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Marketo modules

Last update: Wed Jan 24 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

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In an Adobe Workfront Fusion scenario, you can automate workflows that use Marketo, as well as connect it to multiple third-party applications and services.

For a video introduction to the Marketo connector, see:

If you need instructions on creating a scenario, see Create a scenario in Adobe Workfront Fusion.

For information about modules, see Modules in Adobe Workfront Fusion.

Access requirements

You must have the following access to use the functionality in this article:

Adobe Workfront plan*
Pro or higher
Adobe Workfront license*
Plan, Work
Adobe Workfront Fusion license**

Current license requirement: No Workfront Fusion license requirement.

Or

Legacy license requirement: Workfront Fusion for Work Automation and Integration

Product

Current product requirement: If you have the Select or Prime Adobe Workfront Plan, your organization must purchase Adobe Workfront Fusion as well as Adobe Workfront to use functionality described in this article. Workfront Fusion is included in the Ultimate Workfront plan.

Or

Legacy product requirement: Your organization must purchase Adobe Workfront Fusion as well as Adobe Workfront to use functionality described in this article.

To find out what plan, license type, or access you have, contact your Workfront administrator.

For information on Adobe Workfront Fusion licenses, see Adobe Workfront Fusion licenses.

Prerequisites

To use Marketo modules, you must have a Marketo account.

Connect Marketo to Workfront Fusion connect-marketo-to-workfront-fusion

You can create a connection to your Marketo account directly from inside Marketo module.

  1. In any Marketo module, click Add next to the Connection field.
  2. Enter your Marketo account or Marketo Munchkin ID. This is the unique part of the Base URL or Endpoint assigned to your account, that you use to access Marketo via its REST API. For instructions on locating this, see Base URL in the Marketo documentation.
  3. Enter your Client ID and Client secret. For instructions on locating these, see Authentication in the Marketo documentation.
  4. Click Continue to create the connection and go back to the module.

Marketo Modules and their fields

When you configure Marketo modules, Workfront Fusion displays the fields listed below. Along with these, additional Marketo fields might display, depending on factors such as your access level in the app or service. A bolded title in a module indicates a required field.

If you see the map button above a field or function, you can use it to set variables and functions for that field. For more information, see Map information from one module to another in Adobe Workfront Fusion.

Triggers

Watch records

This trigger module starts a scenario when a record is created or updated.

Connection
For instructions about connecting your Marketo account to Workfront Fusion, see Connect Marketo to Workfront Fusion in this article.
Record Type

Select the type of record that you want to create.

  • Activity

    Select the activity type that you want to watch.

    The module watches only for new activities.

  • Lead

    Select whether you want to watch for new records, updated records, both new and updated records, or specific field updates. If you select to watch specific field updates, select the field that you want the module to watch.

  • Program

    Select whether you want to watch for new records, updated records, or both new and updated records.

Outputs
Select the information you want included in the output bundle for this module.
Limit
Enter or map the maximum number of records you want the module to return during each scenario execution cycle.

Watch events (Instant)

This trigger module starts a scenario when a record is created or updated.

Webhook

Enter the webhook that you want the module to use.

For more information on webhooks, see Instant triggers (webhooks) in Adobe Workfront Fusion.

Limit
Enter or map the maximum number of records you want the module to return during each scenario execution cycle.

Actions

Custom API call

This action module lets you make a custom authenticated call to the Marketo API. This way, you can create a data flow automation that can’t be accomplished by the other Marketo modules.

Connection
For instructions about connecting your Marketo account to Workfront Fusion, see Connect Marketo to Workfront Fusion in this article.
URL
Enter a path relative to https://{your-base-url}.mktorest.com/.
Method
Select the HTTP request method you need to configure the API call. For more information, see HTTP request methods in Adobe Workfront Fusion.
Headers

Add the headers of the request in the form of a standard JSON object.

For example, {"Content-type":"application/json"}

Workfront Fusion adds the authorization headers for you.

Query String

Add the query for the API call in the form of a standard JSON object.

For example: {"name":"something-urgent"}

Body

Add the body content for the API call in the form of a standard JSON object.

Note:

When using conditional statements such as if in your JSON, put the quotation marks outside of the conditional statement.

Limit
Enter or map the maximum number of records you want the module to work with during each scenario execution cycle.

Create a record

This action module creates a new record in Marketo

Connection
For instructions about connecting your Marketo account to Workfront Fusion, see Connect Marketo to Workfront Fusion in this article.
Record Type

Select the type of record that you want to create.

  • Company

  • Folder

  • Lead

  • Program

Select fields to map
If you are creating a Company or a Lead, select the fields that you want to set values for when the new record is created, then enter values for these fields.
Program Type
If you are creating a Program, select the type of program that you want to create.
Program Channel
If you are creating a Program, select the program channel where you want to create the program.
Folder / Program Name
If you are creating a Folder or Program, enter or map a name for the new record.
Description
If you are creating a Folder or Program, enter or map a description for the new record.
Parent Folder ID
If you are creating a Folder or Program, enter or map the ID of the parent folder where you want to create the new record..
Costs
If you are creating a Program, add any costs.
Tags
If you are creating a Program, add any tags

Update a record

This action module updates an existing record, using its ID.

Connection
For instructions about connecting your Marketo account to Workfront Fusion, see Connect Marketo to Workfront Fusion in this article.
Record Type

Select the type of record that you want to create.

  • Company

  • Lead

  • Program

Company / Lead / Program ID
Enter or map the ID of the record you want to update.
Select fields to map
If you are updating a Company or a Lead, select the fields that you want to update values for, then enter values for these fields.
Program Name
If you are updating a Program, enter or map a new name for the program.
Description
If you are updating a Program, enter or map a new description for the program.
Start Date
If you are updating a Program, enter or map a new start date for the program.
End Date
If you are updating a Program, enter or map a new end date for the program.
Costs
If you are updating a Program, add any costs.
Tags
If you are updating a Program, add any tags

Download a File

This action module downloads a file by using the file ID.

Connection
For instructions about connecting your Marketo account to Workfront Fusion, see Connect Marketo to Workfront Fusion in this article.
File ID
Map the ID of the file you want to download.

Upload a File

This action module uploads a new file to Marketo.

Connection
For instructions about connecting your Marketo account to Workfront Fusion, see Connect Marketo to Workfront Fusion in this article.
Source file
Select a source file from a previous module, or map the source file's name and data.
Folder ID
Enter or map the ID of the folder where you want the new file to be located.
Description
Enter a description for the uploaded file.

Read a record

This action module reads information about a record by using its ID.

Connection
For instructions about connecting your Marketo account to Workfront Fusion, see Connect Marketo to Workfront Fusion in this article.
Record Type

Select the type of record that you want to create.

  • Campaign

  • Company

  • Lead

  • List

  • Program

Outputs
Select the information you want included in the output bundle for this module. Fields are available based on the Record Type you selected.
<Object> ID
Enter or map the ID of the object you want to retrieve information about.

Add Leads to a List

This action module adds one or more leads to a list, by using the lead ID.

Connection
For instructions about connecting your Marketo account to Workfront Fusion, see Connect Marketo to Workfront Fusion in this article.
List ID
Enter or map the ID of the list where you want to add leads.
Lead IDs

For each lead that you want to add to the list, click Add, then enter or map the ID of the lead you want to add. You can add up to 300 leads for the module to add to the list.

Click the map toggle to map an existing collection of leads that you want to add to the list.

Remove Leads from a List

This action module removes one or more leads from a list, by using the lead ID.

Connection
For instructions about connecting your Marketo account to Workfront Fusion, see Connect Marketo to Workfront Fusion in this article.
List ID
Enter or map the ID of the list where you want to remove leads.
Lead IDs

For each lead that you want to remove from the list, click Add, then enter or map the ID of the lead you want to remove. You can add up to 300 leads for the module to remove from the list.

Click the map toggle to map an existing collection of leads that you want to remove from the list.

Schedule a Campaign

This action module schedules an existing campaign for a certain date.

Connection
For instructions about connecting your Marketo account to Workfront Fusion, see Connect Marketo to Workfront Fusion in this article.
Campaign ID
Enter or map the ID of the campaign that you want to schedule.
Schedule for Date
Select the date that you want the campaign to run. If this field is left blank, the campaign runs five minutes after the scenario began.

Copy a Program

This action module makes a copy of a program using the existing program’s ID.

Connection
For instructions about connecting your Marketo account to Workfront Fusion, see Connect Marketo to Workfront Fusion in this article.
Existing Program ID
Enter or map the ID of the program that you want to copy.
New Program Name
Enter or map a name for the new program
Folder ID
Enter or map the ID of the folder where you want the new program to be located.

Searches

List records

This action module retrieves all records of a specific type.

Connection
For instructions about connecting your Marketo account to Workfront Fusion, see Connect Marketo to Workfront Fusion in this article.
Record Type

Select the type of record that you want to list.

  • Read all campaigns

  • Read all programs

  • Read all leads

Field
If you have selected to retrieve leads, select whether you want to retrieve leads from a list or from a program.
Outputs
Select the information you want included in the output bundle for this module. Fields are available based on the Record Type you selected.
Limit
Enter or map the maximum number of records you want the module to return during each scenario execution cycle.

Search Records

This search module retrieves a list of records that match specific search criteria.

Connection
For instructions about connecting your Marketo account to Workfront Fusion, see Connect Marketo to Workfront Fusion in this article.
Record type

Select the type of record you want to search.

  • Campaigns

  • Leads

  • Programs

Field
Select whether you want to search by name, program name, or workspace name.
Values
For each value you want to search for, click Add item and enter the value.
Output
Select the information you want included in the output bundle for this module.
Limit
Enter or map the maximum number of records you want the module to return during each scenario execution cycle.
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