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Workato
What do you like best about the product?
The ease of integrating disparate systems
What do you dislike about the product?
Chat window popup every time you log in.
What problems is the product solving and how is that benefiting you?
Systems integration. Improved efficiency in numerous business processes
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Essential for Automation
What do you like best about the product?
The wide variety of connected apps and ability to customize exactly to my needs
What do you dislike about the product?
There is no app connection for Shipstation.
What problems is the product solving and how is that benefiting you?
We are able to save a significant amount of time automating wide variety of tasks. This automation removes the potential of human error and let's us customize tasks exactly to our needs
Recommendations to others considering the product:
Browse through the community recipes to get an understanding of how everything works.
Infusionsoft and Quickbooks Online Sync
What do you like best about the product?
Removes double-entry between applications (once recipes are setup and, when they work).
What do you dislike about the product?
Not plug-and-play between two very popular and widely used applications (Infusionsoft and Quickbooks Online). Expensive for limited functionality (in my opinion) for a company of our size (5 employees). Too time consuming for me to learn and create recipes on my own, even with the free webinars.
What problems is the product solving and how is that benefiting you?
Has eliminated some double-entry by creating new customers in Infusionsoft automatically when they are first created in Quickbooks Online.
Recommendations to others considering the product:
Do your homework. Someone with 1) a simpler Quickbooks Online configuration, 2) more time to learn and implement configuration of the Workato recipes, 3) more experience with this type of programming and a bigger budget for overhead could do a lot with this software. We use job #'s as sub-clients of the parent (actual client) and have some clients with multiple businesses and/ or multiple properties and this created a ton of challenges in the setup to avoid duplicates coming over from Quickbooks Online into Infusionsoft. So much so that we shelved the majority of cross-program functionality for now to focus on other things, thus we are only experiencing a small fraction of the integration possible. BTW: We are an Electrical and General Contracting Business.
Workato improves efficiency
What do you like best about the product?
Workato really helps to improve my teams efficiency by integrated disparate systems.
What do you dislike about the product?
Some services are missing, and I have to use other services.
What problems is the product solving and how is that benefiting you?
We use it to sync our AP and Finance software systems
Workato has saved us hundreds of man hours
What do you like best about the product?
It is easily configurable without needing to be a developer
What do you dislike about the product?
After changing the scheduled jobs you have to remap everything
What problems is the product solving and how is that benefiting you?
It has helped us integrate with other systems and streamline our workflows in real time
Zapier on steroids
What do you like best about the product?
Workato is a perfect blend between a simple out of the box connection with Zapier and a hiring a developer to create a custom integration. It can create complex integrations without the expense of a custom developer.
What do you dislike about the product?
I have not found anything to really dislike about Workato.
What problems is the product solving and how is that benefiting you?
I have been able to create integrations between CRM's and google calendar and other apps that helped to automate processes.
Recommendations to others considering the product:
Don't be shy to reach out to them for support or to help create complex recipies.
Excellent tool for helping automate our business
What do you like best about the product?
The connection of Xero and Infusionsoft
What do you dislike about the product?
I hired a consultant to help setup more advanced recipes
What problems is the product solving and how is that benefiting you?
parsing data between multiple applications
Recommendations to others considering the product:
I feel the product is worthwhile if you need applications to send data to each other, I'd hire an expert to implement more advanced features beyond standard recipes
The bridge to complete automation
What do you like best about the product?
It allows me to connect different apps that my company already uses into 1 centralized location.
What do you dislike about the product?
Constant contact is not a workable connection. This would greatly help us in marketing efforts.
What problems is the product solving and how is that benefiting you?
Our invoicing process is completely automated to the point where invoices are generated and sent out each month. We have cut out man hours and mistakes.
Recommendations to others considering the product:
If you haven't used workato before ore anything similar I'd suggest you use a 3rd party vendor to help.
Great experience, helps with Salesforce on a daily basis
What do you like best about the product?
They email you everything you need. It has been a breeze with workato.
What do you dislike about the product?
We have had no issues at all. It has been great!
What problems is the product solving and how is that benefiting you?
we were completely on paper and workato has made everything automatic and so easy!
Great product for third party integrations and automation
What do you like best about the product?
A large selection of connectors and different recipes.
What do you dislike about the product?
The documentation should be more detailed and provide more examples. Some of the connectors do not fully utilize the third party platforms api's.
What problems is the product solving and how is that benefiting you?
The ability to integrate third party platforms with just a point and click interface. This product allows you to build logic into your recipe which is very beneficial.
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