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Recipe 101 Recipe Basics Building and Modifying Recipes Formula Mode Tips and Tricks Common Use Cases General Best Practices Recipe FAQs
App Resources Amazon S3 Box Callable Recipes Concur Dropbox Eventbrite Gmail Google Sheets Google Calendar HTTP Infusionsoft Intacct Intercom JIRA LinkedIn Mail Marketo Microsoft Dynamics CRM Netsuite Quickbase QuickBooks Desktop QuickBooks Online RingCentral Salesforce Scheduler (Previously: Clock) Shopify SurveyMonkey SQL Server Utilities Workbot for Slack Watson Tone Analyzer Workday Xero Zendesk
Partners & Developers Developer Partner Resources
Troubleshooting Troubleshooting Basics Generic Errors Non-error Issues Concur Eventbrite Google Sheets Google Calendar Infusionsoft JIRA Mailchimp QuickBase QuickBooks Online Raiser's Edge NXT Replicon Salesforce ServiceNow Shopify Xero Workbot for Slack Zendesk
Formula Mode Tips & Tricks Date/Time Formulas Text Manipulation Formulas
Recipe 101 Recipe Basics Building and Modifying Recipes Formula Mode Tips and Tricks Common Use Cases General Best Practices Recipe FAQs
App Resources Amazon S3 Box Callable Recipes Concur Dropbox Eventbrite Gmail Google Sheets Google Calendar HTTP Infusionsoft Intacct Intercom JIRA LinkedIn Mail Marketo Microsoft Dynamics CRM Netsuite Quickbase QuickBooks Desktop QuickBooks Online RingCentral Salesforce Scheduler (Previously: Clock) Shopify SurveyMonkey SQL Server Utilities Workbot for Slack Watson Tone Analyzer Workday Xero Zendesk
Partners & Developers Developer Partner Resources
Troubleshooting Troubleshooting Basics Generic Errors Non-error Issues Concur Eventbrite Google Sheets Google Calendar Infusionsoft JIRA Mailchimp QuickBase QuickBooks Online Raiser's Edge NXT Replicon Salesforce ServiceNow Shopify Xero Workbot for Slack Zendesk
Formula Mode Tips & Tricks Date/Time Formulas Text Manipulation Formulas
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How do I sign up for Workato (Request a Demo)?Thu, May 7, 2020 at 11:51 AM - From our homepage, you can simply provide these details: Full name Work email What are you looking to do? (To get you to the right expert) Basing on the information above, Workato will prepare a demo specifics to your needs. The assigned person from Workato team will be having a scheduled...
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Workato Reference GuideThu, Dec 28, 2017 at 10:49 PM - Download the Workato Reference Guide for a summary of everything you need to know!
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Can I use my app's (Salesforce, Slack, Google etc.) credentials to log in?Mon, Jul 1, 2019 at 1:00 PM - Yes. Workato currently accepts login credentials using Salesforce Google Slack Office 365 Intuit Wrike Note: when using the Salesforce login, your email address will be the one provided under Salesforce Simply sign up for an account by clicking the sign-up button on the Workato pa...
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Are there any limits on creating Workato recipes?Mon, Jul 1, 2019 at 1:01 PM - No there aren't. You can create or install as many recipes as you wish till you get the one that suits your needs. You are however limited by tasks on a monthly basis, so do look out for that! To check how many tasks you have available every month, you can check out the pricing page for you...
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Is Workato only for enterprise users?Mon, Jul 1, 2019 at 2:12 PM - No. Workato is built for anyone who wants to create powerful integrations between their applications, without having to code. To see which Workato Plan suits you and your business best, check out our pricing page here.
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How many and what apps does Workato connect with?Mon, Jul 1, 2019 at 1:07 PM - We currently support over 300 popular apps to power your integrations and automation. We are continuously adding more every month. If there are apps that you would like us to support, you can request them on our forum on the app request page here. Many of the apps we now support such as Stri...
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How Do I Connect to an Offline/On-Prem App?Mon, Jul 1, 2019 at 1:09 PM - Workato is able to connect to certain apps that are not connected to the internet. Typically, these solutions are an add-on to your subscription, and are available as users who are on Professional Plan and above. If you would like more information, sales representatives are available over...
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How Do I Connect a New App to Workato?Thu, Dec 28, 2017 at 11:49 PM - Apps which do not already have connectors on Workato can be connected through 3 methods, using the Workato CSV parser, the HTTP Connector, and the Software Development Kit. Workato's built-in CSV parser (CSV files from Dropbox, Google Sheets, Excel, Force.com, etc.) Usi...
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Does Workato suppport bi-directional (two-way) syncing?Mon, Jul 1, 2019 at 2:22 PM - Yes we do! Workato allows you to sync data from one app to another, and then back to the first app! For example you can map data from a Salesforce opportunity to create a QuickBooks invoice, and then map the Invoice number from QuickBooks back to the Salesforce opportunity for reference. When do...
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Can I work with existing data on Workato?Mon, Jul 1, 2019 at 2:23 PM - Yes we can! For most apps, we allow you to choose how far back in time you want workato to start picking up objects from, for example you can set a salesforce trigger that picks up created leads to only pick up leads created in the last month! Check out this article for more information. Wor...
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