How-Tos - Workato Product Hub

How-Tos

Workbot for Teams: Working with Salesforce Pt. 2

Workbot for Teams: buttons, recipe chaining, and passing parameters In this video, we’ll be expanding on the Workbot for Teams + Salesforce scenarios from Part 1, by incorporating the use of buttons, choice sets, and parameters to add a note ...

Jan Donyada

How-Tos

Workbot for Teams: Working with Salesforce Pt. 1

Salesforce is great, but… Salesforce is a powerful tool many people use to create new leads, track their accounts, and ...

How-Tos

Message Templates for complex XML

Creating an XML document is tricky. The default to_xml formula in Workato is great when we are dealing with simple XMLs ...

How-Tos

Level-up your Workbot UX: Updating bot messages

Updating bot messages So you’re an expert at posting messages to your users using Workbot – perhaps too good. Now your ...

How-Tos

Level-up your Workbot UX: Jira Confluence use case

Use case: Jira Confluence page search returns excerpt or full article via Workbot for Slack Let’s go through an example use case to illustrate what you can do with updating messages! If you haven’t already, check out the Updating bot ...

Read more
How-Tos

File streaming: Transferring large files with ease

Transferring large files in Enterprise Enterprises often have the need to transfer large files of few hundred megabytes from one system to another. Some popular use cases include: Move daily data dump files from database or ERP (such as NetSuite) ...

Read more
How-Tos

Slash commands using Workbot for Slack!

Hey, what’s up guys! This week, we release slash commands! Check out this video to see how you can use slash commands in a simple issue reporting use case using Jira and Workbot for Slack. Recipe used in this recipe ...

Read more
How-Tos

Using dialogs with Workbot

Did you know that you can easily create awesome dialogs on Slack using Workbot? Use them to collect structured data from your users. Check out the video below to find out how. Here are some of the recipe used in ...

Read more

How-Tos

How-Tos

How to Set Up Workbot for Eventbrite

Today we’re happy to announce the creation of Workbot for Eventbrite. Now you can bring the power of Workbot to your events by using the bot to automatically track registrants, sync leads, see daily reports, and more. Workbot is a ...

Read more
How-Tos

DocParser and Workato: Move Data from PDFs into Your Apps Seamlessly

The PDF Challenge: Despite the rapid pace of digital transformation and the advancements in technologies, the usage of PDF documents to keep data standardized and secure is ubiquitous. Whether you are a small business or a large enterprise; you work ...

Read more
How-Tos

Working with Lists, Part 1- The Making of Lists

This blog is Part 1 of a 3 part blog series that covers various facets of list processing in Workato recipes. This post addresses the relevance of lists in business processes, the various events in a recipe that produce a list ...

Read more
How-Tos

How to work with recipe versions

Why is versioning important? Whether you are writing code for a software application or publishing a blog on WordPress, designing assets for your website, developing photos for your portfolio, saving versions of your work after adding changes is an essential habit. Versioning is ...

Read more