Return to Workato
Enter your search term here...
Frequently Asked Questions
Account and Billing Enquiries
Glossary of terms
Building and Modifying Recipes
Formula Mode Tips and Tricks
Common Use Cases
General Best Practices
Workbot for Slack
Microsoft Dynamics CRM
Scheduler (Previously: Clock)
Watson Tone Analyzer
Integration Solutions Apps
Google Sheets Connect
Zoho CRM Connect
Infusionsoft-QuickBooks Online Connect
Salesforce Connect for Xero
Replicon Connector for Concur
Salesforce JIRA Connect
Partners & Developers
Video: Tutorial Series
Raiser's Edge NXT
Workbot for Slack
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 ...
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...
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.
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 ...
Accounts FAQ: How do I change my account email
Mon, Jun 26, 2017 at 8:53 AM - To change your account email, simply go to your account settings, click on contact and you should see the field contact email. Simply change the email to your new one. NOTE: Changes will only take effect after you click the link in the activation email sent to the new account.
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 ...
Billing FAQ: How do I purchase a Workato Plan?
Tue, May 30, 2017 at 1:27 PM - All you will need to do is enter your credit card information when you would like to purchase a plan, and if it is successfully charged, you will be able to use the full features of Workato!
Billing FAQ: Which payment methods do you accept?
Wed, May 31, 2017 at 10:03 AM - We primarily accept payment by credit/debit cards. If you require invoice billing, you will need to be on an annual plan, with Professional being the minimum tier. For inquiries, contact us at firstname.lastname@example.org.
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 email@example.com
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.
Still can't find your solution?
Visit our forums
to search for answers, or post your own questions.
Workato 2017 © |
+1 (844) GO-WORKATO