FEATURED

Guides

Workato Review: Is it the Best automation tool For Your Business?

The cloud automation industry is still developing. Despite enormous promise for a diverse range of enterprises, industries, and business models, the topic, or technology, has yet to reach many companies. Workato is a cloud-based automation platform that allows businesses to automate their workflows and processes by connecting their apps and data sources. Some standard features of Workato include integrations with popular business apps, customizable triggers and actions, and the ability to create and automate business processes. So here’s a detailed Workato Review to decide if it’s the ideal tool for your business.

What Is Workato?

Workato is a business intelligence platform built on an integration platform as a service (iPaaS) intended for enterprises of all sizes to create automated workflows. Using artificial intelligence(AI) and machine learning(ML) enables IT teams and businesses to automate processes at the corporate level.

A cloud integration technology is called IPaaS, or Integration Platform as a Service. By cleverly integrating cloud applications, cloud integration means that data and information are automatically pushed from one cloud application to another, resulting in automated process flows (or workflows).

Thus, repetitive tasks can be by bots, which eliminates the need for human labor. It is designed to help businesses streamline and automate their operations by creating custom integrations and automation between different software and services.

With Workato, users can create triggers and actions to automate various processes, such as creating a new customer record in a CRM when a new invoice is generated or sending a notification when a new lead is added to a marketing database. The platform includes many integrations with popular business apps and tools for managing and monitoring automation.

Workato is used by businesses of all sizes in various industries and is known for its ease of use and flexibility. It is designed to be accessible to users with little technical experience but also includes advanced features for more experienced users.

Workato Features

Workato is a feature-rich AI-based middleware platform that allows businesses to connect and create workflows for professional services. Some of the key features of Workato include the following:

Integrations

Workato includes integrations with many popular business apps, including CRMs, project management tools, financial software, etc.

Customizable Triggers and Actions

Workato allows users to create custom triggers and actions to automate various business processes. For instance, you can create a trigger that sends a notification upon adding a new lead to your marketing database or an action that creates a new customer record in your CRM when a new invoice is generated.

Workflow Builder

Workato includes a drag-and-drop workflow builder that allows users to create and manage automation without writing code.

Collaboration and Sharing

Workato includes collaboration tools with team members and sharing automation with other users.

Monitoring and Reporting

Workato includes tools for monitoring and reporting on the performance of workflow automation, including alerts for errors and failures.

Advanced Features

Workato also includes advanced features for more experienced users, such as writing custom code and integrations with APIs. The features enable firms to automate complex business workflows easily.

Workato Pros And Cons

Let’s explore the pros and cons of Workato.

Pros Of Using Workato

Workato is a powerful integration and automation platform that offers a range of benefits to businesses and organizations. Here are some of the pros of using Workato:

User-Friendly

The platform includes a drag-and-drop workflow builder and a wide range of pre-built automation, making it easy to start with automation. The visual drag-and-drop builder allows both technical and non-technical users to design and create integration workflows and automation processes without the need for extensive coding knowledge.

Flexibility

Workato is a highly flexible platform that allows business users to customize and create automation to meet their needs.

Pre-Built Connectors (Recipes)

Workato provides a wide library of pre-built connectors, called “Recipes,” that make it easy to integrate with a vast array of applications, databases, and services. This reduces development time and simplifies the integration process.

Customization

While offering pre-built connectors, Workato also allows for custom scripting, giving more advanced users the flexibility to customize integration workflows and actions according to specific business needs.

Hybrid Integration

Workato supports hybrid integration scenarios, allowing you to connect cloud-based applications with on-premises systems, providing a solution for businesses that have a mix of both types of systems.

Real-Time Integration

The platform enables real-time data synchronization and automation, ensuring that data flows seamlessly between connected applications without delays.

Multi-Step Workflows

Workato supports complex automation scenarios with multi-step workflows. A single trigger can set off a chain of actions across different applications, automating intricate processes.

Data Transformation

You can transform and manipulate data as it moves between applications using Workato’s built-in data mapping and transformation capabilities.

Error Handling and Monitoring

The platform provides error handling tools and comprehensive monitoring capabilities, allowing you to track the performance of your integrations and troubleshoot any issues that arise.

Collaboration

Workato allows multiple users to collaborate on creating and managing integration workflows, which can be beneficial for cross-functional teams working on different aspects of automation.

Security and Compliance

Workato offers enterprise-grade security features, including encryption and access controls, to protect sensitive data and maintain compliance with regulations.

Customer Support and Community

Workato provides customer support and has an active user community that shares best practices, troubleshooting tips, and use-case examples.

Cost-Effective Solution

Workato’s pricing model is designed to accommodate businesses of different sizes, with options ranging from smaller plans to enterprise-level solutions.

Cons Of Using Workato

As with any software platform, there are potential drawbacks to using Workato. Some potential cons of using Workato include the following:

Complexity

Some users have reported that Workato can be complex to set up and configure, especially for more advanced automation. More complex automation scenarios might require a learning curve for users who are less familiar with integration concepts.

Custom Scripting Complexity

While Workato allows custom scripting, creating complex scripts may require a deeper understanding of programming, which might not be suitable for users without technical expertise.

Limited Offline Functionality

Workato is primarily a cloud-based platform, so offline or on-premises scenarios might have limitations or require additional configurations.

Resource Intensiveness

For businesses with high transaction volumes or complex workflows, Workato’s pricing might become less cost-effective over time due to its pricing model based on usage.

Complex Data Transformations

While Workato supports data transformation, very complex data transformation scenarios might require additional effort and workaround solutions.

Limited integrations

While Workato includes integrations with a wide range of popular business apps, it may include only some of the tools and services a business uses.

Security Concerns

While Workato emphasizes security, some enterprises might have specific security requirements that necessitate additional customization or security measures.

Scalability

While Workato can handle a wide range of integration scenarios, extremely large-scale or highly complex integrations might require more specialized integration solutions.

Limited customization

Though Workato allows users to create custom automation, it may offer a different level of customization than other automation platforms.

Platform Dependencies

Relying heavily on a single integration platform can lead to a certain level of vendor lock-in, which might affect flexibility in the long term.

Ongoing Management

As the number of integrations and automations increases, ongoing management, monitoring, and troubleshooting might become more complex.

Cost

Workato can be a significant investment for businesses, especially for larger organizations with more complex automation needs.

Reliability

Some users have reported issues with the platform’s reliability, with some automation experiencing failures or errors.

Limited support

Some users have reported limited support options, including long wait times for assistance and a need for personalized support.

Workato Pricing

Workato offers a range of pricing plans to meet the needs of businesses of different sizes and with different automation needs. The pricing for Workato will depend on the number of automated workflows the business requires.

Workato offers a free trial for users to try out the platform and see if it meets their needs. After the trial period, users can choose from a range of pricing plans, including:

It’s important to note that Workato’s pricing is based on the number of users, and additional users can be added for an additional cost. It’s also worth noting that Workato’s pricing may change over time, so it’s a good idea to check the latest pricing on the Workato website.

Workato Review

Many customer reviews of Workato are available online, with many users praising the platform for its flexibility and ease of use. Some users have reported that the platform is intuitive and easy to learn, even for those with little technical experience. Other users have noted the robust set of features and integrations available on the platform, which allow them to automate a wide range of processes and workflows.

Some common themes amongst positive Review includes:

  1. Ease of use:
    Many users have reported that Workato is easy to learn and use, even for those with little technical experience.
  2. Robust feature set:
    Users have praised Workato for its wide range of features and integrations, allowing them to automate many processes and workflows.
  3. Integration with popular apps:
    Workato is famous for its integrations with a wide range of popular business apps, which allow users to connect and automate processes across different tools and services.

However, there are also some negative reviews of Workato, with users mentioning long wait times for support and a lack of personalized assistance. Some users have reported that the platform can be complex to set up and configure and may require a significant investment of time and resources to get up and run.

Others have also reported issues with the platform’s reliability, with some processes experiencing failures or errors. It’s essential to carefully research before deciding whether Workato is the right fit for your organization.

Some common themes amongst negative reviews include:

Complex navigation:
A high learning curve was necessary to get Workato recipes to operate with the amount of specificity and complexity of our business processes. The software’s fundamentals are simple, but using the formulae and other more advanced capabilities took some trial and error.

Consistency:
Debugging issues within recipes can be difficult, primarily as errors are frequently supplied by an API of another piece of connected software rather than by Workato itself. Trouble getting the applications to connect correctly

Recommended Workato Alternative

Despite being a top competitor in the market, Workato has drawbacks that are readily overcome by employing comparable alternatives. If you’re looking for such a platform, Syncari is among your best possibilities.

[Related: Compare Syncari as an Alternative to Workato]

Syncari is a cloud-based integration and automation platform that is similar to Workato. It allows businesses to connect and automate their workflows and processes by creating custom integrations and automation between different software and services.

Unlike Workato, Syncari offers the most powerful connectors on the market to popular business apps and tools, patented stateful sync, in addition to a drag-and-drop workflow builder for creating and managing automation. Syncari’s connectors aren’t superficial integrations, but a thorough synthesis between your systems. It also includes features for monitoring and reporting on the performance of automation and tools for collaborating with team members and sharing automation with other users.

Even though Workato and Syncari are similar systems, Syncari has a few more features that make it the superior choice. With Syncari’s data automation platform, operations specialists can gather, purge, manage, and distribute reliable consumer information throughout the business.

Syncari restores data trust by combining data management, workflow automation, and multidirectional sync.

Features

Some distinguishing characteristics that set Syncari apart are:

  • Complete platform
    • Integration and unification of data
    • Handling of data
    • Process automation
    • A fully operating, controlled data hub
    • Tool extensibility for BI
  • Allows interoperability
    • Standard data model
    • Adaptive Synapses
    • Multi-directional sync that is robust
    • Distributed leadership
    • Transparent transaction log

Syncari is the only solution that aggregates client data from many platforms. It can sync data from NetSuite and Salesforce simultaneously, for example, rather than sending duplicate copies of client data back and forth between different tools.

Pricing

Syncari offers a range of pricing plans to meet the needs of businesses of different sizes and with different automation needs. The specific pricing for Syncari will depend on the records and integrations that a business requires.

Syncari offers a free trial for users to try out the platform and see if it meets their needs. After the trial period, users can choose from various pricing plans.

It’s important to note that Syncari’s pricing is based on the number of records. It’s also worth noting that Syncari’s pricing may change over time, so it’s a good idea to check the latest pricing on the Syncari website.

Bottom Line

By independently unifying data from every system of record, Syncari has developed a novel technique for assisting revenue operations teams in aligning all GTM teams. You are aware of the cost in managing your data thanks to a transparent pricing structure and a longer 30-day free trial period than the standard 14-day trial.

Contact us for a Demo.

Join 10,000+ customer data thought leaders.

Follow weekly insights at the intersection of GTM, RevOps and data strategy.

Thank you for signing up!