Workato Reviews

We are using Workato for three main use cases:

• Quote-to-cash automation: Automatic invoice creation in an accounting system based on opportunity status updates in CRM (Salesforce). Implementing bidirectional sync to ensure CRM (Salesforce) is updated when invoices are paid. 
• Lead cleansing: Cleansing our lead data using a third-party tool to validate contact email addresses. 
• Business insight reports: Building multiple data feeds (real-time, scheduled, and batch) into a centralized data repository, which is used for building reports and dashboards for business insights.

I find it very empowering that our account reps now get almost instant visibility into the payment status of their accounts. The bidirectional sync from the accounting system back to Salesforce allows for much faster cash inflow.

We initially had a lot of Salesforce leads and contacts that have gone stale and had no idea how to solve this problem. Workato helped us cleanse our database literally within minutes by making calls to an external third-party service.

With the confidence of a clean database, we can focus on executing marketing strategies to grow the business.

The improvements in our business workflows allowed us to focus on building our product and getting more customers, instead of worrying about integrations.

Our developers can now focus on building our core product, instead of worrying about building and maintaining integrations.

Ease of use: We had a very aggressive timeline to implement, therefore were looking for solutions that required minimal training to learn and use effectively. The trigger/action paradigm is fairly simple to understand. Additionally, the app connectors make it easy to get data from and post data to apps. I did not have to read any API documents or write any code. It was as simple as authorizing access to the app with my username and password. 

I could quickly build automations for some complex business processes by setting up a trigger event, followed by multiple steps which map to the sequence of logical actions in the business process. 

Even though I can write code, the recipe framework gave me the power and control I can get with code using an intuitive UI. The recipe also allowed quick iterations and testing to validate. In the end, the recipe reads like a series of simple sentences in English that describe what operations were being executed by the recipe. It was refreshing to see the combination of simplicity and power.

Speed and Agility: We evaluated other solutions and services to fit the schedule and budget. However, the other solutions either required an architectural overhaul of our systems, which was expensive and not viable or it was building custom integrations by writing code which would have taken several months. With Workato, we could easily connect to our existing CRM and accounting apps in minutes. The ability to quickly connect to apps, build basic integrations, and validate flows was very empowering for the team. Further, as we iterated on the integrations to implement addition business rules to manage exceptions, the autoversioning in Workato ensured all our changes were tracked and allowed us to revert quickly without losing any work. 

Extensibility via HTTP connector: Although Workato has prebuilt connectors for 100s of apps, one of the third-party services we planned to use for data cleansing was not supported. This, however, did not block us as we could connect to the third-party APIs using an HTTP connector. It is a nice little feature that makes Workato very extensible and does not confine you to using it only for integrating with apps that have prebuilt connectors.

As a business, we get a lot of customer requests to integrate our platform to their applications. Workato allows us to build a connector which allows all our customers to connect to their applications easily.

Workflow Automation: Besides basic integration for syncing data across multiple apps, Workato also enabled us to automate workflows that map to business processes. One of the hidden features that we discovered was the ability to automate long running processes that need to wait for human input. For example, adding a note/attachment of agreement to a Salesforce opportunity. The Workato recipe waits until the human input step (adding attachment) is completed and moves to the next step. This helped us eliminate using emails or verbal conversations to track the attachment updates, thus accelerating the process to close opportunities.

The platform is actually much more powerful than what it looks like on the surface. Lots of room for improvement to allow for discoverability of product features.

No issues so far. It has been great. 

Pretty good. No hiccups experienced. We actually hit our Salesforce API limits, but Workato has been okay.

Their customer service and technical support team is awesome. Besides showing me the basics of their recipes, they showed me the possibilities of Workato. The overall experience was very pleasant, too. I am looking forward to doing more with Workato.

Being based in Singapore, it would be good to have customer support in our working hours, too.

We were using initially using a point-to-point solution that got shut down. They worked well, but it did not allow a way for us to update the payment status in Salesforce automatically.

We were left with two options:

• An iSaaS product
• To engage an external consultant. 

We were not comfortable with using the former because it required us to completely rework the way we use our accounting system. We were also told that they would need two months to set up.

The setup is really straightforward. I got on a call with their support rep who walked me through the basics and the possibilities of Workato. I was able to set things up myself after that: connect my apps, create my steps and run the recipe. 

I did the implementation myself. I had a session with their support rep who walked me through the basics and possibilities of the platform, but their recipes were easy to setup. 

The setup is really straightforward. I got on a call with their support rep who walked me through the basics and the possibilities of Workato. I was able to set things up myself after that: connect my apps, create my steps and run the recipe. 

The integration was done within a week, what we thought might take us two months to complete. We get much faster cash inflow since account reps can stay on top of their accounts in a much more efficient manner. With a cleaner database, we can now spend our time and effort doing marketing and bringing more business in. The developers can also focus on building our product and not worry about integrations. 

It is hard to quantify the actual ROI, but it is definitely a huge productivity boost.

Considering the level of customizability and extensibility of the platform, I think the price is very reasonable for the amount of things we can enable. They go with a flat monthly subscription fee and it does not have hidden costs, like set up, licensing, implementation, maintenance, etc.

We also tried out Zapier, but were met with a lot of limitations. For example, their Salesforce update object action does not work well. They had a workaround ,but it was very cumbersome.

If there is something your existing solution cannot do, you should definitely check out Workato. They would probably have a very simple or quick way to get your job done.

The ability to integrate systems outside of the IT backlog.

Allowed us to work around a product limitation in our CRM to send emails from our Marketing Automation platform.

• Better team collaboration.
• More flexibility allowing other users to modify specific recipes.

One year.

No.

There are some issues with sending and receiving HTTP requests.

None.

I would give it an A+.

I would give it an A+. Whenever I have an issue, their team is always quick with a resolution.

Used Zapier, but switched because Workato's connector library and control switching is more robust.

Very simple to set up. Just put in your credentials and Workato does the rest.

In-house.

Incalculable.

Start small with a use case or two, then scale.

Zapier and Cloudpipes.

A 10 out of 10. I would recommend it.

I use Workato to build up some use cases, integration, and for automation features.

The platform has a user-friendly interface. It doesn't require any core technical knowledge. It is for business people. Whoever knows business requirements and functions can quickly build and leverage the platform. It is easier to use than other technical open-source technologies.

The platform's stability and support can be improved. It could have a lot of data transformation features. Additionally, they should include custom code languages like Java and Python. There should be more features to accommodate complex integrations and automation. Currently, it only has simple data mapping functionality, which needs to be improved for the use cases.

I have been using Workato for around six months for a small project.

From the deployment point of view, our customers encounter platform downtime where it does not serve the actual request on the systems. We have to perform some restarts and redeployments to bring it up. We also contacted the support team to log a complaint on this common issue. They are still improving.

We have medium and enterprise business customers for Workato.

The customer support is good. They have real-time chat facilities to go and talk to a tech support person. You can raise a case and follow up on the portal. 

Neutral

The initial setup is straightforward. The platform is accessible through a web browser. You don't have to worry much about development aspects. You can access the platform for data integrations. Once you have the licenses, you're ready to deploy your applications. From a development perspective, it is straightforward. However, the simplicity depends on the type of deployment. If you opt for simple deployment, handling it is straightforward. When you deploy Workato apps in a customer-hosted or optimize-based environment, you need to establish connectivity between your organization and the Workato platform. It can be done using a VPN connection. It might be more complex compared to other deployment options involving both databases.

The product's maintenance is straightforward and offers various features for monitoring work. They provide many features to trigger alerts among the application respondents. Everything is readily available.

The number of people required for maintenance depends on the scale of the project. 

Enterprises without an experienced technical team to build solutions can utilize Workato. It's user-friendly and easy to learn, with the Workato team offering email support for customer assistance. It is beneficial for handling everyday integration automation tasks. Therefore, people looking to set up use cases quickly with less coding expertise can go for the platform.

I rate the product a seven out of ten. 

Our primary use case is for all the integration we do for Coupa, the Salesforce.

The most valuable features are easy integration, quick tab to develop, quick tab to market, and the interactive integration platform.

I would like to see the dashboarding and reporting processes improved.

I have been working with Workato for the past two years.

They have been doing fixes to bring this growing solution to maturity. I would rate it a seven out of ten.

The scalability of the Workato on a scale of one to ten is an eight. There are currently more than one hundred users in the organization that use Workato on a regular basis.

I would rate technical support an eight out of ten.

I have used UiPath but the integration is not seamless. Workato is better for quick time market with integration.

The initial setup was pretty straightforward and takes around two weeks for implementation. You need to research and make sure it follows all of your company's security compliance policies. There needs to be an audit and agreement. The next thing will be getting an instance in their platform, then some details, and getting that set up. You will set up your environment, depending upon your organization, set up the different backgrounds, and get user access.

We are currently seeing more than forty percent of our return on investment.

On a scale of one to ten, the pricing is around a six. We have a consumption model and the pricing is higher. If you are using any kind of ML-based approach, machine learning, or some advanced analytics, you may have to pay more.

If you are looking out only for integrations, integration with different components, then they can link for Workato. But if they want to do more like an API, build an API, or get a platform only to create APIs and manage the APIs, right, there are some alternate other solutions and products which they can actually have a look at. We have MuleSoft specifically only for creating the APIs. But for integration, when it comes to enterprise-grade implementation, right, that is where Workato will be more helpful. But if it is only for a very smaller use case, only a limited set of users going to use it, then they may have to think of the cost and other factors, if Workato will be a good fit for that. I would rate Workato a seven on a scale of one to ten.