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 pre-built solutions to their Salesforce workflow.
Here at Workato, we are working on building powerful connections for the apps in AppExchange everyday, and our ability to integrate with any native Force.com app makes it the best option for those who are using multiple Salesforce apps. Earlier this year we released connections for ServiceMax, Twillio and Click & Pledge and now, we’re excited to announce that you can start integrating Steelbrick, TaskRay, Vlocity, and JobScience with your other business apps by creating custom recipes on Workato.
Taskray is a shared task and project management tool specifically for Salesforce. It is 100% Salesforce native, meaning it will work beautifully with your Salesforce data, and now it can work just as seamlessly with your other business apps.
For example, if you are using TaskRay as a project management tool to onboard new customers once the opportunity is closed in Salesforce, you can send information between TaskRay and Google Calendar. Never forget to transfer a project again as your Workato recipe can be customized to trigger anytime there is a object created/updated in Salesforce, and move the projects you favorited in TaskRay to Google Calendar. These recipes can be customized with the triggers and actions listed above to help sync your data as intuitively as possible.
SteelBrick is a great tool for in the “quote to cash” or CPQ (configure, price quote) space. While all Force.com apps natively integrate with SFDC, the integration of a company’s accounting and ERP systems are essential for a full “quote to cash.” You can use Workato to sync SteelBrick and your Salesforce account, with products like Netsuite and other finance apps like Intacct and Quickbooks to lower manual data entry and gain a full CPQ in real time.For example, a Workato recipe can automatically let a quote generated in Steelbrick flow through Docusign for signing before getting passed to Netsuite. These connections can help automate inventory management, invoice creation, e-signatures, and document management.
Vlocity offers solutions for modern applications that are industry specific but cloud based. If you use Vlocity for your business, automating actions and sharing data with your accounting apps is key.Integrating your leads, opportunities, contacts and more with Quickbooks, Infusionsoft, or Netsuite with a powerful recipe gives you more time to focus on the development of your business and a 360 degree view of your revenue.