Customer Service

Salesforce + Workato: Harnessing the Power of A.I. for Your Business

Artificial Intelligence (A.I.) is a hot topic and, as it continues to grow more advanced, is solidifying its place in the future of business processes. Though A.I. may be dominating headlines, it real ...

TaskRay & Workato: It’s Not Magic, but Close Enough

This is a guest post from Jamie Moir, Director of Marketing, Bracket Labs outlining the new recipes we've created with TaskRay. TaskRay, the top-rated native Salesforce project management app and W ...

This Admin Created a Two Way Sync Between Salesforce and Jira with No Code

As business increasingly moves online, maintaining and improving a product most likely relies on your team of developers who create the front end and back end code for your website, mobile app, or sof ...

Why CuraDeuda Switched From Zapier To Workato

For small to mid-sized companies, creating your own business workflow can be a daunting task. You are choosing what cloud apps to use, what features you need, and how to make them work together. Thoug ...

6 Ways to Use Zendesk with Slack for Better Customer Service

Zendesk is an ideal way to keep customer service communications organized and is rapidly being adapted by SMBs. We’re not surprised - the dashboard is user-friendly and the ticket system helps every ...

Workhack: Set Up Zendesk Ticket Threshold Notifications for Email & Slack

Whether you're a customer service rep, product manager, or CEO of an SMB you need to stay on top of any issues and keep your customers happy. Tags and custom fields can help organize your incoming ...

No More Islands of Data: How Chargify Unlocks Essential SaaS Insights With Workbot

If you operate a SaaS company or are running a startup, having a clear understanding of your usage and generating reports are incredibly important. For Chargify, a subscription billing platform, this ...

WorkHack: Seamlessly Connect Your Apps With Steelbrick, TaskRay, Vlocity & JobScience

  The Salesforce AppExchange is perhaps the greatest 3rd party network of Independent Software Vendors (ISVs) in the enterprise software market and where many Workato customers go to a find pr ...

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