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Frequently Asked Questions
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Account related
Billing
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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 Evernote Gmail Google Sheets Google Calendar HTTP Infusionsoft Intacct Intercom JIRA LinkedIn Mail Marketo Microsoft Dynamics CRM Netsuite People Task Quickbase QuickBooks Desktop QuickBooks Online RingCentral Salesforce Scheduler (Previously: Clock) ServiceNow 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 Arithmetic Formulas Text Manipulation Formulas
Japan Articles Troubleshooting
☰ Categories
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How do I purchase a Workato Plan?Mon, Jul 1, 2019 at 2:53 PM - If you are currently a trial user, in your Workato account, click on the "Subscribe" button on the upper right of the page as seen in the following screenshot: This will redirect you to a page with our pricing plans. Once you select the plan you want, you will be prompted to ...
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What payment methods do you accept?Tue, Apr 28, 2020 at 7:00 AM - We primarily accept payment by ACH. If you require invoice billing, you can contact us at accounts@workato.com.
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Does Workato allow for invoice billing?Mon, Jul 1, 2019 at 2:51 PM - Invoice billing is only available for Professional and above annual plans. For inquiries, contact 1-844-469-6752 or email account@workato.com
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Billing FAQ: How do I update my credit card information on Workato?Mon, Jul 1, 2019 at 2:54 PM - Go to your settings page, and click on subscriptions. You will then see an option that says: Change card. Clicking on it will trigger a pop-up for you to update your credit card details.
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How do I change the billing emailMon, Jul 1, 2019 at 2:51 PM - If you would like your invoices or receipts to be sent to a different email address, please contact us at accounts@workato.com.
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How do I view my past receipts?Mon, Jul 1, 2019 at 2:51 PM - All receipts should have been sent to your billing email. By default, this is your Workato account email, unless you have contacted our Accounts & Billing team to change this. If you need this resent, or if you need to change the email address to which the receipts are sent, please contact u...
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