In a world where software platforms have become a dime a dozen and companies have countless systems that are in charge of very specific functions, you can wind up in situations where business data is scattered all over the place.
You may have Salesforce for your sales activities, Asana to manage your day to day projects, NetSuite to handle your accounting, and also Google Sheets, simply because someone in your HR department likes to put together lists in Excel format.
The above example might seem bizarre to some, or par for the course to others. If you’re in the latter camp, you’ve likely wondered what it would be like if all of these software platforms could talk to each other.
Enter Workato, a market leading iPaaS (Integration Platform as a Service). At its core, Workato is an integration engine. It has built-in connectors to integrate with a virtually infinite number of software systems, ranging from enterprise solutions like Oracle, to workplace chat pioneer, Slack.
Historically, if you wanted to make systems talk, you needed custom code and servers that moved data from one place to another. With Workato, a newly minted integration specialist can: log in, pick which systems they want to start with, sign directly into those systems – and start making them talk to each other using ‘Recipes’.
Workato essentially takes all of the ‘custom’ work out of system integrations.
What is a Workato “Recipe” and how does it work?
‘Recipes’ are the user-friendly interface that Workato has built to provide a step by step guide of what your integration should do.
Each recipe starts with a ‘trigger’, dictating when your integration kick starts. For instance, it can be set on a schedule, when a specific button is pushed, or when someone edits an existing lead or job in your system.
Each recipe can then have one or more ‘actions’. These actions are the actual step by step procedures that will be performed via your recipe. Actions might consist of things like creating a new ‘Task’ in Asana, logging a new ‘Deal’ in Salesforce, or sending an automatic email through Outlook when a status changes. Actions are the actual work happening behind the scenes to accomplish your end goal.
What kinds of automations are possible with Workato?
Let’s take the example of a sales team using Salesforce. Typically, an unreasonable amount of time is spent by the team re-entering data between systems.
Wouldn’t it be great to have an easy way for when sales closes a new deal in Salesforce, a new project is started in Asana and our project team can hit the ground running?
Workato can set up an automated series of operations to make that happen in a single click:
- First, the team closes a deal in Salesforce which sets up the trigger event.
- Workato picks up the trigger event almost immediately.
- The next action is to automatically download any files associated with the Deal in Salesforce.
- Workato then creates a new project in Asana with all of the supporting documents as attachments.
- As a final action, Workato sends a message to your Slack channel and alerts everyone that a new project is created – along with a link to assign responsibility.
The above scenario is an out-of-the-box feature of Workato that can be created with no coding experience required.
It provides a front-end to connect with all of these systems and many more, and all you have to do is sign in to get started.
For more advanced users, Workato has customized HTTP connectors that allow for code and custom development. This means as an integration specialist, you are able to create more robust recipes with any system that has an available API.
Recently, Workato secured $25M in Series B funding to further develop its intelligent integration platform.
With digital transformation hot on the minds of business owners and employees alike, the automation capabilities of platforms like Workato are going to significantly shape the future of work.
Without the need for repetitive tasks, organizations will operate more effectively and workers will have more positive productive experiences.
The opportunities are endless.
For more tips-and-tricks and how-to articles about Workato and Quick Base development, check out our full Knowledge Base. Here you can find articles ranging from the most basic features to more Outside of the Box ideas.
If you want help getting started integrating your business systems, get a complete integrations consultation for $100.
5 Ways To Improve Your Business Immediately
The easiest steps a business can take to optimize growth is by streamlining its monotonous daily processes. Understanding automation will allow your business to thrive in the 21st century!