Make vs. Workato

Integrating your CRM with Marketing Applications for data transmission and unity, GDPR compliance, syncing. Build a scenario for each specific (language or location) action. Managing certain actions and triggers based on links, some of the workflow solutions were not present in marketing tools and we need to create more complex process in Make to meet our needs. Lead and contact tracking from Social Media, updating our inventory based on user actions.

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 ability to integrate with any API
• The drag and the drop builder makes the process of automating tasks easier
• Rich library of the most used apps

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.

• Better navigational capabilities from scenarios
• Better use of AI or prompting for complex things like iterators/aggregators
• A "test mode" so that you don't have a ton of runs that are invalid or to be able to populate dummy data without wasting unnecessary operations to create it.

Incentivized

• 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

At this point, it is firmly embedded in the DNA of the business and to give up the ability to automate workflows and create integrations on the fly would be a terrible idea.

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

I think it is the easiest workflow tool that I have ever used. Drag and drop works perfectly, helping less computer friendly users to simplify and nest their workflows. Managers without IT experience are now dealing separately with most of issues on their own. Handover of tasks and workflows is also easier as it is possible to comment and explain everything inside one.

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.

The pricing schema is very attractive, almost 50% lower than the competition. You could start from free and then grow. It has a pretty big library of connections to other apps and services, which really helps you when everything is a mess. Integromat has a really easy-to-use interface. You could do almost everything with fewer than 5 clicks. Scenarios (automation steps to complete a routine) have graphics so you can configure them more easily.

Incentivized

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

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.

Integromat allows us to do everything we used to do on Zapier but it doesn't limit us to only the popular apps, with Integromat we're integrating custom APIs and we get data from different servers through GET requests and it's exactly what we needed and Zapier couldn't provide it.

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.

• Enabled us to solve use cases for hundreds of clients and hundreds of different platforms
• Provided the customization capabilities to automate accounting/invoicing processes that save dozens of man-hours a month
• Allowed us to build custom churn/retention/engagement scores that have driven a 20% reduction in churn

Incentivized

• 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.