Salesforce

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 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 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 ...

workato

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 ...

workato

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 ...

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