iPaaS Use Cases

harness the power of Workato

Better Efficiency for Every Department

iPaaS Use Case for Marketing

Marketing Use Cases

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
  • E-commerce
  • Webinars & events
  • Sales Use Cases

    By optimizing sales processes through workflow automation, your sales operations can benefit in every step of the cycle – from lead generation to opportunity management to deal closing and beyond. Application integration through Workato streamlines 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
  • iPaaS Use Cases Finance

    Finance Use Cases

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

  • Customer order fulfillment
  • Automate month-end or close
  • Accounts payables/Accounts receivables – invoice, payment processing
  • Procure-to-pay
  • Human Resources Use Cases

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

  • Job posting and approvals
  • Interview feedback
  • Onboarding
  • Equipment provisioning
  • Time off requests
  • Expenses
  • Offboarding & audits
  • iPaaS Use Cases for Customer Success

    Customer Success Use Cases

    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
  • iPaaS Use Cases for IT

    IT Use Cases

    Share information and communicate seamlessly across multiple systems with application integration and workflow automations. 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