Getting Started with Workato

About the Lesson

Workato recipes are a set of steps that Workato will follow to get work done between your apps. Recipes have many advanced features, allowing them to handle all app integration and workflow automation scenarios, including complex data transformations, conditional triggers and actions, duplicate detection and much more.

Get your first recipe running in less than 5 minutes. Learn about the core building blocks of a Workato recipe such as Apps, Triggers, and Actions! Learn how to:

  • Connect to Apps: Cloud based or on-premise apps that record various business events e.g. Salesforce (CRM)
  • Set a Trigger: Business events that will kick off the integration to complete actions automatically e.g. new opportunity is created in Salesforce
  • Automate Actions: Set of business event outcomes that you want to accomplish based on the triggered event e.g. create an invoice, send email/SMS, update contact information
  • Test and Start:  Test the connections, check triggers, validate actions. 

Connections, Apps, Triggers, Actions, Recipe Building, Testing Recipes, Starting Recipes

LESSON 1

Recipe Basics

Key Learning Points

Key Learning Points

Connections, Apps, Triggers, Actions, Recipe Building, Testing Recipes, Starting Recipes

1

Next:

Taking Control of Actions

Try Now

Jumpstart your journey to building innovative solutions.