Customer Service

Automating Customer Service: Smart Onboarding and a 360° Customer View

This is part of our series Inside Workato's Kitchen where we show you how we use our own product to automate each section of the business.  In a modern company, each department has their own best- ...

Automating Your Enterprise Order and Return Flow with ServiceNow, NetSuite and Shopify

Order and Returns processing is one of the most complex workflows an employee must deal with, as it requires the use of multiple cloud apps to process one order or return. It's also a process that is ...

Zendesk and JIRA: How Jumia Makes Communication Between Customer Service and Engineering Seamless

Labored or inefficient communication between customer service and engineering is one of the most common roadblocks to providing the best customer service experience. Carlos Santos, the team leader  ...

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 ...

See how we automated our entire business.

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