Workato

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.

Useful for simple, small to moderate-sized workflow-oriented integrations.

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.

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 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

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.

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 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.

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.

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.

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.

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.

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.

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.

We use Workato both internally and recommend it to many of our clients as well.

Internal:
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.

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.

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

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.

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.

Broadly used across the organization for internal processes, sales demos, marketing, etc.

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.

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.

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.

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.

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.