What is your primary use case for Workato?

We use Workato for our G&A across finance, accounting, procurement, audit and compliance, HR, GTM which covers sales, marketing, customer success, as well as IT. Wherever we need process automation, APIs, reverse ETL, event-based automation, intelligent document processing, or need to build AI agents, that's where we are using Workato. Currently, I cannot share the exact count of users, but it includes the COE (Center of Excellence) and several lines of business including the marketing and HR departments.

I have used Workato for almost six months in my company to integrate different platforms using this Workato tool. The main use case of using Workato is that Workato is an integration platform, whereby if I want to integrate one platform with another, such as integrating SAP with Freshworks, I have to use Workato as a tool to integrate these two platforms with each other. The process of integrating SAP with Freshworks using Workato is pretty straightforward, and I really appreciate Workato in terms of integration because it is very simple and user-friendly when it comes to coding, and most of the part is a non-coding part. When there is complexity in functionality for one system, we have to do the coding on Ruby, which is also a fun part. I have used many integration tools other than Workato, and I find Workato quite easy to understand and fast compared to Integration Hub of ServiceNow, which is quite detailed and a little complex. Therefore, I found Workato easy and the speed is quite good.

The main use cases include API-related scenarios, sales cycle processes, and invoicing operations. This primarily involves the purchase journey of the company, where Workato serves as an integration tool for transferring customer data, invoicing information, and orders between systems.

There are plenty of use cases for Workato. We have a vendor management system, which is a different SaaS product, where Atlassian as a company onboards our vendors. We put a purchase order, they address that purchase order, and then they raise invoices, all on the vendor management system. We need to sync this information to our ERP system, as we use a different ERP for financial management. We sync the data of vendors getting onboarded and raising invoices into our financial system for payments. To sync the data from the vendor management system to ERP, we use Workato for integration. This includes invoices, credit memos, supplier onboarding, and changes to supplier bank details for payments. Internally, we also have an employee expense management system where employees submit expense details for reimbursement. Since this financial information needs to be synced, we sync employee details and expense claims into our financial system, which is again an Oracle product. I have utilized Workato's real-time data synchronization feature for managing vendor invoices sync to Fusion, which is our ERP application. Previously, we did batch syncing, meaning data synced weekly or daily, causing finance team members to have to review a bunch of invoices at once. With Workato, as soon as an invoice is put in our vendor management system, we sync it within two to three minutes, providing a real-time experience. This process improves vendor relations as it prevents delays in payments that could lead to breaches of payment terms or dissatisfaction.

The usual use cases for Workato include real-time data processing from either SFTP or SAS, and we have implemented multiple use cases for our clients in the past 3.5 years. For example, the employee data processing, where they use Workday to hold employee details, is the source for us to integrate data from Workday to multiple target systems, such as communications through Slack or meetings via Zoom. We also utilize ITSM tools such as remedy force services and several other core systems, syncing employee master data on a daily basis for onboarding, offboarding, and data changes. Another use case includes the security systems, where we implement badge access for new onboarding or visitors coming to the office. We have integrated various systems, from Workday to JumpCloud to Genentech and ITSM tools such as Freshservice. As a middleware, Workato helps us automate business workflows and reduce manual work, thus enhancing productivity and efficiency. Additionally, we have another client for whom we implemented financial transaction data integration from SAP to Kupa and different systems, showcasing Workato's role in data integration and business workflow automation. Real-time data synchronization is being used for multiple clients, where many SAS applications have real-time triggers. In Workato, we have triggers to receive data from sources, whether from an ERP system or any other system, and we have successfully implemented that real-time data sync. We use many of the pre-built connectors in Workato on a daily basis. There are numerous connectors that enhance our interaction with Workato. The number of connectors we typically use depends on the use case; for complex use cases, more connectors are required. It entirely depends on business requirements and specifications, so we cannot define a specific number of connectors.

I have been using Workato for the past two years now. Our current project was doing automation earlier with workflows using MuleSoft. These have now been moved to Workato for integrating systems for B2B. I work with the HR team here. We are trying to automate reports and integrations with HR vendors external to the organization, wherein we are sending files and reports, generating reports for our internal stakeholders, using the data we get from those external vendors. Currently, I am not using the real-time data synchronization feature. We are mostly working on the files that we gather. I use the pre-built connectors, such as SuccessFactors, which we are integrating. There are other systems which we are integrating. We have SAP HANA as well as ECC in the current environment, which is being migrated to HANA. We have several projects on HANA as well as on ECC that we are integrating. For HR, it is mainly SuccessFactors and ADP. We started working on it from past few years, but its approach is different from MuleSoft, where we have multiple layers to do similar things. In Workato, we try to reduce it as much as possible because the services are task-based.

I am an integration consultant, and I use Workato ( /products/workato-reviews ) for integration. Recently, one of my clients wanted to migrate from using Workato ( /products/workato-reviews ) to another platform, so I started exploring Workato to understand why it's attracting big clients. The focus has been on cost efficiency since the cost of other platforms is quite high. I noticed Workato is less expensive and offers similar integration capabilities.

We primarily use Workato ( /products/workato-reviews ) to extend functionality to legacy systems. We employ Workato ( /products/workato-reviews ) to orchestrate processes, gather information via other interfaces like Teams, and push it into our core systems. We also utilize Workato for onboarding processes, contractor management, and timesheets entries through Teams. Additionally, it is used for resource forecasting with Excel and Power BI, integration between our K2 system and Azure AD ( /products/microsoft-entra-id-reviews ) for identity management, and interfacing with external solutions for employee and project lists. Workato orchestrates Power BI for managing refreshes and notifications.

We mainly use Workato ( /products/workato-reviews ) for integration purposes where we need to integrate multiple systems. We mostly utilize it for data integration purposes.

I am using Workato ( /products/workato-reviews ) for integrating and automating solutions for finance, HR, and IT. Specific use cases include onboarding and offboarding for HR, handling invoices for finance, and creating tickets for customers.

I use Workato ( /products/workato-reviews ) as middleware for cloud integration within my organization. It is employed to integrate systems such as ERP ( /categories/erp ) and customer planning systems. The automation capabilities are particularly useful for onboarding a new employee, allowing for their access to be automatically set up across approximately twenty systems such as payroll, training portals, Salesforce ( /vendors/salesforce ), and SAP ERP ( /products/sap-erp-reviews ).

When I was at HighRadius, I was leading the integration team, and we were using Workato to integrate customer data from their systems to our systems. We needed to integrate data from various data points and bring it into HighRadius systems for client projects. This was the main use case for Workato.

We use Workato for iPaaS, which is like a middleware enterprise service bus. We use it for transformation, quick data migrations from one platform to another, and building connectivity. It's got over 300 pre-built connectors. We use it mostly for migration projects for quick benefits over traditional solutions.

We use the solution for enterprise integration, integration between applications, and enterprise data layers via IPR.

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

We use Workato as an iPad solution and a platform as a service. We take a subscription and build services on top of it. The services communicate with various enterprise applications. Some examples are Salesforce, NetSuite, and Workday, for billing, HRMS, and financing applications. So when we try to create a centralized integration environment, we use Workato as a platform service.

There are workflows available to integrate with other systems and automate the process. One of the typical use cases is on order processing. It's an eCommerce-based system connecting with the VTEX as the eCommerce platform and the backend as SAP. The solution is integrated with Slack, and some approvals are required through Slack. Once you receive an order from the portal or the mobile app, it goes for approval directly on the Slack channel. It then goes to the next level for an SAP check for quality or approvals, and then it moves to the actual processing and submission for delivery to the customer. This workflow is nice, and we worked with it recently.

It is used for customer onboarding and HR self-service. We are using it in finance as well. We are using its latest version. It is a cloud-native product. It is on a public cloud. We use their service. They're an iPaaS provider.