Workato is an integration and automation platform that allows users to connect their various apps and automate business workflows.
It offers a wide range of integrations with popular business apps, such as Salesforce, Slack, Zendesk, and more.
Workato provides users with a drag-and-drop interface to create automated workflows, or "recipes," which can automate tasks such as data synchronization, notifications, and data transformation. Additionally, Workato offers features such as real-time monitoring, data validation, and error handling to ensure the smooth functioning of automated workflows.
In Workato, a recipe is a set of instructions that defines an automated workflow. Recipes are created using a drag-and-drop interface and can be customized to suit specific business needs. A recipe consists of triggers, actions, and sometimes filters, which are linked together to create an automated workflow.
Triggers are the events that initiate the recipe, such as a new record being added to a database or a new email arriving in a mailbox. Actions are the tasks that the recipe performs in response to the trigger, such as creating a new record in another app or sending an email notification. Filters can be added to a recipe to specify certain conditions that must be met for the action to be performed.
Recipes in Workato can be used to automate a wide range of business workflows, such as lead generation, customer support, and data synchronization. They can be set up to run automatically or triggered manually, and they can be customized to suit specific business needs.
Workato provides a large library of pre-built recipes that can be used as templates for common business workflows, or users can create their own recipes from scratch. With Workato's intuitive drag-and-drop interface and powerful automation capabilities, users can create sophisticated workflows without needing to write any code.
Here is an example of a recipe in Workato:
Trigger: When a new contact is added to Salesforce
Action: Create a new subscriber in Mailchimp
This recipe automates the process of adding a new contact to a Mailchimp email list whenever a new contact is added to Salesforce. Here's how it works:
A new contact is added to Salesforce:
- The Workato recipe is triggered by the new contact being added to Salesforce.
- The recipe creates a new subscriber in Mailchimp using the contact's email address and other relevant information.
- The new subscriber is added to the designated Mailchimp email list.
With this recipe, businesses can ensure that new contacts are automatically added to their email lists, without needing to manually enter the information into multiple systems. Workato allows users to customize recipes like this one to suit their specific business needs, and to connect a wide range of apps and services.
Contract request template