TrustRadius Insights for Workato are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.
Business Problems Solved
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.
We're using Workato to design certain integrations and workflows to connect support and certain admin work we used to do. For example, we have integrated our customer feedback survey and NPS tool to directly flow into Jira and Git teams. This used to be a weekly/15-da activity earlier, and it's now real-time.
Pros
Pre-built connectors for certain use cases
Solid team to help with onboarding
Easy UI for non-tech folks
Cons
High volumes of data or batch processing
API rate limits
Pricing
Likelihood to Recommend
VU
Verified User
Supervisor in Product Management (1001-5000 employees)
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.
Pros
Ease of Workflow configuration
Tasks monitoring
Complex task execution
Cons
More native connectors for last common apps
Likelihood to Recommend
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.
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)
Likelihood to Recommend
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.
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.
Pros
Simple Interface
Lower cost than some IPaaS
Cons
Lack of functionality
Custom code required in spite of what marketing says
No, your secretary or janitor cannot write your Workato integrations
Likelihood to Recommend
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
VU
Verified User
Professional in Information Technology (1-10 employees)
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.
Pros
Workato is easy to get started and the interface is intuitive
It's a low/no code solution which keeps troubleshooting costs low
Cons
Errors generated are not always straightforward, and documentation around errors is slim
Likelihood to Recommend
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.
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
Pros
Integration
Middleware
Cons
Pricing
ease of use
Likelihood to Recommend
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
VU
Verified User
Manager in Professional Services (51-200 employees)
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.
Pros
No code integrations
Simple user interface
Organization of jobs/recipes
Growing/Developing new features and making improvements
Cons
Formulas and Transformations
Pricing Structure
Likelihood to Recommend
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.
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.
Pros
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.
Cons
I have no suggestions for improvement at this time.
Likelihood to Recommend
Workato is well suited for the following situations:
<ul><li>Increase process or workflow automation</li><li>Increase connectivity and communication between cloud-based software</li><li>Increase data visibility across the organization</li><li>Reduce scripting/development costs</li><li>Reduce manual data entry or manual processes
</li><li>Reduce end-to-end time in integration implementation</li><li>Improve the volume of live data</li><li>Improve cross-functional data flow from different teams within your organization</li></ul>
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.
Pros
Ease of Setup.
Great support team.
Custom configurations.
Cons
Could use more connectors.
Likelihood to Recommend
Workato is helpful if you are looking for a solution to automate your routine data management and notification processes.
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.
Pros
Ease of use.
Ease of deployment.
Superb user experience.
Growing community of users.
Cons
Online training.
Likelihood to Recommend
Workato is perfect for organizations that run other cloud based applications that require integration and programs that are in need of enhanced automation.
