Empowering business without compromising security and compliance

Collaborative governance brings in new capabilities to enable business teams and IT to work together while ensuring security, transparency and governance around integrations. Collaborative governance ...

May 2017- Sign in with OKTA, redesigned recipe workflow and multiple UX enhancements

May has been an eventful month and we are excited to share multiple UX enhancements and features that will make the recipe building experience more intuitive and improve the overall security and effic ...

Advanced Mappings and Transformations

Overview Recipes move data from one app to another. In order to do so, a recipe includes: Connections - this setup provides access to read data from and write data into apps Steps - business ...

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 ar ...

QuickBase + Workato: Big Updates like Native Webhook Support and More

QuickBase enables users to create apps without any code. Whether you need an app to manage your projects or to manage your leads as a CRM tool, QuickBase makes it possible. At Workato, our mission ...

Advanced Trigger Processing

What is a Trigger? Trigger is needed to nudge the recipe to wake up and look for business events to process. Examples: New contacts added in Google Sheets (327706) New tickets in Zendesk ...

April 2017- New Product Documentation, NetSuite Saved Search and Smart Folders

  Usability Enhancements   Product Documentation Workato product documentation is now available for everyone to access and reference. Whether you are a novice or an advanced user of ...

Files and Attachments

Files and attachments are an important component of many integration. e.g. uploading CSV files to Redshift, moving attachments from SalesForce objects to Zendesk, moving files from one storage locatio ...

Advanced List Processing

Learn more about how you can format lists for display, search and join, pluck to process a subset of the data pills in a list, perform arithmetic operations (sum, average etc), charting operations on ...

List Processing

You can view this webinar to learn more about using lists in recipes. Sources of Lists in recipes How search, get related objects actions generate lists How SOQL query or HTTP request ge ...

Do More With Lookup Tables

You can view this webinar to learn more about using Lookup Tables in recipes. How to create lookup tables Manually using lookup table editor Importing data from CSV Accessing Looku ...