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Adobe Workfront Zapier integrationAutomate Adobe Workfront with Zapier.
The Adobe Workfront Zapier integration gives you 2 triggers, 7 actions and 1 search. New and updated projects can start an automation, and other tools can create projects, file requests, move task statuses and upload documents.
Premium app Zapier reserves this app to its paid plans.
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What the Adobe Workfront Zapier integration does for your team
It connects Adobe Workfront, a work management platform built for large company teams, to Zapier, a tool that chains apps together without code. Zapier can react when a project is created or changed, and it can push projects, requests, task statuses and files into Workfront from the tools your team uses every day.
Three results teams build first. Requests that stop living in inboxes: Create Request turns a form entry or a support ticket into a request in the right Workfront queue, so nobody retypes a brief. Projects visible beyond Workfront: New Project tells a chat channel or a spreadsheet each time a project opens, for people who never log into Workfront. Deliverables filed where they belong: Upload Document drops a file onto a project, and can store it as a proof for review.
Both triggers are polling triggers: Zapier checks Workfront on a timer, every 2 minutes on Professional and every minute on Team or Enterprise. Since Workfront is a premium app, the free plan is out of the picture anyway.
What Zapier does not do here: no trigger for new tasks or new requests, no delete action, and the only search finds users. Anything else goes through API Request (Beta), a technical step. Comparing tools? Our Adobe Workfront Make integration page covers the same app on Make, and Make vs Zapier compares the two platforms.
Zapier vocabulary in one minute
Eight terms come back on every block of this page. Here they are once, in plain English.
- Zap
- The automation you build on Zapier: one trigger, then one or more actions that run every time the trigger event happens.
- Trigger
- The event in an app that starts the Zap. Once the Zap is switched on, Zapier waits for it and ignores everything else.
- Action
- What the Zap does once it has started: the step that creates, updates or uploads something for you in an app.
- Task
- The unit Zapier bills. One action completed successfully is one task, and your plan is a monthly allowance of them.
- Polling vs instant
- A polling trigger is checked by Zapier on a fixed timer. An instant trigger is reported by the app itself the moment the event happens.
- Filter
- A step that lets the Zap continue only when the incoming data meets your condition, and stops it right there otherwise.
- Search step
- A step that looks up something that already exists in an app, so the steps after it can reuse what it found.
- Premium app
- An app Zapier keeps for paid plans and free trials. Adobe Workfront is one, so a free account cannot use it.
What it really costs you
Adobe Workfront is a premium app: you need a paid Zapier plan, or the free trial, before a single Zap can run.
- Premium appYes, paid plan or free trial
- Free planCannot use Adobe Workfront
- TriggerNever billed
- Instant triggersNone, both are polled
Once on a paid plan, the trigger never costs a task, and Zapier's checks of Workfront are free however often they run. Every action that succeeds counts once, so a Zap with three actions uses three times the tasks of a one-action Zap. An action that fails is not counted. On a paid plan you can also add filters, searches and extra actions freely, since multi-step Zaps are included there. Just remember that each extra action is one more task per run.
Connect Adobe Workfront in three steps
- 01
Open your connections
In Zapier, go to the Apps page of your account and click + Add connection. A connection is your Workfront account linked once, then reused by every step that needs it.
- 02
Pick Adobe Workfront
Search for the app by name in the dialog, select it and click Add connection. A new tab opens on the Workfront side, and that is where you sign in during the next step.
- 03
Sign in and grant access
Log in to Adobe Workfront in that tab and allow Zapier to reach the account. Use a login with read or write access on the projects and queues you do not own but want a Zap to touch.
Your first Zap: file approved deliverables back into Workfront
GoalWhen a project reaches the status you choose, the matching file from cloud storage is uploaded to it as a proof.
- 01
Create the Zap
Start a new Zap, pick Adobe Workfront and
Updated Projectas the event, then select the connection you made a moment ago. - 02
Test the trigger
Run the test. Zapier brings back the three most recent items from your account, so choose a real project to map fields from.
- 03
Add the filter
Click the plus icon, choose Filter, then set the status field, the rule and the value. Use a text rule on a text field, or nothing ever passes.
- 04
Fetch the file
Add a search in your storage app to find the deliverable by the project name. Test it once and check that the right file comes back.
- 05
Upload and publish
Add
Upload Document, map the project, the filename and the file, tick Create Proof? if needed, test, then click Publish.
The 2 Adobe Workfront triggers
2 events start a Zap when something happens in Adobe Workfront. Zapier checks for them at the interval your plan allows.
New Project
Polling triggerIn Zapier“Triggers when a new project is created.”
Starts the Zap whenever a project is created in Workfront, carrying its details into the next step so other tools learn about it without anyone copying them over.
Updated Project
Polling triggerIn Zapier“Triggers when an existing project is updated.”
Reacts when an existing project changes, which is how a status move or a new date in Workfront can ripple out to reporting and client tools.
The 7 Adobe Workfront actions
Adobe Workfront gives you 7 actions. For each one: what it does for you, when to reach for it, and what to watch out for.
Create Project
ActionIn Zapier“Creates a new project in Adobe Workfront.”
Opens a new project in Workfront from data that arrives elsewhere, so a signed deal or a campaign brief does not wait for someone to set it up by hand.
Create Request
ActionIn Zapier“Creates a new request (issue) in an Adobe Workfront request queue.”
Files a new request, which Workfront also calls an issue, into a request queue, so incoming asks follow your normal intake process.
Update Project
ActionIn Zapier“Updates an existing project in Adobe Workfront.”
Changes an existing project, keeping Workfront in line with what another system already knows about the work.
Update Request
ActionIn Zapier“Updates an existing request (issue) in Adobe Workfront.”
Edits a request that is already in Workfront, so changes made by the person who asked are not lost in an email thread.
Update Task Status
ActionIn Zapier“Updates the status of an existing task in Adobe Workfront.”
Moves an existing task to a new status, letting work done in another tool show up as progress in Workfront.
Upload Document
ActionIn Zapier“Uploads a file as a document or proof.”
Attaches a file to a project as a document, or as a proof when the review workflow needs it.
API Request (Beta)
ActionIn Zapier“This is an advanced action which makes a raw HTTP request that includes this integration's authentication.”
A technical step that calls Workfront directly through your existing connection, for whatever the ready-made actions leave out.
The Adobe Workfront search
1 search step looks for data that already exists in Adobe Workfront, so a later step can use it.
A search step finds something that already exists and hands it to the next steps. In the editor, searches sit at the bottom of the event list under SEARCH. Three settings decide what happens when the result is not one clean match.
Find User
SearchIn Zapier“Finds a user by name or email.”
Looks up a Workfront user from a name or an email address, so a later step can assign or mention the right person instead of a hard-coded one.
The three settings every search exposes
- Successful if no search results are found?On its default, a search that finds nobody stops the Zap there. Turned on, the Zap carries on without that user.
- Create X if it doesn't exist yet?Turns a search into a find-or-create. Workfront has no such variant on Zapier, so this box does not appear here.
- If multiple search results are found?Keep the first match (the default), stop the Zap, or pass every match on at once to the following steps.
When it breaks
Most failures here come from how Zaps behave in general, not from Workfront itself.
Zapier publishes a getting-started guide for Adobe Workfront, and the cases below are the ones new users hit first. If a Zap still misbehaves, our Zapier troubleshooting guide walks through the checks one by one.
The Zap stops after the trial
Adobe Workfront is a premium app. Once the free trial ends without a paid plan, the Zaps that use it can no longer run.Existing projects never come through
A Zap only reacts to what happens after you publish it. Projects already in Workfront are not picked up; moving them is a separate job.Updated Project loops on itself
If the Zap writes into the very project its trigger watches, each update starts a new run, and your monthly task count drains fast.A bulk import stalls
After a migration or a mass import, a trigger that returns a huge batch at once can be held back by Zapier's flood protection.
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