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.
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Workato Reviews
9 Reviews
Professional, Scientific, and Technical ServicesInformation Technology & Services8Marketing & Advertising1
Not designed for ETL, EDI or Enterprise Application Integration (EAI)
If a prebuilt recipe is not available, difficult for non-technical people to create
Not a no-code solution by any means
Issues with data corruption from OPAs in same group but different servers (OPA per step vs OPA per recipe is the cause, apparently)
Likelihood to Recommend
For simple, low data volume integrations where a prebuilt recipe is available, it can be used by Data Analysts, Business Analysts, or power users in finance or other departments to build simple integrations or connect to APIs.
We use Workato to connect Salesforce with Quickbooks. Although a native integration exists, it does not have sufficient capabilities for our needs. Workato allows us to pass customer and invoice information to QB after those invoice records have already been generated.
Pros
Workato is easy to get started and the interface is intuitive
It's a low/no code solution which keeps troubleshooting costs low
Cons
Errors generated are not always straightforward, and documentation around errors is slim
Likelihood to Recommend
Workato allows us to build integrations that do not need developer support to troubleshoot. It's not a replacement for a native integration, but for our use case, the integration capabilities are well thought out and thorough. Before using Workato or similar third party, it's important to work through the intended integration start-to-finish to make sure that the tool is actually capable of every use case.
Workato is being used as a middleware solution to send information from Salesforce to QuickBooks. Through a series of decision points, Workato will determine if criteria are met in Salesforce, Workato routes the data to either an existing Quickbooks customer, or creates a new record based on the sales rep’s info
Pros
Integration
Middleware
Cons
Pricing
ease of use
Likelihood to Recommend
If a client has the budget available and technical expertise, Workato is a good product. It is a bit more reliable than Zapier. It is very expensive, relative to the cost of other licenses, and non-profits are usually priced out of this solution. Knowledge of SQL might be needed so it’s not as user friendly
VU
Verified User
Manager in Professional Services (Information Technology & Services company, 51-200 employees)
Workato is used as an intelligent automation platform to integrate complex systems across the enterprise. Before Workato, new interfaces would take several months of deep dive requirements analysis, expensive development, and thorough, resource-intensive quality testing. By implementing Workato, API and integration tasks can be completed in days instead of weeks, allowing for truly Agile implementation.
Pros
Dynamic integrations allow for rapid development, testing, and deployment
Community Recipes leverage existing development and field mapping for accelerated integration
Support for Bots
Cons
Communicate roadmap of new features, on-premises adapter capabilities
Likelihood to Recommend
Well-suited for workflows and connections between one of the 400+ supported systems.
VU
Verified User
Director in Information Technology (Information Technology and Services company, 51-200 employees)
Workato is being used as an operational efficiency tool, integrating separate software solutions to drive business process improvement. The solution interacts with various departments throughout the organization (Sales, Marketing, Finance, Project Management) but is only visible to a few team members. The solution addresses information isolation, data entry and aligning the single source of truth throughout our organization. It assists us in aligning customer names, licensee information, lead generation, and marketing information throughout our organization.
Pros
Extremely friendly user-interface and platform. Easy to execute from a technical or functional role. This does not require a thorough knowledge in Rest/JSON/SOAP to quickly build out and test integrations.
Support and professional service from the Company is phenomenal. Always direct, responsive and thorough, respectful of our allotted time and spend.
The pricing plan is very generous. We continue to build out integrations in dev environments and when we determine they are successful, we can move into production and adjust our plans accordingly.
Cons
The primary emphasis I would recommend to Workato would be to continue to invest in additional pre-built feature sets. For example, certain API's wouldn't allow for an easy trigger. For example, on one particular integration, it only would trigger "new contacts" where I'd like to use this for updated as well. It took an hour of professional services to build a custom webhook. So I look at it both ways, it's beneficial you are able to execute this technique but it would be ideal to avoid that situation. Overall, continue to invest in the product.
I would appreciate more flexibility around the job logs. The platform itself performs well with logging, however, the ability to extract isn't as simple.
Likelihood to Recommend
Flexible integrations. You can make changes to integrations quickly and easily without technical assistance. If you understand your needs will continue to change, this is the product for you.
VU
Verified User
Professional in Finance and Accounting (Information Technology and Services company, 501-1000 employees)
Workato is used to connect our core CRM (Salesforce) with Xero (for accounting) and Harvest (for time tracking). It enables us to update client and project information once, and have the information disseminated across our operational systems while bringing back into Salesforce key data needed to serve our customers better. As a systems integrator ourselves, we've also implemented Salesforce into our client sites where we can not only create initial integrations but teach our clients how to add, manage, and improve their integrations in-house.
Pros
Easy to use interface allowing for non-technical people to create recipes for integrations.
Flexibility to build your own connectors in the event that an off-the-shelf connector doesn't exist.
Strong support despite the timezone difference (we're based in Australia).
Cons
Still growing out their library of pre-built connectors, sometimes feels other iPaaS providers have more available.
When a recipe fails due to poor data inputs, unable to clear out the failed job (the only option is to have it re-run successfully).
Likelihood to Recommend
Point to point application integrations and business process automation.
VU
Verified User
C-Level Executive in Corporate (Information Technology and Services company, 51-200 employees)
Workato is one of the automation tools used in our department. Workato is used to automate various IT processes to provision VPN, email and software licenses. This helps reduce the manual efforts done by the Help Desk and Account Management Team on a daily basis.
Pros
Integration with various cloud platform tools. Easy to integrate with cloud tools.
No code required. Action available as ready-made and reduces development and production time.
Very quick customer support where issues are fixed on the spot.
Cons
Copy function from one recipe to another recipe.
Scroll through the recipe.
Likelihood to Recommend
Well suited for integrating with ServiceNow and the provision of software licenses. Less appropriate for integration with Unix & Windows platforms and integration with VM tools.
It is being used by some departments with intention to roll out to anyone in the organiation with a business need.
We're currently using it to empower business users / non-engineers / power users to build integrations and automations with IT Engineering oversight/guidance, but without utilizing IT Engineering headcount.
Pros
Very low learning curve to get started.
Amazing live-person tech support for more ambitious projects.
Succeeds at core mission of bringing the power of systems integrations to new personas / profiles.
Cons
Custom security roles cannot be provisioned via SAML/JIT API.
Team/User management design could better support the "citizen developer" use case.
Slightly better troubleshooting features, specifically provide the full network dump when a recipe fails at the connection level during development.
Likelihood to Recommend
There's always more need for automations/integrations than there is supply of engineers/developers to build/maintain/support them. In a "desert island" scenario where if I had to pick one tool, it would be Workato. Not because it can do everything; because of the vast amount of things it's capable of, it does them exceedingly well. Making a powerful-but-approachable tool available to our workforce is key to scalaing because we are empowered to do more with less.
We targeted it for the integrations and automations for our business processes for sales and manufacturing, connecting between NetSuite, Salesforce and JIRA.
It is very straightforward to set up integration via Workato, so we ended up connecting more applications to it, including some in-house applications with REST APIs.
Pros
Recipes are powerful and yet simple and straightforward. They give all the programming concepts in a sleek user interface: conditions, loops, try/catch, refactoring.
Rich integrations. Workato supports many applications out of the box, and where it isn't, it is very simple to connect with HTTP REST APIs.
Logging. Workato has a long job retention, and you can see the input, output and timing of each step. VERY useful for debugging.
Cons
Centralized logging and search. It could be helpful to have all the job history across all recipes in one place, and to be able to search on it
Likelihood to Recommend
So far we did not come across any integration/automation that we needed to implement and ended up doing on another platform.
The platform is very powerful and yet simple to use, an unless you have custom HTTP connectors, the only thing left for you to do is implement the logic.
I guess that if you have a very complex and long logic you'd think implementing the automation in a script and run it somewhere else. But since Workato connects to standard applications very well, it just beats the learning curve of figuring out how to connect to the APIs on your own.
VU
Verified User
C-Level Executive in Information Technology (Information Technology and Services company, 201-500 employees)
