Platform Connector Updates: Enhancements and Bug Fixes

General

Bug fix

General changes to the Workato application.

Bug Fix: 

• For the following connectors using customer authentication, new tokens will be generated each time a reconnection is made to prevent any potential failures or unauthorized access errors: APD7, Anaplan, Azure Key Vault, Concur, Github, Google Dialogflow, Google Service Account, HashiCorp Vault, Marketo, Nasuni Management, Percolate, SuccessFactors, Xactly, ZoomInfo.

SOAP Tools by Workato

Deprecation

SOAP Tools facilitated integrations using SOAP APIs.

Deprecation:

• The connector was deprecated. All features are now available in the “XML Tools by Workato” connector.

NetSuite

Enhancement Bug fix

NetSuite helps businesses manage core processes like ERP, CRM, and financials.

Enhancement:

• Refreshed schema for the new SuiteTalk 2024_1 WSDL version, ensuring that all labels and hints are in line with the NetSuite schema browser. We have also removed duplicate labels for an improved user experience. No new objects have been added compared to the previous 2022_2 version.

Bug Fix:

• For server side requests, we’ve implemented stricter validation to ensure that requests are limited to a particular host or more restrictive URL prefix for improved security.

• Datapill labeling now ensures each field label is unique to prevent more than one field datapill from using the same label.

• For Custom Purchase Objects, we’ve resolved the problem of custom fields not populating by ensuring object and line item custom fields load correctly when creating a recipe with the “Search standard record” action.

Oracle Fusion

Bug fix

Oracle Fusion provides comprehensive cloud applications for ERP, CRM, and HCM.

Bug Fix:

• We have disabled an override for the ‘Rest-Framework-Version’ header in the custom action. Now users can get an expected response when they configure this header in their custom actions.

Xero Practice Manager

Deprecation

Xero Practice Manager supports accounting professionals in managing clients, jobs, and workflows.

Deprecation:

• From November 4th, 2024, the ‘IsProspect’ field will no longer be included in the response for both ‘GET list’ and ‘GET search’ requests in the client API. Additionally, in the ‘Create client’ and ‘Update client’ actions the ‘IsProspect’ field has been marked as deprecated.

HubSpot

Enhancement

HubSpot provides tools for inbound marketing, sales, and customer service.

Enhancement:

• We have updated our app to correctly categorize the scopes as per HubSpot’s request. We have also enabled Advanced Settings in the app configuration to support these changes. Please note, this change will only affect new connections and will not affect existing ones.

QuickBooks

Enhancement Bug fix

QuickBooks helps businesses manage finances, payroll, and tax preparation.

Enhancement:

• The new ‘Line ID’ input field has been added to the update actions for the following objects: Invoice, SalesReceipt, Estimate, RefundReceipt, CreditMemo, Bill, PurchaseOrder, VendorCredit, Cheque, Expense, CreditCardCredit, and Deposit. Additionally, a ‘Line ID’ data-pill has been introduced in the create and update actions for these objects, making data mapping easier.

Bug Fix:

• Update to ensure Total Tax field value is recognized in several update actions, including updating invoices, credit memos, estimates, sales receipts, and refund receipts.

Microsoft SharePoint

Bug fix

Microsoft SharePoint enables document management and collaboration.

Bug Fix:

• “New updated file” trigger updated to ensure the pick up of all files during a bulk import. Additionally, support has been added for the next page link to the trigger, if a next link is present.

• Disabled datapill support for “site name” fields in the following actions: ‘Add Row in SharePoint List’, ‘Update File Metadata’, and ‘New row in SharePoint list’. For the ‘Upload’ and ‘Download’ Attachment actions, datapill support remains available. However, the ‘List’ field will now return an empty picklist.

• Update to the URL path parameter in all File/Folder related endpoints to improve support for special characters. This change has been tested for backward compatibility.

Amazon SNS

Enhancement

Amazon SNS is a messaging service for notifications to systems or devices.

Enhancement:

• Connector is able to validate if specified IAM role permits unsubscribing. If it doesn’t, an “Unauthorized” error message will be displayed. Please note that this fix requires an additional permission (SimulatePrincipalPolicy) from the IAM service.

EDI Tools by Workato

Enhancement Bug fix

EDI Tools facilitate electronic data interchange for standardized document transfers.

Enhancement:

• Support for all available EDI transactions across all versions.

• Simplified the configuration fields for both EDI actions. Now, only the Charset and Postfix fields will be visible. All other fields are hidden but maintain default values. ‘Ignore null values’ field defaults to ‘true’.

• In the “Generate EDI” action, the Sample and JSON fields will now be blocked until a value for the Format field is selected.

• A new parser has been implemented to prevent segment and element delimiters from being escaped and from causing errors when passed as part of the payload.

Bug Fix:

• Removed auto-populating of fields from the schema to prevent auto-populated fields that can’t be overwritten.

• X12 documents will now be generated even if no optional field from the ISA object is enabled. If no data is provided, an empty hash will be passed with the payload.

AI by Workato

Bug fix

AI by Workato enhances workflows with machine learning-powered actions like text analysis and categorization.

Bug Fix:

• Error was displayed, despite the debug tab showing a 200 response. The response format has been changed to return a json_object type and the GPT model has been updated from gpt-3.5 turbo to gpt-4o-mini. Affects following actions: Analyze text, Draft email, Translate text, Parse text, and Categorize text.

Intelligent Document Processing (IDP by Workato)

Bug fix

IDP by Workato processes and extracts data from unstructured documents like PDFs.

Bug Fix:

• Ghostscript library, used for PDF processing, has been updated to version 10.04.0 to resolve internal error while parsing PDF documents.

OpenAI

Enhancement

OpenAI leverages powerful models for tasks like content generation and text analysis.

Enhancement:

• Upgraded the default model to GPT-4o.

CSV Tools by Workato

Bug fix

CSV Tools by Workato enables seamless handling of CSV files for data imports and exports.

Bug Fix:

• System now supports special characters to resolve issues that occurred when the ‘Keep track of columns by’ was set to ‘Column name’.

FTP/FTPS

Enhancement

FTP/FTPS provides secure file transfer capabilities for automation workflows.

Enhancement:

• Previously, if a file larger than 10MB was uploaded without setting the ‘append’ flag to true, the file would be overwritten each time. With this update, after the first chunk is uploaded, the system will automatically switch to the ‘append’ command. If the server does not support it, an error message will be displayed.

HTTP

Enhancement Bug fix

HTTP facilitates direct HTTP requests for connecting to APIs and custom endpoints.

Enhancement:

• ASCII characters “.”, “[“, and “]” in the key name will not be escaped when sending a multipart request and more symbols have been allowed in the multipart request body schema field names. ‘no_normalize’ parameter was added to the schema generation logic to preserve original keys for field names.

Bug Fix:

• Added token URL version support for the Azure OAuth2.0 grant type, with the default version set to 2. For version 1, a new ‘Resource’ input field has been added under advanced settings. This field is optional on the server side but required in the user interface.

JavaScript snippets by Workato

Enhancement

JavaScript snippets by Workato execute custom JavaScript code within automation recipes.

Enhancement:

• The “Execute code” action can now generate fields from a JSON sample.

JSON Tools by Workato

Bug fix

JSON Tools by Workato handles JSON parsing and formatting for data integration tasks.

Bug Fix:

• Users can specify the encoding type for their files to ensure correct parsing. If left blank, the encoding will be set to UTF-8 by default. This should ensure the full JSON output is available for parsing.

PGP Tools by Workato

Enhancement

PGP Tools by Workato offers encryption and decryption for secure file transfers.

Enhancement:

• Support for GPG version 2.4 which introduced error messages for mismatched public/private keys. Additionally, support has been added for popular cipher algorithms on top of AES256. Please note that the support for armor header key will be addressed separately. To ensure a smooth transition, we have made our system backward compatible with both old and new versions of PGP.

Scheduler by Workato

Bug fix

Scheduler by Workato manages time-based triggers and scheduling for recipes.

Bug Fix:

•  ‘New recurring event’ trigger updated to optimize the trigger of the initial event when the ‘Time unit’ is set to Weeks or Months.

Workday

Bug fix

Workday automates HR and financial processes through cloud-based solutions.

Bug Fix:

• User-defined XML payload has been updated to eliminate interference of the payload if the field already uses data-pills/formula mode.

Microsoft Dynamics 365

Enhancement

Microsoft Dynamics 365 supports CRM and ERP tasks for customer and financial management.

Enhancement:

• For “Update Account” batch action, a new setting called “Allow partial success?” has been added ensure action proceeds smoothly even with errors for single account occur.

Google Calendar

Bug fix

Google Calendar synchronizes and automates calendar-related tasks.

Bug Fix:

• All-day events now accurately reflect the specified end date, ensuring the correct event duration. This improvement applies to new steps added to the recipe, while existing steps will retain their default behavior.

Confluent Cloud

Enhancement

Confluent Cloud streams data for real-time analytics and integration.

Enhancement:

• A new feature, ‘Cursor’, has been added which provides users with the current location of all the offsets in every partition to improve observability. Additionally, we have improved error handling when accessing topics, fetching messages, and producing messages. Now, any standard errors that occur during these processes will be caught and raised, making them more visible to users.

Jira

Bug fix

JIRA manages software development and issue tracking workflows.

Bug Fix:

• Ensured that the ‘Parent’ field is correctly processed when present, allowing users to successfully use the ‘~’ operator in the “Search issues” action.

• Updated the ‘Search Issues’ function by refining how special characters are handled and updated hints for the ‘Description’ and ‘Summary’ fields.

Box

Enhancement

Box provides secure cloud storage and file-sharing features.

Enhancement:

• A new scope, ‘AI.readwrite’, was added to the permissions.

SAP Concur

Bug fix

SAP Concur automates expense reporting and travel management workflows.

Bug Fix:

• The Page Number field has been enhanced to accept datapills by updating the control type to ‘integer.’ This allows users to seamlessly map data, such as the page number, from other actions or variables in Workato workflows.

Docusign

Bug fix

Docusign simplifies electronic signature workflows and document management.

Bug Fix:

• Checkbox Field Payload has been improved to ensure the correct values are captured and submitted when using the checkbox field.

• Added support for radio buttons in the input section. Users can now insert a radio button option into a Docusign template and make a single selection from a set of options.

SuccessFactors

Bug fix

SuccessFactors enhances HR processes, including recruiting, onboarding, and performance.

Bug Fix:

• Connector has been updated to clear the old access token whenever the test block is called. New tokens will be generated every time a reconnection is made, ensuring the correct Company ID is used.

Gong

Enhancement

Gong enables revenue intelligence through conversation analytics.

Enhancement:

• Relevant new scopes to the Gong Connector as per Gong’s API documentation. This will make more functionality available via custom actions in the connector.

Google Workspace

Bug fix

Google Workspace streamlines collaboration with Google Docs, Sheets, and more.

Bug Fix:

• Addressed an issue with the “Include derived membership” option in the “Search member in group” action. Previously, search results only displayed direct group members due to a typographical error in the variable. This has been corrected, and derived members are now included as expected.

SendGrid

Bug fix

SendGrid automates email workflows and transactional email delivery.

Bug Fix:

• We have added support for data pills in the ‘dynamic_template_data’ field. The ‘Send email’ action will now display an error if any of the ‘dynamic_template_data’ inputs contain invalid JSON values.

Zoho CRM

Bug fix

Zoho CRM optimizes sales, marketing, and customer management tasks.

Bug Fix:

• Updated the test settings call to be more generic, so that even if the Contacts module is hidden, the test call can be carried out. Additionally, we have improved the clarity of the hints for the scopes field.

JumpCloud

Bug fix

JumpCloud simplifies identity management and user directory services.

Bug Fix:

• Updated schema for the System User object to resolve issue where “id” was not available for mapping on the next section. Several fields, including the ID, have been added to both the input and output. This update applies to actions such as creating, updating, listing, getting by ID, deleting, and searching objects.

Replicon

Bug fix

Replicon manages project tracking and workforce time management.

Bug Fix:

• Resolved an issue where an unexpected error message appeared during Project Task creation. The problem was caused by a change in Replicon, replacing “departments” with “department groups,” which resulted in an invalid URN error for the “Create Project” task action.