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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
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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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What is a Recipe? - Components of a recipe in WorkatoTue, May 14, 2019 at 3:11 PM - Welcome to Workato's Recipe Basics series! After following this series of articles, you should have a better understanding of how Workato works! Let's get started! A Recipe is basically what Workato calls our integration workflows! With a recipe, you can determine how you wan...
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Creating and copying recipesMon, Oct 25, 2021 at 12:09 AM - Creating a Recipe from Scratch You can create a recipe from scratch very easily. 1) On the home page (accessible by clicking on the Workato logo on the top left), click on the "Create Recipe" button. We'll get more into the recipe creation process in another article. ...
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Understanding the Recipe TriggerMon, Oct 25, 2021 at 12:11 AM - What is a Trigger? A Trigger in Workato is basically an event which a recipe will be "listening out" for. This means that the recipe will only "react" and start when the specified event has occurred, and start the recipe. Each Trigger has 2 basic elements; The Application,...
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Understanding the Trigger: "From/Since" fieldMon, Oct 25, 2021 at 12:23 AM - What is the From/since Parameter? The "From/since" field allows your recipe to go back in time to pick up history objects that meet the trigger condition up until the present time and move on from there. This means that if you set it to "an hour ago", it will pick up eve...
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Polling Cycles - When Exactly Are Recipes Triggered?Thu, Jul 27, 2017 at 11:41 AM - How often does my recipe trigger? This depends on the type of trigger you have set up. There are currently 3 main types of triggers. Polling, Real-time and Scheduler. 1. Polling Polling basically means that the recipe will go into your app to look for jobs at set intervals (po...
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Understanding ActionsMon, Oct 25, 2021 at 12:42 AM - What is an Action in Workato? An action is basically a task that will be performed in a recipe after a job is picked up by the trigger. In essence, the simplest recipe will contain the trigger and at least one action. Much like the trigger, an action requires you to choose an application whic...
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Understanding App Data and Field MappingThu, Jul 27, 2017 at 1:26 PM - What is field mapping? Field mapping, in essence, is the process of determining what data you want to move into a particular field. In Workato, field mapping can be easily done using the "drag and drop" method. When you are building a recipe in Workato, you will notice that the ...
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Trigger FIlters - How to reduce Transaction CountThu, Jun 29, 2017 at 12:06 PM - Trigger filters allows you to choose which jobs you want the recipe to pick up by setting a condition to filter out jobs that you don't want to process. How to set up a Trigger Condition In most triggers, you will see a trigger filter section at the bottom of the UI. Simply click ...
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Understanding Recipe Actions: The types of actions availableThu, Jul 27, 2017 at 1:32 PM - In Workato, Actions specify what you want the recipe should do when the trigger fires. More often than not, business scenarios involve multiple steps. We built Workato to allow you to model your complex business scenario the way it is. Workato currently supports 6 types of action...
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Understanding Action #2: Conditional ActionMon, Jan 31, 2022 at 10:58 PM - Conditional action will perform the actions that are indented under it if the condition is true. For example, if a pill contains "Hi", workato will post a message in slack In general, all the conditions except "is present" and "is not present" checks for th...
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