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AUTOMATE 2021
Automate 2021 | Workato. Automate 2021. By clicking "Accept All" or by continuing, you agree to the storing of cookies on your device to enhance your experience, analytics on site usage and in our marketing efforts. Set cookie preferences. WORKATO | AUTOMATION INSTITUTE Automation Institute. Our specialized collection of interactive, on-demand courses will teach you how to automate like a pro. A pamphlet-style PDF showing a basic overview of Workato. Print-friendly, easily sharable, and digestible. Available in English & Japanese. Earn your Automation Pro I Certificate. CONNECTORS | WORKATO DOCS Workato connectors contain the building blocks for recipes. Each connector includes a method of authentication, triggers, and actions for a specific app. The Workato platform has over a thousand connectors. To view all supported connectors or search by category, visit Our App Integrations. . View documentation for the most popularconnectors.
SUPPORT : WORKATO SUCCESS CENTER Solve your problems with the help of our active community. Join now. Have a problem that you can't solve? Our support team will help you.Send us a ticket.
LIST MANAGEMENT
In most of the examples, the Box trigger New CSV file will be used to read this CSV file from a Box folder and parse it to Workato as a list of three CSV lines. Create a CSV file with the above CSV sample and upload into a specific Box folder for the New CSV file trigger to pick up.. If the above CSV file is the only CSV file in the selected Box folder in the trigger configuration, the fieldsDATE FORMULAS
Date formulas. Workato supports a variety of date and datetime formulas. Formulas in Workato are whitelisted Ruby methods, and therefore not all Ruby methods are supported. You can always reach out to us to add additional formulas to the whitelist. Syntax andfunctionality for
VARIABLES BY WORKATO Variables by Workato. Workato variable is a user-declared datapill that contains a data value. These user-declared variables are different from a standard datapill in that your declared variables are mutable - the value of the variable can be changed within a recipe. The lifetime of a variable is for the duration of a single job (jobscope
ARRAY LIST FORMULAS
RECIPE OPS | WORKATO DOCSSEE MORE ON DOCS.WORKATO.COM THE MODERN LEADER IN AUTOMATION Workato, a leader in Gartner MQ, is more than an iPaaS. It's an Intelligent Automation platform that can be used by both Business and IT. It supports thousands of enterprise and workflow usecases so you can automate everything.AUTOMATE 2021
Automate 2021 | Workato. Automate 2021. By clicking "Accept All" or by continuing, you agree to the storing of cookies on your device to enhance your experience, analytics on site usage and in our marketing efforts. Set cookie preferences. WORKATO | AUTOMATION INSTITUTE Automation Institute. Our specialized collection of interactive, on-demand courses will teach you how to automate like a pro. A pamphlet-style PDF showing a basic overview of Workato. Print-friendly, easily sharable, and digestible. Available in English & Japanese. Earn your Automation Pro I Certificate. CONNECTORS | WORKATO DOCS Workato connectors contain the building blocks for recipes. Each connector includes a method of authentication, triggers, and actions for a specific app. The Workato platform has over a thousand connectors. To view all supported connectors or search by category, visit Our App Integrations. . View documentation for the most popularconnectors.
SUPPORT : WORKATO SUCCESS CENTER Solve your problems with the help of our active community. Join now. Have a problem that you can't solve? Our support team will help you.Send us a ticket.
LIST MANAGEMENT
In most of the examples, the Box trigger New CSV file will be used to read this CSV file from a Box folder and parse it to Workato as a list of three CSV lines. Create a CSV file with the above CSV sample and upload into a specific Box folder for the New CSV file trigger to pick up.. If the above CSV file is the only CSV file in the selected Box folder in the trigger configuration, the fieldsDATE FORMULAS
Date formulas. Workato supports a variety of date and datetime formulas. Formulas in Workato are whitelisted Ruby methods, and therefore not all Ruby methods are supported. You can always reach out to us to add additional formulas to the whitelist. Syntax andfunctionality for
VARIABLES BY WORKATO Variables by Workato. Workato variable is a user-declared datapill that contains a data value. These user-declared variables are different from a standard datapill in that your declared variables are mutable - the value of the variable can be changed within a recipe. The lifetime of a variable is for the duration of a single job (jobscope
ARRAY LIST FORMULAS
RECIPE OPS | WORKATO DOCSSEE MORE ON DOCS.WORKATO.COMWORKATO CAREERS
Product Engineer. The Workato team fosters a "Just Do It" environment. There is a perfect storm of seasoned veterans and energetic youth that breeds confidence in the strategic vision of the company. While this kind of culture requires determination and a certain type of company-builder, this is the kind of opportunity that rarely presentsitself.
WORKATO CUSTOMER STORIES & TESTIMONIALS How Slack achieved 90% no-touch orders and processed 95% of orders in under 5 minutes with Workato. " What we really like about Workato is that you can have a lot of reuse. So, not just that. " What we really like about Workato is that you can have a lot of reuse. So, not just that you’re building these recipes, but that you can make themWORKATO DOCS
Workato Docs. Getting Started Connectors API Platform Workbot Troubleshooting User and Accounts Manage Recipes Connector SDK Developer API Workato Embedded. AUTOMATION FOR THE NEW ERA Automation just landed on top during the coronavirus crisis, so where is it headed next? Vijay Tella, CEO of Workato, sits down to discuss market disruption, remote work, and transformation with forward-thinking CIOs and CTOs from Toast, Grab, MGM Studios, Nutanix,and Broadcom.
HOW TRACKSTAR USES WORKATO’S EMBEDDED PLATFORM TO IMPROVE Trakstar's CTO explains the criteria that led them to adopt Workato's Embedded Platform and outlines the benefits it's delivered to colleagues and clients.LIST MANAGEMENT
In most of the examples, the Box trigger New CSV file will be used to read this CSV file from a Box folder and parse it to Workato as a list of three CSV lines. Create a CSV file with the above CSV sample and upload into a specific Box folder for the New CSV file trigger to pick up.. If the above CSV file is the only CSV file in the selected Box folder in the trigger configuration, the fields GONG.IO AND REVEL SYSTEMS INTEGRATION Your Gong.io and Revel Systems should work hand in hand. Build a new recipe connecting Gong.io and Revel Systems, or use existing recipes developed by the Workato community. MAY 2021 - PRODUCT NEWSLETTER For the month of May, two new connectors, Segment and Gong.io, inspire more automations for RevOps teams, multi-step copy and paste across recipes boosts productivity, and our quest for connecting everything continues with the launch of SAP S/4 HANA, a secondary Okta connector, and private listings for connector community. GONG.IO AND PERCOLATE INTEGRATION Your Gong.io and Percolate should work hand in hand. Build a new recipe connecting Gong.io and Percolate, or use existing recipes developed by the Workato community. KEY PRINCIPLES FOR STAFFING AND SCALING YOUR EMBEDDED Learn about the team Autodesk employs to support their embedded platform, as well as the additional measures they take to scale theplatform.
THE MODERN LEADER IN AUTOMATION Workato, a leader in Gartner MQ, is more than an iPaaS. It's an Intelligent Automation platform that can be used by both Business and IT. It supports thousands of enterprise and workflow usecases so you can automate everything.AUTOMATE 2021
Automate 2021 | Workato. Automate 2021. By clicking "Accept All" or by continuing, you agree to the storing of cookies on your device to enhance your experience, analytics on site usage and in our marketing efforts. Set cookie preferences.WORKATO CAREERS
Product Engineer. The Workato team fosters a "Just Do It" environment. There is a perfect storm of seasoned veterans and energetic youth that breeds confidence in the strategic vision of the company. While this kind of culture requires determination and a certain type of company-builder, this is the kind of opportunity that rarely presentsitself.
WORKATO | AUTOMATION INSTITUTE Automation Institute. Our specialized collection of interactive, on-demand courses will teach you how to automate like a pro. A pamphlet-style PDF showing a basic overview of Workato. Print-friendly, easily sharable, and digestible. Available in English & Japanese. Earn your Automation Pro I Certificate. ADOBE ANALYTICS AND MICROSOFT SHAREPOINT INTEGRATION Ensure that all respective Sharepoint and PlanGrid application/endpoint Connections are connected. In Step One, please select the PlanGrid project in which you will be monitoring for new field reports. In Step Two, please select the Sharepoint folder in which you will be uploading your field reports into. 3 users. CONNECTORS | WORKATO DOCS Workato connectors contain the building blocks for recipes. Each connector includes a method of authentication, triggers, and actions for a specific app. The Workato platform has over a thousand connectors. To view all supported connectors or search by category, visit Our App Integrations. . View documentation for the most popularconnectors.
DATE FORMULAS
Date formulas. Workato supports a variety of date and datetime formulas. Formulas in Workato are whitelisted Ruby methods, and therefore not all Ruby methods are supported. You can always reach out to us to add additional formulas to the whitelist. Syntax andfunctionality for
LOOKUP TABLES
Each lookup table supports up to 10 columns of data and a maximum of 10,000 entries per lookup table. Lookup table with the account IDs in Salesforce and Intacct, and the account names. Here are other common use cases for lookup tables: Given data in metric units, you want to convert to imperial units for the downstream app.ARRAY LIST FORMULAS
ON-PREM AGENT
On-prem staging area is required. OPA Smart Shunt requires a staging area in your on-prem configuration. Learn how to setup a staging area in the OPA server profile. Subsequently, the CSV file can be loaded to a downstream data warehouse. , the OPA exports the results from an on-premise PostgreSQL database as a CSV file and uploads it to a THE MODERN LEADER IN AUTOMATION Workato, a leader in Gartner MQ, is more than an iPaaS. It's an Intelligent Automation platform that can be used by both Business and IT. It supports thousands of enterprise and workflow usecases so you can automate everything.AUTOMATE 2021
Automate 2021 | Workato. Automate 2021. By clicking "Accept All" or by continuing, you agree to the storing of cookies on your device to enhance your experience, analytics on site usage and in our marketing efforts. Set cookie preferences.WORKATO CAREERS
Product Engineer. The Workato team fosters a "Just Do It" environment. There is a perfect storm of seasoned veterans and energetic youth that breeds confidence in the strategic vision of the company. While this kind of culture requires determination and a certain type of company-builder, this is the kind of opportunity that rarely presentsitself.
ADOBE ANALYTICS AND MICROSOFT SHAREPOINT INTEGRATION Ensure that all respective Sharepoint and PlanGrid application/endpoint Connections are connected. In Step One, please select the PlanGrid project in which you will be monitoring for new field reports. In Step Two, please select the Sharepoint folder in which you will be uploading your field reports into. 3 users. CONNECTORS | WORKATO DOCS Workato connectors contain the building blocks for recipes. Each connector includes a method of authentication, triggers, and actions for a specific app. The Workato platform has over a thousand connectors. To view all supported connectors or search by category, visit Our App Integrations. . View documentation for the most popularconnectors.
HUBSPOT AND MICROSOFT ONENOTE INTEGRATION Your HubSpot and Microsoft OneNote should work hand in hand. Build a new recipe connecting HubSpot and Microsoft OneNote, or use existing recipes developed by the Workato community.DATE FORMULAS
Date formulas. Workato supports a variety of date and datetime formulas. Formulas in Workato are whitelisted Ruby methods, and therefore not all Ruby methods are supported. You can always reach out to us to add additional formulas to the whitelist. Syntax andfunctionality for
ARRAY LIST FORMULAS
ON-PREM AGENT
On-prem staging area is required. OPA Smart Shunt requires a staging area in your on-prem configuration. Learn how to setup a staging area in the OPA server profile. Subsequently, the CSV file can be loaded to a downstream data warehouse. , the OPA exports the results from an on-premise PostgreSQL database as a CSV file and uploads it to a JWT TOKEN | WORKATO DOCS #JSON Web Token. For additional security, API consumers can make use of JSON Web Tokens (JWT). This is a standard RFC 7159 (opens new window) for web authentication. JWT tokens are signed using a secret or key selected by the manager of the access profile.. JWT tokens are used by identity providers (for example Okta, OneLogin, Auth0) that authenticate users and provide verified access to WORKATO | AUTOMATION INSTITUTE Automation Institute. Our specialized collection of interactive, on-demand courses will teach you how to automate like a pro. A pamphlet-style PDF showing a basic overview of Workato. Print-friendly, easily sharable, and digestible. Available in English & Japanese. Earn your Automation Pro I Certificate. AUTOMATION FOR THE NEW ERA AND EVERY ERA TO COME Past decades and centuries are filled with technological revolutions that changed everything. The printing press, aviation, the industrial revolution itself—moments like these continue to have an incredible impact on the human experience. SAGE LIVE INTEGRATION AND WORKFLOW AUTOMATION Configurations. This recipe uses several custom fields in Sage Live, you can either add these fields to Sage Live or remove them from the recipe. Furthermore, this recipe uses specific alphanumeric strings to pull information from the Sage Live journal and related tags. Configure steps 16, 18, and 21 to conform to your Sage Live account. KEY PRINCIPLES FOR STAFFING AND SCALING YOUR EMBEDDED Learn about the team Autodesk employs to support their embedded platform, as well as the additional measures they take to scale theplatform.
AZURE ACTIVE DIRECTORY AND AZURE MONITOR INTEGRATION Your Azure Active Directory and Azure Monitor should work hand in hand. Build a new recipe connecting Azure Active Directory and Azure Monitor, or use existing recipes developed by the Workato community.PRODUCT SCOOP
May is named for Maia, a Roman goddess of growth & increase. This month, Workato pays tribute to our lady of growth with new tools for RevOps teams, as well as a wealth of new connectors, governance features and productivity improvements. AZURE MONITOR AND GITHUB INTEGRATION Your Azure Monitor and GitHub should work hand in hand. Build a new recipe connecting Azure Monitor and GitHub, or use existing recipes developed by the Workato community. BRAZE AND GITHUB INTEGRATION Your Braze and GitHub should work hand in hand. Build a new recipe connecting Braze and GitHub, or use existing recipes developed by theWorkato community.
ADOBE CAMPAIGN AND GITHUB INTEGRATION Customize your Adobe Campaign and GitHub integration with the following triggers and actions. INSIGHT-DRIVEN AUTOMATION AT EQUINIX The benefits of automation for helping companies improve process speed and efficiency are obvious but how do companies leverage automation indecision making?
THE MODERN LEADER IN AUTOMATION Workato, a leader in Gartner MQ, is more than an iPaaS. It's an Intelligent Automation platform that can be used by both Business and IT. It supports thousands of enterprise and workflow usecases so you can automate everything.AUTOMATE 2021
Automate 2021 | Workato. Automate 2021. By clicking "Accept All" or by continuing, you agree to the storing of cookies on your device to enhance your experience, analytics on site usage and in our marketing efforts. Set cookie preferences.WORKATO CAREERS
Product Engineer. The Workato team fosters a "Just Do It" environment. There is a perfect storm of seasoned veterans and energetic youth that breeds confidence in the strategic vision of the company. While this kind of culture requires determination and a certain type of company-builder, this is the kind of opportunity that rarely presentsitself.
WORKATO | AUTOMATION INSTITUTE Automation Institute. Our specialized collection of interactive, on-demand courses will teach you how to automate like a pro. A pamphlet-style PDF showing a basic overview of Workato. Print-friendly, easily sharable, and digestible. Available in English & Japanese. Earn your Automation Pro I Certificate. ADOBE ANALYTICS AND MICROSOFT SHAREPOINT INTEGRATION Ensure that all respective Sharepoint and PlanGrid application/endpoint Connections are connected. In Step One, please select the PlanGrid project in which you will be monitoring for new field reports. In Step Two, please select the Sharepoint folder in which you will be uploading your field reports into. 3 users. CONNECTORS | WORKATO DOCS Workato connectors contain the building blocks for recipes. Each connector includes a method of authentication, triggers, and actions for a specific app. The Workato platform has over a thousand connectors. To view all supported connectors or search by category, visit Our App Integrations. . View documentation for the most popularconnectors.
DATE FORMULAS
Date formulas. Workato supports a variety of date and datetime formulas. Formulas in Workato are whitelisted Ruby methods, and therefore not all Ruby methods are supported. You can always reach out to us to add additional formulas to the whitelist. Syntax andfunctionality for
LOOKUP TABLES
Each lookup table supports up to 10 columns of data and a maximum of 10,000 entries per lookup table. Lookup table with the account IDs in Salesforce and Intacct, and the account names. Here are other common use cases for lookup tables: Given data in metric units, you want to convert to imperial units for the downstream app.ARRAY LIST FORMULAS
ON-PREM AGENT
On-prem staging area is required. OPA Smart Shunt requires a staging area in your on-prem configuration. Learn how to setup a staging area in the OPA server profile. Subsequently, the CSV file can be loaded to a downstream data warehouse. , the OPA exports the results from an on-premise PostgreSQL database as a CSV file and uploads it to a THE MODERN LEADER IN AUTOMATION Workato, a leader in Gartner MQ, is more than an iPaaS. It's an Intelligent Automation platform that can be used by both Business and IT. It supports thousands of enterprise and workflow usecases so you can automate everything.AUTOMATE 2021
Automate 2021 | Workato. Automate 2021. By clicking "Accept All" or by continuing, you agree to the storing of cookies on your device to enhance your experience, analytics on site usage and in our marketing efforts. Set cookie preferences.WORKATO CAREERS
Product Engineer. The Workato team fosters a "Just Do It" environment. There is a perfect storm of seasoned veterans and energetic youth that breeds confidence in the strategic vision of the company. While this kind of culture requires determination and a certain type of company-builder, this is the kind of opportunity that rarely presentsitself.
WORKATO | AUTOMATION INSTITUTE Automation Institute. Our specialized collection of interactive, on-demand courses will teach you how to automate like a pro. A pamphlet-style PDF showing a basic overview of Workato. Print-friendly, easily sharable, and digestible. Available in English & Japanese. Earn your Automation Pro I Certificate. ADOBE ANALYTICS AND MICROSOFT SHAREPOINT INTEGRATION Ensure that all respective Sharepoint and PlanGrid application/endpoint Connections are connected. In Step One, please select the PlanGrid project in which you will be monitoring for new field reports. In Step Two, please select the Sharepoint folder in which you will be uploading your field reports into. 3 users. CONNECTORS | WORKATO DOCS Workato connectors contain the building blocks for recipes. Each connector includes a method of authentication, triggers, and actions for a specific app. The Workato platform has over a thousand connectors. To view all supported connectors or search by category, visit Our App Integrations. . View documentation for the most popularconnectors.
DATE FORMULAS
Date formulas. Workato supports a variety of date and datetime formulas. Formulas in Workato are whitelisted Ruby methods, and therefore not all Ruby methods are supported. You can always reach out to us to add additional formulas to the whitelist. Syntax andfunctionality for
LOOKUP TABLES
Each lookup table supports up to 10 columns of data and a maximum of 10,000 entries per lookup table. Lookup table with the account IDs in Salesforce and Intacct, and the account names. Here are other common use cases for lookup tables: Given data in metric units, you want to convert to imperial units for the downstream app.ARRAY LIST FORMULAS
ON-PREM AGENT
On-prem staging area is required. OPA Smart Shunt requires a staging area in your on-prem configuration. Learn how to setup a staging area in the OPA server profile. Subsequently, the CSV file can be loaded to a downstream data warehouse. , the OPA exports the results from an on-premise PostgreSQL database as a CSV file and uploads it to a WORKATO | AUTOMATION INSTITUTE Automation Institute. Our specialized collection of interactive, on-demand courses will teach you how to automate like a pro. A pamphlet-style PDF showing a basic overview of Workato. Print-friendly, easily sharable, and digestible. Available in English & Japanese. Earn your Automation Pro I Certificate.WORKATO ON WORKATO
Get your copy of Workato on Workato, People Ops edition to find out how you can speed up time to hire, reduce hiring costs, and improve employee engagement with automations. WORKATO ON WORKATO: OUR APPROACH TO WALL-TO-WALL Want to see how we use Workato internally? A little known fact is that we are one the biggest users of our own product and regularly stretch the limits of what's possible in the platform. SAGE LIVE INTEGRATION AND WORKFLOW AUTOMATION Configurations. This recipe uses several custom fields in Sage Live, you can either add these fields to Sage Live or remove them from the recipe. Furthermore, this recipe uses specific alphanumeric strings to pull information from the Sage Live journal and related tags. Configure steps 16, 18, and 21 to conform to your Sage Live account.LIST MANAGEMENT
In most of the examples, the Box trigger New CSV file will be used to read this CSV file from a Box folder and parse it to Workato as a list of three CSV lines. Create a CSV file with the above CSV sample and upload into a specific Box folder for the New CSV file trigger to pick up.. If the above CSV file is the only CSV file in the selected Box folder in the trigger configuration, the fields AUTOMATION FOR THE NEW ERA AND EVERY ERA TO COME Past decades and centuries are filled with technological revolutions that changed everything. The printing press, aviation, the industrial revolution itself—moments like these continue to have an incredible impact on the human experience. FORMULAS | WORKATO DOCS Formulas. Users can use formulas to transform data using Workato. Formulas allow users to easily work with and format data. Formulas in Workato are whitelisted Ruby methods. Not all Ruby methods are supported, but you can always reach out to us to add additional formulas to the whitelist. Syntax and functionality for these formulasare
INSIGHT-DRIVEN AUTOMATION AT EQUINIX The benefits of automation for helping companies improve process speed and efficiency are obvious but how do companies leverage automation indecision making?
AZURE ACTIVE DIRECTORY AND AZURE MONITOR INTEGRATION Your Azure Active Directory and Azure Monitor should work hand in hand. Build a new recipe connecting Azure Active Directory and Azure Monitor, or use existing recipes developed by the Workato community. LIGHTS, CAMERA, AUTOMATION: HOW IT IS TRANSFORMING MGM STUDIOS With the recent explosion in the number of streaming services available on the market, production studios have more choices than ever in determining how and where to distribute content to drive the best business outcomes. THE MODERN LEADER IN AUTOMATION Workato, a leader in Gartner MQ, is more than an iPaaS. It's an Intelligent Automation platform that can be used by both Business and IT. It supports thousands of enterprise and workflow usecases so you can automate everything.AUTOMATE 2021
Automate 2021 | Workato. Automate 2021. By clicking "Accept All" or by continuing, you agree to the storing of cookies on your device to enhance your experience, analytics on site usage and in our marketing efforts. Set cookie preferences.ABOUT US | WORKATO
The founders of Workato invented integration platforms at companies like TIBCO and Oracle. Now they are bringing the power of an enterprise-class integration with the ease of DIY at a fraction of the cost to businesses of all sizes. WORKATO | AUTOMATION INSTITUTE Automation Institute. Our specialized collection of interactive, on-demand courses will teach you how to automate like a pro. A pamphlet-style PDF showing a basic overview of Workato. Print-friendly, easily sharable, and digestible. Available in English & Japanese. Earn your Automation Pro I Certificate.WORKATO CAREERS
Product Engineer. The Workato team fosters a "Just Do It" environment. There is a perfect storm of seasoned veterans and energetic youth that breeds confidence in the strategic vision of the company. While this kind of culture requires determination and a certain type of company-builder, this is the kind of opportunity that rarely presentsitself.
SUPPORT : WORKATO SUCCESS CENTER Solve your problems with the help of our active community. Join now. Have a problem that you can't solve? Our support team will help you.Send us a ticket.
CONNECTORS | WORKATO DOCS Workato connectors contain the building blocks for recipes. Each connector includes a method of authentication, triggers, and actions for a specific app. The Workato platform has over a thousand connectors. To view all supported connectors or search by category, visit Our App Integrations. . View documentation for the most popularconnectors.
ARRAY LIST FORMULAS
LOOKUP TABLES
Each lookup table supports up to 10 columns of data and a maximum of 10,000 entries per lookup table. Lookup table with the account IDs in Salesforce and Intacct, and the account names. Here are other common use cases for lookup tables: Given data in metric units, you want to convert to imperial units for the downstream app. TEAM - SINGLE SIGN-ON Azure AD SAML-based single sign-on configuration requires a unique application identifier called Entity ID. The value is provided by Workato in the Tools > Team > Settings tab. Select Authentication method as SAML based SSO and choose Other SAML IdP in the SAML provider drop-down, to see the Service Provider Entity ID URL. THE MODERN LEADER IN AUTOMATION Workato, a leader in Gartner MQ, is more than an iPaaS. It's an Intelligent Automation platform that can be used by both Business and IT. It supports thousands of enterprise and workflow usecases so you can automate everything.AUTOMATE 2021
Automate 2021 | Workato. Automate 2021. By clicking "Accept All" or by continuing, you agree to the storing of cookies on your device to enhance your experience, analytics on site usage and in our marketing efforts. Set cookie preferences.ABOUT US | WORKATO
The founders of Workato invented integration platforms at companies like TIBCO and Oracle. Now they are bringing the power of an enterprise-class integration with the ease of DIY at a fraction of the cost to businesses of all sizes. WORKATO | AUTOMATION INSTITUTE Automation Institute. Our specialized collection of interactive, on-demand courses will teach you how to automate like a pro. A pamphlet-style PDF showing a basic overview of Workato. Print-friendly, easily sharable, and digestible. Available in English & Japanese. Earn your Automation Pro I Certificate.WORKATO CAREERS
Product Engineer. The Workato team fosters a "Just Do It" environment. There is a perfect storm of seasoned veterans and energetic youth that breeds confidence in the strategic vision of the company. While this kind of culture requires determination and a certain type of company-builder, this is the kind of opportunity that rarely presentsitself.
SUPPORT : WORKATO SUCCESS CENTER Solve your problems with the help of our active community. Join now. Have a problem that you can't solve? Our support team will help you.Send us a ticket.
CONNECTORS | WORKATO DOCS Workato connectors contain the building blocks for recipes. Each connector includes a method of authentication, triggers, and actions for a specific app. The Workato platform has over a thousand connectors. To view all supported connectors or search by category, visit Our App Integrations. . View documentation for the most popularconnectors.
ARRAY LIST FORMULAS
LOOKUP TABLES
Each lookup table supports up to 10 columns of data and a maximum of 10,000 entries per lookup table. Lookup table with the account IDs in Salesforce and Intacct, and the account names. Here are other common use cases for lookup tables: Given data in metric units, you want to convert to imperial units for the downstream app. TEAM - SINGLE SIGN-ON Azure AD SAML-based single sign-on configuration requires a unique application identifier called Entity ID. The value is provided by Workato in the Tools > Team > Settings tab. Select Authentication method as SAML based SSO and choose Other SAML IdP in the SAML provider drop-down, to see the Service Provider Entity ID URL. WORKATO — A SINGLE DIGITAL PLATFORM FOR THOUSANDS OF USE The Workato workbot is designed to be a conversational interface to your business data and business processes. Build custom bots with personalized experiences for Slack or Microsoft Teams using the low-code workbot platform. Create apps that make it easy for your teams to interact with any combination of cloud services, on-prem systems, ERPs, etc..ABOUT US | WORKATO
The founders of Workato invented integration platforms at companies like TIBCO and Oracle. Now they are bringing the power of an enterprise-class integration with the ease of DIY at a fraction of the cost to businesses of all sizes.WORKATO DOCS
Workato Docs. Getting Started Connectors API Platform Workbot Troubleshooting User and Accounts Manage Recipes Connector SDK Developer API Workato Embedded. ENTERPRISE DATA HUB (EDH) Our EDH Accelerator provides a robust solution for efficiently managing your organization’s key master records so you have a single trusted source of truth. Create a trusted source of truth withWorkato.
WORKATO ON WORKATO
Get your copy of Workato on Workato, People Ops edition to find out how you can speed up time to hire, reduce hiring costs, and improve employee engagement with automations. WORKATO ON WORKATO: OUR APPROACH TO WALL-TO-WALL Want to see how we use Workato internally? A little known fact is that we are one the biggest users of our own product and regularly stretch the limits of what's possible in the platform. AUTOMATION FOR THE NEW ERA AND EVERY ERA TO COME Past decades and centuries are filled with technological revolutions that changed everything. The printing press, aviation, the industrial revolution itself—moments like these continue to have an incredible impact on the human experience. KEY PRINCIPLES FOR STAFFING AND SCALING YOUR EMBEDDED Learn about the team Autodesk employs to support their embedded platform, as well as the additional measures they take to scale theplatform.
TEAM - SINGLE SIGN-ON Azure AD SAML-based single sign-on configuration requires a unique application identifier called Entity ID. The value is provided by Workato in the Tools > Team > Settings tab. Select Authentication method as SAML based SSO and choose Other SAML IdP in the SAML provider drop-down, to see the Service Provider Entity ID URL. AZURE ACTIVE DIRECTORY AND AZURE MONITOR INTEGRATION Your Azure Active Directory and Azure Monitor should work hand in hand. Build a new recipe connecting Azure Active Directory and Azure Monitor, or use existing recipes developed by the Workato community. THE MODERN LEADER IN AUTOMATION Workato, a leader in Gartner MQ, is more than an iPaaS. It's an Intelligent Automation platform that can be used by both Business and IT. It supports thousands of enterprise and workflow usecases so you can automate everything.AUTOMATE 2021
Automate 2021 | Workato. Automate 2021. By clicking "Accept All" or by continuing, you agree to the storing of cookies on your device to enhance your experience, analytics on site usage and in our marketing efforts. Set cookie preferences.WORKATO CAREERS
Product Engineer. The Workato team fosters a "Just Do It" environment. There is a perfect storm of seasoned veterans and energetic youth that breeds confidence in the strategic vision of the company. While this kind of culture requires determination and a certain type of company-builder, this is the kind of opportunity that rarely presentsitself.
WORKATO | AUTOMATION INSTITUTE Automation Institute. Our specialized collection of interactive, on-demand courses will teach you how to automate like a pro. A pamphlet-style PDF showing a basic overview of Workato. Print-friendly, easily sharable, and digestible. Available in English & Japanese. Earn your Automation Pro I Certificate. THE MODERN LEADER IN AUTOMATION Workato, a leader in Gartner MQ, is more than an iPaaS. It's an Intelligent Automation platform that can be used by both Business and IT. It supports thousands of enterprise and workflow usecases so you can automate everything.AUTOMATE 2021
Automate 2021 | Workato. Automate 2021. By clicking "Accept All" or by continuing, you agree to the storing of cookies on your device to enhance your experience, analytics on site usage and in our marketing efforts. Set cookie preferences.WORKATO CAREERS
Product Engineer. The Workato team fosters a "Just Do It" environment. There is a perfect storm of seasoned veterans and energetic youth that breeds confidence in the strategic vision of the company. While this kind of culture requires determination and a certain type of company-builder, this is the kind of opportunity that rarely presentsitself.
WORKATO | AUTOMATION INSTITUTE Automation Institute. Our specialized collection of interactive, on-demand courses will teach you how to automate like a pro. A pamphlet-style PDF showing a basic overview of Workato. Print-friendly, easily sharable, and digestible. Available in English & Japanese. Earn your Automation Pro I Certificate. ADOBE ANALYTICS AND MICROSOFT SHAREPOINT INTEGRATION Ensure that all respective Sharepoint and PlanGrid application/endpoint Connections are connected. In Step One, please select the PlanGrid project in which you will be monitoring for new field reports. In Step Two, please select the Sharepoint folder in which you will be uploading your field reports into. 3 users. CONNECTORS | WORKATO DOCS Workato connectors contain the building blocks for recipes. Each connector includes a method of authentication, triggers, and actions for a specific app. The Workato platform has over a thousand connectors. To view all supported connectors or search by category, visit Our App Integrations. . View documentation for the most popularconnectors.
DATE FORMULAS
Date formulas. Workato supports a variety of date and datetime formulas. Formulas in Workato are whitelisted Ruby methods, and therefore not all Ruby methods are supported. You can always reach out to us to add additional formulas to the whitelist. Syntax andfunctionality for
LOOKUP TABLES
Each lookup table supports up to 10 columns of data and a maximum of 10,000 entries per lookup table. Lookup table with the account IDs in Salesforce and Intacct, and the account names. Here are other common use cases for lookup tables: Given data in metric units, you want to convert to imperial units for the downstream app.ARRAY LIST FORMULAS
ON-PREM AGENT
On-prem staging area is required. OPA Smart Shunt requires a staging area in your on-prem configuration. Learn how to setup a staging area in the OPA server profile. Subsequently, the CSV file can be loaded to a downstream data warehouse. , the OPA exports the results from an on-premise PostgreSQL database as a CSV file and uploads it to a WORKATO | AUTOMATION INSTITUTE Automation Institute. Our specialized collection of interactive, on-demand courses will teach you how to automate like a pro. A pamphlet-style PDF showing a basic overview of Workato. Print-friendly, easily sharable, and digestible. Available in English & Japanese. Earn your Automation Pro I Certificate.WORKATO ON WORKATO
Get your copy of Workato on Workato, People Ops edition to find out how you can speed up time to hire, reduce hiring costs, and improve employee engagement with automations. WORKATO ON WORKATO: OUR APPROACH TO WALL-TO-WALL Want to see how we use Workato internally? A little known fact is that we are one the biggest users of our own product and regularly stretch the limits of what's possible in the platform. SAGE LIVE INTEGRATION AND WORKFLOW AUTOMATION Configurations. This recipe uses several custom fields in Sage Live, you can either add these fields to Sage Live or remove them from the recipe. Furthermore, this recipe uses specific alphanumeric strings to pull information from the Sage Live journal and related tags. Configure steps 16, 18, and 21 to conform to your Sage Live account.LIST MANAGEMENT
In most of the examples, the Box trigger New CSV file will be used to read this CSV file from a Box folder and parse it to Workato as a list of three CSV lines. Create a CSV file with the above CSV sample and upload into a specific Box folder for the New CSV file trigger to pick up.. If the above CSV file is the only CSV file in the selected Box folder in the trigger configuration, the fields AUTOMATION FOR THE NEW ERA AND EVERY ERA TO COME Past decades and centuries are filled with technological revolutions that changed everything. The printing press, aviation, the industrial revolution itself—moments like these continue to have an incredible impact on the human experience. FORMULAS | WORKATO DOCS Formulas. Users can use formulas to transform data using Workato. Formulas allow users to easily work with and format data. Formulas in Workato are whitelisted Ruby methods. Not all Ruby methods are supported, but you can always reach out to us to add additional formulas to the whitelist. Syntax and functionality for these formulasare
INSIGHT-DRIVEN AUTOMATION AT EQUINIX The benefits of automation for helping companies improve process speed and efficiency are obvious but how do companies leverage automation indecision making?
AZURE ACTIVE DIRECTORY AND AZURE MONITOR INTEGRATION Your Azure Active Directory and Azure Monitor should work hand in hand. Build a new recipe connecting Azure Active Directory and Azure Monitor, or use existing recipes developed by the Workato community. LIGHTS, CAMERA, AUTOMATION: HOW IT IS TRANSFORMING MGM STUDIOS With the recent explosion in the number of streaming services available on the market, production studios have more choices than ever in determining how and where to distribute content to drive the best business outcomes. THE MODERN LEADER IN AUTOMATION Workato, a leader in Gartner MQ, is more than an iPaaS. It's an Intelligent Automation platform that can be used by both Business and IT. It supports thousands of enterprise and workflow usecases so you can automate everything.AUTOMATE 2021
Automate 2021 | Workato. Automate 2021. By clicking "Accept All" or by continuing, you agree to the storing of cookies on your device to enhance your experience, analytics on site usage and in our marketing efforts. Set cookie preferences. WORKATO | AUTOMATION INSTITUTEOUTSYSTEMS WORKATOWORKATO BLOGWORKATOCOMPETITORS
Automation Institute. Our specialized collection of interactive, on-demand courses will teach you how to automate like a pro. A pamphlet-style PDF showing a basic overview of Workato. Print-friendly, easily sharable, and digestible. Available in English & Japanese. Earn your Automation Pro I Certificate.WORKATO DOCS
Workato Docs. Getting Started Connectors API Platform Workbot Troubleshooting User and Accounts Manage Recipes Connector SDK Developer API Workato Embedded. ADOBE ANALYTICS AND MICROSOFT SHAREPOINT INTEGRATION Ensure that all respective Sharepoint and PlanGrid application/endpoint Connections are connected. In Step One, please select the PlanGrid project in which you will be monitoring for new field reports. In Step Two, please select the Sharepoint folder in which you will be uploading your field reports into. 3 users.LIST MANAGEMENT
In most of the examples, the Box trigger New CSV file will be used to read this CSV file from a Box folder and parse it to Workato as a list of three CSV lines. Create a CSV file with the above CSV sample and upload into a specific Box folder for the New CSV file trigger to pick up.. If the above CSV file is the only CSV file in the selected Box folder in the trigger configuration, the fields CONNECTORS | WORKATO DOCSCRUNCHBASE WORKATOOUTSYSTEMS WORKATOWORKATO COMPETITORSWORKATO GLASSDOORWORKATO PRICINGWORKATO STOCK Workato connectors contain the building blocks for recipes. Each connector includes a method of authentication, triggers, and actions for a specific app. The Workato platform has over a thousand connectors. To view all supported connectors or search by category, visit Our App Integrations. . View documentation for the most popularconnectors.
ARRAY LIST FORMULAS
VARIABLES BY WORKATO Variables by Workato. Workato variable is a user-declared datapill that contains a data value. These user-declared variables are different from a standard datapill in that your declared variables are mutable - the value of the variable can be changed within a recipe. The lifetime of a variable is for the duration of a single job (jobscope
RECIPE OPS | WORKATO DOCSSEE MORE ON DOCS.WORKATO.COM THE MODERN LEADER IN AUTOMATION Workato, a leader in Gartner MQ, is more than an iPaaS. It's an Intelligent Automation platform that can be used by both Business and IT. It supports thousands of enterprise and workflow usecases so you can automate everything.AUTOMATE 2021
Automate 2021 | Workato. Automate 2021. By clicking "Accept All" or by continuing, you agree to the storing of cookies on your device to enhance your experience, analytics on site usage and in our marketing efforts. Set cookie preferences. WORKATO | AUTOMATION INSTITUTEOUTSYSTEMS WORKATOWORKATO BLOGWORKATOCOMPETITORS
Automation Institute. Our specialized collection of interactive, on-demand courses will teach you how to automate like a pro. A pamphlet-style PDF showing a basic overview of Workato. Print-friendly, easily sharable, and digestible. Available in English & Japanese. Earn your Automation Pro I Certificate.WORKATO DOCS
Workato Docs. Getting Started Connectors API Platform Workbot Troubleshooting User and Accounts Manage Recipes Connector SDK Developer API Workato Embedded. ADOBE ANALYTICS AND MICROSOFT SHAREPOINT INTEGRATION Ensure that all respective Sharepoint and PlanGrid application/endpoint Connections are connected. In Step One, please select the PlanGrid project in which you will be monitoring for new field reports. In Step Two, please select the Sharepoint folder in which you will be uploading your field reports into. 3 users.LIST MANAGEMENT
In most of the examples, the Box trigger New CSV file will be used to read this CSV file from a Box folder and parse it to Workato as a list of three CSV lines. Create a CSV file with the above CSV sample and upload into a specific Box folder for the New CSV file trigger to pick up.. If the above CSV file is the only CSV file in the selected Box folder in the trigger configuration, the fields CONNECTORS | WORKATO DOCSCRUNCHBASE WORKATOOUTSYSTEMS WORKATOWORKATO COMPETITORSWORKATO GLASSDOORWORKATO PRICINGWORKATO STOCK Workato connectors contain the building blocks for recipes. Each connector includes a method of authentication, triggers, and actions for a specific app. The Workato platform has over a thousand connectors. To view all supported connectors or search by category, visit Our App Integrations. . View documentation for the most popularconnectors.
ARRAY LIST FORMULAS
VARIABLES BY WORKATO Variables by Workato. Workato variable is a user-declared datapill that contains a data value. These user-declared variables are different from a standard datapill in that your declared variables are mutable - the value of the variable can be changed within a recipe. The lifetime of a variable is for the duration of a single job (jobscope
RECIPE OPS | WORKATO DOCSSEE MORE ON DOCS.WORKATO.COMABOUT US | WORKATO
The founders of Workato invented integration platforms at companies like TIBCO and Oracle. Now they are bringing the power of an enterprise-class integration with the ease of DIY at a fraction of the cost to businesses of all sizes. WORKATO | AUTOMATION INSTITUTE Automation Institute. Our specialized collection of interactive, on-demand courses will teach you how to automate like a pro. A pamphlet-style PDF showing a basic overview of Workato. Print-friendly, easily sharable, and digestible. Available in English & Japanese. Earn your Automation Pro I Certificate. MICROSOFT TEAMS INTEGRATION AND WORKFLOW AUTOMATION Integrate Microsoft Teams with your other business applications to process orders, streamline approvals, access your knowledge base, and respond to leads without switching apps. Workato lets you build custom automations for Teams – no coding required. SHOPIFY INTEGRATION AND WORKFLOW AUTOMATION Integrate Shopify with your other business applications to seamlessly manage e-commerce workflows from order to cash. Workato lets you connect Shopify with your ERPs, MAPs, and CRMs to automate order fulfillment across your organization.WORKATO ON WORKATO
Get your copy of Workato on Workato, People Ops edition to find out how you can speed up time to hire, reduce hiring costs, and improve employee engagement with automations. WORKATO ON WORKATO: OUR APPROACH TO WALL-TO-WALL Want to see how we use Workato internally? A little known fact is that we are one the biggest users of our own product and regularly stretch the limits of what's possible in the platform. AUTOMATION FOR THE NEW ERA AND EVERY ERA TO COME Past decades and centuries are filled with technological revolutions that changed everything. The printing press, aviation, the industrial revolution itself—moments like these continue to have an incredible impact on the human experience.PRODUCT SCOOP
May is named for Maia, a Roman goddess of growth & increase. This month, Workato pays tribute to our lady of growth with new tools for RevOps teams, as well as a wealth of new connectors, governance features and productivity improvements. HOW COVID-19 TURNED EVERY ORG INTO A TECH COMPANY COVID-19 has accelerated digital adoptionand not just for tech companies. Jazmine Hughes of the New York Times joins Greg Baxtrom, Award-Winning Chef at Olmsted, and Greg Mathis, Jr., Health Policy Advisor to Senator Mark Warner, to discuss how the coronavirus crisis has impacted their work and turned every company into a tech company. INSIGHT-DRIVEN AUTOMATION AT EQUINIX The benefits of automation for helping companies improve process speed and efficiency are obvious but how do companies leverage automation indecision making?
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