About Workato

Workato is an award-winning cloud automation and integration platform with enterprise-grade capabilities that is trusted by over 21,000 businesses. The solution seamlessly integrates with over 1,000 business applications and enables workflow automation across all those apps.

Easily build customized integrations to suit your business need with no coding knowledge required!

Workato was recently named an Integration leader by the Forrester Report and a Cool Integration Vendor by Gartner with the #1 ranking in low cost and #1 in value for integration platform.

Workato supports all your integration needs:

Sales:
- 360° Customer Intelligence
- Automated Opportunity Data Population
- Quote-to-order
- Customer Onboarding
- Order-to-cash

Support:
- Smart customer onboarding
- Intelligent support response with AI
- Acting upon your NPS
- Customer-driven development
- Trial, upsell & renewal optimization

Marketing:
- Lead triage and enrichment
- Real-time event attendance sync
- Ecommerce 360° customer view
- Smart follow-ups
- Preemptive churn prediction and upsell

Create integration recipes between all your cloud and on-premise apps.

Learn More about Workato over here: https://www.workato.com/integrations/

Pricing starting from:

US$10 000,00/year

  • Free Trial
  • Subscription

Key benefits of Workato

- As a sales, marketing, HR or finance professional, you can create and run these recipes (pre-built integrations) yourself. No need for developers or custom integrations that involve long development cycles.

- Integrate Salesforce with over 1,000 popular apps including ADP 2, Apttus, BambooHR, Basecamp, Bill.com, Box, Capsule CRM, Chargify, Concur, Deputy, Docusign, Dropbox, Eventbrite, Evernote, Expensify, Facebook, Feedly, FinancialForce, Force.com, FreshBooks, Freshdesk, Github, Google apps (Gmail, Google Calendar, Google Contacts, Google Sheets), Goombal, GotoWebinar, HipChat, HubSpot, Infusionsoft, Insightly, Intacct, Intercom, JIRA, Jobvite, MailChimp, Mixpanel, Namely, Netsuite, Pipedrive, Prontoforms, QuickBooks, Revel Systems, Replicon, Sage Live, Salesforce, ServiceMax. ServiceNow, Shopify, Slack, Stripe, SurveyMonkey, TSheets, Trello, Twilio, Twitter, Vend, Woocommerce, Wordpress.com, Wufoo, Xero, Zendesk, ZohoCRM, Zuora and more.

- Choose from more than 100,000+ pre-built integrations

- Create integration recipes between all your cloud and on-premise apps.

Devices

Business size

S M L

Markets

Australia, Brazil, Canada, China, Germany and 5 others, United Kingdom, India, Japan, Mexico, United States

Supported Languages

English

Pricing starting from:

US$10 000,00/year

  • Free Trial
  • Subscription

Images

Automate your Integrations across 1,000 + Applications!
Workato Enterprise-Class Features
Browse and use pre-built integrations
Intuitive Drag and Drop interface for simple data transfer
Various Triggers to sync update Data / Custom Objects
Complex logic, Conditional filters, Multi-step, Multi-apps - all in a single workflow
Job History Section for Reviewing Processed Records
View 8 more
Workato video
Workato screenshot: Automate your Integrations across 1,000 + Applications! Workato screenshot: Workato Enterprise-Class Features Workato screenshot: Browse and use pre-built integrations Workato screenshot: Intuitive Drag and Drop interface for simple data transfer Workato screenshot: Various Triggers to sync update Data / Custom Objects Workato screenshot: Complex logic, Conditional filters, Multi-step, Multi-apps - all in a single workflow Workato screenshot: Job History Section for Reviewing Processed Records

Features

Total features of Workato: 96

  • 360 Degree Feedback
  • AI/Machine Learning
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Action Management
  • Activity Management
  • Activity Tracking
  • Ad hoc Reporting
  • Affiliate Management
  • Alerts/Notifications
  • Applicant Tracking
  • Applications Management
  • Audit Management
  • Audit Trail
  • Auto-Responders
  • Automatic Backup
  • Bank Reconciliation
  • Batch Processing
  • Business Process Automation
  • Business Process Control
  • CRM
  • Calendar Management
  • Calendar Sync
  • Call Recording
  • Caller ID
  • Campaign Planning
  • Campaign Segmentation
  • Cash Management
  • Cataloging/Categorization
  • Cloud Data Integration
  • Collaboration Tools
  • Compression
  • Conversion Tracking
  • Credit Card Processing
  • Customizable Fields
  • Customizable Forms
  • Dashboard
  • Data Aggregation and Publishing
  • Data Connectors
  • Data Extraction
  • Data Import/Export
  • Data Management
  • Data Mapping
  • Data Recovery
  • Data Security
  • Data Synchronization
  • Data Verification
  • Data Visualization
  • Data Warehouse Software
  • Database Support
  • Demographic Data
  • Drag & Drop
  • ERP
  • ETL Tools
  • Email Management
  • Employee Database
  • Event Tracking
  • Filtering
  • GPS
  • Help Desk Management
  • Income & Balance Sheet
  • Integration Management
  • Integrations Management
  • Knowledge Base Management
  • Microsoft Outlook Integration
  • Mobile Access
  • Monitoring
  • Multiple Data Sources
  • No-Code
  • Online Booking
  • Payroll Management
  • Point of Sale (POS)
  • Pre-built Connectors
  • Process Change Tracking
  • Process Modeling & Designing
  • Product Catalog
  • Product Data Management
  • QuickBooks Integration
  • Real Time Data
  • Real-time Updates
  • Reporting/Analytics
  • SMS Messaging
  • SSL Security
  • Sales Management
  • Secure Data Storage
  • Social Media Integration
  • Templates
  • Third Party Integrations
  • Time Clock
  • Visual Workflow Management
  • Web Services
  • Website Integration
  • Workflow Management
  • eCommerce Management

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Reviews

Overall rating

4,7 /5
(31)
Value for Money
4,3/5
Features
4,4/5
Ease of Use
4,1/5
Customer Support
4,8/5

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Showing 5 reviews of 31
Brad E.
Overall rating
  • Company size: Self Employed
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

An essential part of any business' systems

Reviewed on 2017/01/03

My company is a contracting business in the energy efficiency industry with 20+ employees and $2-3M...

My company is a contracting business in the energy efficiency industry with 20+ employees and $2-3M in annual revenue. Workato has transformed how our business operates by enabling us to automate what once was time-consuming, error-prone manual processes. Using the automation of Workato recipes has enabled us to save money by getting more production out of the staff we have and prevented us from having to hire new employees or contractors as the company has grown. Those costs savings have greatly exceeded the cost of Workato.

Pros

The feature set and robustness of Workato is second to none. The breadth of customization that Workato allows in such a simple UI is truly remarkable and let's business operators without coding experience create complex integrations that would have cost us tens of thousands of dollars in custom development work. Workato blows other out-of-the-box integrations out of the water.

Cons

Getting our Workato recipes running with the level of detail and granularity of our business processes required a steep learning curve. The basics of the software are easy to learn, but learning how to use formulas and other more complex features required a good amount of trial and error. When errors occur withing recipes, debugging them can be challenging, particularly given that errors are most often returned by the API of one of the software that Workato is connected to rather than Workato itself.

Blake H.
Overall rating
  • Industry: Information Technology & Services
  • Company size: 2-10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

Great Product If You Know What You're Doing

Reviewed on 2017/03/07

As a consultant, I use Workato both in my own business and in multiple clients' accounts. I began...

As a consultant, I use Workato both in my own business and in multiple clients' accounts. I began using Workato because QuickBase promoted them as the preferred integrator when Intuit announced the sale of QuickBase. While they have a large number of pre-built connectors as well as the ability to setup HTTP calls, the process of building Recipes has an extreme learning curve, especially coming from a service like ItDuzzit. Additionally, the team often releases new or beta connectors without first having any supporting documentation, other than the connector's marketing page. Overall, they have a good product, but they seriously need to review their release process and the setup of their support portal.

Pros

Lots of pre-built connectors. Chat agents are generally very quick to respond.

Cons

Extreme learning curve - especially difficult if a user does not have any programming background.
Support documentation is often lacking - especially for new connectors. When documentation is provided, the content is often very thin and is typically mostly text, with few reference images.
Support portal provides no way to go back to your Recipe interface.
Support Tickets can sometimes take 2 - 3 days for a response.
Support Tickets have an internal "Priority", but no way for users to identify their own level of Urgency. From what I can tell, ALL tickets are given an initial Priority of "Low".
Pricing / Plans lack any real sense of transparency. While the main pages tell users that Integrations are divided up into "Base" and "Professional" apps, you have to search through the Support Portal documents in order to find any comprehensive list of "Base" and "Professional" and there is no document that does a side-by-side comparison of the various Plans. And, if you look at the QuickBase plans, the apps are referred to as "Tier 1" and "Tier 2" vs "Base" or "Professional".
Recipe logs only show information related to the last row of data processed.
No way to see a "schedule" of active Recipe's.

Greg C.
Overall rating
  • Industry: Computer Software
  • Company size: 11-50 Employees
  • Used Monthly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

A good integration platform

Reviewed on 2021/02/23

The workato support team and chat are very responsive and great to work with. They've been...

The workato support team and chat are very responsive and great to work with. They've been available to jump on calls with clients to help talk through workflows and potential solutions to their integration needs.

Pros

The Workato team is a pleasure to work with and their large library of pre-built recipes make setting up the connections a breeze. They also have a large community of users that have shared their custom recipes.

Cons

If you aren't using a pre-built recipe the learning curve can be a bit steep. If you have a failure find the error can be a bit complicated.

Paul M.
Overall rating
  • Industry: Computer Software
  • Company size: 51-200 Employees
  • Used Other for Free Trial
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Likelihood to recommend 6.0 /10

Has Potential to be Amazing!

Reviewed on 2018/11/04

I think Workato has great potential. It seems like their needs to be better guides and...

I think Workato has great potential. It seems like their needs to be better guides and walkthroughs for each App integration.

Pros

The recipes allowed a huge assortment of customizations to the automated "bots". Workato also supports most of the popular apps like sheets, slack, smartsheet, jira, etc... It is great for us that have a developer background as we can make changes to the code to update recipes.

Cons

I had many issues getting the apps to connect properly so they could be used. It was not intuitive to figure out how to make a recipe as well.

Andy M.
Overall rating
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Reliable DIY Integration We Trust

Reviewed on 2018/09/24

Pros

We are in the construction contracting business with 100 employees. Our primary use case was to have Workato keep our Salesforce and Quickbooks Online CRM data in sync and eliminate time-consuming manual updates. After a 1 month trial and some minor recipe tweaking, we found that Workato simply outperformed all of the other integration solutions we tested in terms of reliability and real "hands free" automation. The community has a wealth of pre-made recipes available that you can customize to suit your needs. Everything from the use of data pills, to the documentation is very intuitive and user friendly. The customer support team has been extremely helpful and responsive to anything that has come up. Our account rep Bala went above and beyond to get our first recipes running. We now plan to expand our use of Workato to help automate other crusty business procedures. I would recommend this product to anyone looking for DIY integration that delivers true automation without needing to be a developer.

Cons

When evaluating whether Workato is the right product for you, I suggest taking a close look at the available triggers etc. for the specific integration you're seeking. What Workato can manipulate, it does so accurately and reliably. However the only limitations we've encountered are with what is actually exposed by the target software's API (Quickbooks Online etc). It also took some legwork to ensure that other automatic background processes aren't triggering Workato constantly and blowing through the transaction cap.

Showing 5 reviews of 31 Read all reviews

Workato FAQs

Below are some frequently asked questions for Workato.

Workato offers the following pricing plans:

  • Starting from: US$10 000,00/year
  • Pricing model: Subscription
  • Free Trial: Available

BASE WORKSPACE (REQUIRED): - $10,000 per year - Unlimited apps - Unlimited tasks & jobs - Unlimited connections - Unlimited users RECIPE PACK ADD-ONS: - Pricing based on volume - Buy recipes individually or in packs - Packs come in sizes of 10, 25, 50, and 100 - Access 400,000+ pre-built recipes For the complete list of plans, visit https://www.workato.com/pricing

We do not have any information about Workato features

Workato has the following typical customers:

11-50, 51-200, 201-500, 501-1 000, 1 001+

Workato supports the following languages:

English

Workato supports the following devices:

iPhone (Mobile), iPad (Mobile)

Workato integrates with the following applications:

3dcart, ACCOUNTS, ADP Globalview Payroll, ADP Resource, ADP SmartCompliance, ASAP Systems, AWeber, Act!, ActiveCollab, ActiveDEMAND, Acuity Scheduling, Adaptive Planning, Adobe Campaign, Adobe Sign, Agendize, Agile CRM, Agilezen, Airbrake, Airtable, Alchemer, Amazon Cloud Search, Amazon EC2, Ambassador, Amplitude, AnyMeeting, AppDynamics, Appointy, Apttus Contract Management, Asana, AskNicely, Authorize.Net, Autopilot, Avaza, Axon Trucking Software, Azendoo, Azuqua, AzureDesk, BambooHR, Basecamp, Batchbook, Beanstalk, Bigcommerce, Bill.com, Bitbucket, Bitium, Blackbaud Raiser's Edge NXT, Blackbaud eTapestry, Box, Braintree, BrightRoll, Buffer, Bullhorn Jobscience, CA Flowdock, Calendly, Campaign Monitor, Campfire, Capsule, Chargify, Chatwork, Close, Confluence, Conga CPQ, Conga Revenue Management, Constant Contact, Copper, Datadog, Deputy, DocuSign, Dropbox Business, EZasset Business Asset Management, Emburse Abacus, Eventbrite, Evernote Business, Expensify, Facebook, FinancialForce Accounting, FinancialForce Billing, FinancialForce CPQ Advanced Quoting, FinancialForce ERP, FinancialForce HCM, FinancialForce PSA, FinancialForce Revenue Management, FinancialForce SCM, FreeAgent, FreshBooks, FreshMail, Freshchat, Freshdesk, Freshservice, Freshworks CRM, FullContact, Get Satisfaction, GetResponse, GitHub, Gmail, GoToWebinar, Google Ads, Google Analytics, Google Calendar, Google Cloud Monitoring API, Google Contacts, Google Docs, Google Drive, Gusto, HipChat, Hippo Manager, HubSpot CRM, HubSpot Marketing Hub, IBM Customer Experience, Insightly, Intercom, Intuit Data Protect, JIRA Service Management, Jira, Jobvite, Keap, Kenandy Cloud ERP, Kissmetrics, Knack, Librato, LinkedIn for Business, Magento Commerce, Mailchimp, Marketing 360, Marketo Engage, Microsoft 365, Microsoft Azure, Microsoft OneNote, Microsoft Outlook, Mixpanel, Namely, NationBuilder, NetSuite, NetSuite CRM, New Relic One, Nitro, OneDrive, OpsGenie, Oracle Service, PagerDuty, PayPal, Pingdom, Pipedrive, Pivotal CRM, Pivotal Tracker, Podio, ProWorkflow, ProntoForms, QuickBooks Online Advanced, QuickBooks Time, QuickFill, Quickbase, Quickbooks Online, Quip, RegOnline, Replicon, Revel Systems, RingCentral Contact Center, RingCentral Office, Rollbar, SAP Analytics Cloud, SAP CPQ, SAP Concur, Sage Business Cloud, Sage Business Cloud Accounting, Sage Intacct, Salesforce CPQ & Billing, Salesforce Commerce Cloud, Salesforce Marketing Cloud, Salesforce Platform, Salesforce Sales Cloud, Salesforce Work.com, Salesforce for Quickbooks, SalesforceIQ, SalesforceIQ Inbox, SendGrid, ServiceM8, ServiceMax, ServiceNow, ServiceNow Express, ShipTrack, Shipwire, Shopify, Showpad, Slack, Smartsheet, Splunk Cloud, Stripe, SurveyMonkey, TaskRay, Tradeshift, Trello, Twilio Voice, Twitter, Twitter Archiving, Unbounce, Veeva CRM, Velocity, Vend, VictorOps, Watershed, Wave Accounting, WebMerge, Webflow, Wishpond, Wistia, WooCommerce, WordPress, Workable, Workboard, Workday Financial Management, Workday HCM, Workplace by Facebook, Wrike, Wufoo, Wunderlist, Xero, Yammer, ZenDesk Chat, Zendesk, Zendesk Sell, Zengine, Zoho Analytics, Zoho AppCreator, Zoho Books, Zoho BugTracker, Zoho CRM, Zoho Campaigns, Zoho Connect, Zoho ContactManager, Zoho Creator, Zoho Desk, Zoho Docs, Zoho Expense, Zoho Forms, Zoho Inventory, Zoho Invoice, Zoho Mail, Zoho Meeting, Zoho Motivator, Zoho Notebook, Zoho Online Office Suite, Zoho People, Zoho Projects, Zoho Recruit, Zoho SalesIQ, Zoho SalesInbox, Zoho Show, Zoho ShowTime, Zoho Sites, Zoho Social, Zoho Subscriptions, Zoho Survey, Zoho Vault, Zoho Writer, ZoomShift, Zuora, amoCRM, eSales Enterprise, iVend Retail, xMatters

Workato offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat

Related categories

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