Before You Begin
Before setting up the integration, create a dedicated Knak API user in Workfront. Then create an OAuth 2.0 application under that user.
This setup helps keep your integration secure. It also makes administration easier.
Note: OAuth (Open Authorization) is a secure way for applications to connect without sharing passwords.
Create a Knak API User in Workfront
Log in to Workfront.
Create a new user.
Assign the Product Profile Admin role to the new user.
This role allows the user to:
Access System settings
Manage OAuth 2.0 applications
💡 Tip: Use an email alias when setting up integrations (for example, youremail+api@domain.com).
This keeps all integrations tied to one dedicated account. It also prevents disruptions if a team member leaves.
Create an OAuth 2.0 Application in Workfront
Log in to Workfront.
Navigate to Setup.
Open OAuth 2.0 Applications
In the left navigation menu, find System.
Select OAuth2 Applications.
Create the Application
Click Create App Integration.
Select Web Application as the authentication method.
Enter a name for the application.
Configure OAuth Settings
After creating the application, record the following values.
Setting | Description |
Client ID | The application ID used in Knak. |
Client Secret | The secret token used in Knak. |
Redirect URI | The URL Workfront uses after authorization.
|
Important Configuration
Turn off the setting: Rotate refresh token every time it is used
This prevents the integration from expiring unexpectedly.
Connect Workfront in Knak
Open Knak.
Go to Admin → Integrations → Platforms.
Find the Workfront tile and press Connect.
Configure the Connection
Enter the following information in the Workfront integration tile:
Client ID: Copy the Client ID from the Workfront OAuth2 application you created earlier.
Client Secret: Copy the Client Secret generated in the Workfront OAuth2 application.
Instance URL: Enter your Workfront instance name.
Find Your Instance URL
Your Workfront URL follows this format:
https://<instance_name>.my.workfront.com
Copy the <instance_name>.my portion of the URL and paste it into the Instance URL field in Knak.
Authorize the Connection
Click Create New Integration.
Sign in to Workfront if prompted.
Approve the authorization request.
After authorization, you will return to Knak.
The Workfront integration tile will display a Connected status.
Manage Your Integration
After connecting Workfront, you can manage the integration from the Integrations page.
Available actions include:
View configuration
Edit settings
Delete the connection
Connections appear under My Platform Connections.
Add Another Connection
To create a new connection:
Scroll to All Platforms.
Locate the Workfront tile.
Click Connect or Add Another Connection.
Map Workfront Custom Forms
You can sync data from Workfront custom forms into custom fields on the Knak asset Info tab.
Request Custom Fields
Before mapping fields:
Contact your Knak account team.
Request matching custom fields in Knak.
For example:
Workfront Field | Knak Field |
Deadline | Deadline |
The field names should match whenever possible.
Configure Field Mapping
After the fields are created:
Open the Workfront integration page in Knak.
Select the Workfront custom form.
Map Workfront fields to the corresponding Knak fields.
Integration Options
The Workfront integration includes several optional settings.
Add Knak Status in Workfront
Enable this option to send Knak asset statuses back to Workfront.
Examples include:
Draft
In Review
Approved
Add Link to Knak Asset in Workfront
Enable this option to automatically create a link to the Knak asset within Workfront.
Add Knak Comments in Workfront
Enable this option to send comments from Knak to the Updates section of the linked Workfront task.
Enable Live Updates
Enable this option to keep mapped fields synchronized automatically.
When enabled:
Updates in Workfront appear in Knak automatically.
When disabled:
Updates must be triggered manually from the asset's Project Management section.
Include Full Default Variation in Proof Document
Enable this option to send a detailed email proof to Workfront.
The proof can include:
Subject line
Preview text
Dynamic Content details
Next Steps
Your Workfront integration is now configured and ready to use.
To learn how to link Workfront tasks to Knak assets, sync project information, and work with connected assets, see: How to Use the Knak Workfront Integration
Need more help? Contact support via live chat within Knak using the chat bubble in the bottom right corner or email support@knak.com.