November 2020 – Product Updates
2020 has been a year of challenges and transformations. In this season of gratitude, we at Workato are grateful to see our customers and partners moving forward as a community and continuing to change the way work gets done!
This month, we are sharing updates to the product that make automation for driving growth, remote work, and financial operations easy.
Although Workato provides a rich set of formulas, in-memory database for SQL transformations – occasionally both means to transform data are either inadequate or inefficient.
Until now Workato allowed you to create custom transformations using AWS Lambda and Ruby.
The ability to create custom transformations using a scripting language gives you the freedom to extend the platform to fit your needs.
NetSuite connector gets an “API-lift”
We have updated our NetSuite connector to use the WSDL from the SuiteTalk 2020_2 API. This gives you the latest access to objects introduced in past API versions. A variety of new fields for objects have also been introduced.
#SuiteTalk 2020_2 changes
- Payment Instrument added to Search object action
- New schema updates to over 70 objects across create, update, search and retrieve actions.
Also read: NetSuite Connector Documentation
Turbo-charge Eloqua to drive higher lead conversion
As a marketer, you are constantly looking to drive higher pipeline velocity, faster sales cycle, higher win rates, and higher lifetime value for customers.
Generating leads is only the beginning, and capturing them in Eloqua is not enough. In order to respond to leads, you must push your hottest leads to your sales team quickly.
But if your sales team is spending time researching the leads, calling incorrect phone numbers owing to poor contact information, or sending emails to defunct mailboxes you are not only losing time but losing opportunities to convert leads.
And if you are relying on syncing data between Eloqua and your CRM, sales, analytics & other systems manually, chances are your sales team is reaching out too late.
Simply put, poor lead data and manual operations results in poor conversion.
Now with the newly launched connector for Eloqua, you can accelerate your time to response with automations.
- Capture leads from virtual events on Zoom, Website or other sources into Eloqua.
- Connect Eloqua with Salesforce, Microsoft Dynamics CRM, or other to sync leads without any leaks, and eliminate duplicates with lead-to-account matching.
- Use sophisticated transformations to validate and clean contact information – no bad phone numbers, no misspelled names, or invalid email addresses.
- Easily enrich lead data with firmographic, demographic and organizational information using 3rd party services like Clearbit, ZoomInfo, D&B, DiscoverOrg
- Save time, increase speed-to-lead with rule-based routing to get prioritized leads to your reps faster.
- Load data from Eloqua into Snowflake for analysis and optimization
You can rapidly create automations that adapt to your GTM strategies and deliver results faster.
Less scrolling more speed with search fields
When working with objects in Salesforce, Workday, NetSuite or other apps, it is a challenge to quickly find the set of optional fields you want to map. It is even more daunting when you have to select from objects with 100s of optional fields. Now you can use search, instead of scroll, to instantly find the exact set of fields you want to view & use.
Pro tip: Use Ctrl/⌘ + F to open the search bar
Making conversations secure with Dialogflow v2 enhanced auth
Bots aren’t human, but they can hold conversations like humans. You can use Workbot with Google’s Dialogflow to design conversational experiences in Slack.
Users can simply ask “How do I reset my password? OR “Check my PTO balance for the year.” OR “What are the latest return to work policies?”
Behind the scenes, Dialogflow’s NLU engine interprets and generates the request for Workbot to fetch the necessary data from any combination of business apps.
To make these conversations more secure, we’ve enhanced the security when establishing a connection to your Dialogflow agent by rotating the key and refresh tokens.
Launch apps, webpages using link buttons in Workbot for Slack
Workbot for Slack now supports link buttons, which open web pages or additional messages in new tabs once clicked. Link buttons improve the user experience by reducing the number of clicks required to take action.
Now you can can easily open your next Zoom meeting directly from Slack, or load the company’s PTO request form with a single click.
Stay up-to-date on product features
We hope you’ve enjoyed this edition of Product Updates! Please visit our changelog for all of the latest updates.