Automate.io vs. Workato

Any information transfer between systems. They have a lot of different applications that integrate with their system, which saves a lot of tedious follow-ups.

Well Suited

• Business Process Work Flows, File Management, Small/Medium # of Records Queried (<~1000)
• Closing a sales deal in system one kicks off work flows in system two for implementation
• Notification of key events in system one via text, outlook event, etc
• While I note management of two-way integrations needs improvement, it is a strength of Workato and easier to set up here than in any other tool.
• Support for connectors business processes require (Docusign, Dropbox, Outlook, Quick Base, Salesforce, etc)

Needs Improvement -

• Management of two-way integrations. It's often a bit of a struggle to create the appropriate fields in both systems to ensure redundant jobs are not run nor infinite loops created. That said, Workato does provide some documentation to counter this.
• Working with Large Data Sets (1000+)

Incentivized

• The bot config process is really easy and intuitive
• Their Tech Support is really helpful
• It works with almost all the tools i actually use
• It doesnt give me errors
• It interaction with tools apis is really good

Incentivized

• Workato is very easy to pick up and use. You'll be creating complex recipes within days. The UI, workflow, formulas, and other features are very intuitive.
• Workato is very powerful. The native connectors it has to hundreds of software already, allows users to make substantial automation and integrations, but the HTTP connector makes it seem like it has no boundaries. If you are using software that isn't a native Workato connector but it has an API, you can use their HTTP connector to make calls to and from.
• Workato is always making improvements to its platform. This includes adding more connectors, more features, updating current connectors to be more powerful, or expanding on other tools it offers.

• Speed. Screens sometimes take a long time to load, and data lists occasionally load very slowly or not at all, requiring a refresh.

• Customization has a bit of a learning curve associated with it. Be prepared to expand your programming knowledge for any deep customization, however having the option to customize is critical
• Online training material is out there, but can be a bit cumbersome to read through and retain. More straight-forward online training material would help 10 fold

Excellent tool, offering excellent ROI.

We need to develop Enterprise Application Integrations and Workato was not designed for this

It is brilliantly superb.

Due to prebuilt recipes, Workato is easy to learn and use for non-technical users if their use case fits the existing recipes. It is not easy for non-technical users to create, modify, debug or maintain complex integrations that are outside the prebuilt recipes.

Amazing customer service! You can schedule a time to chat through the issue or use the chat. I've used each method once and both times they understood my issue and helped me resolve it. They were very thorough and persistent in determining the issue and fixing it. For example, July 1 on a Google Form was showing up as January 7 in Monday.com due to formatting conversions. After trying multiple versions to fix it myself, I couldn't get it corrected. Abhijeet from Automate fixed my bot to ensure the date was being reflected correctly in Monday.com and was patient enough to wait for me to test it several times. Customer service makes all the difference when you run into an issue and happy to report this crew rates an A+

They employ an extremely knowledgeable team of problem solvers. I've never had a disappointing interaction or one that has left me still searching for answers. I know that when I ask for help, they'll partner with me until we find a solution together

Incentivized

Make sure the person managing it knows APIs and Databases, so they can 'understand' what Automate does and offers. Without such conceptual understanding, Automate is too geeky. WITH such conceptual understanding, Automate is a Church Picnic easy.

We discovered that we could not use Workato for our more complex, large enterprise integrations. It was useful for simple workflows that matched the prebuilt recipes.

• Automate.io is way more friendly and easy to use
• Zapier is more expensive
• Way too many errors
• Zapier Api interaction is not the best

Incentivized

We found Workato to be easier to use, more powerful and more robust than other solutions we tested at the time. It simply does the trick and allowed us to implement all that we needed in all the precise details we needed. It gave us all the power, flexibility and autonomy we needed without bogging us down with unjustified complexity. Workato came through for us and that's why we keep using it after three intense years.

• Saves me 1-3 hours of work every single day.
• Automating data entry has allowed me to keep a great visual record of numbers and customers in Google Sheets instead of relying on checking individual orders on Shopify or individual emails, etc.

• Workato is an unusual type of software in that it’s very much middle-wear, which means it’s extra important for stake holders in your company (especially those who won’t be interacting with Workato on a daily basis) to see the ROI that Workato can provide. Typically ROI is in developer time, as well as replacements for other SaaS tools. For our team, we move 2X as fast and need 1/2 the developers, so the ROI is just incredible.