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Overview

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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Recent Reviews

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.

Internal:
Workato has been fantastic in helping us automate …
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Popular Features

View all 6 features
  • Pre-built connectors (37)
    7.6
    76%
  • Connector modification (35)
    6.4
    64%
  • Monitoring console (37)
    5.8
    58%
  • Support for real-time and batch integration (33)
    4.6
    46%
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Pricing

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Unavailable

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.

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttps://www.workato.com/pricing

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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The Zapier Automation Platform designed to integrate data between web apps. It is scaled for small to mid-sized businesses, with a functional but limited free version of the program.

What is Jitterbit?

Jitterbit is a cloud integration technology for cloud, social or mobile apps. It provides accessibility for non-technical users, including easily creating API’s and data transformation scripts within the integrations.

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Product Demos

Transforming the Employee Experience with Workato & MS Teams - HR Demo

YouTube

Workbot for Teams | Creating personalized experiences

YouTube

Demo of Salesforce Integration with QB using Workato

YouTube

Marketo + Workato | Custom workflows that fit your business

YouTube

Workbot for Microsoft Teams Powered by Workato

YouTube

Workato Integration tool demo |Integration & Workflow Automation| iPaaS | Cloud Integration platform

YouTube
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Features

Cloud Data Integration

Cloud data integration software simplifies the task of integrating data from multiple different cloud applications

6.4
Avg 8.1
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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.

Workato Video

Redefining the Enterprise Automation Experience

Workato Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo

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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Comparisons

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Reviews and Ratings

(63)

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

Reviews

(1-25 of 37)
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Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
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.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
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
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
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.
Cherrice Browne | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
Rama Davis | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Reseller
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.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
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.
March 26, 2019

Workato is a Winner

Score 10 out of 10
Vetted Review
Reseller
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.
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.
March 22, 2019

My new best friend

Charlie Murawski | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Reseller
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.
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.
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
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.
Kevin Shuler | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Reseller
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.
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.
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.
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.
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.
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