Resources · Make integration

Workday Financial Management Make integrationAutomate Workday Financial Management with Make.

Can Make handle Workday supplier invoices without code? The Workday Financial Management Make integration has 11 modules, 6 actions and 5 searches. Here, finance ops teams learn to connect their account and build a first scenario.

Enterprise app This app is reserved to Make's Enterprise plan.

Try the Workday Financial Management integration on MakeSee the 11 modules

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What you can automate

What does the Workday Financial Management Make integration do?

The Workday Financial Management Make integration links your Workday tenant to Make, a no-code tool where you build a scenario: a chain of modules that runs on a schedule or when another app calls Make. Each module is one brick, here a search or an action on your supplier invoices, currencies, reports or Workday APIs. You pick the bricks, Make runs them.

Supplier invoices keyed in once. When an invoice lands in another tool your accounts payable team uses, Create a Supplier Invoice records it in Workday, and Update a Supplier Invoice corrects it later by its ID. Nobody retypes it between two screens.

Invoice data sent where people read it. Search Supplier Invoices pulls the invoices that match your criteria, and Get Supplier Invoices fetches specific ones with their attachment data. A controller can then share them in the spreadsheet or chat tool the team already opens.

Reports and queries on demand. Get a RaaS Report reads a Workday report from its URL, and Run a WQL Query runs a query in the Workday Query Language. Both need an OAuth2 connection, like Make a REST API Call.

What Make does not do here: the app has no trigger, so Workday never starts a scenario by itself, and the first module is a schedule or another app. The app is also reserved to the Make Enterprise plan (see Make pricing). Weighing two tools? Read n8n vs Make. New to the editor? Make training walks you through it.

Connect

How do you connect Workday Financial Management to Make?

  1. 01

    Add a Workday module

    Open your scenario, click the +, search for Workday Financial Management and pick any of its modules. In the module panel, click Create a connection. A connection is your Workday account linked to Make once, then reused by every Workday module.

  2. 02

    Name the connection

    Give the connection a name if you like, for example the tenant it points to. It is optional, but it helps once a team shares several connections. Think ahead here: three modules only accept an OAuth2 connection.

  3. 03

    Authorize and save

    Authorize Make on the Workday page that opens (OAuth), or paste the key Workday gives you, then click Save. From then on, Make lists what it can read in your tenant while you fill the module fields.

First scenario

Your first scenario: log a supplier invoice in Workday

GoalWhen a supplier invoice arrives in another app, Make creates it in Workday Financial Management.

  1. 01

    Create the scenario

    On the Scenarios page, create a new scenario and click the + to add the first module. Since Workday has no trigger, this first bubble belongs to the app where your invoices arrive.

  2. 02

    Set up the starting module

    Search that app by name, choose the module that brings in new invoices and click Create a connection to link its account. Fill its fields; Make lists what it can read.

  3. 03

    Add Create a Supplier Invoice

    Click the + on the right of the first module, search Workday Financial Management and pick Create a Supplier Invoice. Connect your Workday account the way the section above describes.

  4. 04

    Map the invoice data

    Fill the Workday module by mapping data from the previous module: each value of the incoming invoice goes into the matching Workday field. Every bundle, one item passed between modules, becomes one invoice.

  5. 05

    Test with Run once

    Click Run once to run the scenario a single time. Open the bundles each module received, then look for the new supplier invoice in Workday before going further.

  6. 06

    Schedule and switch on

    Open Scheduling on the first module. A new scenario runs every 15 minutes by default; keep that or change it, then switch the scenario on.

Modules

What each Workday Financial Management module does

Workday Financial Management gives you 11 modules in 2 groups. For each one: what it does for you, when to reach for it, and what to watch out for.

Supplier Invoices

5 modules
Workday Financial Management1

Search Supplier Invoices

Search

In Make“Retrieves a list of supplier invoices filtered by criteria.”

Get every supplier invoice in Workday that matches the criteria you set, each one delivered as a separate bundle. It is the right starting point when you do not know the invoice IDs yet.

When to use it
before a supplier meeting, to gather the invoices that fit your filter into a spreadsheet.
Watch out
the search may return nothing, one invoice or many; every module after it runs once per bundle, and each run is an operation, the unit Make counts on your plan.
Workday Financial Management2

Create a Supplier Invoice

Action

In Make“Creates a new supplier invoice.”

Record a new supplier invoice in Workday straight from the data of an earlier module, so nobody types it twice. The invoice exists in your tenant as soon as the module runs.

When to use it
an invoice reaches your team through email, a form or another finance tool and has to land in Workday.
Watch out
every bundle that reaches this module becomes a new invoice, so test with Run once on a single item first.
Workday Financial Management3

Get Supplier Invoices

Search

In Make“Retrieves a list of supplier invoices with attachment data by their IDs.”

Fetch specific supplier invoices by their IDs, attachment data included, when you already know which ones you need. Unlike Search Supplier Invoices, it does not filter: you hand it the IDs, it brings back the invoices.

When to use it
a previous step gave you invoice IDs and you want the attached documents archived in a storage app.
Watch out
without valid IDs mapped from an earlier module there is nothing to fetch, so check them in the bundles after Run once.
Workday Financial Management4

Update a Supplier Invoice

Action

In Make“Updates a supplier invoice by its ID.”

Correct a supplier invoice already in Workday without opening it by hand: the module finds it by its ID and applies the changes you map into it.

When to use it
the supplier sends a corrected amount or reference and Workday has to follow.
Watch out
the module needs the invoice ID, so place Search Supplier Invoices before it when you only know other details about the invoice.
Workday Financial Management5

Cancel a Supplier Invoice

Action

In Make“Cancels an existing supplier invoice by its ID.”

Take a duplicate or a mistaken invoice out of play: the module cancels the supplier invoice you point to by its ID, and your payables stay clean.

When to use it
a supplier tells you the same invoice went out twice, and the copy has to be cancelled on the Workday side.
Watch out
the doc does not say how to reverse a cancellation, so aim the scenario at a test invoice before running it on real ones.

Other

6 modules

For a list of available web services, their URLs, and request and response types, refer to the Workday Web Services Directory.

For a list of available web services, their URLs, and request and response types, refer to the Workday Web Services Directory.

For a list of available endpoints, refer to the Workday Financial Management API documentation.

For information regarding WQL, refer to the Workday Query Language (WQL) Community guide. If you do not have access to Workday Community, you can request a community account.

Workday Financial Management6

List Currencies

Search

In Make“Retrieves all existing currencies in a tenant.”

See every currency your Workday tenant knows, one bundle per currency, so your scenario can check a value before using it.

When to use it
invoices come from foreign suppliers and you want to confirm their currency exists in Workday before Create a Supplier Invoice runs.
Watch out
each currency is its own bundle; add an aggregator, a module that groups bundles, if you only need one list.
Workday Financial Management7

Make a SOAP API Call

Action

In Make“Performs an arbitrary authorized SOAP API call.”

Reach the Workday web services the ready-made modules skip, with an authorized SOAP call that reuses your existing connection.

When to use it
the data you need sits outside supplier invoices and currencies, and no other module in this list reaches it.
Watch out
keep the Workday Web Services Directory open while you build; it lists the available services, their URLs and the request and response types.
Workday Financial Management8

Make a SOAP API Call (Advanced)

Action

In Make“Performs an arbitrary authorized API call.”

A second route for calling Workday over SOAP: Make presents this module as the advanced version, an arbitrary authorized API call made with your connection.

When to use it
the standard SOAP module is not enough to shape the request your finance team needs.
Watch out
the doc does not detail what sets it apart from Make a SOAP API Call, so start with the standard module and check the Web Services Directory.
Workday Financial Management9

Make a REST API Call

Action

In Make“Performs an arbitrary authorized REST API call. Can only be used with an OAuth2 connection.”

Call the Workday REST endpoints with the connection you already have, handy when the data you want sits behind the REST API rather than a SOAP service.

When to use it
the Workday Financial Management API documentation lists an endpoint that answers your need and no ready-made module does.
Watch out
this module only works with an OAuth2 connection; a connection of another type will not do.
Workday Financial Management10

Run a WQL Query

Search

In Make“Runs a WQL Query. Can only be used with an OAuth2 connection.”

The answer to a query written in WQL, the Workday Query Language, lands in your scenario as bundles that the next modules can reuse.

When to use it
a financial analyst already writes WQL queries and wants their results to feed another tool without copy and paste.
Watch out
an OAuth2 connection is required, and the WQL guide lives on Workday Community; without access, you can request a community account.
Workday Financial Management11

Get a RaaS Report

Search

In Make“Retrieves a RaaS report by the report URL. Can only be used with an OAuth2 connection.”

Pull the data of a Workday RaaS report into your scenario: you give the module the report URL, it fetches the report for the next steps.

When to use it
a finance report already exists in Workday and its rows should reach a spreadsheet or a dashboard.
Watch out
like Run a WQL Query, this module only accepts an OAuth2 connection.
Need help

Need help automating Workday Financial Management with Make?

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FAQ

Workday Financial Management and Make: common questions

01Is the Workday Financial Management Make integration free?
No. Make reserves Workday Financial Management to its Enterprise plan, so the Free plan does not give you access to this app, even though it includes 2 active scenarios. Paid plans such as Core, Pro and Teams count usage in credits (operations) per month, but this app specifically needs Enterprise. Before planning a project, check that your organization has that plan. This page gives no price for Make or for Workday; the Make pricing page on the site covers the plans.
02What do you need to connect Workday Financial Management to Make?
A Workday account and a Make organization on the Enterprise plan; the Make doc lists no other prerequisite. In the first Workday module, click Create a connection, name it if you want, then authorize Make on the Workday page or paste the key Workday provides, and save. Choose OAuth2 if you plan to use Make a REST API Call, Run a WQL Query or Get a RaaS Report, since those three accept only that type of connection. Every Workday module then reuses the same connection.
03Does Workday Financial Management trigger Make scenarios in real time?
No. The app has no trigger in Make, neither scheduled nor instant, so Workday cannot start a scenario on its own. You still have two ways to begin. Start on a trigger from another app, such as the tool where invoices arrive, then add the Workday modules after it. Or put a Workday search first and let the schedule run it: every 15 minutes by default, with a one-minute minimum on paid plans. Each run then picks up whatever matches your search.
04What if a Workday Financial Management module is missing in Make?
Use one of the call modules. The app has no generic Make an API Call module, but it ships its own: Make a SOAP API Call, its Advanced version and Make a REST API Call. For SOAP, the Workday Web Services Directory lists services, URLs and request types; for REST, check the Workday Financial Management API documentation. Remember that the REST, WQL and RaaS modules need an OAuth2 connection. If the call gets too technical, the team at Hack'celeration can build the scenario with you.
05Make or n8n for Workday Financial Management?
It depends on your criteria, not on a winner. On Make, this page shows what you get: 11 modules around supplier invoices, currencies, reports and Workday APIs, on the Enterprise plan only. If your team already runs n8n, check whether an n8n node covers the same operations before choosing. Then weigh where your other automations already live, who will maintain them, and whether the Enterprise plan fits your organization. The n8n vs Make comparison on the site lays these criteria side by side.
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