage

13 actions

Box

Logo source: Box official site icon

Cloud content management — upload, download, search, share files, and manage folders in Box

Expand details

Required to get going

  • Authentication Type
  • Developer Token / Access Token
  • Client ID
  • Client Secret
  • Enterprise ID

Common first use

Retrieve metadata for a file by ID

Available actions

Get File Info
GET/2.0/files/{{file_id}}?fields={{fields}}

Retrieve metadata for a file by ID

Required inputs: file_id

Download File
GET/2.0/files/{{file_id}}/content

Download file content by ID

Required inputs: file_id

Upload File
POST/2.0/files/content

Upload a new file to a folder

Required inputs: file_name, content

Update File Info
PUT/2.0/files/{{file_id}}

Update file metadata (rename, move, description, tags)

Required inputs: file_id, update_json

Delete File
DELETE/2.0/files/{{file_id}}

Move a file to trash

Required inputs: file_id

Copy File
POST/2.0/files/{{file_id}}/copy

Copy a file to another folder

Required inputs: file_id, target_folder_id

Create Shared Link
PUT/2.0/files/{{file_id}}?fields=shared_link

Create or update a shared link for a file

Required inputs: file_id

List Folder Items
GET/2.0/folders/{{folder_id}}/items?fields={{fields}}&limit={{limit}}&offset={{offset}}

List files and subfolders in a folder

Required inputs: folder_id

Create Folder
POST/2.0/folders

Create a new folder

Required inputs: folder_name

Delete Folder
DELETE/2.0/folders/{{folder_id}}?recursive={{recursive}}

Move a folder to trash

Required inputs: folder_id

Search Content
GET/2.0/search?query={{query}}&type={{type}}&file_extensions={{extensions}}&ancestor_folder_ids={{folder_ids}}&limit={{limit}}&offset={{offset}}

Search for files and folders across Box

Required inputs: query

Get Current User
GET/2.0/users/me

Get info about the authenticated user

Add Collaborator
POST/2.0/collaborations

Invite a user to collaborate on a file or folder

Required inputs: item_type, item_id, email

Jira logo

Productivity

12 actions

Jira

Logo source: Atlassian official site icon

Project management — create, update, search issues, manage sprints and boards in Jira Cloud

Expand details

Required to get going

  • Jira Domain
  • Email
  • API Token

Common first use

Search for issues using JQL (Jira Query Language)

Available actions

Search Issues (JQL)
GET/rest/api/3/search?jql={{jql}}&fields={{fields}}&maxResults={{max_results}}&startAt={{start_at}}

Search for issues using JQL (Jira Query Language)

Required inputs: jql

Get Issue
GET/rest/api/3/issue/{{issue_key}}?fields={{fields}}&expand={{expand}}

Retrieve a single issue by key or ID

Required inputs: issue_key

Create Issue
POST/rest/api/3/issue

Create a new issue in a project

Required inputs: project_key, summary

Update Issue
PUT/rest/api/3/issue/{{issue_key}}

Update fields on an existing issue

Required inputs: issue_key, update_json

Transition Issue
POST/rest/api/3/issue/{{issue_key}}/transitions

Move an issue to a different status (e.g. To Do → In Progress → Done)

Required inputs: issue_key, transition_id

Get Transitions
GET/rest/api/3/issue/{{issue_key}}/transitions

Get available status transitions for an issue

Required inputs: issue_key

Delete Issue
DELETE/rest/api/3/issue/{{issue_key}}?deleteSubtasks={{delete_subtasks}}

Delete an issue

Required inputs: issue_key

Add Comment
POST/rest/api/3/issue/{{issue_key}}/comment

Add a comment to an issue

Required inputs: issue_key, comment

Assign Issue
PUT/rest/api/3/issue/{{issue_key}}/assignee

Assign an issue to a user

Required inputs: issue_key, account_id

List Projects
GET/rest/api/3/project/search?maxResults={{max_results}}&startAt={{start_at}}

List all accessible projects

Search Users
GET/rest/api/3/user/search?query={{query}}&maxResults={{max_results}}

Find users by name or email

Required inputs: query

Add Attachment
POST/rest/api/3/issue/{{issue_key}}/attachments

Attach a file to an issue

Required inputs: issue_key, file_content

Dropbox logo

Cloud Storage

12 actions

Dropbox

Logo source: Dropbox official product icon

Upload, download, search, share files, and manage folders in Dropbox

Expand details

Required to get going

  • Access Token
  • App Key (optional)
  • App Secret (optional)

Common first use

List files and folders in a Dropbox path

Available actions

List Folder
POST/2/files/list_folder

List files and folders in a Dropbox path

Required inputs: path

List Folder Continue
POST/2/files/list_folder/continue

Continue listing from a previous cursor

Required inputs: cursor

Get File/Folder Metadata
POST/2/files/get_metadata

Get metadata for a file or folder

Required inputs: path

Download File
POST/2/files/download

Download file content

Required inputs: path

Upload File
POST/2/files/upload

Upload a file (up to 150MB)

Required inputs: path, content

Delete File/Folder
POST/2/files/delete_v2

Delete a file or folder

Required inputs: path

Move File/Folder
POST/2/files/move_v2

Move or rename a file or folder

Required inputs: from_path, to_path

Copy File/Folder
POST/2/files/copy_v2

Copy a file or folder

Required inputs: from_path, to_path

Create Folder
POST/2/files/create_folder_v2

Create a new folder

Required inputs: path

Search Files
POST/2/files/search_v2

Search for files and folders

Required inputs: query

Create Shared Link
POST/2/sharing/create_shared_link_with_settings

Create a shared link for a file or folder

Required inputs: path

Get Current Account
POST/2/users/get_current_account

Get info about the authenticated user

Google Docs logo

Productivity

6 actions

Google Docs

Logo source: Google Docs official product icon

Create, read, and edit Google Docs — insert text, replace content, manage formatting

Expand details

Required to get going

  • Service Account JSON

Common first use

Retrieve a Google Doc by ID (full content and structure)

Setup notes

  • Enable the Google Docs API for the project and share editable documents with the service account email.

Available actions

Get Document
GET/v1/documents/{{document_id}}

Retrieve a Google Doc by ID (full content and structure)

Required inputs: document_id

Create Document
POST/v1/documents

Create a new blank Google Doc

Required inputs: title

Batch Update
POST/v1/documents/{{document_id}}:batchUpdate

Apply multiple updates to a document (insert, delete, replace, format)

Required inputs: document_id, requests_json

Insert Text
POST/v1/documents/{{document_id}}:batchUpdate

Insert text at a specific position in the document

Required inputs: document_id, text

Find & Replace Text
POST/v1/documents/{{document_id}}:batchUpdate

Replace all occurrences of a string in the document

Required inputs: document_id, find, replace

Append Text
POST/v1/documents/{{document_id}}:batchUpdate

Append text to the end of the document

Required inputs: document_id, text

Google Tasks logo

Productivity

10 actions

Google Tasks

Logo source: Google Tasks official product icon

Create, update, complete, and manage tasks and task lists in Google Tasks

Expand details

Required to get going

  • Service Account JSON
  • Impersonate Email

Common first use

Get all task lists for the user

Permissions: https://www.googleapis.com/auth/tasks

Setup notes

  • Enable the Google Tasks API and grant domain-wide delegation to the service account client in Google Workspace Admin.

Available actions

List Task Lists
GET/tasks/v1/users/@me/lists?maxResults={{max_results}}

Get all task lists for the user

Get Task List
GET/tasks/v1/users/@me/lists/{{tasklist_id}}

Get a task list by ID

Required inputs: tasklist_id

Create Task List
POST/tasks/v1/users/@me/lists

Create a new task list

Required inputs: title

Delete Task List
DELETE/tasks/v1/users/@me/lists/{{tasklist_id}}

Delete a task list

Required inputs: tasklist_id

List Tasks
GET/tasks/v1/lists/{{tasklist_id}}/tasks?maxResults={{max_results}}&showCompleted={{show_completed}}&showHidden={{show_hidden}}&dueMin={{due_min}}&dueMax={{due_max}}

Get all tasks in a task list

Required inputs: tasklist_id

Get Task
GET/tasks/v1/lists/{{tasklist_id}}/tasks/{{task_id}}

Get a single task by ID

Required inputs: tasklist_id, task_id

Create Task
POST/tasks/v1/lists/{{tasklist_id}}/tasks

Create a new task in a task list

Required inputs: tasklist_id, title

Update Task
PATCH/tasks/v1/lists/{{tasklist_id}}/tasks/{{task_id}}

Update a task (title, notes, due date, status)

Required inputs: tasklist_id, task_id, update_json

Complete Task
PATCH/tasks/v1/lists/{{tasklist_id}}/tasks/{{task_id}}

Mark a task as completed

Required inputs: tasklist_id, task_id

Delete Task
DELETE/tasks/v1/lists/{{tasklist_id}}/tasks/{{task_id}}

Delete a task

Required inputs: tasklist_id, task_id

Microsoft Exchange Online logo

Communication

10 actions

Microsoft Exchange Online

Logo source: Microsoft Exchange / Outlook official product icon

Send and read emails, manage calendars, contacts, and mailbox folders via Microsoft Graph

Expand details

Required to get going

  • Azure Tenant ID
  • Application (Client) ID
  • Client Secret

Common first use

Send an email message

Permissions: Mail.Send, Mail.ReadWrite, Calendars.ReadWrite

Available actions

Send Email
POST/v1.0/users/{{from_email}}/sendMail

Send an email message

Required inputs: from_email, to_email, subject, body

List Messages
GET/v1.0/users/{{email}}/mailFolders/{{folder}}/messages?$select={{select}}&$filter={{filter}}&$orderby={{orderby}}&$top={{top}}&$skip={{skip}}

List emails in a mailbox folder

Required inputs: email

Get Message
GET/v1.0/users/{{email}}/messages/{{message_id}}?$select={{select}}

Get a single email by ID (with full body)

Required inputs: email, message_id

Reply to Message
POST/v1.0/users/{{email}}/messages/{{message_id}}/reply

Reply to an email message

Required inputs: email, message_id, reply_body

Delete Message
DELETE/v1.0/users/{{email}}/messages/{{message_id}}

Delete an email message

Required inputs: email, message_id

List Calendar Events
GET/v1.0/users/{{email}}/calendarView?startDateTime={{start}}&endDateTime={{end}}&$select={{select}}&$top={{top}}&$orderby=start/dateTime

List calendar events within a date range

Required inputs: email, start, end

Create Calendar Event
POST/v1.0/users/{{email}}/events

Create a new calendar event

Required inputs: email, subject, start_time, end_time

Delete Calendar Event
DELETE/v1.0/users/{{email}}/events/{{event_id}}

Delete a calendar event

Required inputs: email, event_id

List Contacts
GET/v1.0/users/{{email}}/contacts?$select={{select}}&$top={{top}}&$skip={{skip}}

List contacts for a user

Required inputs: email

Create Contact
POST/v1.0/users/{{email}}/contacts

Create a new contact

Required inputs: email, contact_json

Gmail logo

Communication

10 actions

Gmail

Logo source: Google Gmail official product icon

Send, read, search, label, and manage emails in Gmail via Google API

Expand details

Required to get going

  • Service Account JSON
  • Impersonate Email

Common first use

Send an email message

Permissions: https://www.googleapis.com/auth/gmail.modify, https://www.googleapis.com/auth/gmail.send

Setup notes

  • Download this JSON from Google Cloud IAM > Service Accounts > Keys, then grant domain-wide delegation in Google Workspace Admin.

Available actions

Send Email
POST/gmail/v1/users/me/messages/send

Send an email message

Required inputs: raw_message

List Messages
GET/gmail/v1/users/me/messages?q={{query}}&maxResults={{max_results}}&pageToken={{page_token}}&labelIds={{label_ids}}

List messages matching a search query

Get Message
GET/gmail/v1/users/me/messages/{{message_id}}?format={{format}}

Get a single email by ID with full content

Required inputs: message_id

Modify Message Labels
POST/gmail/v1/users/me/messages/{{message_id}}/modify

Add or remove labels (mark read/unread, archive, star, etc.)

Required inputs: message_id

Trash Message
POST/gmail/v1/users/me/messages/{{message_id}}/trash

Move a message to trash

Required inputs: message_id

Delete Message Permanently
DELETE/gmail/v1/users/me/messages/{{message_id}}

Permanently delete a message (cannot be undone)

Required inputs: message_id

List Labels
GET/gmail/v1/users/me/labels

List all labels in the mailbox

Create Label
POST/gmail/v1/users/me/labels

Create a new label

Required inputs: label_name

Create Draft
POST/gmail/v1/users/me/drafts

Create a draft email

Required inputs: raw_message

Get Mailbox Profile
GET/gmail/v1/users/me/profile

Get the authenticated user mailbox profile

DocuSign logo

Productivity

8 actions

DocuSign

Logo source: Docusign official site icon

Send envelopes for signature, check status, download documents, and manage templates

Expand details

Required to get going

  • Base URL
  • Account ID
  • Access Token

Common first use

Create and send an envelope with documents for signing

Available actions

Send Envelope for Signature
POST/v2.1/accounts/{{account_id}}/envelopes

Create and send an envelope with documents for signing

Required inputs: subject, document_base64, document_name, signer_email, signer_name

Send from Template
POST/v2.1/accounts/{{account_id}}/envelopes

Create and send an envelope using a DocuSign template

Required inputs: template_id, signer_email, signer_name, role_name

Get Envelope Status
GET/v2.1/accounts/{{account_id}}/envelopes/{{envelope_id}}

Check the status of an envelope

Required inputs: envelope_id

List Envelope Recipients
GET/v2.1/accounts/{{account_id}}/envelopes/{{envelope_id}}/recipients

Get the recipients and their signing status for an envelope

Required inputs: envelope_id

Download Signed Documents
GET/v2.1/accounts/{{account_id}}/envelopes/{{envelope_id}}/documents/combined

Download the signed documents from a completed envelope (combined PDF)

Required inputs: envelope_id

Void Envelope
PUT/v2.1/accounts/{{account_id}}/envelopes/{{envelope_id}}

Void a sent envelope (cancel signing)

Required inputs: envelope_id, reason

List Templates
GET/v2.1/accounts/{{account_id}}/templates?count={{count}}&start_position={{start}}&search_text={{search}}

List available DocuSign templates

List Envelopes
GET/v2.1/accounts/{{account_id}}/envelopes?from_date={{from_date}}&status={{status}}&count={{count}}

List envelopes with filtering by date and status

Required inputs: from_date

ServiceNow logo

Productivity

10 actions

ServiceNow

Logo source: ServiceNow official site icon

IT service management — manage incidents, requests, changes, users, and query any table via the Table API

Expand details

Required to get going

  • Instance Name
  • Authentication Type
  • Username
  • Password
  • OAuth2 Bearer Token

Common first use

Query any ServiceNow table with filters, ordering, and pagination

Available actions

Query Table
GET/api/now/table/{{table}}?sysparm_query={{query}}&sysparm_fields={{fields}}&sysparm_limit={{limit}}&sysparm_offset={{offset}}&sysparm_display_value={{display_value}}&sysparm_order_by={{order_by}}

Query any ServiceNow table with filters, ordering, and pagination

Required inputs: table

Get Record
GET/api/now/table/{{table}}/{{sys_id}}?sysparm_fields={{fields}}&sysparm_display_value={{display_value}}

Get a single record by sys_id from any table

Required inputs: table, sys_id

Create Record
POST/api/now/table/{{table}}

Create a new record in any table

Required inputs: table, record_json

Update Record
PATCH/api/now/table/{{table}}/{{sys_id}}

Update an existing record (PATCH — only specified fields)

Required inputs: table, sys_id, record_json

Delete Record
DELETE/api/now/table/{{table}}/{{sys_id}}

Delete a record by sys_id

Required inputs: table, sys_id

Create Incident
POST/api/now/table/incident

Create a new incident

Required inputs: short_description

Resolve Incident
PATCH/api/now/table/incident/{{sys_id}}

Resolve an incident with resolution notes

Required inputs: sys_id, close_notes

Add Work Note
PATCH/api/now/table/{{table}}/{{sys_id}}

Add a work note or comment to a record

Required inputs: sys_id, note

Upload Attachment
POST/api/now/attachment/file?table_name={{table}}&table_sys_id={{sys_id}}&file_name={{file_name}}

Attach a file to a record

Required inputs: table, sys_id, file_name, content

Aggregate Query
GET/api/now/stats/{{table}}?sysparm_query={{query}}&sysparm_count=true&sysparm_group_by={{group_by}}&sysparm_avg_fields={{avg_fields}}&sysparm_sum_fields={{sum_fields}}

Run aggregate queries (COUNT, SUM, AVG, MIN, MAX) on a table

Required inputs: table

S

Cloud Storage

10 actions

SFTP

Upload, download, list, move, and manage files on remote servers via SFTP (SSH File Transfer)

Expand details

Required to get going

  • Host
  • Port
  • Authentication Method
  • Username
  • Password
  • Private Key (PEM)

Common first use

List files and folders in a remote directory

Available actions

List Directory
POST/_internal/sftp/list

List files and folders in a remote directory

Required inputs: path

Download File
POST/_internal/sftp/download

Download a file from the SFTP server

Required inputs: remote_path

Upload File
POST/_internal/sftp/upload

Upload a file to the SFTP server

Required inputs: remote_path, content

Delete File
POST/_internal/sftp/delete

Delete a file from the SFTP server

Required inputs: remote_path

Rename / Move File
POST/_internal/sftp/rename

Rename or move a file on the SFTP server

Required inputs: from_path, to_path

Create Directory
POST/_internal/sftp/mkdir

Create a new directory on the SFTP server

Required inputs: path

Remove Directory
POST/_internal/sftp/rmdir

Remove a directory from the SFTP server

Required inputs: path

Get File Info
POST/_internal/sftp/stat

Get file metadata (size, permissions, timestamps)

Required inputs: path

Change Permissions
POST/_internal/sftp/chmod

Change file or directory permissions

Required inputs: path, mode

Check File Exists
POST/_internal/sftp/exists

Check if a file or directory exists at the given path

Required inputs: path

Oracle Database logo

Databases

12 actions

Oracle Database

Logo source: Oracle official site icon

Connect to Oracle Database — run queries, manage data, call stored procedures and functions

Expand details

Required to get going

  • Host
  • Port
  • Connection Type
  • Service Name / SID
  • Username
  • Password

Common first use

Execute a custom SQL SELECT query and return results

Available actions

Run Query
POST/_internal/db/query

Execute a custom SQL SELECT query and return results

Required inputs: sql

List Records
POST/_internal/db/query

List records from a table or view with filtering and pagination

Required inputs: table

Get Record
POST/_internal/db/query

Retrieve a single record by primary key

Required inputs: table, pk_column, pk_value

Insert Record
POST/_internal/db/execute

Insert a new record into a table

Required inputs: table, columns, values, params

Update Record
POST/_internal/db/execute

Update existing records in a table

Required inputs: table, set_clause, where_clause, params

Delete Record
POST/_internal/db/execute

Delete records from a table

Required inputs: table, where_clause, params

Execute SQL
POST/_internal/db/execute

Execute any custom SQL or PL/SQL statement

Required inputs: sql

List Tables
POST/_internal/db/query

List all tables accessible to the user

List Views
POST/_internal/db/query

List all views accessible to the user

Call Stored Procedure
POST/_internal/db/procedure

Execute an Oracle PL/SQL stored procedure

Required inputs: procedure_name

Call Function
POST/_internal/db/query

Execute an Oracle PL/SQL function and return its result

Required inputs: function_name

Execute PL/SQL Block
POST/_internal/db/execute

Execute an anonymous PL/SQL block

Required inputs: plsql

OneDrive for Business logo

Cloud Storage

11 actions

OneDrive for Business

Logo source: Microsoft OneDrive official product icon

Upload, download, share, search, and manage files and folders in OneDrive for Business via Microsoft Graph

Expand details

Required to get going

  • Azure Tenant ID
  • Application (Client) ID
  • Client Secret

Common first use

List items in a OneDrive folder

Permissions: Files.ReadWrite.All, User.Read.All

Available actions

List Files & Folders
GET/v1.0/users/{{user}}/drive/root:{{path}}:/children?$select=id,name,size,webUrl,createdDateTime,lastModifiedDateTime,file,folder&$top={{top}}&$orderby={{orderby}}

List items in a OneDrive folder

Required inputs: user

Get File Metadata
GET/v1.0/users/{{user}}/drive/items/{{item_id}}?$select=id,name,size,webUrl,createdDateTime,lastModifiedDateTime,file,folder,parentReference

Get metadata for a file or folder by path or ID

Required inputs: user, item_id

Download File
GET/v1.0/users/{{user}}/drive/items/{{item_id}}/content

Download file content

Required inputs: user, item_id

Upload File
PUT/v1.0/users/{{user}}/drive/root:{{file_path}}:/content

Upload a file to a path (up to 4MB — use upload session for larger)

Required inputs: user, file_path, content

Create Upload Session
POST/v1.0/users/{{user}}/drive/root:{{file_path}}:/createUploadSession

Create an upload session for large files (>4MB, up to 250GB)

Required inputs: user, file_path, file_name

Delete File/Folder
DELETE/v1.0/users/{{user}}/drive/items/{{item_id}}

Delete a file or folder (moves to recycle bin)

Required inputs: user, item_id

Move / Rename
PATCH/v1.0/users/{{user}}/drive/items/{{item_id}}

Move or rename a file or folder

Required inputs: user, item_id

Copy File
POST/v1.0/users/{{user}}/drive/items/{{item_id}}/copy

Copy a file to another folder (async operation)

Required inputs: user, item_id, target_folder_id

Create Folder
POST/v1.0/users/{{user}}/drive/root:{{parent_path}}:/children

Create a new folder

Required inputs: user, folder_name

Search Files
GET/v1.0/users/{{user}}/drive/root/search(q='{{query}}')?$top={{top}}&$select=id,name,size,webUrl,lastModifiedDateTime,file,folder

Search for files and folders across OneDrive

Required inputs: user, query

Create Sharing Link
POST/v1.0/users/{{user}}/drive/items/{{item_id}}/createLink

Create a sharing link for a file or folder

Required inputs: user, item_id

n8n logo

Productivity

10 actions

n8n

Logo source: n8n official site icon

Trigger workflows, manage executions, and orchestrate automations in n8n

Expand details

Required to get going

  • n8n Instance URL
  • API Key

Common first use

List all workflows with their status

Permissions: API access enabled in the workspace, API key created for the correct environment, Workflow and execution permissions for the account behind the API key

Setup notes

  • Create this in your n8n workspace settings, then test with the base instance URL rather than a webhook URL.

Available actions

List Workflows
GET/api/v1/workflows?limit={{limit}}&cursor={{cursor}}&active={{active}}

List all workflows with their status

Get Workflow
GET/api/v1/workflows/{{workflow_id}}

Get a workflow by ID with full node/connection details

Required inputs: workflow_id

Activate Workflow
PATCH/api/v1/workflows/{{workflow_id}}

Activate a workflow so it responds to triggers

Required inputs: workflow_id

Deactivate Workflow
PATCH/api/v1/workflows/{{workflow_id}}

Deactivate a workflow

Required inputs: workflow_id

Execute Workflow
POST/api/v1/executions

Trigger a workflow execution with optional input data

Required inputs: workflow_id

Get Execution
GET/api/v1/executions/{{execution_id}}

Get details and result of a workflow execution

Required inputs: execution_id

List Executions
GET/api/v1/executions?workflowId={{workflow_id}}&status={{status}}&limit={{limit}}&cursor={{cursor}}

List workflow executions with filtering

Delete Execution
DELETE/api/v1/executions/{{execution_id}}

Delete an execution record

Required inputs: execution_id

Trigger Webhook Workflow
POST/webhook/{{webhook_path}}

Trigger a workflow via its webhook URL with a JSON payload

Required inputs: webhook_path

List Credentials
GET/api/v1/credentials?limit={{limit}}

List stored credentials in n8n (metadata only, no secrets)

SAP OData logo

Productivity

15 actions

SAP OData

Logo source: SAP official site icon

Connect to SAP S/4HANA, SAP BTP, or SAP Business Suite OData services — full CRUD, batch, and function imports

Expand details

Required to get going

  • SAP OData Service URL
  • Authentication Type
  • Username
  • Password
  • OAuth2 Bearer Token

Common first use

Retrieve the $metadata document describing all entity sets, types, and associations

Available actions

Get Service Metadata
GET/$metadata

Retrieve the $metadata document describing all entity sets, types, and associations

Get Entity Sets
GET/

List all available entity sets in the service

Query Entity Set
GET/{{entity_set}}?$filter={{filter}}&$select={{select}}&$expand={{expand}}&$orderby={{orderby}}&$top={{top}}&$skip={{skip}}&$inlinecount={{inlinecount}}&$format=json

Query an entity set with SAP OData query options ($filter, $select, $expand, $orderby, $top, $skip, $inlinecount)

Required inputs: entity_set

Get Entity by Key
GET/{{entity_set}}({{key}})?$select={{select}}&$expand={{expand}}&$format=json

Retrieve a single entity by its key (e.g. A_BusinessPartner('1000001'))

Required inputs: entity_set, key

Count Entities
GET/{{entity_set}}/$count?$filter={{filter}}

Get the count of entities in a set

Required inputs: entity_set

Query Navigation Property
GET/{{entity_set}}({{key}})/{{navigation}}?$filter={{filter}}&$select={{select}}&$top={{top}}&$format=json

Query related entities through a navigation property

Required inputs: entity_set, key, navigation

Create Entity
POST/{{entity_set}}

Create a new entity (POST). CSRF token fetched automatically if enabled.

Required inputs: entity_set, entity_json

Deep Insert
POST/{{entity_set}}

Create an entity with nested related entities in a single request

Required inputs: entity_set, entity_json

Update Entity (PATCH)
PATCH/{{entity_set}}({{key}})

Partially update an entity — only specified properties are modified (merge semantics)

Required inputs: entity_set, key, entity_json

Replace Entity (PUT)
PUT/{{entity_set}}({{key}})

Fully replace an entity — all properties overwritten

Required inputs: entity_set, key, entity_json

Delete Entity
DELETE/{{entity_set}}({{key}})

Delete an entity by key

Required inputs: entity_set, key

Call Function Import (GET)
GET/{{function_name}}?{{parameters}}&$format=json

Invoke a SAP function import (side-effect free, GET)

Required inputs: function_name

Call Action Import (POST)
POST/{{function_name}}

Invoke a SAP function import with side effects (POST)

Required inputs: function_name

Batch Request
POST/$batch

Execute multiple operations in a single $batch request

Required inputs: batch_id, batch_body

Raw OData Request
GET{{path}}

Send a custom request to any path on the SAP OData service

Required inputs: path

Before you start

Have these permissions, assets, and design decisions ready.

  • Permission to create or edit integrations
  • The external service base URL
  • Authentication credentials or an OAuth client registration
  • At least one operation you want UserTasks to call

Detailed input and result reference

These are the values designers configure and the results available after execution. Exact fields can vary by operation, but the runtime contract follows these patterns.

Create REST integration

Create the shared connection used by one or more reusable API references.

Inputs

namestringrequired

Designer-facing integration name.

Example: Production CRM
base_urlHTTPS URLrequired

Shared API root. Reference paths are appended to this value.

Example: https://api.example.com/v1
auth_typenone | api_key | bearer | basic | oauth2required

Authentication applied to every reference call unless the reference overrides a header.

auth_configobject

Credential fields for the selected authentication method. Secret values are encrypted at rest.

headersobject

Optional headers shared across operations.

Example: {"X-Client-Version":"2026-07"}

Expected results

integration.idUUID

Stable identifier used by references, projects, and governance.

connection statussuccess | error

Latest connectivity test status and message.

call logsrecords

Redacted URL, headers, status, duration, response, and caller context for executed references.

Runtime behavior

  • HTTP(S) URLs are validated and server-side egress blocks private or metadata targets by default.
  • Credential-bearing fields are encrypted before persistence.
  • Deleting an integration uses dependency-aware deletion rather than silently orphaning references.

Create API reference

Describe one callable operation underneath an integration.

Inputs

methodGET | POST | PUT | PATCH | DELETErequired

HTTP method used for the operation.

path_templatestringrequired

Path appended to the base URL. Use {{input}} placeholders.

Example: /customers/{{customer_id}}
inputsarray

Named values with type, required state, default, and path/query/header/body location.

body_templatestring / JSON

Request body with variable placeholders.

Example: {"status":"{{status}}"}
headersobject

Operation-specific headers. Values may use placeholders.

outputsarray

JSON paths mapped from the response into named outputs.

Expected results

statusnumber

External HTTP response status.

dataJSON | text

Parsed response body.

mapped outputsworkflow variables

Configured response paths made available to downstream workflow nodes.

call logrecord

Timing, redacted request context, response, and originating workflow/page/form/agent.

Runtime behavior

  • Path, query, header, and body inputs are resolved independently.
  • Authentication is attached immediately before execution so OAuth can refresh.
  • Non-success responses are returned to the caller with source attribution.

Authorize OAuth 2.0

Connect an external provider using authorization code and automatic token refresh.

Inputs

client_idstringrequired

Provider-issued OAuth client identifier.

client_secretsecret

Provider secret for confidential clients.

authorize_urlHTTPS URLrequired

Provider authorization endpoint.

token_urlHTTPS URLrequired

Provider token and refresh endpoint.

scopesspace-separated string

Permissions requested from the provider.

Expected results

access_tokenencrypted secret

Used as a Bearer token for reference calls.

refresh_tokenencrypted secret

Used to renew access without another consent prompt.

expires_attimestamp

Controls lazy and proactive refresh.

connection stateconnected | error

Returned to the integration page after provider callback.

Runtime behavior

  • State is single-use and expires after ten minutes.
  • PKCE S256 is sent to compatible providers.
  • Token endpoints are checked by the outbound egress guard before exchange and refresh.

Import OpenAPI or Postman

Generate an integration and reference catalog from an API definition.

Inputs

definitionJSON or YAML filerequired

OpenAPI 2.0, OpenAPI 3.0/3.1, or Postman Collection v2.

base URLHTTPS URLrequired

Detected from the definition and editable before import.

selected operationsarrayrequired

Only checked operations become references.

authenticationconfiguration

Detected scheme plus designer-provided credential values.

Expected results

integrationrecord

Encrypted, tenant-scoped REST integration.

referencesrecords

Operations with normalized inputs, outputs, methods, paths, and bodies.

import countnumber

Number of references created.

Step-by-step implementation guides

Call an OAuth-protected CRM from a workflow

Expected outcome: A workflow updates a CRM customer and exposes the returned customer identifier downstream.

  1. 1

    Create the integration

    Choose REST API, enter the CRM base URL, select OAuth 2.0, then save.

    Result: A tenant-owned integration exists without exposing credentials to the browser.

  2. 2

    Authorize the provider

    Enter the provider client details and scopes, select Connect, and approve consent.

    Result: Encrypted access and refresh tokens are linked to the integration.

  3. 3

    Create the reference

    Use PATCH /customers/{{customer_id}}, add customer_id as a path input and status as a body input.

    Result: The operation can be tested and reused across the platform.

  4. 4

    Map the response

    Map id and updated_at JSON paths to reference outputs.

    Result: Callers receive stable named outputs instead of parsing raw JSON.

  5. 5

    Use it in a workflow

    Add Call API / Reference, select the operation, map variables, and name the output variables.

    Result: The workflow refreshes OAuth if needed, calls the CRM, logs the request, and continues with mapped values.

Actions and capabilities

What designers and operators can do in this product area.

Integrations actions

The main operations available in Integrations.

Integrations actions

Create REST integration

Configure a base URL and use references for any supported HTTP method.

Example: Connect an OAuth CRM and reuse its Update Customer reference from a workflow and form.
Configuration inputs
  • Permission to view and edit the relevant integrations assets.
  • The target connection or reference, including authentication, request mappings, and outputs.
  • Any required mappings, recipients, filters, variables, permissions, or lifecycle settings shown by the designer.
How to use it
  1. 1.Open Integrations from the main navigation.
  2. 2.Create or open the relevant asset and choose “Create REST integration”.
  3. 3.Complete the required fields, map dynamic values, and review access to every referenced asset.
  4. 4.Use preview, test, or validation where available; correct errors before publishing or executing.
  5. 5.Run the action and inspect its status, output, history, or audit record.
Expected results
  • The governed external operation can be tested, reused, logged, and monitored.
  • Failures remain visible with enough context to correct configuration or retry safely.

Integrations actions

Create OData integration

Use an OData v2/v4 service root with entity paths and query options.

Example: Connect an OAuth CRM and reuse its Update Customer reference from a workflow and form.
Configuration inputs
  • Permission to view and edit the relevant integrations assets.
  • The target connection or reference, including authentication, request mappings, and outputs.
  • Any required mappings, recipients, filters, variables, permissions, or lifecycle settings shown by the designer.
How to use it
  1. 1.Open Integrations from the main navigation.
  2. 2.Create or open the relevant asset and choose “Create OData integration”.
  3. 3.Complete the required fields, map dynamic values, and review access to every referenced asset.
  4. 4.Use preview, test, or validation where available; correct errors before publishing or executing.
  5. 5.Run the action and inspect its status, output, history, or audit record.
Expected results
  • The governed external operation can be tested, reused, logged, and monitored.
  • Failures remain visible with enough context to correct configuration or retry safely.

Integrations actions

Send outbound webhook

Call a webhook endpoint from references or workflows with governed authentication.

Example: Connect an OAuth CRM and reuse its Update Customer reference from a workflow and form.
Configuration inputs
  • Permission to view and edit the relevant integrations assets.
  • The target connection or reference, including authentication, request mappings, and outputs.
  • Any required mappings, recipients, filters, variables, permissions, or lifecycle settings shown by the designer.
How to use it
  1. 1.Open Integrations from the main navigation.
  2. 2.Create or open the relevant asset and choose “Send outbound webhook”.
  3. 3.Complete the required fields, map dynamic values, and review access to every referenced asset.
  4. 4.Use preview, test, or validation where available; correct errors before publishing or executing.
  5. 5.Run the action and inspect its status, output, history, or audit record.
Expected results
  • The governed external operation can be tested, reused, logged, and monitored.
  • Failures remain visible with enough context to correct configuration or retry safely.

Integrations actions

Import API definition

Convert OpenAPI 2/3 or Postman operations into an integration and references.

Example: Connect an OAuth CRM and reuse its Update Customer reference from a workflow and form.
Configuration inputs
  • Permission to view and edit the relevant integrations assets.
  • The target connection or reference, including authentication, request mappings, and outputs.
  • Any required mappings, recipients, filters, variables, permissions, or lifecycle settings shown by the designer.
How to use it
  1. 1.Open Integrations from the main navigation.
  2. 2.Create or open the relevant asset and choose “Import API definition”.
  3. 3.Complete the required fields, map dynamic values, and review access to every referenced asset.
  4. 4.Use preview, test, or validation where available; correct errors before publishing or executing.
  5. 5.Run the action and inspect its status, output, history, or audit record.
Expected results
  • The governed external operation can be tested, reused, logged, and monitored.
  • Failures remain visible with enough context to correct configuration or retry safely.

Integrations actions

Authorize OAuth

Complete authorization code with PKCE and automatically refresh encrypted provider tokens.

Example: Connect an OAuth CRM and reuse its Update Customer reference from a workflow and form.
Configuration inputs
  • Permission to view and edit the relevant integrations assets.
  • The target connection or reference, including authentication, request mappings, and outputs.
  • Any required mappings, recipients, filters, variables, permissions, or lifecycle settings shown by the designer.
How to use it
  1. 1.Open Integrations from the main navigation.
  2. 2.Create or open the relevant asset and choose “Authorize OAuth”.
  3. 3.Complete the required fields, map dynamic values, and review access to every referenced asset.
  4. 4.Use preview, test, or validation where available; correct errors before publishing or executing.
  5. 5.Run the action and inspect its status, output, history, or audit record.
Expected results
  • The governed external operation can be tested, reused, logged, and monitored.
  • Failures remain visible with enough context to correct configuration or retry safely.

Integrations actions

Test and inspect calls

Test connections and review duration, status, redacted request data, responses, and failures.

Example: Connect an OAuth CRM and reuse its Update Customer reference from a workflow and form.
Configuration inputs
  • Permission to view and edit the relevant integrations assets.
  • The target connection or reference, including authentication, request mappings, and outputs.
  • Any required mappings, recipients, filters, variables, permissions, or lifecycle settings shown by the designer.
How to use it
  1. 1.Open Integrations from the main navigation.
  2. 2.Create or open the relevant asset and choose “Test and inspect calls”.
  3. 3.Complete the required fields, map dynamic values, and review access to every referenced asset.
  4. 4.Use preview, test, or validation where available; correct errors before publishing or executing.
  5. 5.Run the action and inspect its status, output, history, or audit record.
Expected results
  • The governed external operation can be tested, reused, logged, and monitored.
  • Failures remain visible with enough context to correct configuration or retry safely.

Integrations actions

Execute reference

Call the same operation from workflows, forms, pages, bindings, agents, or MCP.

Example: Connect an OAuth CRM and reuse its Update Customer reference from a workflow and form.
Configuration inputs
  • Permission to view and edit the relevant integrations assets.
  • The target connection or reference, including authentication, request mappings, and outputs.
  • Any required mappings, recipients, filters, variables, permissions, or lifecycle settings shown by the designer.
How to use it
  1. 1.Open Integrations from the main navigation.
  2. 2.Create or open the relevant asset and choose “Execute reference”.
  3. 3.Complete the required fields, map dynamic values, and review access to every referenced asset.
  4. 4.Use preview, test, or validation where available; correct errors before publishing or executing.
  5. 5.Run the action and inspect its status, output, history, or audit record.
Expected results
  • The governed external operation can be tested, reused, logged, and monitored.
  • Failures remain visible with enough context to correct configuration or retry safely.

Potential use cases

Patterns you can adapt to your own operating model.

CRM synchronization

Create or update CRM records after an internal approval.

OAuth integration
Reusable update reference
Approval workflow
Map outputs
Log result

External validation

Validate submitted data against a third-party service before creating work.

Form submission
Call REST reference
Branch on response
Create task or reject

Partner callback

Notify another system when a long-running human process completes.

Task completed
Build JSON payload
Outbound webhook reference
Retry on failure