{"id":1266,"date":"2018-11-12T17:24:09","date_gmt":"2018-11-12T22:24:09","guid":{"rendered":"https:\/\/blog2wrkdev.wpenginepowered.com\/awl-customer-journey\/"},"modified":"2026-09-29T06:46:26","modified_gmt":"2026-09-29T10:46:26","slug":"awl-customer-journey","status":"publish","type":"post","link":"https:\/\/blog2workato.wpengine.com\/awl-customer-journey\/","title":{"rendered":"Automations We Love: How the #1 Collaboration Platform Automatically Unlocks Features as Invoices Process in Workday Financials"},"content":{"rendered":"\nToday, many companies offer users a free account at first while encouraging them to later switch to a paid membership. This is known as the freemium model, and many notable companies like Spotify, MailChimp, and Google rely on it to drive growth.\n\nFor the freemium model to be effective, it needs to be backed up by a strong customer journey. This is true for any business model, in fact: even if your company uses a more traditional pricing structure, there are still key upsell milestones along the customer journey. A customer might purchase additional products, for example, or upgrade to a higher service tier.\n\nFrom a technical and staffing standpoint, these milestones require a lot of coordination. Once the sales team closes the deal, they have to update the CRM. From there, billing information must also be updated in your accounting program or ERP. And that\u2019s all before<\/i> the new products or services can be made digitally available to the customer.\n\nBecause there are so many steps to orchestrate, the process can take a lot of time. And making a customer wait to enjoy their new purchase is never <\/i>good. It can make them feel buyer\u2019s remorse, disrupt their relationship with your brand, and even impact retention. Wouldn\u2019t it be great if you could unlock digital products faster, without placing a greater burden on your sales, support, and accounting teams?\n\nBy tying your apps together into cohesive, end-to-end workflows, intelligent automation can do just that. It can make your customer milestones smoother and more enjoyable for everyone involved. Here\u2019s how the world\u2019s #1 collaboration platform unlocks paid features automatically, as soon as invoices process\u2014no manual work or coding required!\n\n
\n\nWho?<\/b><\/span> The world\u2019s #1 enterprise collaboration software is used by thousands of businesses worldwide to send messages, share files, host conference calls, and more.\n\nWhat are they doing with Workato? <\/b><\/span>Closing the gap between finance and customer success by automatically unlocking paid features.\n\nThe Challenge:<\/b><\/span> As a rapidly growing SaaS company, the #1 collaboration platform needed to streamline the processes of onboarding new sign-ups and unlocking paid features. When a user starts paying for additional features or users, those features should ideally become available as soon as their payment processes. But because user data is stored in their internal app and financial information lives in Workday Financials<\/a>, it was challenging to unlock features in real-time.\n\nThe Solution: <\/b><\/span> As invoices are processed in Workday Financials, Workato automatically sends the information to the company\u2019s custom app so that users get instant access to newly purchased features.\n\nThe Results:<\/b><\/span>\n