Workato

Workato is a cloud-based integration and automation platform that enables businesses to connect apps, automate workflows, and streamline processes without requiring extensive coding. It provides tools for building integrations across various applications, helping teams improve efficiency and collaboration.

In order to integrate Workato with Relyance AI you will need an API Token and Data Center link.

In Workato:

You will need to create an API role before creating the API client. Follow the steps below to do so.

1. Login to your Workato account.
2. Click on Workspace Admin found in the left-hand navigation.
3. Select the API clients tab and the Client roles section. In this page, click + Add client role.
4. Provide a meaningful Name for the new client role (e.g. Relyance Scan).
5. Select Projects in the left-hand navigation.
6. Under the Project assets section in the Recipes and Recipe Version subsections select List.
7. Select Tools in the left-hand navigation.
8. Under the Workspace data section expand the Lookup tables subsection and select List tables and List rows.
9. Under the Connector SDKs section expand the Connector SDKs subsection and select List and Search custom connectors.
10. Select Admin in the left-hand navigation.
11. Under the Workspace collaborators section expand the Collaborators subsection and select Get collaborators.
12. Under the Workspace details section expand the Workspace details subsection and select Get details.
13. Under the Environment Management section expand the Tags subsection and select List Tags.
14. Click Save changes in the top right-hand corner.
15. Select the API clients tab and the Api roles section. In this page, click + Create API client.
16. On this page provide: Name: A meaningful name (e.g. Relyance Scan) Client role: Select the previously created role Project access: Select all projects or specify the project in question Allowed IPs (optional): add the CIDR addresses from the article Relyance AI IP Addresses for Allow Lists
17. Click the Create client button in the top right-hand corner.
18. Use the Copy button to copy the API Token in the resulting dialog to be used in Relyance.
19. Identify the Data Center you will be using according to your account: https://docs.workato.com/workato-api.html#base-url

In the Relyance AI application:

1. Login to your Relyance account.
2. Navigate to the Settings Menu in the bottom left-hand side.
3. Select Integrations.
4. Find the Workato integration card and click it to open its connections.
5. Under Authentication Method, choose Property Scan.
6. Paste the API Token into the Bearer Token Field and the Data Center into its field.

8. Additional Features:
   • Use the Vendor Discovery checkbox if you wish to run this integration with Vendor Discovery Enabled.
   • Select the Enable Data Inspection checkbox if you wish Relyance also to inspect the data. For more information on Relyance features, please refer to this help center article: here.
9. Click Authenticate.
10. At this point, you should see the following result on the integrations page:

11. Congratulations, you are now connected to Workato.

If the connection reports Connected but returns nothing

These are the ways this integration comes back empty without reporting an error. Generated from the integration catalog, so it tracks what the connection actually asks for.

1. A credential rotated at the vendor is not picked up here. Bearer Token is stored when you save the connection, so regenerating the value at the vendor breaks the next scan until it is re-pasted here. Recording the expiry on the connection means Relyance warns you before it lapses.
2. Check the address fields before suspecting the credentials. DSR Access URL and DSR Delete URL identify which tenant, region or host to talk to. A wrong value there fails authentication and looks exactly like a bad secret.

Authentication methods and fields

Pick one of these under Authentication Method on the connection wizard's Authentication step. This table is generated from the integration catalog, so it always matches what the form actually asks for.

Manage this integration with Terraform

Connections for this integration can be managed as code with the Relyance Terraform provider. Non-secret fields go in auth.params; secret fields go in auth.secrets_wo, which is write-only — never stored in Terraform state. Rotate secrets by bumping auth.secrets_wo_version.

Custom API Integration

resource "relyance_integration_connection" "workato_0" {
  vendor = "workato"
  name   = "<your connection name>"

  auth = {
    method = "custom-api-key"
    params = {
      authentication = jsonencode({})
      data_storage_location = "us"
    }
  }

  scans = { "data-inspection" = { enabled = true } }
}

Access token

resource "relyance_integration_connection" "workato_1" {
  vendor = "workato"
  name   = "<your connection name>"

  auth = {
    method = "access-token"
    params = {
      data_center = "<data_center>"
      data_storage_location = "us"
    }
    # Secret fields are write-only: sent to Relyance, never stored in state.
    secrets_wo = {
      bearer_token = var.workato_bearer_token
    }
    secrets_wo_version = 1
  }

  scans = { "data-inspection" = { enabled = true } }
}