Workato Reviews and Ratings

Use Cases and Deployment Scope

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.

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.

Use Cases and Deployment Scope

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

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.

Use Cases and Deployment Scope

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.

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

Use Cases and Deployment Scope

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.

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.

Use Cases and Deployment Scope

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

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

Use Cases and Deployment Scope

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.

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.

Use Cases and Deployment Scope

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.

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>

Use Cases and Deployment Scope

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.

Likelihood to Recommend

Workato is helpful if you are looking for a solution to automate your routine data management and notification processes.

Use Cases and Deployment Scope

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.

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.

Use Cases and Deployment Scope

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.

Likelihood to Recommend

Workato is great for developing powerful business solutions quickly, without writing any code.