Item: Workato
Rating: 9
Author: Verified User

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.

Pros and Cons

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

Most Important Features

Covers all our integration needs
Documentation
Ease of troubleshooting

Return on Investment

Less time manually building records in Quickbooks
An audit trail of all actions allows us to quickly troubleshoot errors

Key Insights

Do you think Workato delivers good value for the price?

Yes

Are you happy with Workato's feature set?

Yes

Did Workato live up to sales and marketing promises?

Yes

Did implementation of Workato go as expected?

Yes

Would you buy Workato again?

Yes

Other Software Used

Mavenlink

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: Powerful tool in a straightforward interface

Overall Satisfaction with Workato