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What is Workato

In recent times, software platforms have been on the rise. This is because companies carry out specific functions with the help of different kinds of software. For instance, a company might have Asana to manage the day to day projects, Salesforce for sale activities, NetSuite to handle accounting, and many more.

The software that was mentioned earlier might seem bizarre to some people. But if you're familiar with the recent trends, you'd have wondered how fascinating it'll be for software platforms to communicate with each other. This is where Workato comes into play.

Workato is an iPaaS (Integration Platform as a Service). It is an engine responsible for software integration. It has in-built connectors to integrate with a countless number of software systems. Example of these systems includes workplace chat pioneer, Slack, and enterprise solutions like Oracle.

Historically, custom codes and servers that move data from place to place are needed to make systems talk. However, things are different with Workato. A new integration specialist can now log in and make a selection of which system they love to start with. Afterward, they can sign immediately into the selected system and start making the systems converse with themselves via what is called Recipes. All the automation required in system integration is entirely taken up by Workato.

Workato Recipes and how it Works

Recipes are the friendly interface that was built by Workato. This interface gives a detailed guide while instructing your integration on what to do.

The trigger is the starting point of every recipe. It dictates when your integration starts. For example, your integration can be scheduled to when am existing job or lead is edited in your system or when a particular button is pushed.

Every recipe can have more than one action. These actions are the fundamental step by step processes that will be carried out through your recipe. Actions may include logging a new Deal in Salesforce, sending an automatic email via Outlook due to status changes, and creating a new task in Asana. In a real sense, Actions are the real work going on behind the scenes to achieve your end goal.

Automations that are Possible with Workato

Let us take a sales team using Salesforce for an example. Normally, the team spends an unreasonable amount of time re-entering data between systems. Would it not be great to have an effortless way for a new deal to be closed in Salesforce and also have a project started in Asana and finished quickly by the project team?

Interestingly, an automated series of operations can be put in place by Workato to make the above processes happen in a single click.

  • Firstly, a deal is closed by the team in Salesforce. This deal puts in play the trigger event.
  • The trigger event is picked up by Workato almost immediately.
  • The succeeding action is to automatically download all files related to the Deal in Salesforce.
  • A new project is then created by Workato in Asana. All the aiding documents needed are shown as an attachment.
  • Finally, a message is sent to the Slack channel by Workato. This message tells everyone that a new project has been created. It also conveys a link to allot responsibility.

The scenario above is among the major feature of Workato. This feature does not require any coding experience to use.

All the systems are connected with each other via a front-end provided by Workato. All that's required is for you to sign in and get started.

For users who are more advanced, HTTP connectors have been customized by Workato. These connectors allow custom development and coding. This means that an integration specialist Can create a recipe that is more powerful. It can be done with systems that have available APIs.

The Future of Workato

Lately, $25M in series B funding was secured by Workato. This funding is aimed towards the further development of Workato's flexible integration platform.

As you may know, digital transformation is the major thing in the minds of employees and business owners. In view of this, it is intriguing to know that platforms like Workato that provide automation capabilities are going to shape the future of work in a significant way.

Without the need to repeat tasks, businesses and enterprises will run more effectively. Also, workers will have experiences that are positive and productive. The opportunities are countless.

In conclusion, Workato aids the automation of business workflows. This automation is across employees, cloud apps, and on-premise apps. For instance, the automation of quotes may involve apps when it comes to cash business processes. These apps include Netsuite, Apttus, Bill.com, and Salesforce. With Workato, all workflow automation is done with ease.

It is also important to know that without automated integration, businesses and enterprises cannot harness the ample power of data in several applications. It'll also be daunting to keep re-entering data severally across applications.

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