Choose apps, set a trigger and add multiple actions to automate
AppsCloud based or on-premise application that record or trigger various business events e.g. Salesforce(CRM), Marketo (Marketing), Workday (HR), SAP (ERP), ServiceNow (Operations), Zendesk (Customer Support)
TriggersBusiness events that will kick off the recipe to complete actions automatically.
Example: New opportunity is created in Salesforce, contract is signed in Docusign, ticket is updated in JIRA.
ActionsSet of events that you want to accomplish based on the triggering event.
Example: Create an invoice, notify on email and Slack, create a ticket in Zendesk.
Setup connections for the recipe to access data in the apps
Connections are containers for your account details for all different apps you plan to use in recipes.
Workato connects you with 300+ enterprise apps, and new apps are added frequently. Simply connect to the apps (e.g. Salesforce, Netsuite, Marketo etc.) your business uses and build innovations!
Start your recipes to automate complex workflows
Running a recipe is easy with click of a start recipe button!
Lossless Pause and Resume
Pause the tasks at run-time, apply changes and resume the tasks without losing data/events.