Platform Connector Updates: Enhancements and Bug Fixes

General

Bug fix

General changes to the Workato application.

Bug Fix: 

• We identified an issue with several connectors (APD7, Anaplan, Azure key vault, Concur, Github, Google Dialogflow, Google Service Account, HashiCorp vault, Marketo, Nasuni Management, Percolate, SuccessFactors, Xactly, Zoom Info) that use custom authentication — old tokens were not being cleared and updated when reconnecting. We have implemented a fix to ensure that a new token will be generated each time a reconnection is made, preventing any potential failures or unauthorized access errors.

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 a cleaner user experience. No new objects added compared to the previous 2022_2 version.

Bug Fix:

• We identified a vulnerability that could potentially facilitate SSRF attacks, allowing unauthorized changes to requests, redirection to different servers, or access via different protocols. We’ve implemented stricter validation to ensure that requests are limited to a particular host or more restrictive URL prefix.

• Resolved problem of more than one field datapill using same label by ensuring each field label is unique. We achieved this by appending the field name to the label, providing clear differentiation between each field.

• Resolved problem of custom fields not populating for Custom Purchase Object 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:

• We have addressed an issue in QuickBooks where the Total Tax field value was being ignored 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:

• The problem was due to a filter used in the API call which was not picking up all the files during a bulk import. We have updated the filter to ensure all files are retrieved. Additionally, we have added support for the next page link to the trigger, if a next link is present.

• Previously, the ‘Site name’ field did not support datapills uniformly across all actions. With this update, we have disabled datapill support 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.

• We have updated the URL path parameter in all File/Folder related endpoints. This change was necessary as it works better with 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 did not validate if the provided IAM role allowed unsubscribing which resulted in the creation of “orphaned” subscriptions each time a recipe stop/start cycle occurred. These subscriptions continued to send webhooks, potentially causing a system overload. A significant incident occurred on November 11, 2022 when our system was overwhelmed by over 10,000 requests per second due to these orphaned subscriptions. We have now rectified this issue by ensuring that connector verifies if the 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:

• Previously, we supported a limited number of EDI transactions due to issues related to the storage of EDI schemas. We have now enhanced our system to support 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 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. This will help guide users through the process and prevent errors.

• Fixed an issue where segment and element delimiters were being escaped, causing errors when passed as part of the payload. A new parser has been implemented.

Bug Fix:

• Users have reported that certain fields are automatically populated with values that cannot be overridden. We have addressed this issue by removing the auto-populated fields from the schema to avoid confusion.

• Problem with ISA field required but no value needed. The fix ensures that 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:

• Resolved the internal error problem while trying to parse a pdf document by updating the Ghostscript library, used for PDF processing, to version 10.04.0.

OpenAI

Enhancement

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

Enhancement:

• We’ve 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:

• A problem occurred where Japanese characters for column tracking would not work and were replaced by an underscore. This issue occurred when the ‘Keep track of columns by’ was set to ‘Column name’. The issue has been resolved by updating the system to support special characters.

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:

• Despite successful initial setup and connection, subsequent requests resulted in a 400 error, indicating an issue with the ‘refresh_token’. We have 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 avoid incorrect 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:

• We have upgraded our PGP connector to support GPG version 2.4. This upgrade introduced error messages for mismatched public/private keys. Additionally, we have added support 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. We have also implemented a feature flag to switch between the two versions.

Scheduler by Workato

Bug fix

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

Bug Fix:

• When users set a recipe to trigger using the ‘Start After’ parameter for the following week, the first run of the job did not trigger as expected. We have updated the ‘New recurring event’ trigger to correctly trigger 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:

• The problem was due to an unintentional side-effect when adding back support for freeform XML payload generation from guided input. This has now been corrected and the system will no longer interfere with 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:

• Customers have reported an issue with the “Update Account” batch action. When updating phone numbers for a batch of accounts, if one record has an incorrect account ID, the entire action failed. We have added a new setting called “Allow partial success?”.

Google Calendar

Bug fix

Google Calendar synchronizes and automates calendar-related tasks.

Bug Fix:

• A problem occurred where all day events ignored the end date and reverted to one day. We have implemented a fix that ensures the end date accurately reflects the event duration. This fix will only apply to new steps added to the recipe, while existing steps will continue with the 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.

• The problem related to how special characters are escaped in the ‘Search issues’ function. We have updated the 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:

• A problem occurred where datapills could not be mapped in page number field of the “Get All Lists” action. The issue has been resolved by updating the control type to ‘integer’. Now, the Page Number field accepts datapills, allowing users to map data such as the page number from other actions or variables by Workato.

Docusign

Bug fix

Docusign simplifies electronic signature workflows and document management.

Bug Fix:

• Checkbox Field Payload: We have resolved an issue that was preventing the correct values from being captured and submitted when using the checkbox field.

• Radio Buttons: We have 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:

• Data was pulled from the old company, even though the current connection displayed the new company. Resolved by updating the connector 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:

• A problem occurred where the “Include derived membership” option was not working for the “Search member in group” action. Despite being set to true, the search results only displayed direct group members, not including derived members as expected. The issue has been resolved by correcting a typographical error in the variable.

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:

• A problem occurred where connection failed when contacts module is hidden. We have 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:

• An issue occurred where “id” was not available for mapping on the next section. The issue has been resolved by updating the schema for the System User object. 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:

• An issue occurred where an unexpected error message showed during Project Task creation. The issue was due to a change in Replicon, where “departments” were replaced with “department groups”. This caused the “Create Project” task action to fail due to an invalid URN error. This update should not impact any active recipes as there was no usage of this action.

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