Productivity

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 ...

How H2O.ai Uses Workbot in their Growth Hacking Workflow

Big Data and Machine Learning - two phrases that most people have heard before. Fewer, however, can claim to understand exactly what it does and how it works. That’s H2O.ai’s specialty. They provi ...

workato

Recipe 8: New Opportunity in Salesforce Triggers QBO Invoice

It's no surprise that linking Salesforce with QuickBooks ranks in the top recipes on Workato. In this recipe you can automatically invoice from QBO in addition to updating Salesforce with the invo ...

workato

Recipe 9: Syncing New Invoices in Replicon to Xero (with a Replicon Master System)

The countdown resumes! If Replicon is your master system, versus using Xero as your master system as in our previous post, this is the recipe for you. When a new invoice is created in Replicon ...

3 Ways to Guarantee Triumph Over the Back To Work Blues

It's the first Monday of January and that means the entire workforce is recovering from a (hopefully) long winter break! Getting back into the groove can be difficult, from clearing out your email inb ...

workato

Recipe 10: Sync New Invoices from Replicon to Xero

Today's recipe is perfect if you use Xero as your master system. When a new invoice is created in Replicon (with an "Open" status), Workato will create a corresponding invoice in Xero with a "D ...

workato

Recipe 11: Sync New Employees From Namely Into Replicon

Here's a simple but imperative recipe for today! When there is a new employee profile in Namely, Workato will automatically create user in Replicon. Syncing your HR app with your payroll app wi ...

workato

Recipe 12: Automatically Deploy Surveys from Salesforce

Happy Monday! Our recipe for today was crafted for Nonprofits but easily applicable to any business. When you want to send out SurveyMonkey surveys for a close case, you can use this recipe to eas ...

workato

Recipe 13: Sync Concur Expenses to Replicon

Today's recipe seamlessly transfers paid expense reports from Concur into Replicon automatically. Having your paid expense reports synced with your payroll app on a daily basis means that payi ...

workato

Recipe 14: A New Row in Google Sheets Creates a Lead in Salesforce

For our 3rd day of the countdown, we have one of our most versatile recipes. Automatically create a new lead in Salesforce anytime a new row is created in Google Sheets. Whether you are coll ...

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