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Frequently Asked Questions
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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 Workbot for Slack Box Callable Recipes Concur Dropbox Eventbrite Evernote Gmail Google Sheets Google Calendar HTTP Infusionsoft Intacct JIRA LinkedIn Mail Marketo Microsoft Dynamics CRM Netsuite People Task Quickbase QuickBooks Desktop QuickBooks Online RingCentral Salesforce Scheduler (Previously: Clock) ServiceNow Shopify SurveyMonkey Utilities Watson Tone Analyzer Xero Zendesk Intercom Workday Amazon S3
Partners & Developers Developer Partner Resources
Content Library Feature Updates Solution Guides Video: Tutorial Series eBooks
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
Recipe 101 Recipe Basics Building and Modifying Recipes Formula Mode Tips and Tricks Common Use Cases General Best Practices Recipe FAQs
App Resources Workbot for Slack Box Callable Recipes Concur Dropbox Eventbrite Evernote Gmail Google Sheets Google Calendar HTTP Infusionsoft Intacct JIRA LinkedIn Mail Marketo Microsoft Dynamics CRM Netsuite People Task Quickbase QuickBooks Desktop QuickBooks Online RingCentral Salesforce Scheduler (Previously: Clock) ServiceNow Shopify SurveyMonkey Utilities Watson Tone Analyzer Xero Zendesk Intercom Workday Amazon S3
Partners & Developers Developer Partner Resources
Content Library Feature Updates Solution Guides Video: Tutorial Series eBooks
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
☰ Categories
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Accounts FAQ: How do I terminate my Workato Subscription plan?Tue, May 30, 2017 at 12:20 PM - We're sorry to see you go! But before you leave, let us know what is the issue you are facing and we'll see if we can help you. Please file a ticket here to let us know the issues you are encountering, and we will do our best to help you! To terminate your subscription, you will also ...
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Accounts FAQ: Why Is My Account Email Changing Unexpectedly?Tue, May 30, 2017 at 12:20 PM - Sometimes, the email address that you see while using Workato may be different from the one you remember registering with. This usually happens because you logged in using something other than your default Workato credentials, such as Salesforce. If this is causing your recipes to beha...
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Accounts FAQ: How do I reset my Workato password?Fri, Jul 28, 2017 at 9:16 AM - On the Sign in page, click on "Forgot password?" link, and enter your email (the one used to log into your account) in the next page when prompted. You will then receive an email with instructions about how to reset your password.
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Accounts FAQ: How do I manage my clients' accounts?Tue, May 30, 2017 at 1:27 PM - First of all, to be able to access the managed accounts admin console, you will need to be a Workato Consulting Partner. To find out more about our Workato Consulting Partners Program, you can check out this link here. There are two ways that you can manage your clients accounts using ...
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Accounts FAQ: How do I change my account emailWed, Aug 15, 2018 at 7:06 AM - To change your account email, simply go to Account Settings, and click on Account tab. From there, you can change your account email then click on Save. NOTE: Changes will only take effect after you click the link in the activation email sent to the new account.
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Accounts FAQ: I am a Workato embedded widget user, how do I get my Workato password?Tue, May 30, 2017 at 1:11 PM - Set the Workato account email within the embedded widget. Launch the password recovery screen in an incognito window: https://www.workato.com/users/password/new Enter your Workato account email and submit the form. You will receive the password reset link by email. Launch the link ...
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Billing FAQ: How do I purchase a Workato Plan?Wed, Jul 18, 2018 at 11:03 AM - 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. Select your desired plan: You will be prompted to enter your credit card details t...
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Billing FAQ: Which payment methods do you accept?Wed, Jul 18, 2018 at 10:54 AM - We primarily accept payment by credit/debit cards. If you require invoice billing, you can contact us at accounts@workato.com.
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Billing FAQ: Does Workato allow for invoice billing?Wed, May 31, 2017 at 9:55 AM - 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?Tue, May 30, 2017 at 2:01 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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