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Connectors / Finance · HTTP Connector
Automate Workiva with Tray.ai
Create a file, export a document and update sheet content in Workiva. Connect Workiva to the rest of your finance stack with Tray.ai.
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What can you do with Workiva on Tray.ai?
Workiva is a reporting platform where finance and compliance teams build linked documents, spreadsheets and presentations for financial, ESG and regulatory filings. Tray.ai connects to Workiva through the HTTP Connector, so your workflows can call the Workiva API alongside the rest of your stack.
- Update range values in a reporting spreadsheet with month-end balances from your accounting system.
- Create a task for each control owner when your compliance tracker opens a new audit request.
- List organization activities daily and send them to your security log system for audit review.
- Connects through
- HTTP Connector
- Authentication
- OAuth 2.0
- Base URL
- https://api.app.wdesk.com
What the Workiva API covers
6 resources and 23 documented actions, each one a call the HTTP Connector can make from a Tray.ai workflow.
Files
- List files
- Create a file
- Import a file
- Copy a file
- Export a file
Documents
- List documents
- Get a document
- Update a document
- Export a document
Spreadsheets
- List spreadsheets
- Get sheet data
- Update sheet content
- Update range values
Tasks
- List tasks
- Create a task
- Update a task
- Delete a task
Organization users
- List organization users
- Create an organization user
- Assign user roles
- Delete an organization user
Activities
- List organization activities
- Get an activity
Checked against Workiva's own documentation on 2026-11-03
How Tray.ai makes this work
Workiva plugs into the whole Tray.ai platform
Intelligent Integration
Integrate and automate across 5,000+ apps, databases, APIs, and services with visual workflows, error handling, and observability.
Learn more →Agent Builder
Build AI agents that read, write, and take action in Workiva — with guardrails, audit, and human-in-the-loop.
Learn more →Agent Gateway for MCP
Expose Workiva actions as governed MCP tools — observable, rate-limited, authenticated.
Learn more →Tray Helix
Build apps on Workiva data with your AI assistant, then deploy, run, and govern them on Tray.ai.
Learn more →More finance apps on Tray.ai
Dedicated connectors and other apps Tray.ai reaches in the same category. See every finance connector →
Frequently asked questions
What can a Tray.ai workflow do in Workiva?
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The Workiva API documents 23 actions across 6 resources (Files, Documents, Spreadsheets, Tasks, Organization users, Activities). For example: List files; List documents; List spreadsheets. A workflow can make any documented call through the HTTP Connector.
How does Tray.ai authenticate with Workiva?
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The Workiva API uses OAuth 2.0. You save it once as a Tray.ai authentication, and the HTTP Connector adds it to every request.
See Workiva working against your stack.
We'll walk through a tailored demo with your systems plugged in.
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