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What is Workato?

Workato is a cloud or on-premise automation and integration platform with enterprise-grade capabilities and no coding required. Workato provides pre-built connectors to integrate with over 300 business applications and enables task automation across apps.

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TrustRadius Insights

Workato is a versatile integration platform that enables businesses to connect and automate different systems, improving efficiency and …
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Workato is a Winner

10 out of 10
March 26, 2019
Workato is used as an intelligent automation platform to integrate complex systems across the enterprise. Before Workato, new interfaces …
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My new best friend

10 out of 10
March 22, 2019
We use Workato both internally and recommend it to many of our clients as well.

Workato has been fantastic in helping us automate …
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What is Workato?

Workato is a cloud or on-premise automation and integration platform with enterprise-grade capabilities and no coding required. Workato provides pre-built connectors to integrate with over 300 business applications and enables task automation across apps.

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Product Details

What is Workato?

Workato is a cloud automation and integration platform with enterprise-grade capabilities and no coding required. Workato integrates with over 100 business applications and enables task automation across apps. The Workato team comes from a deep background in building integration products and says they will continue to expand and change the automation and integration space.

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Frequently Asked Questions

Workato is a cloud or on-premise automation and integration platform with enterprise-grade capabilities and no coding required. Workato provides pre-built connectors to integrate with over 300 business applications and enables task automation across apps.

Reviewers rate Pre-built connectors highest, with a score of 7.6.

The most common users of Workato are from Mid-sized Companies (51-1,000 employees).
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Reviews and Ratings


Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Workato is a versatile integration platform that enables businesses to connect and automate different systems, improving efficiency and streamlining processes. Users have praised Workato for its ability to seamlessly integrate various business systems without the need for developer resources. With Workato recipes, users can create and update automation between systems like Salesforce, Marketo, Google Suite, and Slack. This has proven particularly useful for departments such as Sales, Marketing, Customer Success, IT, HR, Finance, and Product Development, as it allows them to sync data and collaborate more effectively.

One of the key use cases of Workato is in the onboarding process. The People Team and IT departments utilize Workato to streamline automation during new hire onboarding, ensuring a smooth transition for employees. Additionally, Workato has been adopted by businesses looking to connect Quick Base to other software platforms used by different departments. By automating the syncing process of customer and sales data across multiple tools, organizations are able to save valuable time and resources.

Another common use case for Workato is in managing integrations and automations for sales and manufacturing processes. The software's straightforward integration setup allows users to easily connect multiple applications, reducing manual efforts and improving efficiency.

Workato is also highly regarded for its ability to orchestrate information sharing across different systems in both cloud-based and on-premise environments. This ensures seamless communication and data sharing between teams, enhancing collaboration.

In addition to these specific use cases, Workato has been successfully implemented across various industries and job functions. From automating workflows and connecting systems to solving complex process challenges, Workato has proven to be a valuable tool for businesses looking to improve operational efficiency and align information throughout the organization.

While experienced users appreciate the flexibility of building their own recipes with Workato's user-friendly interface, beginners may find it confusing at first. Some users recommend paying for Workato's recipe-building services as an alternative.

Overall, the wide range of use cases and positive user experiences demonstrate the value of Workato as a powerful integration platform for businesses of all sizes and industries.

Users highly recommend Workato as their preferred iPaaS tool, emphasizing its ease of use and suitability for automating manual workflows and building integrations between different systems. They advise being mindful of the budget while considering Workato.

To enhance the learning experience, users suggest consulting the support team for any uncertainties and taking advantage of the available resources such as the Automation Institute and video recordings. Trying out Workato is also recommended to understand its potential and ease of use.

Involving non-technical business beneficiaries in the decision-making process and having real use cases ready are advised to ensure that Workato meets specific organizational requirements. Users highlight that Workato seamlessly connects cloud and on-prem systems/applications, making it a perfect middleware for organizations with a hybrid landscape.

For assistance or customization needs, users recommend contacting the support team and utilizing Workato's connector SDK. They also suggest surveying the market of competitors and considering starting with Workato to save time.

Being clear about how Workato will be used to achieve objectives, including specifying columns/tables, data update frequency, and understanding internal table structures is important. Users appreciate the great support provided by the Support Team, especially for those newer to coding and process automation.

Trialing the product before committing ensures it meets individual needs and users praise Workato's pleasant organization to deal with.

To streamline processes, users endorse Workato's automation and integration capabilities as they believe it makes life easier for both users and customers. However, while simple automations can be built with minor technical skills, more complex tasks may require technical expertise.

Overall, Workato is regarded as one of the tools for anyone considering automation in IT processes due to its power and quick learning curve. It is found to be easy for building proof of concepts around data integrations and integrating multiple applications using connectors. The vendor is praised for providing excellent customer support along with outstanding pricing compared to other tools.

To summarize, Workato receives high recommendations for its user-friendly nature, automation capabilities, and customer support, making it an ideal choice for organizations seeking to streamline their workflows and integrate different systems.

Attribute Ratings


(1-25 of 37)
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Score 10 out of 10
Vetted Review
Verified User
As a SaaS-only company, we often need to sync between different tools we use. Workato allows us to set fully automated workflows to achieve any business goal we want. Workato helps us to solve even the most complex tasks that require data manipulation and decision-making in a dynamic business process.
Workato is in use with all departments in the company and often helps with collaboration between systems of different business units.
  • Ease of Workflow configuration
  • Tasks monitoring
  • Complex task execution
  • More native connectors for last common apps
Workato is suitable for every company that uses SaaS solutions with API capabilities. Workato is also very good for companies that have limited resources for software developers as Workato doesn't require coding knowledge in order to create a workflow.
Workato will suit companies that looking to automate their business process.
Workato might not fit very small companies or companies with lagcy-only systems.
Score 1 out of 10
Vetted Review
Verified User
Useful for simple, small to moderate-sized workflow-oriented integrations.
  • Rapid development
  • Highly available Technical Support
  • Prebuilt recipes
  • Cannot handle large, complex enterprise integrations
  • Timeouts if you try to push a lot of data through
  • Cannot cache large datasets
  • Error tracing and remediation difficult
  • Not designed for ETL, EDI or Enterprise Application Integration (EAI)
  • If a prebuilt recipe is not available, difficult for non-technical people to create
  • Not a no-code solution by any means
  • Issues with data corruption from OPAs in same group but different servers (OPA per step vs OPA per recipe is the cause, apparently)
For simple, low data volume integrations where a prebuilt recipe is available, it can be used by Data Analysts, Business Analysts, or power users in finance or other departments to build simple integrations or connect to APIs.
Score 1 out of 10
Vetted Review
Verified User
We are looking for an IPaaS solution - the use cases are typical for hybrid-type integrations. That is, on-premise as well as cloud sources and targets. The scope of these use cases is enterprise-wide data sharing and transformation, along with cloud integrations. Systems involved would include Salesforce, Workday, Service Now, DB2, MySQL, PostgreSQL, among others.
  • Simple Interface
  • Lower cost than some IPaaS
  • Lack of functionality
  • Custom code required in spite of what marketing says
  • No, your secretary or janitor cannot write your Workato integrations
Workato creates data chaos. -Relies on brittle legacy data patterns and techniques -Distributes dirty data between and across systems -Creates syncs with endless loops and duplicate records -Breaks with every schema change, system outage, or API issue -Requires custom code to meet common requirements
Score 9 out of 10
Vetted Review
Verified User
We use Workato to connect Salesforce with Quickbooks. Although a native integration exists, it does not have sufficient capabilities for our needs. Workato allows us to pass customer and invoice information to QB after those invoice records have already been generated.
  • Workato is easy to get started and the interface is intuitive
  • It's a low/no code solution which keeps troubleshooting costs low
  • Errors generated are not always straightforward, and documentation around errors is slim
Workato allows us to build integrations that do not need developer support to troubleshoot. It's not a replacement for a native integration, but for our use case, the integration capabilities are well thought out and thorough. Before using Workato or similar third party, it's important to work through the intended integration start-to-finish to make sure that the tool is actually capable of every use case.
Score 7 out of 10
Vetted Review
Verified User
Workato is being used as a middleware solution to send information from Salesforce to QuickBooks. Through a series of decision points, Workato will determine if criteria are met in Salesforce, Workato routes the data to either an existing Quickbooks customer, or creates a new record based on the sales rep’s info
  • Integration
  • Middleware
  • Pricing
  • ease of use
If a client has the budget available and technical expertise, Workato is a good product. It is a bit more reliable than Zapier. It is very expensive, relative to the cost of other licenses, and non-profits are usually priced out of this solution. Knowledge of SQL might be needed so it’s not as user friendly
Score 10 out of 10
Vetted Review
Verified User
Workato is being used by our IT staff to set up integrations for departments across the college. It provides a simple way to connect a variety of endpoints and move data between systems. It also provides a central location to house all of our integration jobs, rather than having direct system-to-system jobs and programming scattered about. It fits nicely with our effort to govern our data and data flow because it is all running through the one integration service.
  • No code integrations
  • Simple user interface
  • Organization of jobs/recipes
  • Growing/Developing new features and making improvements
  • Formulas and Transformations
  • Pricing Structure
Workato is well suited for integrations involving APIs (web services), cloud data sources and direct database connections. Their on-premise agent for connecting to internal databases from outside your network works extremely well.

Despite the way Workato is marketed, it really requires someone with programming knowledge and a good understanding of programming/data flow to operate it. A general office user does not understand lists/arrays, functions and other data concepts. Unless it is an incredibly simple data job, this will require an IT person.
Daniel Callahan | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Workato has been adopted by our entire organization; Sales, Marketing, Customer Success, IT, HR, Finance, PD, and more. The major business problem that Workato solves is connecting Quick Base (our platform) to other software platforms used by the above-mentioned departments, such as NetSuite, Zuora, Outlook, JIRA, Marketo, Box, Paylocity, and others that have open APIs. These connections allow us to have sources of truth in QB or to grab data from other sources of truth, like the financial platforms we use, and to then use QB to analyze that data. In addition to that, Workato is leveraged to connect QB to QB so that data can be passed seamlessly and instantly between applications.
  • Workato is very easy to pick up and use. You'll be creating complex recipes within days. The UI, workflow, formulas, and other features are very intuitive.
  • Workato is very powerful. The native connectors it has to hundreds of software already, allows users to make substantial automation and integrations, but the HTTP connector makes it seem like it has no boundaries. If you are using software that isn't a native Workato connector but it has an API, you can use their HTTP connector to make calls to and from.
  • Workato is always making improvements to its platform. This includes adding more connectors, more features, updating current connectors to be more powerful, or expanding on other tools it offers.
  • I have no suggestions for improvement at this time.
Workato is well suited for the following situations:
  • Increase process or workflow automation
  • Increase connectivity and communication between cloud-based software
  • Increase data visibility across the organization
  • Reduce scripting/development costs
  • Reduce manual data entry or manual processes
  • Reduce end-to-end time in integration implementation
  • Improve the volume of live data
  • Improve cross-functional data flow from different teams within your organization
Cherrice Browne | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Workato has fully automated the syncing process of our customer and sales data from our e-commerce solutions to Salesforce. It saves our organization thousands of dollars every year that would be allocated to data management and migration. It allows us to have complete customer profiles of our sales history, which helps us to increase our sales effectiveness.
  • Ease of Setup.
  • Great support team.
  • Custom configurations.
  • Could use more connectors.
Workato is helpful if you are looking for a solution to automate your routine data management and notification processes.
Rama Davis | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
At MCF Tech we have added Workato to our offerings for our clients. We have extensive experience in the integrations space. Workato has helped make integrations so much simpler, and allows us to serve our clients in a better capacity. We are also using Workato for our own internal processes to help automate certain processes, increase collaboration with our teams, and experiment with different systems.
  • The Workato Slack Bot and Microsoft Teams Bot are amazing for automating workflows directly from these engagement layers, and allows users to perform actions in various systems without leaving their IM client.
  • Using Workato to integrate from the source of data to other systems, for example from a CRM in Sharepoint to an operational database in Quick Base, makes for much better collaboration, sharing of data, cross-departmental report and visibility, and many other benefits to both IT and business users.
  • Workato has allowed us to move more away from custom coded integrations that can be very cumbersome to maintain and require a server to host. Now integrations are at our fingertips and can be maintained very easily, without any additional servers needed for hosting the integration.
  • I would like the ability to temporarily deactivate a step or series of process steps, in order to test changes in subsequent steps.
Workato is utterly amazing for all things related to integrations and automated workflows. As a note, Workato does not provide a space for custom user interfaces or web pages where user interaction is needed, with the exception of certain bots. However, this is not the intended purpose of the tool, and Workato can certainly be used in conjunction with UI's in any system.
Rick VARGAS | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
We are using Workato to orchestrate how information is shared across different systems where data is stored both in the cloud and on premise environments.
  • Ease of use.
  • Ease of deployment.
  • Superb user experience.
  • Growing community of users.
  • Online training.
Workato is perfect for organizations that run other cloud based applications that require integration and programs that are in need of enhanced automation.
Score 10 out of 10
Vetted Review
Verified User
I use Workato to automate business processes throughout my company. It has allowed my team to drastically reduce our integration and deliver solutions to the business much more quickly. We use it to run critical business processes for nearly every department in the organization, including automated Opportunity Generation, Commission Calculation/Amortization, integrating our homegrown CRM and our Marketing Automation Platform, and several critical Finance integrations. We wouldn't be able to grow as fast without it.
  • Process Automation
  • Microservices
  • No code integration
  • Better governance
  • Dependency Analysis
Workato is great for developing powerful business solutions quickly, without writing any code.
March 27, 2019

The Future...Workato

Score 10 out of 10
Vetted Review
Verified User
Currently, we've implemented Workato in the XPO Last Mile client data integration department, however it is slowly spreading across the other divisions of the enterprise as they learn about it. For Last Mile, Workato addresses gaps in our enterprise platform and provides seamless integration for internal or B2B use cases leveraging the APIs exposed by both parties.
  • Most use cases require no code! Imagine connecting 2 applications without writing a single line of almost feels futuristic
  • Not having to download anything locally to use the product. Workato runs fully out of the browser
  • The number of out-of-the-box connectors that offer turn-key solutions to business problems
  • Customization has a bit of a learning curve associated with it. Be prepared to expand your programming knowledge for any deep customization, however having the option to customize is critical
  • Online training material is out there, but can be a bit cumbersome to read through and retain. More straight-forward online training material would help 10 fold
Workato outfits our client data integration space perfectly. We're often tasked to create custom integration products between us and our vendors, and being able to provide a solution in the time-to-market pace that Workato offers often surprises our vendors. Low cost, on budget, on time...Workato is the secret sauce.
March 26, 2019

Workato is a Winner

Score 10 out of 10
Vetted Review
Workato is used as an intelligent automation platform to integrate complex systems across the enterprise. Before Workato, new interfaces would take several months of deep dive requirements analysis, expensive development, and thorough, resource-intensive quality testing. By implementing Workato, API and integration tasks can be completed in days instead of weeks, allowing for truly Agile implementation.
  • Dynamic integrations allow for rapid development, testing, and deployment
  • Community Recipes leverage existing development and field mapping for accelerated integration
  • Support for Bots
  • Communicate roadmap of new features, on-premises adapter capabilities
Well-suited for workflows and connections between one of the 400+ supported systems.
Score 9 out of 10
Vetted Review
Verified User
Workato is primarily being used as an automation and integration tool. We used it for the following use-cases:
  1. Foreign currency rate integration and triangulation. We are receiving an XML file from our parent company on a daily basis and we integrate the rates into Netsuite. As an additional requirement, we have to perform a currency triangulation for some currency pairs which don't exist on the source file. Workato was able to perform the calculation with a simple formula.
  2. Customer on-boarding from Salesforce into Netsuite.
  3. Transfer XML file from Netsuite to bank sFTP with sign and encrypt. One requirement is to message the user through Slack whether the file transfer is a success or failure.
  4. Integrate cash payments from Excel into Netsuite by creating a callable recipe. With the callable recipe, we were able to use our existing Excel tools without a complete redesign. We simply changed the ERP API connectors that we use to bring over payment records into our new ERP system.
  5. Using Slack workbot to get customer information from Netsuite. Users may now get customer balances or transactions through Slack by just typing in keywords. They no longer have to log into Netsuite. This is particularly helpful if a customer support person is talking with a customer over the phone.
  • Process automation with multiple SaaS applications. It's easy to move records from one SaaS application to another.
  • User-friendly. Users need minimal technical knowledge to start using Workato. The workflow-oriented user interface makes the recipe easy to understand. The recipe is described in plain English and not in some technical jargon.
  • It has a look of built-in functions which are particularly helpful for non-technical users. I've seen functions in Workato which are usually not readily available in some other tools like.
  • Slack workbot integration. Easy to create recipes and Wizard-based recipe creation is available for beginners.
  • Technical support is 5 out of 5. They are always available on the chat room whenever you need them.
  • I would be nice to have a more automated deployment process like automatically changing connections when a recipe is deployed into prod.
It is well suited to multi-step process automation but not an RPA tool. Also not for big data, I think.
March 22, 2019

My new best friend

Charlie Murawski | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
We use Workato both internally and recommend it to many of our clients as well.

Workato has been fantastic in helping us automate workflows and connect our systems. It's just a fantastic 'ace' in the hole that we continually pull out when we're scratching our heads on a solution. I have yet to say no to the question 'can we do this with Workato?'

Our Clients:
In the 8+ years I have been doing professional services and consulting, I wish I would have had Workato with me the entire time. As a business analyst by trade, the ability to gather requirements and show a client a POC by the end of the same day (without consulting my development team!); I have felt like my skill-set has doubled since using Workato. We rarely take on a project these days where integration to another system isn't a critical requirement. It's been wonderful to have a tool in our box that can solve what can sometimes be showstoppers in a project from an effort and budgeting perspective. We've solved all sorts of problems, from things as simple as keeping document links from Box in sync between multiple web apps, to deep connectivity with on-prem apps that had been in IT's backlog for a decade.
  • Truly no-code: I am not a developer, but can now do the work of two.
  • Enhancing their product: constant updates and improvements.
  • An easy and intuitive UI.
  • Fantastic logging.
  • I'd love to see more a-la-carte pricing options.
  • Some kind of email trigger/parsing capability is a must.
I think Workato is best suited within IT organizations who want a single tool to absolutely crush their backlog. It's really easy to see the value when you know you can knock out projects 1-xx at a stable monthly cost. It is sometimes challenging to recommend when the user clearly has a need, but only a single need, and not much clout with IT or personal budget to draw from.
Score 10 out of 10
Vetted Review
Verified User
In our organization, Workato allows our product support team to communicate directly with our product development teams while allowing each side of that equation to use the software solution that best meets their needs. Workato ensures that our users aren't required to use multiple systems or enter their data twice and are always up to date, minimizing the time and effort required to solve often complex customer support issues.
  • Does not require developer resources to implement or maintain.
  • Time to production is measured in hours including testing and end-user validation.
  • Flexible, allows you to test multiple approaches to solving a business problem.
  • Robust software that lets you build in error handling.
  • Changes can be made in production during business hours without impacting your users.
  • Exceptional and responsive support team
  • Improved support for Dynamics CRM data types like option sets.
  • Larger online library of self serve resources, specifically around debugging new recipes.
Well suited for: Real time (or near real time) monitoring of new or updated records to trigger an action in a connected app.
March 20, 2019

Workato always works

Score 10 out of 10
Vetted Review
Verified User
I personally use Workato to augment my systems and really make my workday easier to consume. From automation of alerts across multiple systems to keeping tracking of my-todos. No one system can do it all, and Workato doesn't mind what you are using, it just wants to make them all work together. I use it to manage projects, roadmaps, and personnel development. From Quick Base to Slack, I have a full-service helper to get my job done
  • I find the User Experience to be extremely easy to understand and get up and running with.
  • Key connectors, and the right set of actions. It's rare to find things they don't have that I need.
  • Features are incredibly well polished. Long-running steps, code snippets, a generic HTTP connector.... all of which are easy to understand and implement.
  • Navigation once you are building an app. It's always my header!
* Enterprise integration.
* Single application automation.
* Across App Integrations.
* Process improvement.
Venkataraman Sriram | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
The business applications team uses Workato to develop recipes to sync data between NetSuite, Salesforce and Concur. Our stakeholders are primarily the Customer Success and Finance departments. We use it as a real-time webhook listener. We send outbound messages from NetSuite and Salesforce to the webhook recipe which in turn processes the data, transforms it and syncs with other systems.
  • Extremely user-friendly and intuitive UI and we could get on-board with the recipe creation process in no time.
  • Lot of out-of-the-box connectors that really makes life easier for recipe developers.
  • Great logging functionality that stores data up to a year depending on the license and settings.
  • Amazing technical support: Whenever we had some specific questions on Workato, the solution engineers at Workato were pretty quick in responding and gave really good inputs on a workaround.
  • Slightly limiting in functionality: The recipes can be limiting in some cases. For instance, we do not have a direct way to update a variable in the recipe at various points.
  • Filtering on logs: We have standard filtering on logs based on the job status and date of run. However, It would be extremely useful to filter on logs based on various custom columns that we can create.
Extremely well suited for straightforward integrations between systems (where a lot of data transformations and lookups are not involved). Due to its very user-friendly UI, it can be used by end-users too.
Kevin Shuler | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
We utilize Workato for nearly all job functions within our organization. As a reseller and integration specialist shop, we also implement and use Workato with nearly every client we interact with. It connects our CRM and PM tools to our ERP. We create automations within our systems and automatically transfer files between clients and ourselves, as well as internally. All of our consultants are well versed in the product and can support both internal and external recipes.
  • Reduces time and overhead by thoroughly connecting systems and driving workflow.
  • Allows seamless interaction among business units, saving headaches and painful hunting of data.
  • Increases visibility among executives as you can consolidate many systems to one, creating executive level summaries.
  • The interface is extremely user-friendly, but the integrations might require some architecting. The simplicity might give a false sense of confidence, which could lead to failing recipes, and unsatisfied clients. Utilizing a partner can significantly increase effectiveness and time to market, which could save money overall.
Workato is well suited anytime you've got data that needs to be connected or workflows that need to be triggered. Overall, it's an extremely favorable tool that cuts down on the cost to integrate major enterprise systems vs. traditional integration development efforts. It really does allow for a single 'source of truth' or 'hub and spoke' model among disparate systems.
Score 9 out of 10
Vetted Review
Verified User
Broadly used across the organization for internal processes, sales demos, marketing, etc.
  • Ease of use/learning.
  • Broad range of connectors/integrations with a broad array of systems.
  • Fast and effective support, prompt in their response as well as following up and setting up follow up calls to get to the heart of the problem.
  • Administration isn't the best: having multiple users manage the same account or granting access to a company account is limited except for partners or at extra cost.
  • High barrier to entry for smaller companies: increased pricing model is an inhibitor for smaller clients that could have limited but powerful use cases.
Works extremely well in companies with segmented teams/systems. Works as a fantastic tool to bring data across different systems to increase visibility and awareness. Excellent workflow generation tool when processes are defined or well understood by stakeholders.
Score 10 out of 10
Vetted Review
Verified User
Workato is being used as an operational efficiency tool, integrating separate software solutions to drive business process improvement. The solution interacts with various departments throughout the organization (Sales, Marketing, Finance, Project Management) but is only visible to a few team members. The solution addresses information isolation, data entry and aligning the single source of truth throughout our organization. It assists us in aligning customer names, licensee information, lead generation, and marketing information throughout our organization.
  • Extremely friendly user-interface and platform. Easy to execute from a technical or functional role. This does not require a thorough knowledge in Rest/JSON/SOAP to quickly build out and test integrations.
  • Support and professional service from the Company is phenomenal. Always direct, responsive and thorough, respectful of our allotted time and spend.
  • The pricing plan is very generous. We continue to build out integrations in dev environments and when we determine they are successful, we can move into production and adjust our plans accordingly.
  • The primary emphasis I would recommend to Workato would be to continue to invest in additional pre-built feature sets. For example, certain API's wouldn't allow for an easy trigger. For example, on one particular integration, it only would trigger "new contacts" where I'd like to use this for updated as well. It took an hour of professional services to build a custom webhook. So I look at it both ways, it's beneficial you are able to execute this technique but it would be ideal to avoid that situation. Overall, continue to invest in the product.
  • I would appreciate more flexibility around the job logs. The platform itself performs well with logging, however, the ability to extract isn't as simple.
Flexible integrations. You can make changes to integrations quickly and easily without technical assistance. If you understand your needs will continue to change, this is the product for you.
Score 10 out of 10
Vetted Review
Verified User
Workato is used to connect our core CRM (Salesforce) with Xero (for accounting) and Harvest (for time tracking). It enables us to update client and project information once, and have the information disseminated across our operational systems while bringing back into Salesforce key data needed to serve our customers better. As a systems integrator ourselves, we've also implemented Salesforce into our client sites where we can not only create initial integrations but teach our clients how to add, manage, and improve their integrations in-house.
  • Easy to use interface allowing for non-technical people to create recipes for integrations.
  • Flexibility to build your own connectors in the event that an off-the-shelf connector doesn't exist.
  • Strong support despite the timezone difference (we're based in Australia).
  • Still growing out their library of pre-built connectors, sometimes feels other iPaaS providers have more available.
  • When a recipe fails due to poor data inputs, unable to clear out the failed job (the only option is to have it re-run successfully).
Point to point application integrations and business process automation.
Score 8 out of 10
Vetted Review
Verified User
We are currently using Workato to automate external requests from our constituents. Workato allows us to automate assignments to different members of the team based on specific logic and it works like a charm.
  • Easy to follow automations.
  • Lots of apps to connect to.
  • Great support staff.
  • Fairly easy to use once you get the hang of it.
  • Some logic is complex and could be presented differently.
  • Quite expensive given that you can only connect three apps at the starter level of the scale
  • Sometimes it's not clear why the recipe has crashed. Even for technical minded teams in software engineering the descriptions are vague and don't specify whether the failure is during trigger, transit, or something else.
Workato is suited where the logic of automation is clearly mapped on the user's end so once it's set, you can leave it alone and it does its magic. It's not suited for constantly changing processes in my view as the effort to dismantle and rebuild is high.
Amala Balling | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Workato is one of the automation tools used in our department. Workato is used to automate various IT processes to provision VPN, email and software licenses. This helps reduce the manual efforts done by the Help Desk and Account Management Team on a daily basis.
  • Integration with various cloud platform tools. Easy to integrate with cloud tools.
  • No code required. Action available as ready-made and reduces development and production time.
  • Very quick customer support where issues are fixed on the spot.
  • Copy function from one recipe to another recipe.
  • Scroll through the recipe.
Well suited for integrating with ServiceNow and the provision of software licenses. Less appropriate for integration with Unix & Windows platforms and integration with VM tools.
Score 9 out of 10
Vetted Review
Verified User
We are using Workato to take processes that are manual and convert them to be automated.

This is being used by IT and services that may touch IT. Some directives some from management as others are requested from different IT groups to look at solving their processes.

We are trying to solve manual processes that are prone to error and repeated manual steps.
  • Easy to user interface
  • Connections are easy to establish
  • Simple recipes can be written by those without coding knowledge
  • Some connectors don't have fully set up functionality
  • No easy way of getting reporting metrics
  • Can't change the start date of a recipe once you run it once
Workato works well with systems that you are very familiar with. For example, if you want to work with Okta or ServiceNow you will need the help of of someone more expert in that system in order to tell you where and what things are. It also works well when you already have a process flow and are looking to to fill in gaps where you are doing things manually.

Workato is less appropriate if you are looking for an end to end solution. It can [do this] but at this point it gets very complex to build and at this point harder to debug and manage.
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