“Workato has been able to cover the role of a marketing coordinator or a marketing associate—somebody who might be posting those updates every hour or doing some of that manual work.”
“Without IT support, I needed a platform that allowed me to do marketing automation. If I didn’t find Workato, I would have had to go way over budget to hire someone to do the integration.”
"Workato has been instrumental in our digital transformation journey, by getting our ERP live, integrating disparate applications and data, enabling more business needs through automation, and helping us deliver and run with visibility into our global business. I don’t think we will ever stop doing something in Workato. It’s not like, ‘I’ve done my automations and I’m done with it.’ So there is always an opportunity, there’s always something you can make better."
“Once Workato notes that the contract has been signed in Zendesk and Salesforce, the workflow continues, notifying the sales rep and the underwriters that the contract has been signed. As the process continues, Workato is actually updating Zendesk and Salesforce to keep the statuses synced, We have several Workato integrations between Zendesk, Salesforce, and DocuSign, and using Workato has greatly improved that process.”
“When we decided to evaluate our options, I spoke with our product department, who had been doing some analysis on integration platforms that they could partner with. They recommended Workato.”
“Now we don’t have to manually book AP every month. Once we enter a bill into P2P, it creates a corresponding bill in NetSuite and posts it to AP. It stays there until it’s paid.”
“The first two years were really about building that foundation, setting up a tech stack for the business. Now in the third year of our transformation roadmap, my objective is to improve upon that foundation. I’m doing that in two ways: data warehousing and integrations.”
"With Workato, I was able to use the sandbox and easily create a connector. I was able to do it and understand how things worked. And now, if something's broken, I understand the flow and how to fix it."
"A tightly connected cash flow and financial processes is paramount to the business. My team can now deliver on that."
"Workato helped us to do more with less people, that’s for sure. We have 50 recipes. and that is because we have a platform that allows us to cover a lot of ground."
"My [non-technical marketing] team is able to go into Workato and make any updates that we need to make and any additions that are needed for the workflows."
"I already built API endpoints for some use cases where I would have not been able to with [our previous integration tool.]"
"We have migrated our data that we needed in Salesforce with Workato, which gives us very good control over what we’re doing."
“We’re automating this process so there’s no human involvement at all. Now we can automatically detect when an employee is added to the HR app, which will trigger user creation in apps automatically, based on that employee’s information in the HR app.”
“Workato offers a new future where digital transformation can happen very quickly and provide value in very short periods of time.”