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Scalable Automations
What do you like best about the product?
The visual interface is really great and makes it easy to demonstrate automation logic to stakeholders. Job reports builds trust with stakeholders, as it makes errors and issues easy to identify and resolve.
What do you dislike about the product?
Some connections only cover basic actions and require customization in order to perform more specialized behaviors. An example of this is the Google Drive connection. It works great and supports several useful functions like searching for, creating, and moving files. However, a custom action is required to list all the files within a folder.
However, it seems like almost every month, they are releasing new and updated connections to fill in these gaps. I feel confident this is a short-term issue while they expand their catalog of connectors.
However, it seems like almost every month, they are releasing new and updated connections to fill in these gaps. I feel confident this is a short-term issue while they expand their catalog of connectors.
What problems is the product solving and how is that benefiting you?
Workato is great for reducing the tedious work and allowing staff to get back to doing the parts of the job they love. Some problems I've solved with Workato include:
syncing the creation of new employee records between HR, IT, Finance and ERP systems
transferring and cleansing data that was previously managed through massive excel sheets
updating business-critical spreadsheets in real-time
streamlining approvals for purchases, time off requests, etc
automating fulfillment records between software license deployment systems and sales/finance systems
fixing some inherent bugs within a single system (changing the status of a support case or escalating the case after a period of dormancy)
syncing the creation of new employee records between HR, IT, Finance and ERP systems
transferring and cleansing data that was previously managed through massive excel sheets
updating business-critical spreadsheets in real-time
streamlining approvals for purchases, time off requests, etc
automating fulfillment records between software license deployment systems and sales/finance systems
fixing some inherent bugs within a single system (changing the status of a support case or escalating the case after a period of dormancy)
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Easily able to make cross platform automations
What do you like best about the product?
I really enjoy the interface it's extremely helpful. I appreciate the ability to drag and select different platforms to create whatever automation you need.
What do you dislike about the product?
I think that there could be more user-guided documentation, when I was first starting out with workato i was having issues understanding what to do
What problems is the product solving and how is that benefiting you?
We are able to create automatic notification systems that send out emails to affected parties whenever we have an escalated ticket in our system
Amazing user friendly UI and flexible IPaaS system
What do you like best about the product?
Able to quickly test and fix the flow by toggling between Recipe/Test mode. Secondly, ability to use the previously created variables, not only that its intelligent enough to suggest the data pills as well
What do you dislike about the product?
Sometimes you have to switch between Text and Formula mode for some actions work, that will be a bit tricky in the initial days, but as you work and learn, it won't be an issue later on
What problems is the product solving and how is that benefiting you?
Integrating SOAP and REST-based APIs to automate some business processes helped my organization custom deliver and, in less time, the solutions with No Code/Low Code approach Workato support.
Very useful tool
What do you like best about the product?
I like the best is the ease of learning the product, it is very intuitive and easy to maintain.
What do you dislike about the product?
My main issue is with the log I get from Zendesk, a bit clunky.
What problems is the product solving and how is that benefiting you?
Mostly help me create flows in between 2 systems like SF and Zendesk.
keep everything in structure.
keep everything in structure.
Review
What do you like best about the product?
The documentation is great and it has allowed me to automate so many things.
What do you dislike about the product?
There are features that are missing but after yesterday's product roadmap reveal I am hesitant to complain.
What problems is the product solving and how is that benefiting you?
Custom workflows that my software doesn't support and integration solutions.
Workato Review
What do you like best about the product?
The support chat is by far the best. They are always so attentive and helpful, as I am still learning the ins and outs of Workato they are amazing!
What do you dislike about the product?
Sometimes there is buggy behavior or inexplicable failures in a recipe which can be frustrating.
What problems is the product solving and how is that benefiting you?
Marketing automation and saving people's time in not having to do essential tasks manually.
A no-code automation software that has pretty amazing functions
What do you like best about the product?
The custom actions that offer much greater customization and functionality in my automation recipe
What do you dislike about the product?
The lack of availability of resources to pick up knowledge on custom actions for applications
What problems is the product solving and how is that benefiting you?
Data archival automations were the main problems. The benefits of automation include very customizable functionalities and many ways to structure it.
Recommendations to others considering the product:
Consult the support team if you are unsure of anything. The product reps from Workato are well trained and very willing to help you if you are in a bind.
Very friendly
What do you like best about the product?
Drag and drop tool. Have many connectors.
What do you dislike about the product?
Doesn't have Q.
Not guaranty delivery. No lossly couple
Not guaranty delivery. No lossly couple
What problems is the product solving and how is that benefiting you?
Connection to NS that replaced the Priorety.
Best Integration Platform and a world-class support team
What do you like best about the product?
The platform offers features to kick-off integrations really fast, and in combination with their support team, accelerates the creation of company-wide integrations. Besides that, they have a Connector SDK and HTTP connectors that allow to connect to anything that implements API Keys, oAuth, among other forms of authentication.
What do you dislike about the product?
In the beginning, they had this billing model that charged you by connection. This was highly restrictive and in our case, was against the potential this tool had for us. Then they changed to a recipe-based model, that allowed us to have more than 40 recipes integrating several areas of the company.
What problems is the product solving and how is that benefiting you?
Besides the need for integration of several applications such as Salesforce, BambooHR, Greenhouse ATS, Quickbooks; The main problem we are solving is the need to have a team of developers dedicated to Digital Transformation. Since we are a Software Development Company, the developers we have are usually dedicated to our clients, and they are almost never available for internal projects, Workato came to solve the need for a developer and I was able to hire people based on other skills.
We are covering several processes such as Billing, Collection, Incentives, Recruiting, Onboarding and Offboarding, among other use cases.
We are covering several processes such as Billing, Collection, Incentives, Recruiting, Onboarding and Offboarding, among other use cases.
Recommendations to others considering the product:
Don't limit yourself when imaging integrations, start small but think about scaling the automated processes. Rely heavily on their support team, they will go far and beyond to get the job done.
Powerful platform, supportive team, responsive chat help, and quick-to-market automations.
What do you like best about the product?
I was amazed at the breadth of available connectors. The number of connectors coupled with custom https requests and error handling makes it possible for any technical expertise to write a recipe that integrates multiple systems and performs that integration automatically. Additionally, the community shared recipes gave me several ideas related to prominent CRM and ERP systems and how to bring them together.
What do you dislike about the product?
I truly can't point to anything absent from the platform based on my current utilization of the product. As our utilization of the platform grows, perhaps a weakness will be exposed but at this point there is nothing I can call out definitively.
What problems is the product solving and how is that benefiting you?
We are currently working on integrating electronic signature applications with our quoting system, syncing customers with central CRM systems, and emailing notifications to sales when new leads come in.
Recommendations to others considering the product:
I recommend going through the entire Automation Institute and as many video recordings as possible. Doing this will lessen the learning curve tremendously.
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