138 Workato Testimonials

“We want to create an audit trail and a consistent story where we can see the lifecycle of an issue without reconciliation. Workato allows us to create a narrative of how we’re doing at Relativity. By enabling a process that’s driven by technology, our ITOps are seamless.”

"When you’re in a small business, you don’t have 6 months, you have 6 days to get a system working. We need to grow customer bases every day and I don’t have time to deal with integration. With Workato, I can do it myself in a day or two."

"Our partnership with Workato is strategic to our mission to streamline and unify the user experience in the workplace. The line between communications and collaboration is blurring at an exponential pace. Workato’s solutions are another proof point of the value derived when you use open APIs to break down the barriers of data across business applications by embedding messaging, collaboration and task automation into business workflows."

“When I share my integrations at panels or tell other administrators about Workato, everyone is floored by how easily you can integrate without code.”

“With Workato we can create our own recipes. The ability to be able to do our own integrations and expand on them ourselves is really important for us.”

“We’re using Workato as a bridge between Salesforce and QuickBooks. It’s allowing us to create QuickBooks invoices directly from closed opportunities in Salesforce. The integration further allows us to report revenue recognized by opportunity, which has significantly tightened up our sales compensation practices and associated cash flows.”

“It’s easy to see if something doesn’t happen. Not only can we customize error messages, but the recipes are also easy to fix or change.”

“We know the delivery team has all the info they need. Once we built the integration, we just turned it on. It just runs in the background; if there’s ever a problem, it informs JIRA Service Desk, so our support team can address it. It all happens invisibly.”

“With Workato’s Salesforce and QuickBase integration our front and middle office operations are running in perfect unison. The sales team can operate with read only access and we’re duplicate free.”

“Workato’s Shopify-Marketo integration makes it possible to measure the full impact of our marketing campaigns without a CRM. That’s a huge step forward, and Workato made the configuration easy for our team.”

“We can go into a discussion with one of our teams and create a solution on the spot. We can turn a demo over to them minutes after the meeting. Whatever they want, we can do it with Workato.”

“With drip marketing, even if a lead isn’t necessarily assigned to a sales rep, you can still have a follow through based on condition or prep that lead until they are actually ready to talk to a person. Then you can assign a rep to close the sale. The amount of sales people will go down because it’s automated, which lowers costs and increases conversions.”

“Having the updates from JIRA automatically go into Zendesk has had two effects. ETA requests from customers have completely stopped; they know that the fields will get automatically updated in their ticket and now they don’t need to ask. The second effect is when we inject comments in the Zendesk ticket, it indicates to all the stakeholders in the ticket that it’s ready to move into release or whatever status. Zendesk sends emails to everyone on the ticket which forces everyone who is involved to look at the status. This lowers delays as everyone is informed on the status. The process is much faster because people are reminded that something has changed. People really appreciate that and because it has a direct relation to one of our KPI’s which is resolve time, everyone is happy.”

“The customer doesn’t see these systems in place, but they will ultimately get better service. There is this intangible peace of mind that all of these things are working. We know that our apps are going to talk to each other and that the data is going to go where it needs to go thanks to Workato. That lets us take our customer support to the next level.”

“In my day to day work, because I deal with so many different roles and tasks, I’ve been able to save at least 2 hours daily from data entry. I started in a purely accounting role and now I’m doing more and more things because I’ve been able to gain so much time and insight on how our financial data comes into play. As we save time, we definitely save money.”