Workato Features

Workato

Better Integrations through Intelligent Automations

4.68/5 (31 reviews)

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AI/Machine Learning
API
Access Controls/Permissions
Accounting
Accounting Integration
Activity Tracking
Ad hoc Reporting
Alerts/Notifications
Application Management
Audit Management
Audit Trail
Automatic Backup
Business Process Automation
Business Process Control
CRM
Calendar Management
Cloud Data Integration
Collaboration Tools
Credit Card Processing
Customizable Fields
Customizable Forms
Dashboard
Data Aggregation and Publishing
Data Connectors
Data Extraction
Data Import/Export
Data Management
Data Mapping
Data Recovery
Data Security
Data Synchronization
Data Verification
Data Visualization
Data Warehouse
Database Support
Drag & Drop
ERP
ETL
Email Management
Event Tracking
Help Desk Management
Integration Management
Integrations Management
Mobile Access
Monitoring
Multiple Data Sources
No-Code
Payroll Management
Point of Sale (POS)
Pre-built Connectors
Process Change Tracking
Process Modeling & Designing
QuickBooks Integration
Real Time Data
Real-time Updates
Reporting/Analytics
SMS Messaging
SSL Security
Sales Management
Secure Data Storage
Social Media Integration
Templates
Third Party Integrations
Visual Workflow Management
Web Services
Website Integration
Workflow Management
eCommerce Management
Visit WebsiteCompare App
AI/Machine Learning
API
Access Controls/Permissions
Accounting
Accounting Integration
Activity Tracking
Ad hoc Reporting
Alerts/Notifications
Application Management
Audit Management
Audit Trail
Automatic Backup
Business Process Automation
Business Process Control
CRM
Calendar Management
Cloud Data Integration
Collaboration Tools
Credit Card Processing
Customizable Fields
Customizable Forms
Dashboard
Data Aggregation and Publishing
Data Connectors
Data Extraction
Data Import/Export
Data Management
Data Mapping
Data Recovery
Data Security
Data Synchronization
Data Verification
Data Visualization
Data Warehouse
Database Support
Drag & Drop
ERP
ETL
Email Management
Event Tracking
Help Desk Management
Integration Management
Integrations Management
Mobile Access
Monitoring
Multiple Data Sources
No-Code
Payroll Management
Point of Sale (POS)
Pre-built Connectors
Process Change Tracking
Process Modeling & Designing
QuickBooks Integration
Real Time Data
Real-time Updates
Reporting/Analytics
SMS Messaging
SSL Security
Sales Management
Secure Data Storage
Social Media Integration
Templates
Third Party Integrations
Visual Workflow Management
Web Services
Website Integration
Workflow Management
eCommerce Management
Visit WebsiteCompare App

Mobile apps

iOS App


0 reviews

Workato Feature Reviews

25 reviewers had the following to say about Workato's features:

Michael K.

Verified Reviewer

Easy to use and very fast set up

2016-12-16

We use Workato to export invoices from 3 separate Xero accounting instances into a MySQL database hosted on AWS for connection to our cloud basd BI and reporting tool.

Pros

Easy to use, very intuitive user interface, and so far 100% reliable with great exception reporting

Cons

None yet, we have been using for about a month now

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Workato

If you need to automate the extraction of data from systems like Xero or many other SaaS platforms try using Workato, it is very easy to use and so far it has been very reliable with great customer support

Source: GetApp
Helpful?   Yes   No
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Peter R.

Verified Reviewer

Easy Integration

2016-10-31

Powerful platform that enables integration with 3rd party services.

Pros

-Intuitive development of recipes -Great support (the customer success team has been very helpful) -Easy to initiate help requests through the chat window

Cons

., ability to create new directors in Onedrive) -Learning curve was initially steep, especially when trying to use HTTP Get/Post with 3rd party APIs -Lacks existing recipe examples that demonstrate the use cases I was trying to build out

Rating breakdown

Value for money
Ease of use
Features
Customer support

Frequency of use: Daily

Likelihood to recommend

9/10

Recommendations to others considering Workato

-Have a project in mind -Use their support -Bookmark the common formulas page (https://support.workato.com/support/solutions/articles/1000173152-list-of-common-formulas-operators-and-how-to-use-them)

Source: GetApp
1 of 1 people found this review helpful
Helpful?   Yes   No
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Belinda C.

Currently working with workato for our sync program

2016-11-07

We are using workato for our sync between quickbooks and infusionsoft. It is a work in progress however I feel we will benefit in the long run.

Pros

Save time and money by using this software

Cons

Takes some time to make sure data is correct on both ends

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10

Recommendations to others considering Workato

Don't be in a hurry for this product to work, however the rewards are well worth the time.

Source: Capterra
Helpful?   Yes   No
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Anonymous
Technology Director (Entertainment company, 11-50 employees)
Verified Reviewer

Great Customer Service

2018-11-29

Pros

I've only had one issue so far and it was resolved quickly and professionally. Representatives are very helpful and knowledgeable. Great customer service!

Cons

Might help if transaction limits/balance was displayed on the main recipe dashboard. It's possible to run out of transactions with one recipe if you have a lot of data and don't set up a trigger properly.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: GetApp
Helpful?   Yes   No
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Andy M.

Verified Reviewer

Reliable DIY Integration We Trust

2018-09-24

Pros

After a 1 month trial and some minor recipe tweaking, we found that Workato simply outperformed all of the other integration solutions we tested in terms of reliability and real "hands free" automation.

Cons

However the only limitations we've encountered are with what is actually exposed by the target software's API (Quickbooks Online etc).

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: GetApp
Helpful?   Yes   No
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Brad E.

Verified Reviewer

An essential part of any business' systems

2017-01-03

Workato has transformed how our business operates by enabling us to automate what once was time-consuming, error-prone manual processes.

Pros

The breadth of customization that Workato allows in such a simple UI is truly remarkable and let's business operators without coding experience create complex integrations that would have cost us tens of thousands of dollars in custom development work.

Cons

When errors occur withing recipes, debugging them can be challenging, particularly given that errors are most often returned by the API of one of the software that Workato is connected to rather than Workato itself.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Workato

Put in the time to learn Workato. You will get out of it what you put in.

Source: GetApp
3 of 3 people found this review helpful
Helpful?   Yes   No
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Bob S.

Verified Reviewer

Simple and powerful

2017-10-04

Pros

We've found Workato relatively simple to use, yet a very powerful tool, for integrating data between Quick Base, Zendesk, SFMC, Box, and our own platform.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: GetApp
Helpful?   Yes   No
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Isabelle S.

Verified Reviewer

Workato - great automation and workflow tool

2017-08-14

Pros

You can really build complex and robust workflows that automate business processes.

Cons

A small con, but reasonably time consuming!!!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: GetApp
Helpful?   Yes   No
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Blake H.

Verified Reviewer

Great Product If You Know What You're Doing

2017-03-07

I began using Workato because QuickBase promoted them as the preferred integrator when Intuit announced the sale of QuickBase.

Pros

Lots of pre-built connectors. Chat agents are generally very quick to respond.

Cons

Pricing / Plans lack any real sense of transparency.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

7/10

Recommendations to others considering Workato

If you do not have any background in programming, seriously consider if you are willing to tackle this learning curve. Unless there are functions that you need that Workato offers and other services do not, "Citizen Developers" beware. Aside from that, just be prepared for lots of trial & error Recipe building and you should do fine.

Source: GetApp
1 of 1 people found this review helpful
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Kevin C.

Solid Integration Tool

2019-12-06

I use Workato to set up integrations between dozens of applications.

Pros

Workato is a reliable and secure platform with a fairly decent UI. The "recipes" (or, integrations) are rarely problematic on production.

Cons

Some of the integrations are seemingly still be tested by Workato.

Rating breakdown

Ease of use
Features

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
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Greg C.

A good integration platform

2021-02-23

They've been available to jump on calls with clients to help talk through workflows and potential solutions to their integration needs.

Pros

They also have a large community of users that have shared their custom recipes.

Cons

If you aren't using a pre-built recipe the learning curve can be a bit steep. If you have a failure find the error can be a bit complicated.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Monthly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
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Jose M. S.

Verified Reviewer

Easy wasy to integrate applications

2018-09-03

Pros

Very intuitive user interface, creating a new recipe takes just a few steps.

Cons

In case of issues it´s not easy to find what´s happening.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Free Trial

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: GetApp
Helpful?   Yes   No
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Jeff C.

Verified Reviewer

Incredibly powerful Integrator

2018-07-01

Pros

Workato was able to replace other less fully featured integrators when it became necessary as our business grew.

Cons

Steep learning curve to understand how the integrations work.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: GetApp
Helpful?   Yes   No
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Anonymous
Data Evaluation Manager (Higher Education company, 11-50 employees)
Verified Reviewer

Excellent Support

2018-08-28

Pros

Exceptional customer service, was thrilled to receive immediate follow-up on an user-error issue alongside options for continued training and support.

Cons

But it certainly was not as intuitive as other platforms that I am learning at the same time.

Rating breakdown

Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: GetApp
Helpful?   Yes   No
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Anonymous
(Financial Services company, 51-200 employees)

robust functionality

2019-11-23

great, will continue to use to automate as much as possible

Pros

great tool for the unsophisticated or sophisticated end user and one i find myself using quite often

Cons

could have more SMB functionality as it applies to the ability for the user to work in multiple flows

Rating breakdown

Ease of use
Features

Time used: 6-12 months

Frequency of use: Occasionally

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Ryan H.

Verified Reviewer

A Must Have

2016-04-01

There have even been several feature requests we have suggested and they have added them quickly.

Pros

There have even been several feature requests we have suggested and they have added them quickly.

Cons

It still requires some manual work when a syncing error happens and has to be resolved.

Time used: Free Trial

Source: GetApp
Helpful?   Yes   No
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Daniel C.

Verified Reviewer

Very Powerful Tool

2016-04-26

Still a lot of apps missing but time will fix that.

Cons

Please add unbounce.com and app.sendgrid.com/

Rating breakdown

Value for money
Ease of use
Customer support

Time used: Less than 6 months

Source: GetApp
Helpful?   Yes   No
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Leo D D.

Verified Reviewer

Great Product - Fantastic Customer Service

2016-10-19

We were looking for product that would get us up and running quickly with an integration between SalesForce and Quickbooks.

Pros

Customer support could not be beat. A joy to work with. We actually enjoyed the process and the product performs as promised. All software should be as good as Workauto.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Workato

It will take you some time to learn how to write recipies but once you master it the world is your oyster.

Source: GetApp
2 of 2 people found this review helpful
Helpful?   Yes   No
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Paul M.

Has Potential to be Amazing!

2018-11-04

It seems like their needs to be better guides and walkthroughs for each App integration.

Pros

The recipes allowed a huge assortment of customizations to the automated "bots". Workato also supports most of the popular apps like sheets, slack, smartsheet, jira, etc... It is great for us that have a developer background as we can make changes to the code to update recipes.

Cons

I had many issues getting the apps to connect properly so they could be used. It was not intuitive to figure out how to make a recipe as well.

Rating breakdown

Value for money
Ease of use
Features

Time used: Free Trial

Frequency of use: Occasionally

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
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Brian G.

Great middleware at a steep price

2019-12-31

Able to do more than alternatives, it you’ll pay for it

Pros

Wide range of integrations. More encompassing than alternative middleware.

Cons

Price. Very steep, as the license cost was more expensive than crm cost. Most likely out of the question for non profits

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Monthly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
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Anonymous
A verified reviewer

One of the best integration tools I've used.

2018-04-12

Pros

The ability to create my own integrations without the need of any developer.

Cons

There is a lot of community recipes available to choose from. It can get pretty overwhelming so having a system to sort more would be great.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Source: Capterra
Helpful?   Yes   No
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Musa N.

Verified Reviewer

Made my life at work easier

2018-08-07

Pros

It can integrate and connects almost with all my applications i work with at my office.

Cons

There is a lot i need to understand and learn before i can master it. Some documentations would really be helpful

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: GetApp
Helpful?   Yes   No
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Muaz R.

Verified Reviewer

Lots of features and an amazing support and sales team

2018-10-29

Pros

Workato has been very useful for us in integrating tools with Salesforce, with freedom for us to customize as much as we want.

Cons

Recipes are a bit difficult to learn at first but you get used to it. Luckily, there is a good amount of documentation that your assigned success team could refer you to.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: GetApp
Helpful?   Yes   No
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Anonymous
Data Manager (Medical Practice company, 51-200 employees)
Verified Reviewer

Great Replacement For ItDuzzit

2016-07-15

The transition was very easy and came with a lot of customer support.

Pros

Very powerful program. I can see it being capable of a lot of things.

Cons

It took a little while to understand how to build recipes, but once you get it down it gets much easier. Also, when cloning a step, remember to replace all the cloned pills with the correct source.

Rating breakdown

Customer support

Time used: Less than 6 months

Source: GetApp
Helpful?   Yes   No
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Russell H.

Verified Reviewer

Great Support Team and Product!

2018-10-04

Pros

We were looking for an integration solution and Workato was great to work with during the process.

Cons

The biggest challenge I have had working with Workato has been trying to figure out why an error has occurred.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: GetApp
Helpful?   Yes   No
Read more