WorkOS
Pull user info to connect across tools.
Overview
Use the WorkOS integration to identify problems with your users and licenses before they occur. Integrating with WorkOS enables you to build boards that correlate fields within WorkOS and with other connected tools.
Generating API key
Log in to your WorkOS account.
Go to API Keys in the dashboard.
Click Create New API Key.
Name the API Key and set permissions.
Click Create.
Configure
Enable the WorkOS integration from Connections
in the left sidenav. Click Connect
and enter your Client ID, Client Secret, and Enterprise ID. Before connecting, WorkOS will sync for a few minutes while fetching data. Once connected, you can click the ...
menu on the WorkOS integration tile to manage or disconnect the integration.
Data model
We automatically fetch and relate the following objects from WorkOS.
We support the following actions in WorkOS.
Boards
When building a board, you can select any supported WorkOS resource as your object to indicate the data you want to surface on your board. We automatically determine the primary field for each object. The primary field is meant to be a unique representation of each record in a board.
Adding fields
Click Add field
to select fields from both within WorkOS and across your other connected tools. We only show fields that can be joined with your chosen object.
Triggering actions
Click Integration actions
in the top right of any board to view all available actions across your connected integrations. When selecting an action, you'll be prompted to fill out all required inputs necessary to run the action. Changes and updates made via actions will persist to all boards.
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