Workato
About Workato
Workato is an award-winning cloud automation and integration platform with enterprise-grade capabilities that is trusted by over 21,000 businesses. The solution seamlessly integrates with over 1,000 business applications and enables workflow automation across all those apps.
Easily build customized integrations to suit your business need with no coding knowledge required!
Workato was recently named an Integration leader by the Forrester Report and a Cool Integration Vendor by Gartner with the #1 ranking in low cost and #1 in value for integration platform.
Workato supports all your integration needs:
Sales:
- 360° Customer Intelligence
- Automated Opportunity Data Population
- Quote-to-order
- Customer Onboarding
- Order-to-cash
Support:
- Smart customer onboarding
- Intelligent support response with AI
- Acting upon your NPS
- Customer-driven development
- Trial, upsell & renewal optimization
Marketing:
- Lead triage and enrichment
- Real-time event attendance sync
- Ecommerce 360° customer view
- Smart follow-ups
- Preemptive churn prediction and upsell
Create integration recipes between all your cloud and on-premise apps.
Learn More about Workato over here: https://www.workato.com/integrations/
Key benefits of Workato
- As a sales, marketing, HR or finance professional, you can create and run these recipes (pre-built integrations) yourself. No need for developers or custom integrations that involve long development cycles.
- Integrate Salesforce with over 1,000 popular apps including ADP 2, Apttus, BambooHR, Basecamp, Bill.com, Box, Capsule CRM, Chargify, Concur, Deputy, Docusign, Dropbox, Eventbrite, Evernote, Expensify, Facebook, Feedly, FinancialForce, Force.com, FreshBooks, Freshdesk, Github, Google apps (Gmail, Google Calendar, Google Contacts, Google Sheets), Goombal, GotoWebinar, HipChat, HubSpot, Infusionsoft, Insightly, Intacct, Intercom, JIRA, Jobvite, MailChimp, Mixpanel, Namely, Netsuite, Pipedrive, Prontoforms, QuickBooks, Revel Systems, Replicon, Sage Live, Salesforce, ServiceMax. ServiceNow, Shopify, Slack, Stripe, SurveyMonkey, TSheets, Trello, Twilio, Twitter, Vend, Woocommerce, Wordpress.com, Wufoo, Xero, Zendesk, ZohoCRM, Zuora and more.
- Choose from more than 100,000+ pre-built integrations
- Create integration recipes between all your cloud and on-premise apps.
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Reviews
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- Company size: Self Employed
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
An essential part of any business' systems
Reviewed on 3/1/2017
My company is a contracting business in the energy efficiency industry with 20+ employees and $2-3M...
My company is a contracting business in the energy efficiency industry with 20+ employees and $2-3M in annual revenue. Workato has transformed how our business operates by enabling us to automate what once was time-consuming, error-prone manual processes. Using the automation of Workato recipes has enabled us to save money by getting more production out of the staff we have and prevented us from having to hire new employees or contractors as the company has grown. Those costs savings have greatly exceeded the cost of Workato.
Pros
The feature set and robustness of Workato is second to none. The breadth of customization that Workato allows in such a simple UI is truly remarkable and let's business operators without coding experience create complex integrations that would have cost us tens of thousands of dollars in custom development work. Workato blows other out-of-the-box integrations out of the water.
Cons
Getting our Workato recipes running with the level of detail and granularity of our business processes required a steep learning curve. The basics of the software are easy to learn, but learning how to use formulas and other more complex features required a good amount of trial and error. When errors occur withing recipes, debugging them can be challenging, particularly given that errors are most often returned by the API of one of the software that Workato is connected to rather than Workato itself.
- Industry: Education Management
- Company size: 10,000+ Employees
- Used Weekly for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
No-code integration on the fly
Reviewed on 19/8/2022
One scenario I use is Microsoft Teams. After microsoft teams courses, it send summary of meeting...
One scenario I use is Microsoft Teams. After microsoft teams courses, it send summary of meeting and materials shared in session to participants.
Pros
There is no need to knowlodge of coding. It is no-code integration platform.
There are lots of education material and videos. So it is easy to learn and use Workato. Microsoft Teams and excel and email integration really useful.
Cons
It would be really nice and useful if it has an IOS app. Subscription prices can be more flexible for small businessed and personals.
- Industry: Computer Software
- Company size: 51–200 Employees
- Used for Free Trial
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Likelihood to recommend 6.0 /10
Has Potential to be Amazing!
Reviewed on 4/11/2018
I think Workato has great potential. It seems like their needs to be better guides and walkthroughs...
I think Workato has great potential. It seems like their needs to be better guides and walkthroughs for each App integration.
Pros
The recipes allowed a huge assortment of customizations to the automated "bots". Workato also supports most of the popular apps like sheets, slack, smartsheet, jira, etc... It is great for us that have a developer background as we can make changes to the code to update recipes.
Cons
I had many issues getting the apps to connect properly so they could be used. It was not intuitive to figure out how to make a recipe as well.
- Industry: Information Technology & Services
- Company size: 2–10 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 7.0 /10
Great Product If You Know What You're Doing
Reviewed on 7/3/2017
As a consultant, I use Workato both in my own business and in multiple clients' accounts. I began...
As a consultant, I use Workato both in my own business and in multiple clients' accounts. I began using Workato because QuickBase promoted them as the preferred integrator when Intuit announced the sale of QuickBase. While they have a large number of pre-built connectors as well as the ability to setup HTTP calls, the process of building Recipes has an extreme learning curve, especially coming from a service like ItDuzzit. Additionally, the team often releases new or beta connectors without first having any supporting documentation, other than the connector's marketing page. Overall, they have a good product, but they seriously need to review their release process and the setup of their support portal.
Pros
Lots of pre-built connectors. Chat agents are generally very quick to respond.
Cons
Extreme learning curve - especially difficult if a user does not have any programming background.
Support documentation is often lacking - especially for new connectors. When documentation is provided, the content is often very thin and is typically mostly text, with few reference images.
Support portal provides no way to go back to your Recipe interface.
Support Tickets can sometimes take 2 - 3 days for a response.
Support Tickets have an internal "Priority", but no way for users to identify their own level of Urgency. From what I can tell, ALL tickets are given an initial Priority of "Low".
Pricing / Plans lack any real sense of transparency. While the main pages tell users that Integrations are divided up into "Base" and "Professional" apps, you have to search through the Support Portal documents in order to find any comprehensive list of "Base" and "Professional" and there is no document that does a side-by-side comparison of the various Plans. And, if you look at the QuickBase plans, the apps are referred to as "Tier 1" and "Tier 2" vs "Base" or "Professional".
Recipe logs only show information related to the last row of data processed.
No way to see a "schedule" of active Recipe's.
- Industry: Financial Services
- Company size: 5,001–10,000 Employees
- Used Weekly for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Workato enhances simple integrations for each project
Reviewed on 5/10/2023
We have been using Workato for over five years to incorporate some of the tools and Platforms we...
We have been using Workato for over five years to incorporate some of the tools and Platforms we use in the Marketing, Sales and Engineering departments. The simple work path designer with many integration endpoints/functions has been a great help to us. The tool has saved us a lot of engineering time because we were able to link different systems by drag and drop. Very extensive variety of product integration possibilities, we can find examples of this with Google, Dropbox, Microsoft 365 and others. I also appreciate the intuitive interface and the notifications the moment one of the Zaps breaks down for some reason.
Pros
The producer of easy-to-use workflows, preloaded integrations and finalizations, and automations, enables a vast array of uses. They needed a solution to automate the management of emails and attachments that were received in large quantities, using Workato and certain email analysis tools, it was possible to automate the management of thousands of emails, this additionally increased our productivity to a great extent.
Cons
The cost mutated over the years and grew significantly (but, it is still achievable compared to the work done), the addition of a new add-on sometimes takes time, the new transfer function is still in the testing stage. At the time of our procedures, the email analysis was not powerful enough for our needs, we needed to examine PDF attachments that were received in Zip archive format, however it coupled very well with a third party tool that specialized in that specific task.
Workato FAQs
Below are some frequently asked questions for Workato.Q. What type of pricing plans does Workato offer?
Workato offers the following pricing plans:
- Starting from: US$10,000.00/year
- Pricing model: Subscription
- Free Trial: Available
BASE WORKSPACE (REQUIRED): - $10,000 per year - Unlimited apps - Unlimited tasks & jobs - Unlimited connections - Unlimited users RECIPE PACK ADD-ONS: - Pricing based on volume - Buy recipes individually or in packs - Packs come in sizes of 10, 25, 50, and 100 - Access 400,000+ pre-built recipes For the complete list of plans, visit https://www.workato.com/pricing
Q. Who are the typical users of Workato?
Workato has the following typical customers:
11–50, 51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does Workato support?
Workato supports the following languages:
English
Q. Does Workato support mobile devices?
Workato supports the following devices:
iPhone (Mobile), iPad (Mobile)
Q. What other apps does Workato integrate with?
Workato integrates with the following applications:
ACCOUNTS, ADP GlobalView Payroll, ADP Resource, ADP SmartCompliance, ASAP Systems, AWeber, Act!, ActiveCollab, ActiveDEMAND, Acuity Scheduling, Adobe Acrobat Sign, Adobe Campaign, Adobe Commerce, Agendize, Agile CRM, Agilezen, Airbrake, Airtable, Alchemer, Amazon Cloud Search, Amazon EC2, Ambassador, Amplitude, AnyMeeting, AppDynamics, Appointy, Apttus Contract Management, Asana, AskNicely, Avaza, Axon Trucking Software, Azendoo, Azuqua, AzureDesk, BILL Accounts Payable & Receivable, BambooHR, Basecamp, Batchbook, Beanstalk, BigCommerce, Bitbucket, Bitium, Blackbaud Raiser's Edge NXT, Blackbaud eTapestry, Box, Braintree, BrightRoll, Buffer, Bullhorn Jobscience, Calendly, Campaign Monitor by Marigold, Campfire, Capsule, Chargify, Chatwork, Close, Commerce Cloud, Confluence, Conga CPQ, Conga Revenue Management, Constant Contact, Copper, Datadog, Deputy, Docusign, Dropbox Business, ERP Cloud, EZasset Business Asset Management, Emburse Abacus, Eventbrite, Evernote Teams, Expensify, FinancialForce Billing, FinancialForce CPQ Advanced Quoting, FinancialForce ERP, FinancialForce HCM, FinancialForce Revenue Management, FinancialForce SCM, Flowdock, FreeAgent, FreshBooks, FreshMail, Freshchat, Freshdesk, Freshsales, Freshservice, FullContact, Get Satisfaction, GetResponse, GitHub, Gmail, GoTo Webinar, Google Ads, Google Analytics 360, Google Calendar, Google Cloud Monitoring API, Google Contacts, Google Docs, Google Drive, Gusto, HipChat, Hippo Manager, HubSpot CRM, HubSpot Marketing Hub, IBM Customer Experience, Insightly, Intercom, Intuit Data Protect, JIRA Service Management, Jira, Jobvite, Keap, Kenandy Cloud ERP, Kissmetrics, Knack, Kommo, Librato, LinkedIn for Business, Mailchimp, Marketing 360, Marketo Engage, Meta for Business, Microsoft 365, Microsoft Azure, Microsoft OneNote, Microsoft Outlook, Microsoft To Do, Microsoft Viva Engage, Mixpanel, Namely, NationBuilder, NetSuite, NetSuite CRM, New Relic, Nitro Pro, OneDrive, OpsGenie, Oracle Service, Ortto, PagerDuty, PayPal, Pingdom, Pipedrive, Pivotal CRM, Pivotal Tracker, Podio, ProWorkflow, Professional Services Cloud, QuickBooks Online, QuickBooks Online Advanced, QuickBooks Time, QuickFill, Quickbase, Quip, RegOnline, Replicon, Revel Systems, RingCentral Contact Center, RingEX, Rollbar, SAP Analytics Cloud, SAP CPQ, SAP Concur, Sage Accounting, Sage Business Cloud, Sage Intacct, Salesforce CPQ & Billing, Salesforce Marketing Cloud, Salesforce Platform, Salesforce Sales Cloud, Salesforce Work.com, Salesforce for Quickbooks, SalesforceIQ, SalesforceIQ Inbox, SendGrid, ServiceM8, ServiceMax, ServiceNow, ServiceNow Express, Shift4Shop, ShipTrack, Shipwire, Shopify, Showpad, Slack, Smartsheet, Splunk Cloud, Splunk On-Call, Stripe, SurveyMonkey, TaskRay, Tradeshift, Trello, TrueContext, Twilio, Twitter Archiving, Twitter/X, Unbounce, Veeva CRM, Velocity, Vend, Watershed, Wave, WebMerge, Webflow, Wishpond, Wistia, WooCommerce, WordPress, Workable, Workboard, Workday Adaptive Planning, Workday Financial Management, Workday HCM, Workplace from Meta, Wrike, Wufoo, Xero, ZenDesk Chat, Zendesk Sell, Zendesk Suite, Zengine, Zoho Analytics, Zoho AppCreator, Zoho Billing, Zoho Books, Zoho BugTracker, Zoho CRM, Zoho Campaigns, Zoho Connect, Zoho ContactManager, Zoho Creator, Zoho Desk, Zoho Docs, Zoho Expense, Zoho Forms, Zoho Inventory, Zoho Invoice, Zoho Mail, Zoho Meeting, Zoho Motivator, Zoho Notebook, Zoho Online Office Suite, Zoho People, Zoho Projects, Zoho Recruit, Zoho SalesIQ, Zoho SalesInbox, Zoho Show, Zoho ShowTime, Zoho Sites, Zoho Social, Zoho Survey, Zoho Vault, Zoho Writer, ZoomShift, Zuora, authorize.net, eSales Enterprise, iVend Retail, xMatters
Q. What level of support does Workato offer?
Workato offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat
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