Workato | Integrations & Workflow Automation For Salesforce®

A game changer :)

Workato has changed our business from the ground up. Integrating our Salesforce instance with our Quickbooks Online (QBO) and payment processing (Authorize.net) using Workato has been a god send. Simply put, the entire sales process; from the customer registering for a course online, the email confirmation being generated, the transaction being pushed to QBO, Sales Receipt being generated, Credit card being processed by Authorize.Net and the $ being in our bank account the next morning (with no human intervention), has changed everything. The cash flow issues (we've always had) are non existent as we found efficiencies all around. Being a small company, this may seem standard issue for a large company but this has taken our company to a new level as we can focus on drawing people to our site to register rather than spend lots of time processing registrations. Simply put, Workato's "recipes" make sense in every possible way and we've yet to come across an automation process we couldn't do. Potential is limitless! :)

Great Connector

Workato provides a great connector to the Salesforce API, allowing me to connect to numerous other services. Furthermore, the team at Workato is very responsive when issues arise and are quick to implement changes when necessary.

Really Helpful chat support

they answer all of my silly coding questions

Workato = Amazing!

I love Workato/Workbot! We use a variety of platforms in my company, many of which don't communicate with each other. Workato has allowed me to bridge the gap in our platforms and provide more functionality along with increased efficiency to our organization. The recipe builder is user friendly and if you get stuck their support system is great.

Using Workato to integrate Vend and Salesforce

Workato has totally simplified how we integrate our data from vend into salesforce. Also Selvin from Workato is the genius who made it happen. We were literally inputting data twice and had sooooo many transactions/leads fall through the cracks...well no more! This program works and its a definite must. I'm looking into integrating other programs and hoping for the same results as we had with Vend into salesforce!

Makes your data interoperable

Data interoperability has been a challenge for us. We use Salesforce, Eventbrite, Twitter, MailChimp, Slack, Envoy and a slew of other tools. With Workato, I'm able to pull in legacy data from Eventbrite and autopopulate future events as Campaigns and even pull Eventbrite attendees as Campaign members. I love the UI and approach they've taken. For someone that does both business operations and software development, this is a must have tool for complicated systems architure.

Eventbrite to Salesforce integration - amazing!

I love Workato! The app itself is amazing with how flexible and customizable it is. Plus their customer service is top-notch, they had me up and running on a fairly complicated process in no time, and are always available to answer questions and help me diagnose errors. We currently have it just for Eventbrite and Salesforce but I'm looking forward to exploring more integrations.

Workato Works Great! SalesForce to Infusionsoft

We love Workato! We have it sitting between SalesForce and Infusionsoft to trigger email marketing campaigns and it works excellent. We rely heavily on both SF and IS and need them to function flawlessly. Workato was that missing piece for us that helped connect the two. We just upgraded our package and plan to use it even more in the year to come!!

Integration isn't easy

We all know integration isn't easy. This tool however moves it from a Developer task to an Administrator or Business Analyst task. The hardest part is clearly defining the solution thinking of the outlying scenarios. With the help of the Workato Support team they can help you build it. We've used Workato for Salesforce to and from Service Now and Salesforce to and from Xero.

The go-to app for all kinds of integrations!

Workato has changed the way I think about integration problems with my clients. Just this year I've had several successful implementations. Workato can connect dozens (hundreds?) of platforms - even beyond salesforce - using the simple concept of Triggers (ie "new order in Shopify") and Actions (ie "Create an Opportunity in Salesforce"). Conditional statements, formulas, and complex logic are supported as you build out the details and field mapping of each step of your integration, and the Workato engineers are there to help with the tricky parts. The Workato support experience that will always stand out to me was when their supported "trigger actions" for Shopify did not include an action that I needed for my client's requirement. No problem - the Workato engineers built what I needed, for free. I had to be bit patient, but they came through, and the project was a success. You can read more about my experience with this tool and some other integration tips on my blog review here: http://redpathcg.com/cloudy-at-df16-cloudys-favorite-apps-workato/