application integration (ipaas)

Meet Workato

An integral part of your organization’s success is understanding that becoming a fully automated enterprise has moved from aspiration to necessity – and requires both a comprehensive automation strategy and the right tools. We have chosen to partner with Workato to offer the efficiency and convenience our clients.

Named Workato’s 2023 Breakout Partner of the Year – Americas

automate with ease

Workato Recipes

Workato is a single platform for integration and workflow automation that utilizes Integration Platforms as a Service (iPaaS), allowing users to quickly build automations across cloud and on-premise apps. These automations, or “recipes”, allow you to create low-code or no-code workflows in minutes. Using pre-built connectors for more than one thousand apps, databases, ERP, and more, Workato’s low-code/no-code platform allows you to build integrations at five times the speed of typical integration platforms. Workato offers:

  • A visually intuitive experience for quick and easy integration
  • Secure connections to cloud, on-premise systems and databases, legacy applications, and more
  • Effortlessly syncs data in real-time, on-schedule, or in batches
  • Utilizes a cloud platform that scales effortlessly

Recipes are the building blocks of any Workato automation and are used to automate workflows that can span multiple applications. A recipe is made up of three components: Triggers, Actions, and Connections.

  • Triggers

    The trigger determines when your automation will be executed. There is one Trigger for each recipe. Triggers can be initiated by specific events, time or webhooks.

  • Actions

    Your actions determine what work will be performed automatically. The kinds of actions you can take are dependent on your connections. There may be one or more Actions for each recipe.

  • Connections

    Connections are your integrated services involved with the automation. These connections can involve connections to external or internal applications.

Thank you Workato

We are Excited to be Named a Breakout Partner of the Year

rpa & ipaas

Working Together to Drive Results

api-driven automation

Sync Your Data, Amp Up Productivity, and Drive Revenue

APIs, or Application Programming Interfaces, are software mechanisms that allow applications to communicate with each other – enabling the automated transfer of data among multiple applications and systems, thus reducing the need for manual processes. There are many benefits to taking Workato’s API-driven approach to automating your business, including:

HR use cases

Automate to Attract and Retain the Best

Your people are your most valuable asset, so ensuring that you have the processes in place to recruit and keep the very best is crucial in today’s competitive landscape. With Workato, you can create automations that will give you the leg-up, including:

  • Job posting and approvals
  • Interview feedback
  • Onboarding
  • Equipment provisioning
  • PTO
  • Expenses
  • Offboarding & audits
sales use cases

Make the Most of Your Sales Opps

With automation, you can realize the benefits that come from optimizing sales processes – from lead generation to opportunity managements to deal closing and beyond. Workato can help streamline processes to ensure your sales team makes the most of every opportunity, including:

  • Intelligence target account selling
  • Actionable intent data
  • Product usage insights
  • Activity capture
  • Deal desk bot
  • Reporting
finance use cases

Automate Your Most Critical Business Processes

Automating important processes within your finance functions enable you to continuously collect and monitor data for the visibility and insights you need to make business decisions. Workato enables real-time reporting with automations for:

  • Order to Cash
  • Customer order fulfillment
  • Automate month-end or close
  • Accounts payables/Accounts receivables – invoice, payment processing
  • Procure-to-pay
marketing use cases

Elevate Planning, Performance, and Tracking

Streamline marketing activities from the top of your marketing funnel through the bottom with automations that make planning and implementation simple and tracking the ROI of your efforts a breeze, including:

  • Inbound lead routing
  • Attribution & reporting
  • ABM
  • Campaign set up & launch
  • Ecommerce
  • Webinars & events
customer success use cases

Deliver a Superior Customer Experience With Automation

In today’s world, customers don’t just expect – they demand – a seamless, convenient experience from start to finish. Workato makes connecting the many points of a customer journey easy, including:

  • Customer 360°
  • Provisioning & onboarding
  • Product usage insights
  • NPS and CSAT
  • Ticket management & escalation
it uses cases

Prevent, Identify and Resolve Issues with Automation

Share information and communicate seamlessly across multiple systems. Workato enables IT departments and teams to collaborate with tools for assignment and triage, including:

  • Employee helpdesk
  • Incident management
  • Asset management
  • SaaS license optimization
  • Security operations automation
  • Employee satisfaction survey automation
questions?

Talk to a Human

Our business may be bots, but we love talking to people. Whether you have a specific question, are considering a larger-scale project, or are just dipping your toes into automation–we’d love to hear from you.

Fill out the form or call us at 414.215.0980.