Workato Information Reviews & Insights

Score8.8 out of 10

64 Reviews and Ratings

Community insights

TrustRadius Insights for Workato are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Business Problems Solved

Workato is a versatile integration platform that enables businesses to connect and automate different systems, improving efficiency and streamlining processes. Users have praised Workato for its ability to seamlessly integrate various business systems without the need for developer resources. With Workato recipes, users can create and update automation between systems like Salesforce, Marketo, Google Suite, and Slack. This has proven particularly useful for departments such as Sales, Marketing, Customer Success, IT, HR, Finance, and Product Development, as it allows them to sync data and collaborate more effectively.

One of the key use cases of Workato is in the onboarding process. The People Team and IT departments utilize Workato to streamline automation during new hire onboarding, ensuring a smooth transition for employees. Additionally, Workato has been adopted by businesses looking to connect Quick Base to other software platforms used by different departments. By automating the syncing process of customer and sales data across multiple tools, organizations are able to save valuable time and resources.

Another common use case for Workato is in managing integrations and automations for sales and manufacturing processes. The software's straightforward integration setup allows users to easily connect multiple applications, reducing manual efforts and improving efficiency.

Workato is also highly regarded for its ability to orchestrate information sharing across different systems in both cloud-based and on-premise environments. This ensures seamless communication and data sharing between teams, enhancing collaboration.

In addition to these specific use cases, Workato has been successfully implemented across various industries and job functions. From automating workflows and connecting systems to solving complex process challenges, Workato has proven to be a valuable tool for businesses looking to improve operational efficiency and align information throughout the organization.

While experienced users appreciate the flexibility of building their own recipes with Workato's user-friendly interface, beginners may find it confusing at first. Some users recommend paying for Workato's recipe-building services as an alternative.

Overall, the wide range of use cases and positive user experiences demonstrate the value of Workato as a powerful integration platform for businesses of all sizes and industries.

Workato Reviews

16 Reviews

InformationComputer Software12Internet2Information Services1Media Production1

Workato is not 'No Code', after all

Rating: 1 out of 10

Incentivized

January 27, 2022

Use Cases and Deployment Scope

We are looking for an IPaaS solution - the use cases are typical for hybrid-type integrations. That is, on-premise as well as cloud sources and targets. The scope of these use cases is enterprise-wide data sharing and transformation, along with cloud integrations. Systems involved would include Salesforce, Workday, Service Now, DB2, MySQL, PostgreSQL, among others.

Pros

Simple Interface
Lower cost than some IPaaS

Cons

Lack of functionality
Custom code required in spite of what marketing says
No, your secretary or janitor cannot write your Workato integrations

Likelihood to Recommend

Workato creates data chaos. -Relies on brittle legacy data patterns and techniques -Distributes dirty data between and across systems -Creates syncs with endless loops and duplicate records -Breaks with every schema change, system outage, or API issue -Requires custom code to meet common requirements

Verified User

Professional in Information Technology (Computer Software company, 1-10 employees)

Vetted Review

1 year of experience

Workato is extremely powerful in workflow/process automation and connecting a plethora of cloud-based platforms/systems.

Rating: 10 out of 10

Incentivized

April 2, 2019

Use Cases and Deployment Scope

Workato has been adopted by our entire organization; Sales, Marketing, Customer Success, IT, HR, Finance, PD, and more. The major business problem that Workato solves is connecting Quick Base (our platform) to other software platforms used by the above-mentioned departments, such as NetSuite, Zuora, Outlook, JIRA, Marketo, Box, Paylocity, and others that have open APIs. These connections allow us to have sources of truth in QB or to grab data from other sources of truth, like the financial platforms we use, and to then use QB to analyze that data. In addition to that, Workato is leveraged to connect QB to QB so that data can be passed seamlessly and instantly between applications.

Pros

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.

Cons

I have no suggestions for improvement at this time.

Likelihood to Recommend

Workato is well suited for the following situations:

Increase process or workflow automation
Increase connectivity and communication between cloud-based software
Increase data visibility across the organization
Reduce scripting/development costs
Reduce manual data entry or manual processes
Reduce end-to-end time in integration implementation
Improve the volume of live data
Improve cross-functional data flow from different teams within your organization

Daniel Callahan

Senior Application Developer at Quick Base (Computer Software, 201-500 employees)

Vetted Review

2 years of experience

View profile

Integration Inspiration

Rating: 10 out of 10

Incentivized

March 28, 2019

Use Cases and Deployment Scope

I use Workato to automate business processes throughout my company. It has allowed my team to drastically reduce our integration and deliver solutions to the business much more quickly. We use it to run critical business processes for nearly every department in the organization, including automated Opportunity Generation, Commission Calculation/Amortization, integrating our homegrown CRM and our Marketing Automation Platform, and several critical Finance integrations. We wouldn't be able to grow as fast without it.

Pros

Process Automation
Microservices
No code integration

Cons

Better governance
Dependency Analysis

Likelihood to Recommend

Workato is great for developing powerful business solutions quickly, without writing any code.

Verified User

Employee in Information Technology (Computer Software company, 201-500 employees)

Vetted Review

3 years of experience

Fast and easy automation

Rating: 9 out of 10

Incentivized

March 26, 2019

Use Cases and Deployment Scope

Workato is primarily being used as an automation and integration tool. We used it for the following use-cases:

Foreign currency rate integration and triangulation. We are receiving an XML file from our parent company on a daily basis and we integrate the rates into Netsuite. As an additional requirement, we have to perform a currency triangulation for some currency pairs which don't exist on the source file. Workato was able to perform the calculation with a simple formula.
Customer on-boarding from Salesforce into Netsuite.
Transfer XML file from Netsuite to bank sFTP with sign and encrypt. One requirement is to message the user through Slack whether the file transfer is a success or failure.
Integrate cash payments from Excel into Netsuite by creating a callable recipe. With the callable recipe, we were able to use our existing Excel tools without a complete redesign. We simply changed the ERP API connectors that we use to bring over payment records into our new ERP system.
Using Slack workbot to get customer information from Netsuite. Users may now get customer balances or transactions through Slack by just typing in keywords. They no longer have to log into Netsuite. This is particularly helpful if a customer support person is talking with a customer over the phone.

Pros

Process automation with multiple SaaS applications. It's easy to move records from one SaaS application to another.
User-friendly. Users need minimal technical knowledge to start using Workato. The workflow-oriented user interface makes the recipe easy to understand. The recipe is described in plain English and not in some technical jargon.
It has a look of built-in functions which are particularly helpful for non-technical users. I've seen functions in Workato which are usually not readily available in some other tools like.
Slack workbot integration. Easy to create recipes and Wizard-based recipe creation is available for beginners.
Technical support is 5 out of 5. They are always available on the chat room whenever you need them.

Cons

I would be nice to have a more automated deployment process like automatically changing connections when a recipe is deployed into prod.

Likelihood to Recommend

It is well suited to multi-step process automation but not an RPA tool. Also not for big data, I think.

Manolo Agustin

Sr. Finance Systems Engineer in Finance and Accounting at Opentable (Internet, 501-1000 employees)

Vetted Review

1 year of experience

Clear leader and best features in the iPaas market

Rating: 10 out of 10

Incentivized

March 22, 2019

Use Cases and Deployment Scope

At MCF Tech we have added Workato to our offerings for our clients. We have extensive experience in the integrations space. Workato has helped make integrations so much simpler, and allows us to serve our clients in a better capacity. We are also using Workato for our own internal processes to help automate certain processes, increase collaboration with our teams, and experiment with different systems.

Pros

The Workato Slack Bot and Microsoft Teams Bot are amazing for automating workflows directly from these engagement layers, and allows users to perform actions in various systems without leaving their IM client.
Using Workato to integrate from the source of data to other systems, for example from a CRM in Sharepoint to an operational database in Quick Base, makes for much better collaboration, sharing of data, cross-departmental report and visibility, and many other benefits to both IT and business users.
Workato has allowed us to move more away from custom coded integrations that can be very cumbersome to maintain and require a server to host. Now integrations are at our fingertips and can be maintained very easily, without any additional servers needed for hosting the integration.

Cons

I would like the ability to temporarily deactivate a step or series of process steps, in order to test changes in subsequent steps.

Likelihood to Recommend

Workato is utterly amazing for all things related to integrations and automated workflows. As a note, Workato does not provide a space for custom user interfaces or web pages where user interaction is needed, with the exception of certain bots. However, this is not the intended purpose of the tool, and Workato can certainly be used in conjunction with UI's in any system.

Rama Davis

QSP Program Director & Senior Technical Lead in Information Technology at MCF Technology Solutions (Computer Software, 11-50 employees)

Vetted Review

Reseller

2 years of experience

View profile

My new best friend

Rating: 10 out of 10

Incentivized

March 22, 2019

Use Cases and Deployment Scope

We use Workato both internally and recommend it to many of our clients as well.

Internal:
Workato has been fantastic in helping us automate workflows and connect our systems. It's just a fantastic 'ace' in the hole that we continually pull out when we're scratching our heads on a solution. I have yet to say no to the question 'can we do this with Workato?'

Our Clients:
In the 8+ years I have been doing professional services and consulting, I wish I would have had Workato with me the entire time. As a business analyst by trade, the ability to gather requirements and show a client a POC by the end of the same day (without consulting my development team!); I have felt like my skill-set has doubled since using Workato. We rarely take on a project these days where integration to another system isn't a critical requirement. It's been wonderful to have a tool in our box that can solve what can sometimes be showstoppers in a project from an effort and budgeting perspective. We've solved all sorts of problems, from things as simple as keeping document links from Box in sync between multiple web apps, to deep connectivity with on-prem apps that had been in IT's backlog for a decade.

Pros

Truly no-code: I am not a developer, but can now do the work of two.
Enhancing their product: constant updates and improvements.
An easy and intuitive UI.
Fantastic logging.

Cons

I'd love to see more a-la-carte pricing options.
Some kind of email trigger/parsing capability is a must.

Likelihood to Recommend

I think Workato is best suited within IT organizations who want a single tool to absolutely crush their backlog. It's really easy to see the value when you know you can knock out projects 1-xx at a stable monthly cost. It is sometimes challenging to recommend when the user clearly has a need, but only a single need, and not much clout with IT or personal budget to draw from.

Charlie Murawski

Director Of Technical Operations in Professional Services at MCF Technology Solutions (Computer Software, 51-200 employees)

Vetted Review

Reseller

3 years of experience

View profile

Workato - flexible, powerful, easy to use

Rating: 10 out of 10

Incentivized

March 21, 2019

Use Cases and Deployment Scope

In our organization, Workato allows our product support team to communicate directly with our product development teams while allowing each side of that equation to use the software solution that best meets their needs. Workato ensures that our users aren't required to use multiple systems or enter their data twice and are always up to date, minimizing the time and effort required to solve often complex customer support issues.

Pros

Does not require developer resources to implement or maintain.
Time to production is measured in hours including testing and end-user validation.
Flexible, allows you to test multiple approaches to solving a business problem.
Robust software that lets you build in error handling.
Changes can be made in production during business hours without impacting your users.
Exceptional and responsive support team

Cons

Improved support for Dynamics CRM data types like option sets.
Larger online library of self serve resources, specifically around debugging new recipes.

Likelihood to Recommend

Well suited for: Real time (or near real time) monitoring of new or updated records to trigger an action in a connected app.

Verified User

Project Manager in Information Technology (Computer Software company, 201-500 employees)

Vetted Review

1 year of experience

Workato always works

Rating: 10 out of 10

Incentivized

March 20, 2019

Use Cases and Deployment Scope

I personally use Workato to augment my systems and really make my workday easier to consume. From automation of alerts across multiple systems to keeping tracking of my-todos. No one system can do it all, and Workato doesn't mind what you are using, it just wants to make them all work together. I use it to manage projects, roadmaps, and personnel development. From Quick Base to Slack, I have a full-service helper to get my job done

Pros

I find the User Experience to be extremely easy to understand and get up and running with.
Key connectors, and the right set of actions. It's rare to find things they don't have that I need.
Features are incredibly well polished. Long-running steps, code snippets, a generic HTTP connector.... all of which are easy to understand and implement.

Cons

Navigation once you are building an app. It's always my header!

Likelihood to Recommend

* Enterprise integration.
* Single application automation.
* Across App Integrations.
* Process improvement.

Verified User

Director in Product Management (Computer Software company, 201-500 employees)

Vetted Review

4 years of experience

Workato: Great tool with amazing UI

Rating: 10 out of 10

Incentivized

March 20, 2019

Use Cases and Deployment Scope

The business applications team uses Workato to develop recipes to sync data between NetSuite, Salesforce and Concur. Our stakeholders are primarily the Customer Success and Finance departments. We use it as a real-time webhook listener. We send outbound messages from NetSuite and Salesforce to the webhook recipe which in turn processes the data, transforms it and syncs with other systems.

Pros

Extremely user-friendly and intuitive UI and we could get on-board with the recipe creation process in no time.
Lot of out-of-the-box connectors that really makes life easier for recipe developers.
Great logging functionality that stores data up to a year depending on the license and settings.
Amazing technical support: Whenever we had some specific questions on Workato, the solution engineers at Workato were pretty quick in responding and gave really good inputs on a workaround.

Cons

Slightly limiting in functionality: The recipes can be limiting in some cases. For instance, we do not have a direct way to update a variable in the recipe at various points.
Filtering on logs: We have standard filtering on logs based on the job status and date of run. However, It would be extremely useful to filter on logs based on various custom columns that we can create.

Likelihood to Recommend

Extremely well suited for straightforward integrations between systems (where a lot of data transformations and lookups are not involved). Due to its very user-friendly UI, it can be used by end-users too.

Venkataraman Sriram

Integration Engineer & Salesforce developer in Information Technology at Intapp (Computer Software, 201-500 employees)

Vetted Review

1 year of experience

View profile

Reduce your headaches and share more data with Workato!

Rating: 10 out of 10

Incentivized

March 20, 2019

Use Cases and Deployment Scope

We utilize Workato for nearly all job functions within our organization. As a reseller and integration specialist shop, we also implement and use Workato with nearly every client we interact with. It connects our CRM and PM tools to our ERP. We create automations within our systems and automatically transfer files between clients and ourselves, as well as internally. All of our consultants are well versed in the product and can support both internal and external recipes.

Pros

Reduces time and overhead by thoroughly connecting systems and driving workflow.
Allows seamless interaction among business units, saving headaches and painful hunting of data.
Increases visibility among executives as you can consolidate many systems to one, creating executive level summaries.

Cons

The interface is extremely user-friendly, but the integrations might require some architecting. The simplicity might give a false sense of confidence, which could lead to failing recipes, and unsatisfied clients. Utilizing a partner can significantly increase effectiveness and time to market, which could save money overall.

Likelihood to Recommend

Workato is well suited anytime you've got data that needs to be connected or workflows that need to be triggered. Overall, it's an extremely favorable tool that cuts down on the cost to integrate major enterprise systems vs. traditional integration development efforts. It really does allow for a single 'source of truth' or 'hub and spoke' model among disparate systems.

Kevin Shuler

Owner and CEO in Professional Services at Quandary Consulting Group (Computer Software, 1-10 employees)

Vetted Review

Reseller

4 years of experience

View profile

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Fast and easy automation

Rating: 9 out of 10

Incentivized

March 26, 2019

Use Cases and Deployment Scope

Workato is primarily being used as an automation and integration tool. We used it for the following use-cases:

Foreign currency rate integration and triangulation. We are receiving an XML file from our parent company on a daily basis and we integrate the rates into Netsuite. As an additional requirement, we have to perform a currency triangulation for some currency pairs which don't exist on the source file. Workato was able to perform the calculation with a simple formula.
Customer on-boarding from Salesforce into Netsuite.
Transfer XML file from Netsuite to bank sFTP with sign and encrypt. One requirement is to message the user through Slack whether the file transfer is a success or failure.
Integrate cash payments from Excel into Netsuite by creating a callable recipe. With the callable recipe, we were able to use our existing Excel tools without a complete redesign. We simply changed the ERP API connectors that we use to bring over payment records into our new ERP system.
Using Slack workbot to get customer information from Netsuite. Users may now get customer balances or transactions through Slack by just typing in keywords. They no longer have to log into Netsuite. This is particularly helpful if a customer support person is talking with a customer over the phone.

Pros

Process automation with multiple SaaS applications. It's easy to move records from one SaaS application to another.
User-friendly. Users need minimal technical knowledge to start using Workato. The workflow-oriented user interface makes the recipe easy to understand. The recipe is described in plain English and not in some technical jargon.
It has a look of built-in functions which are particularly helpful for non-technical users. I've seen functions in Workato which are usually not readily available in some other tools like.
Slack workbot integration. Easy to create recipes and Wizard-based recipe creation is available for beginners.
Technical support is 5 out of 5. They are always available on the chat room whenever you need them.

Cons

I would be nice to have a more automated deployment process like automatically changing connections when a recipe is deployed into prod.

Likelihood to Recommend

It is well suited to multi-step process automation but not an RPA tool. Also not for big data, I think.

Manolo Agustin

Sr. Finance Systems Engineer in Finance and Accounting at Opentable (Internet, 501-1000 employees)

Vetted Review

1 year of experience