WORKATO - Automation Platform

INTRODUCTION

Workato is an automation tool that helps companies to automate their business processes and data integration. In workato we can create automate workflows, manage integrations, and pull data from various sources and automate that data to their expected destination.

Workato helps you to automate business workflows across on-premises apps and cloud applications. For example, automate business processes which may involve transferring data between apps such as Salesforce, Netsuite, ServiceNow, Jira, Shopify etc. Workato Workspaces:

Workspace provide a platform where your team works together to automate business processes such as:

• Onboard/ Offboard new hires

• creating data pipelines and variable

• Create Lookup tables and manage job reporting

What is inside your Workspace?

Projects

Projects are a flexible way to organise your automations. You can organise your automation assets by:

• Business processes

• Order to cash

• Lead management etc

• Department — Marketing

• Finance, Sales etc

• Use cases

In every project, you can manage your recipes, applications, and team members who have access to that project.

Dashboard

Dashboard is used to show Your recipes, Successful jobs, Failed Jobs, Task used by recipe, your immediate attention and provide actionable insights to discover and resolve issues much faster.

The main view of your dashboard consists of:

• Jobs graphs

• Recipe details table

• Plan usage

• App connection overview

Tools

Tools perform so many functions but these 4 are the main functions which we mostly used in workato.

• Common data models

• Properties

• Collaborate and manage recipe

• LookUp tables

To find full list of tools click on tools at the navigationi bar on the left side of the screen.

Here are some examples of possible tools:

• Recipe lifecycle management of recipes

• Publish APIs

• Connect to on-prem applications

• Workbot on Slack and Microsoft Teams

Team Management

Team Management work on:

• Create different-different roles for your team Using fine-grain permissions.

• Invite members in your workspaces and assign them specific roles and permissions to work on your projects.

• Create custom roles for users

Environments

These 3 Environments are available in workato for you and your team to build, test, and ship your automations effectively.

• Development — a space to experiment, where you build your recipe, test, and debug

• Test — a space to do user acceptance and quality assurance testing on your project

• Production — when your automation is tested and ready to roll, deploy it to the Production environment.

WHAT IS WORKATO RECIPE:-

Workato recipes are a set of steps that Workato will follow to get work done between two apps. Recipes have many advanced features, allowing them to handle all app integration and workflow automation scenarios, including duplicate detection, conditional triggers and actions, complex data transformations,and much more.

WHAT IS A TRIGGER ?

In Workato trigger is basically an event which a recipe will be "listening out" for. This means that the recipe will only "react" and start when the specified event has occurred, and then leave that recipe in start mode.

There are 3 types of triggers available in Workato:

• Polling triggers

• Dynamic webhook triggers

• Static webhook triggers

ACTION:

Action will start their work after getting task that will be performed in a recipe after a job is picked up by the trigger.The simplest recipe will contain the trigger and at least one action.

CONDITIONAL STATEMENT IN WORKATO:

A conditional statement either true or false. In the recipe you can build this statement from the data output of any other step.

HOW TO CREATE A RECIPE IN WORKATO ?

Each recipe consists of triggers and one or more actions in the recipe and automated workflow that connects your apps.

Before you start

• To connect to your Source account, you need your username and password

Step 1: Open a new recipe

1. Navigate to Assets and click on Create Recipe.

2. Enter recipe name My first recipe in the Name field.

3. Click on Start building.

• Real Time Trigger

• Scheduler

REAL TIME TRIGGER

1)Select an App.

2)Select an Action on which the recipe will be triggered.

3)Connection: Create Connections resource enables you to programmatically manage connections for Workato Embedded customer accounts.

4) Setup : Where we have to select the object and trigger conditions.

Scheduler

Here we can schedule the recipe that when exactly we want to kickoff the recipe on the desired time period

1. Select Scheduler Application 2. Set up of time
   

Business logic

It contains destination system where we want sync the data or modification data or etc

End or Stop shape to stop the recipe

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Recipe Life Cycle Management Recipe Life Cycle Management typically used for plan, test, and deploy new integrations. It may involve moving recipes from one environment to another environment like development environment to a testing environment, or from a testing environment to a production/deployment environment.

Recipe Life Cycle Management help team teams to maintain their integration recipes across their different teams' environments.

Packages

Users can easily export and import their recipes in the form of packages. Here's a list of assets that can be exported/ Imported in a package:

• Recipes in a chosen folder..

• Sub-folders and recipes in those sub-folders

• Associated connections.

• Associated custom connectors (SDK connectors).

• Associated Recipe function or callable recipes.

• Associated lookup tables..

• Associated shared schemas

• Associated message templates.

• Associated account properties.