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Workato Works for Business Apps
What do you like best about the product?
Workato has helped turned our procedures from clunky & repetitive to smoothly automated in a short amount of time. I love that in Workato, I can create commands based on specific data or fields, & it's specific to our company & our needs. I also love that over time, as I've found small things that can be improved, that I can just sign into Workato & play around with recipes until I can solve my own problem.
What do you dislike about the product?
The only drawback I've found with Workato is that the recipe-building process is lengthy & the requirements are not always crystal clear. While I completely understand the logic behind the required steps for a successful recipe, I also feel that it's not always presented in an easy-to-follow format for a user that has entry-level programming skills.
What problems is the product solving and how is that benefiting you?
Workato has drastically improved our invoicing procedures by completely eliminating duplicate data entry. Before, invoices would be created in Quickbooks, then all of that data would be manually inputted into QuickBase. Not only was it time-consuming, but it left quite a bit of room for human error. Now with Workato, invoices are created based on specific fields changing in QuickBase, & invoice data is passed back & forth between both programs. Not only has it reduced data entry by 50%, it has also reduced errors by nearly 90%. By making our invoicing process faster & more accurate, we are able to speed up the payment process, & actually improves our colletion rate as well.
Recommendations to others considering the product:
I would recommend some level of understanding in programming in order to hit the ground running while using this product. Workatao does offer training, however, I have not had a chance to try it our yet. I will say that there is very little helpful information available outside of Workato's own website.
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Great syncing software, even better support
What do you like best about the product?
I love Workato's support team! They are very responsive and always there to help you out.
What do you dislike about the product?
A little complicated when you first start using the product.
What problems is the product solving and how is that benefiting you?
Syncing invoices from Quickbooks into SalesForce
Recommendations to others considering the product:
Should have signed up sooner
I love Workato!
What do you like best about the product?
There are a lot of Community Recipes available so, often, what you want to accomplish has already been done by another user and you just need copy a recipe and tweak it to your specific needs. When you do create a recipe from scratch the steps are very intuitive and support is very helpful when you can't figure out how to accomplish a specific thing.
What do you dislike about the product?
When error conditions exist and are corrected and resent, the original error remains out there and there doesn't seem to be a way to clear these errors (though if you process the error from the error record itself, the error does go away.)
What problems is the product solving and how is that benefiting you?
We are a consulting firm and have used Workato for several of our clients to send invoices and payments from Salesforce to QuickBooks Online, and to update shared Google calendars from Salesforce.
Recommendations to others considering the product:
We have used Workato to solve one business need and then found that we could connect to a different app and solve another problem without buying another product.
Great
What do you like best about the product?
Workato is easy to use, and it goes deep in integration with Infusionsoft (which is the CRM we use) like nothing I've ever seen
What do you dislike about the product?
nothing really. Sometimes when you integrate several Stripe accounts it gets messy as you have to activate and deactivate accounts.
What problems is the product solving and how is that benefiting you?
We need to get integration between payments and our CRM, and workato is the best tool out there to make that happen.
Stored Procedures for the new age
What do you like best about the product?
Ease of connecting external platforms and threading work flows!
What do you dislike about the product?
Kinda clunky at times but easily understood.
What problems is the product solving and how is that benefiting you?
Expedited payments to franchisees via a simplified auditing process.
Recommendations to others considering the product:
Try it to see if it fits!
Workato Works
What do you like best about the product?
Workato is something we can customize for any of our business uses - it fits into many different platforms.
What do you dislike about the product?
Sometimes the code doesn't quite work, and it takes awhile for support to get back with us.
What problems is the product solving and how is that benefiting you?
Customization for many applications.
Workato
What do you like best about the product?
The ease of integrating disparate systems
What do you dislike about the product?
Chat window popup every time you log in.
What problems is the product solving and how is that benefiting you?
Systems integration. Improved efficiency in numerous business processes
Essential for Automation
What do you like best about the product?
The wide variety of connected apps and ability to customize exactly to my needs
What do you dislike about the product?
There is no app connection for Shipstation.
What problems is the product solving and how is that benefiting you?
We are able to save a significant amount of time automating wide variety of tasks. This automation removes the potential of human error and let's us customize tasks exactly to our needs
Recommendations to others considering the product:
Browse through the community recipes to get an understanding of how everything works.
Infusionsoft and Quickbooks Online Sync
What do you like best about the product?
Removes double-entry between applications (once recipes are setup and, when they work).
What do you dislike about the product?
Not plug-and-play between two very popular and widely used applications (Infusionsoft and Quickbooks Online). Expensive for limited functionality (in my opinion) for a company of our size (5 employees). Too time consuming for me to learn and create recipes on my own, even with the free webinars.
What problems is the product solving and how is that benefiting you?
Has eliminated some double-entry by creating new customers in Infusionsoft automatically when they are first created in Quickbooks Online.
Recommendations to others considering the product:
Do your homework. Someone with 1) a simpler Quickbooks Online configuration, 2) more time to learn and implement configuration of the Workato recipes, 3) more experience with this type of programming and a bigger budget for overhead could do a lot with this software. We use job #'s as sub-clients of the parent (actual client) and have some clients with multiple businesses and/ or multiple properties and this created a ton of challenges in the setup to avoid duplicates coming over from Quickbooks Online into Infusionsoft. So much so that we shelved the majority of cross-program functionality for now to focus on other things, thus we are only experiencing a small fraction of the integration possible. BTW: We are an Electrical and General Contracting Business.
Workato improves efficiency
What do you like best about the product?
Workato really helps to improve my teams efficiency by integrated disparate systems.
What do you dislike about the product?
Some services are missing, and I have to use other services.
What problems is the product solving and how is that benefiting you?
We use it to sync our AP and Finance software systems
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