Salesforce

Bundle Up: Effortless Accounting with Salesforce and Xero

Keeping your information up to date on multiple platforms is not just challenging -- it takes a lot of effort! This is especially true if you’re used to manually exporting data from and uploading da ...

BizOps Automation: Engineering, Reporting, and Partner Onboarding

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 our business. Enhancing Development and Engineering Auto-requesting pr ...

Nonprofit Integration: How Chicago Scholars Uses Workato to Help Students Graduate from College

Nonprofits face seemingly insurmountable challenges. They are often underfunded, understaffed, and under-recognized. Internally, they struggle to run a lean operation and still accomplish big, sociall ...

No Code Needed: Using Apttus and Workato for Seamless Quote-to-Cash

Need to Integrate Apttus with your other apps? Apttus and Workato have a lot in common, especially the clicks-not-code mentality. So, while Apttus takes care of increasing sales productivity and maki ...

Enterprise Content Management (ECM) Integration with Box, Slack, and Salesforce

Where and how to store documents is an age-old business problem. In the past, storage meant rows of filing cabinets, keys distributed throughout the staff, and folders marked “confidential.” Thank ...

Serve Your Customers Better: Integrating Salesforce with ServiceNow Express

This is part of our series with ServiceNow. In this series, we’re bringing you the most popular automation workflows using ServiceNow Express. We’ll cover different integrations to boost your ...

Meet Workbot for Salesforce: The Only Platform Bot for Salesforce

A good Salesforce bot can be hard to find. Enter Workbot for Salesforce. There's a more up-to-date post by Salesforce MVP Sharon Klardie - Check it Out > Salesforce users can now work dynami ...

How Simpler Media Group Automates SFDC, Marketo and QBO for Better Data Management and Cash Flow Automation

Connecting your front office and back office data is vital for businesses of all sizes, as this single integration can have a huge impact on the efficiency and accuracy of business operations. For Sim ...

How this Nonprofit Used Intacct, Salesforce, and Workato to Digitally Transform

Digital Transformation means different things to different people but no matter the situation, the core of the process lies with transformation - "a complete or major change in someone's or something' ...

How Box Streamlined Their Platform Partner Onboarding Process with Workato

Box is a leading content management and collaboration platform that integrates with thousands of apps to make it easy for users to share and collaborate on their most important content so, when they a ...

See how we automated our entire business.

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