ceven

Workiom

Syncs custom database records across your business apps, automates record creation from external triggers, and pulls workspace lists to map complex project data into your workflows.

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Why use Ceven?

  1. AI native Workiom integration

    • Describe the outcome and Ceven picks the right Workiom calls, fills the parameters, and checks the result.
    • Structured, agent friendly tool schemas so each call runs reliably instead of by guesswork.
    • Rich coverage for reading, writing, and querying your Workiom data, across all 3 of its actions.

  2. Managed auth

    • Built in OAuth with automatic token refresh and rotation.
    • One place to manage, scope, and revoke Workiom access.
    • Per user and per environment credentials instead of shared keys.

  3. Agent optimized design

    • Actions are tuned from real success and error rates so reliability climbs over time.
    • Full execution logs so you always know what ran in Workiom, when, and on whose behalf.
    • The agent pauses and asks when Workiom is unclear instead of plowing ahead.

  4. Enterprise grade security

    • Fine grained access so you control which agents and people can reach Workiom.
    • Least privilege by default, read scopes first and only the writes a workflow needs.
    • A full audit trail of every Workiom action to support review and sign off.

Supported tools

Every action Ceven's agents can run on Workiom, and when to use it.

Create record
Use this when a workflow needs to add a new entry to a specific Workiom list, such as adding a new lead or a new task.
Get all lists
Pull a complete list of all available lists in the workspace. Use this to find the correct list ID before performing other actions.
Get records
Retrieve records from a specific list. Use this to pull data for analysis or to find records that match specific filter criteria.
Update record
Modify existing fields in a record. Use this to change a status, update a date, or add notes to a client file.
Delete record
Remove a record from a list. Use this for cleanup or when a duplicate entry is identified by the agent.
Search records
Query a list for records containing specific text. Use this to find a customer by name or email without knowing the ID.
Get record by ID
Pull the full details of a single specific record. Use this when you have a direct reference and need every field value.
List workspace details
Pull general information about the current workspace. Use this to verify account permissions or workspace names.
Create record attachment
Upload a file or link a document to a specific record. Use this to attach contracts or project briefs.
Get list schema
Pull the field definitions and types for a specific list. Use this to ensure the agent sends data in the correct format.
Batch update records
Update multiple records in one call. Use this for bulk status changes or mass date shifts across a project.
Filter records
Pull records that meet specific logical conditions. Use this to find all overdue tasks or high priority leads.

12 actions · scroll to see them all

Frequently asked questions

Ceven reads the schema of your Workiom lists in real time to understand your custom field names and types. When you ask the agent to create or update a record, it first pulls the list definitions to map your natural language request to the specific internal field IDs used by Workiom. This means you do not have to provide the technical IDs in your prompts. If you add a new field to your Workiom list, the agent will see it during the next schema refresh and can start using it immediately in your workflows without any manual reconfiguration.
Yes. Ceven can monitor your Workiom lists for specific changes such as a status update or a new record creation. When a change occurs, the agent can trigger a sequence of actions in other apps. For example, if a record in your Sales list moves to Closed Won, Ceven can automatically create a project in your project management tool and send a welcome email to the client. This transforms Workiom from a passive database into an active trigger for your entire business operation across different platforms.
Ceven respects the API rate limits set by Workiom. For very large lists with thousands of entries, the agent uses pagination to fetch data in chunks. One specific quirk of the Workiom API is that extremely large batch requests can occasionally timeout or be throttled based on your Workiom plan tier. To handle this, Ceven automatically implements a retry logic with exponential backoff. If you are on a lower tier plan, you might notice a slight delay in very large data syncs as the agent slows down to stay within your plan limits.
Ceven operates using the permissions granted to the API token or user account connected to the workspace. If the connected user has read only access to a specific list, the agent will not be able to create or update records in that list. We recommend using a dedicated service account with the exact permissions needed for your workflows to maintain a clean audit log. You can manage these permissions directly within the Workiom administration panel to restrict the agent from sensitive lists containing payroll or private executive data.
Yes. The agent can both upload files to records and retrieve links to existing attachments. If a workflow involves receiving a PDF via email, Ceven can save that file to a cloud storage provider and then create a record in Workiom with a direct link to that file. This ensures that your Workiom records remain the single source of truth for all project documentation without bloating your database with raw binary data that is harder to manage and search.
Ceven can read the output of Workiom formula fields as static values. However, it cannot write directly to a formula field because those are calculated internally by the Workiom engine. If you need to change the result of a calculation, the agent will identify which input fields drive that formula and update those instead. This ensures the integrity of your data logic while still allowing the agent to influence the final calculated outcome through the correct input channels.
You can instruct the agent to perform a search before every create action to prevent duplicates. For instance, you can tell the agent to search for an existing email address in the Workiom list first. If the search returns a result, the agent will update the existing record instead of creating a new one. This deduplication logic is handled within the workflow layer, allowing you to define exactly what constitutes a duplicate for your specific business process, such as matching by phone number or company name.
Currently, Ceven focuses on managing the data within your existing list structures rather than modifying the architecture of your workspace. The agent can create, read, update, and delete records, but it cannot create new lists or add new columns to an existing list. This is a safety measure to prevent the AI from accidentally altering your database schema. To add a new list, simply create it manually in Workiom, and the agent will be able to interact with it immediately after a quick schema refresh.

Alternatives to Workiom

Other tools that solve a similar problem. Ceven supports these too, so you can switch or run more than one at once.

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