WorkSpan
WorkSpan is a collaborative platform to plan, execute, and drive revenue with partners. Manage your partner programs and partner initiatives on WorkSpan, and connect seamlessly with internal and partner applications. You can integrate your CRM, Partner Center, Collaboration tools and Productivity tools to WorkSpan.
This connector is available in the following products and regions:
| Service | Class | Regions |
|---|---|---|
| Logic Apps | Standard | All Logic Apps regions except the following: - Azure Government regions - Azure China regions - US Department of Defense (DoD) |
| Power Automate | Premium | All Power Automate regions except the following: - US Government (GCC) - US Government (GCC High) - China Cloud operated by 21Vianet - US Department of Defense (DoD) |
| Power Apps | Premium | All Power Apps regions except the following: - US Government (GCC) - US Government (GCC High) - China Cloud operated by 21Vianet - US Department of Defense (DoD) |
| Contact | |
|---|---|
| Name | WorkSpan API Support |
| URL | https://support.workspan.com |
| [email protected] |
| Connector Metadata | |
|---|---|
| Publisher | WorkSpan |
| Website | https://www.workspan.com |
| Categories | Marketing;Sales and CRM |
| Privacy policy | https://www.workspan.com/privacy-policy |
WorkSpan is a collaborative platform for connecting with your partners and managing your partner programs. WorkSpan powers successful partner programs for some of the world's leading technology companies. Connect your popular and preferred applications with WorkSpan Ecosystem Cloud to enrich the value of your sales opportunities with the power of your partner ecosystem. With the WorkSpan Connector users can supercharge and accelerate their ecosystem and partnering motions by connecting seamlessly with a number of business applications such as Dynamics 365 CRM and Salesforce CRM. Users can synchronize data in their premier CRM applications with WorkSpan. Users can also connect with collaboration and productivity applications such as Microsoft Teams, Slack and OneDrive. Users can stay notified of the various collaboration related events in WorkSpan such as assigned tasks, comments on objects, and membership related occurrences on objects. The WorkSpan connector boosts productivity, maintains data integrity across applications, and delivers timely data and value to the business application users. As a result, organizations using the connector will experience cost savings, increased revenues, streamlined & accelerated sales processes, and enhanced reporting.
Prerequisites
The organization must be a registered company on WorkSpan
How to get credentials
Users should be authenticated to use the connector. WorkSpan provides access to the connector and to Data in WorkSpan for configured Application Users in WorkSpan. Detailed steps are available at https://support.workspan.com
Known issues and limitations
No known issues
Creating a connection
The connector supports the following authentication types:
| Default | Parameters for creating connection. | All regions | Not shareable |
Default
Applicable: All regions
Parameters for creating connection.
This is not shareable connection. If the power app is shared with another user, another user will be prompted to create new connection explicitly.
| Name | Type | Description | Required |
|---|---|---|---|
| Environment: Sandbox or Production | string | Sandbox environment or production environment | True |
| Application User Id | string | Id of WorkSpan Application User | True |
| Application User Secret | securestring | Application User Secret | True |
| WorkSpan App Hostname. Example: demo.workspan.com /app.workspan.com | string | Enter Host Name (without https) Example: demo.workspan.com / app.workspan.com | True |
| Notes | string | Notes for connection | True |
Throttling Limits
| Name | Calls | Renewal Period |
|---|---|---|
| API calls per connection | 100 | 60 seconds |
Actions
|
Add Audit information to Work |
Add Audit information to WorkSpanObject |
| Bulk Load Data (attachment) |
Upload an input file to your integration. Allowed formats are .xlsx, .json and .csv |
| Bulk Load Data (data in body) |
Upload input data as a request body to your integration. Allowed formats are .csv and .json |
| Bulk Load Opportunities (attachment) |
Upload an input file to your integration. Allowed formats are .xlsx, .json and .csv |
| Bulk Load Opportunities (data in body) |
Upload input data as a request body to your integration. Allowed formats are .csv and .json |
|
Connect an external ID to a Work |
Update WorkSpan Object with external application’s primary unique identifier |
|
Get external ID for Work |
Get the external application’s primary unique identifier |
| Get list of reports |
List reports |
| Get the status of the bulkload operation |
Get status of bulkload operation |
| Read report data |
Read report data |
Add Audit information to WorkSpan Object
Add Audit information to WorkSpanObject
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
field_name
|
field_name | True | string |
Field name of Audit Field in WorkSpan. |
|
integration_id
|
integration_id | string |
Integration Id (long ID) of related integration |
|
|
external_id
|
external_id | string |
ID from external system (example. CRM Id) |
|
|
status_code
|
status_code | True | string |
Code representing status of audit request. |
|
message
|
message | True | string |
Additional information for recording in audit log |
|
WorkSpan Object ID (long ID)
|
object_id | True | string |
Object ID (long ID) of WorkSpan object to be updated with integration status |
Returns
- Body
- audit_response
Bulk Load Data (attachment)
Upload an input file to your integration. Allowed formats are .xlsx, .json and .csv
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Select Integration configured in WorkSpan
|
integration_id | True | string |
Integration Id of CRM intergation, that is configured in WorkSpan |
|
Format data. Allowed formats are .csv .xlsx and .json
|
data_format | string |
Format data. Allowed formats are .csv .xlsx and .json |
|
|
file to upload
|
file | True | file |
file to upload |
Returns
- Body
- bulkload_response
Bulk Load Data (data in body)
Upload input data as a request body to your integration. Allowed formats are .csv and .json
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Select Integration configured in WorkSpan
|
integration_id | True | string |
Integration Id of CRM intergation configured in WorkSpan |
|
Content type of data. Allowed formats are .csv and .json
|
data_format | string |
Format of data. Allowed formats are csv and json |
|
|
column delimiter (used if content_type is csv)
|
column_delimiter | string |
column delimiter (used if content_type is csv) |
|
|
Content type of data. text/csv or application/json.
|
Content-Type | string |
Content type of data. text/csv or application/json. |
|
|
data to be uploaded
|
bulkload_request |
For content type 'CSV': Data rows as csv. first row will be column headers. For content type 'JSON', data format is array: [ { key1 : value, key2 : value}, { key1 : value, key2 : value } ] |
Returns
- Body
- bulkload_response
Bulk Load Opportunities (attachment)
Upload an input file to your integration. Allowed formats are .xlsx, .json and .csv
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Select Integration configured in WorkSpan
|
integration_id | True | string |
Integration Id of CRM intergation, that is configured in WorkSpan |
|
Content type of data. Allowed formats are .csv .xlsx and .json
|
content_type | string |
Content type of data. Allowed formats are .csv .xlsx and .json |
|
|
Does excel file has header row?
|
has_header_row | boolean |
Does excel file has header row? |
|
|
file to upload
|
file | True | file |
file to upload |
Returns
Bulk Load Opportunities (data in body)
Upload input data as a request body to your integration. Allowed formats are .csv and .json
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Select Integration configured in WorkSpan
|
integration_id | True | string |
Integration Id of CRM intergation configured in WorkSpan |
|
Content type of data. Allowed formats are .csv and .json
|
content_type | string |
Content type of data. Allowed formats are .csv and .json |
|
|
column delimiter (used if content_type is csv)
|
column_delimiter | string |
column delimiter (used if content_type is csv) |
|
|
Content type of data. text/csv or application/json.
|
Content-Type | string |
Content type of data. text/csv or application/json. |
|
|
data to be uploaded
|
bulkload_opportunity_request |
For content type 'CSV': Data rows as csv. first row will be column headers. For content type 'JSON', data format is array: [ { key1 : value, key2 : value}, { key1 : value, key2 : value } ] |
Returns
Connect an external ID to a WorkSpan ID
Update WorkSpan Object with external application’s primary unique identifier
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Object ID of WorkSpan Object (long ID)
|
object_id | True | string |
Object ID of WorkSpan Object (long ID) |
|
field_name
|
field_name | string |
Field name of external ID in WorkSpan. If empty, default field name of external id field will be used. Default field names are: opportunity object: 'sales_details.crm_opportunity_id'; Accound object: 'account_info.external_account_id' |
|
|
external_id
|
external_id | True | string |
ID from external system (ex. CRM) |
Returns
- Body
- external_id_response
Get external ID for WorkSpan ID
Get the external application’s primary unique identifier
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Object ID of WorkSpan Object (long ID)
|
object_id | True | string |
Object ID of WorkSpan Object (long ID) |
Returns
Get list of reports
List reports
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
number
|
number | integer |
number |
|
|
size
|
size | integer |
size |
Returns
| Name | Path | Type | Description |
|---|---|---|---|
|
id
|
id | string |
id |
|
name
|
name | string |
name |
Get the status of the bulkload operation
Get status of bulkload operation
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Integration Id
|
integration_id | True | string |
Integration Id |
|
Execution Id (returned bu bulkload step)
|
execution_id | True | string |
Execution ID of an integration execution which is returned from bulk API |
|
Include errors in the response if there are any errors
|
include_errors | boolean |
Include errors in the response if there are any errors |
|
|
Maximum number of errors to return back in the response
|
max_errors | number |
Maximum number of errors to return back in the response |
Returns
Read report data
Read report data
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Report Id
|
reportId | True | integer |
Report Id |
|
colId
|
colId | string | ||
|
negate
|
negate | boolean | ||
|
op
|
op | string | ||
|
type
|
type | string | ||
|
op
|
op | string | ||
|
number
|
number | True | integer | |
|
size
|
size | True | integer |
Returns
- Body
- ReportDataResponse
Triggers
|
Submit Referral to Microsoft Partner Center from Work |
This trigger is fired when WorkSpan user asks to submit opportunity to Microsoft Partner Center |
|
Subscribe to Work |
Subscribe to various collaboration events such as creates and updates on membership, tasks and comments to drive and enhance communication with your internal and partner network. |
|
Subscribe to Work |
Subscribe to various object events such as creates and updates on Opportunities to increase the visibility of your partner influence |
Submit Referral to Microsoft Partner Center from WorkSpan
This trigger is fired when WorkSpan user asks to submit opportunity to Microsoft Partner Center
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
name
|
name | True | string |
Name of event subscriber |
|
Select Integration configured in WorkSpan
|
integration_id | True | string |
Returns
Subscribe to WorkSpan Collaboration Events
Subscribe to various collaboration events such as creates and updates on membership, tasks and comments to drive and enhance communication with your internal and partner network.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Event Name
|
event | True | string | |
|
Subscriber Name
|
name | True | string |
Name assigned to the webhook |
|
WorkSpan Object Id
|
object_ids | array of string |
Object Ids for which webhook is registered |
|
|
Filter example:
(stage in [ "closed", "won", "lost" ]) AND (sales_details.partner = "P1")
|
filters | string |
Filters for events |
Returns
Subscribe to WorkSpan Object Events
Subscribe to various object events such as creates and updates on Opportunities to increase the visibility of your partner influence
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Subscribe to Object Events
|
event | True | array of string | |
|
name
|
name | True | string |
Name of event subscriber |
|
Select Integration configured in WorkSpan
|
integration_id | True | string | |
|
object_ids
|
object_ids | array of string | ||
|
Filter example:
(stage in [ "closed", "won", "lost" ]) AND (sales_details.partner = "P1")
|
filters | string |
Filters for events |
Returns
Definitions
bulkload_opportunity_response
| Name | Path | Type | Description |
|---|---|---|---|
|
integration_id
|
integration_id | string |
Integration Id |
|
execution_id
|
execution_id | string |
Execution Id |
|
created_at
|
created_at | date-time |
Creation time |
bulkload_response
| Name | Path | Type | Description |
|---|---|---|---|
|
integration_id
|
integration_id | string |
Integration Id |
|
execution_id
|
execution_id | string |
Execution Id |
|
data_format
|
data_format | string |
Data Format |
|
created_at
|
created_at | date-time |
Creation time |
bulkload_status_response
| Name | Path | Type | Description |
|---|---|---|---|
|
integration_id
|
integration_id | string |
Integration ID |
|
execution_id
|
execution_id | string |
Execution ID |
|
status
|
status | string |
Status of execution |
|
succcess_count
|
succcess_count | number |
Number of records that were processed successfully |
|
error_count
|
error_count | number |
Number of records with errors |
|
input_count
|
input_count | number |
Number of records received |
|
skip_count
|
skip_count | number |
Number of records skipped |
|
started_at
|
started_at | date-time |
Timestamp of starting execution |
|
completed_at
|
completed_at | date-time |
Timestamp of completing execution |
|
include_errors
|
include_errors | boolean |
Flag which indicates whether errors will be returned in the response if any |
|
errors
|
errors | array of object | |
|
message
|
errors.message | string |
Error message |
|
id
|
errors.id | string |
ID of the record which failed |
|
data_row
|
errors.data_row | string |
The data row which failed |
external_id_response
| Name | Path | Type | Description |
|---|---|---|---|
|
external_id
|
external_id | string |
ID from external system (e.g. CRM) |
|
object_id
|
object_id | string |
WorkSpan Object ID (long ID) |
|
field_name
|
field_name | string |
WorkSpan field name where the external_id from an external system is stored |
get_external_id_response
| Name | Path | Type | Description |
|---|---|---|---|
|
object_id
|
object_id | string |
Object ID of WorkSpan Object (long ID) |
|
external_ids
|
external_ids | array of object | |
|
field_name
|
external_ids.field_name | string |
WorkSpan field name where the external_id from an external system is stored |
|
external_id
|
external_ids.external_id | string |
ID from external system (e.g. CRM) |
audit_response
| Name | Path | Type | Description |
|---|---|---|---|
|
object_id
|
object_id | string |
WorkSpan Object ID (long ID) that was updated |
|
field_name
|
field_name | string |
Name of WorkSpan field that was updated |
|
status_code
|
status_code | string |
Updates status |
ReportDataResponse
| Name | Path | Type | Description |
|---|---|---|---|
|
endOfList
|
endOfList | boolean | |
|
results
|
results | array of | |
|
version
|
version | integer |