Salesforce

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Recipe #15 New Eventbrite Attendee Automatically Added to Salesforce

Our countdown of our most popular recipes continues with this useful Eventbrite to Salesforce recipe! When a new event attendee registers in Eventbrite, Workato will create a new contact in Sal ...

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Recipe #16: Automatic Invoices with Salesforce to Xero

There are 16 days until the close of 2015 and the beginning of 2016 and it's been an amazing year here at Workato. In honor of the impending new year, we're counting down the most popular re ...

How To ‘Set It & Forget It’ to Handle the Holiday Rush

The holidays are a time for family and cheer, but the time leading up to the actual celebration is often chaotic from both a business and personal standpoint. It's the season of "more" -- more emails, ...

WorkHack: Unlock Key Performance Indicators in Intacct Without A Statistical Journal Entry

When you are a small to mid-sized business or nonprofit with a growing customer, client, or donor base the importance of your Customer Relationship Management (CRM) tool becomes abundantly clear - how ...

WorkHack: Know Which Customer Is Most Profitable Instantly By Connecting Salesforce and Quickbooks

When dealing with clients, it's important to have all of the information you have gathered on them in one place along with their payment information. Manually switching between your accounting app ...

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 ...

WorkHack: Mobilize Sales and Secure Customer Loyalty with Vend

Small business owners need to get insights from their purchase data to grow.  Point-of-sale (POS) technology not only makes it easy to accept the latest payment method but they also give owners great ...

Customer Success: How App Integration Accelerates Positive Social Impact

We often hear small and large success stories from our customers and users.  They range from being able to sync accounting with payroll software all the way to automating hundreds of hours of work ac ...

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