Data processing efficiency increases with workflow automation but could improve on handling high volume data
What is our primary use case?
The usual use cases for Workato include real-time data processing from either SFTP or SAS, and we have implemented multiple use cases for our clients in the past 3.5 years. For example, the employee data processing, where they use Workday to hold employee details, is the source for us to integrate data from Workday to multiple target systems, such as communications through Slack or meetings via Zoom. We also utilize ITSM tools such as remedy force services and several other core systems, syncing employee master data on a daily basis for onboarding, offboarding, and data changes.
Another use case includes the security systems, where we implement badge access for new onboarding or visitors coming to the office. We have integrated various systems, from Workday to JumpCloud to Genentech and ITSM tools such as Freshservice. As a middleware, Workato helps us automate business workflows and reduce manual work, thus enhancing productivity and efficiency. Additionally, we have another client for whom we implemented financial transaction data integration from SAP to Kupa and different systems, showcasing Workato's role in data integration and business workflow automation.
Real-time data synchronization is being used for multiple clients, where many SAS applications have real-time triggers. In Workato, we have triggers to receive data from sources, whether from an ERP system or any other system, and we have successfully implemented that real-time data sync.
We use many of the pre-built connectors in Workato on a daily basis. There are numerous connectors that enhance our interaction with Workato. The number of connectors we typically use depends on the use case; for complex use cases, more connectors are required. It entirely depends on business requirements and specifications, so we cannot define a specific number of connectors.
What is most valuable?
The most valuable feature of Workato is that billing is based on task actions; whatever actions we take on the Workato platform will determine the task consumption and billing for each workflow. More optimized workflows lead to less billing for clients. Furthermore, they have introduced a Copilot feature for automation, helping build recipes and code with simple prompts. Additionally, they are developing AI solutions for clients. These are some top features, along with various others implemented per client specifications, such as CICD implementation and runtime connection changes.
The benefits of using Workato for our customers include automating business workflows and data integration. By addressing their manual efforts, which are time-consuming and prone to errors, Workato helps clients reduce costs while increasing productivity. We implement solutions that enable seamless data integration between different systems, minimizing time-consuming manual processes. A positive impact we see is cost reduction, as manual efforts are significantly lowered. For example, in production support teams, manual processes are streamlined through CICD implementation, allowing for a seamless integration of different environments with minimal errors and faster deployment.
What needs improvement?
In Workato, there are some limitations regarding very high transactional data in file formats. For instance, we have a 90-minute job timeout, and queues larger than 10,000 size will be purged. Additionally, processing large files requires chunking them into smaller sizes. The team is actively working on customizing the platform per client requirements and is rapidly releasing features to address these limitations.
For how long have I used the solution?
I have been currently using Workato and implementing the solution for the clients for more than 3.5 years.
What do I think about the stability of the solution?
Workato is quite stable, and they are continuously improving the product's stability by implementing various connectors that are already available.
What do I think about the scalability of the solution?
I am not sure about Workato's scalability, as that falls under the Workato team's expertise. We focus solely on implementation.
How are customer service and support?
We have communicated with Workato's technical support in the initial days. I would rate the technical support from 7 to 7.5; it may also depend on the different people we interact with, but I would rate it up to 8.
How would you rate customer service and support?
How was the initial setup?
The initial setup for Workato is relatively straightforward because it is a cloud application. The Workato team provides the necessary support for setup; we just need to specify our requirements, and they will create the access for us.
What other advice do I have?
I have been working with clients for Workato implementation, focusing on consulting and implementing solutions for their business needs. We automate basic workflows and handle various complexities to seamlessly integrate different SAS applications and other applications. Regarding the pricing of Workato, I don't have much knowledge because I haven't purchased it; that information primarily comes from their implementation team that handles client solutions. My overall rating for Workato is 8 out of 10.
Which deployment model are you using for this solution?
Public Cloud
If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?
Amazon Web Services (AWS)
Workato offers cost-efficient integration and ease of training
What is our primary use case?
As part of the integration team, we use Workato for integrating systems such as NetSuite and Oracle ARCS. Specifically, we design recipes in Workato using both connections to collect data from NetSuite based on saved searches. This includes accounts and GL balances, which we refer to as amounts. We gather these from saved searches in NetSuite, perform some transformations in the Workato recipe, and then transfer that data to Oracle ARCS. In Oracle ARCS, we create profiles for the specific data and transfer the amounts from NetSuite to the corresponding profiles, allowing clients to perform their monthly or quarterly reports based on this data.
I have worked with Workato's real-time data synchronization feature, such as collecting data from NetSuite and updating Oracle ARCS. This process is a real-time sync; every day at 6:00 a.m. PST, the recipe runs, executing saved searches in NetSuite to pull data and transfer it to Oracle ARCS. Additionally, I have worked on other projects involving real-time synchronization, such as from Salesforce to NetSuite, where we update account, brand, and country information in Salesforce. The recipe triggers in Workato based on specific conditions, and we pick up record details from Salesforce to update the same records in NetSuite.
Currently, we primarily utilize the NetSuite SOAP connector for many projects in my company. By using this connector, the NetSuite team internally creates some saved searches and provides REST API calls. We then utilize the HTTP pre-built connector in Workato to make API calls, process the information, and send it to the destination system. Using the pre-built NetSuite SOAP connector enables us to execute saved searches or SQL queries, allowing us to search for data cost-effectively for clients without requiring new connector purchases.
What is most valuable?
The best feature of Workato that I especially appreciate is its low-code, no-code platform. Many candidates find coding hard to grasp, so with this Workato platform, we primarily use low-code, no-code methods. In cases where a client's requirement is atypical and cannot be met using Workato connectors, we create a custom connector using SDK. Aside from that, we do not utilize any technical coding in Workato while developing recipes; we mostly leverage the platform. This is the main aspect of Workato that appeals to me.
The main benefits I have seen from using Workato include its ease of use and low complexity. For example, tasks such as data field mappings or data verification can be managed by clients themselves without needing to reach out to a Workato developer.
Regarding assessing the impact of recipe-driven automation on task management efficiency, we use a real-time approach. Instead of applying condition logics, we implement batch processing, where each batch contains around 50,000 or 30,000 records. We process those records in batches and utilize conditional statements, which reduces task utilization in this complex integration system.
What needs improvement?
From my point of view, a few improvements regarding Workato could include the notification system, which should inform clients or businesses quickly and be accessible through a mobile app. For example, Salesforce has a mobile app that provides notifications about errors or changes in business strategies. If Workato could develop a similar mobile app, it would be a great advantage for businesses and clients.
Apart from the mobile app, I believe incorporating AI would be a significant improvement for Workato. Furthermore, the recently used AI agents in Workato's chat support would be a great feature as well.
For how long have I used the solution?
I have been working with Workato for five years.
What do I think about the stability of the solution?
I have observed some minor stability issues with Workato, particularly related to connectors failing occasionally and delays in report sending.
What do I think about the scalability of the solution?
Regarding scalability, I haven't experienced any issues in my past projects; I find it easy to scale up or down.
How are customer service and support?
On a scale of one to ten, I would rate the technical support from Workato an eight, based on my experience with a few support projects for my company.
How would you rate customer service and support?
Which solution did I use previously and why did I switch?
I have basic knowledge of MuleSoft. Initially, at the start of my career, I built some projects on MuleSoft, connecting Salesforce and NetSuite using MuleSoft Studio. Additionally, I have industrial experience with Salesforce Admin tasks for Sales Cloud and Service Cloud and some knowledge in CPQ from Salesforce. Currently, I work as a member of the integration and data teams, managing tasks related to both areas, including Power BI reporting.
In terms of comparing Workato to MuleSoft or other iPaaS products, I find that Workato has a user-friendly interface compared to MuleSoft. MuleSoft includes many versions, while building recipes or programs in MuleSoft feels more complex compared to Workato. While MuleSoft is stronger in terms of available connectors and systems, I believe Workato has potential to be widely adopted as confidence in its use grows, similar to MuleSoft's current standing.
What was our ROI?
In terms of ROI, or return on investment, they mentioned that they charge for recipes based on time consumption. If we build callable recipes, those do not incur charges. For main recipes, there are charges, so by focusing on creating as many callable recipes as possible based on requirements, we can improve cost efficiency for the business.
What's my experience with pricing, setup cost, and licensing?
Regarding pricing, my core team members, including my senior member and manager, handle the licensing and setup costs. As I lead a few team members, they take care of the yearly costs associated with licensing and other financial aspects.
Which other solutions did I evaluate?
As an integration team member, we mostly utilize the Workato platform over MuleSoft and Dell Boomi. However, in the future, there may be considerations to adopt one of those platforms in conjunction with Workato.
From my experience, I highly recommend using Workato because it offers cost efficiency compared to other iPaaS technologies. The training process for newcomers is easier compared to using Dell Boomi or MuleSoft. Workato is simple enough to train individuals on, and its tool efficiency is enhanced when an experienced person manages it. Overall, I suggest businesses adopt Workato over alternatives such as MuleSoft and Dell Boomi.
What other advice do I have?
Currently, we primarily utilize the NetSuite SOAP connector for many projects in my company. By using this connector, the NetSuite team internally creates some saved searches and provides REST API calls. We then utilize the HTTP pre-built connector in Workato to make API calls, process the information, and send it to the destination system. Using the pre-built NetSuite SOAP connector enables us to execute saved searches or SQL queries, allowing us to search for data cost-effectively for clients without requiring new connector purchases. I rate Workato a nine out of ten.
Workato Experience
What do you like best about the product?
The way we reduce the entire hassle of connecting different app by using connectors in Workato. The Customer Support is also good and they would help u with recipe ur working if u face any errors.
What do you dislike about the product?
There are many features that are hidden behind other public ones that are helpful. I think that they could also bring something that would reduce the need for AI hub inference.
What problems is the product solving and how is that benefiting you?
Workato is solving the problem of reducing huge process of connecting to different apps and also by reducing the time consuming task by using various connectors to various different tasks in the environment.
Finance automation for billing
What do you like best about the product?
The easy integration with the available tech stack in Finance.
The recipe process is structured, and the tool has strong governance and flexibility
Customer Support and account managers are great professionals always going the extra mile to help you get onboarder
What do you dislike about the product?
Nothing major but there would be a learning curve for non-engineering professional. Team needs to be ready to allow training time.
What problems is the product solving and how is that benefiting you?
Revenue automation workflow
Best UI for a "Low code - No code" integration tool
What do you like best about the product?
What I like best about Workato is its powerful automation capabilities combined with an intuitive, low-code, no-code interface. It allows both technical and non-technical users to integrate apps and automate workflows quickly. The vast library of pre-built connectors and community recipes speeds up implementation. I also appreciate its scalability and enterprise-grade features like error handling and version control. Overall, it boosts productivity and reduces manual work significantly.
What do you dislike about the product?
For Workato Embedded infrastructure it is hard to roll out updates on certain integrations for all Client Profiles at once.
What problems is the product solving and how is that benefiting you?
As an embedded customer, Workato helps us seamlessly integrate automation into our own product, delivering more value to our end users. It solves the challenge of building and maintaining custom integrations by providing a flexible, scalable platform we can embed directly. This reduces development time and allows us to focus on core product features. It also enhances our offering with powerful automation capabilities out of the box. Ultimately, it improves customer satisfaction and speeds up our go-to-market.
Workato - A clever tool that you need to automate tasks across your business.
What do you like best about the product?
What I like best about Workato is its unparalleled ability to simplify and minimize tasks through automation, fundamentally transforming business processes. Its integration capabilities are truly exceptional, seamlessly connecting with platforms like Slack, Salesforce, spreadsheets, and various APIs. This extensive connectivity is simply "out of this world."
What truly struck me, especially during my journey through the free Workato Academy (which offers not just invaluable knowledge but also certifications that validate your expertise), was the sheer number of use cases I discovered. These insights made it clear how Workato could reduce workloads by more than 80%. I found myself constantly brainstorming and creating projects that leveraged Workato, witnessing firsthand how it streamlines complex business operations, making them both simple and remarkably effective.
The ease of implementation was another significant advantage; what could have taken weeks was up and running in a matter of days. Furthermore, the frequency of use has been incredibly high, often without me even needing to open the Workato application directly. Its automatic handling of requests ensures that critical processes are continuously managed in the background. Honestly, without Workato, I can't imagine the extensive efforts and resources we would otherwise need to achieve similar results.
What do you dislike about the product?
While Workato provides excellent free subscriptions for learners, my main concern is its complex pricing structure. If automated workflows (recipes) aren't meticulously optimized, costs can quickly become very high. This is because pricing often scales with usage, meaning inefficient recipe design can lead to unexpected and significant expenditures. This complexity demands a proactive approach to recipe design and continuous usage monitoring. Without a clear understanding of how each automated action impacts the bill, businesses might find the financial benefits of automation overshadowed by unforeseen costs.
Additionally, while customer support is generally responsive, I've found that the resolution isn't always satisfactory. For instance, when I encountered an issue where Workato was tampering with files during uploads to Salesforce, the support team requested a live demonstration at their convenience. This was challenging and ineffective for me, as I was reluctant to disclose sensitive information in that manner. A more desirable approach would have been for them to provide standard troubleshooting steps or a solution with clear instructions, rather than requiring a live session that presented privacy concerns.
What problems is the product solving and how is that benefiting you?
Workato excels at solving the challenge of complex and time-consuming data integration and automation, particularly for non-technical users. For instance, I was developing a project that needed to fetch data from a spreadsheet, process it, and then push it to Salesforce. Traditionally, this would involve direct integrations, extensive coding, and custom flows – a highly time-consuming process. Any future edits would have been a nightmare for the non-IT users this project aimed to serve. This is where Workato became a game-changer. With Workato, I could easily connect the spreadsheet and Salesforce using simple click actions. The drag-and-drop interface within the recipe builder allowed me to achieve the entire requirement without writing a single line of code. Updates or modifications also became a matter of a few clicks, and the easy monitoring features were incredibly helpful. Beyond the initial scope, I was also able to extend functionality by integrating with platforms like Slack and DocParser, adding valuable capabilities that were not even part of the original click-based requirements but proved immensely beneficial.
Seamless and empowering, enabling efficient, flexible automation across our systems.
What do you like best about the product?
What I like best about Workato is its endless possibilities and flexibility. It empowers us to automate complex workflows across multiple systems with minimal coding, while still allowing deep customization when needed. The platform adapts to virtually any use case, making it a powerful tool for both simple integrations and enterprise-level automation.
What do you dislike about the product?
Honestly, there’s nothing I dislike about Workato. It’s intuitive, powerful, and consistently meets our integration needs without major limitations.
What problems is the product solving and how is that benefiting you?
Workato is solving the problem of repetitive manual tasks by automating workflows across our tools and systems. This saves significant time, reduces human error, and allows our team to focus on higher-value work instead of routine data entry or process management.
Vaibhav's Review
What do you like best about the product?
The UI/ UX of Workato is top-notch and very easy to integrate with any application.
What do you dislike about the product?
The logging/debugging mechanism can be better.
What problems is the product solving and how is that benefiting you?
Having One-Stop solutions and building a Monster product by Integrating with different applications.
Automate with Workato
What do you like best about the product?
It is very easy to to build automation and monitor them
What do you dislike about the product?
They invest too much in multiple features (making them not good enough)
What problems is the product solving and how is that benefiting you?
Real time automations
logic that cloud apps cannot provide
Integration orchestration
One of the best integrations platform
What do you like best about the product?
Workato integration implementation is very easy, does not require any coding skills. You can just integrate the applications in minutes. As a boomi developer in past, I did not have any learning curve, it was that easy. It is quite impressive in its customer support and community. I reached out to customer support many times, and I was able to get my answers. In fact , support team helped me in technical review as well. Quite impressed with its features e.g., List, hash etc. In fact, formula modes in fields are great. As compared to boomi, where we need to configure quite big logic for complex transformations, here it can be done in a single formula field.
What do you dislike about the product?
Some of the functionalities are missing such as e.g., Salesforce lead conversion operation not available, application error code can not be directly accessed. As it recipe grows vertically, sometime it becomes difficult to match the code blocks.
What problems is the product solving and how is that benefiting you?
We are implementing the Order to Cash process for client. It is great fit considering their business processes.
