April 2024: Embedded environments, sales team automations, and the return of the Automate conference

Hey there, automation enthusiasts! ??

Spring is springing, April Fool's Day jokes have come and gone, and here at Workato, we're gearing up for a very eventful season. Yesterday, we announced the return of our annual Automate conference, which will take place in San Mateo, California this August. Our team has also been hard at work fine-tuning our platform to better meet our customers' ever-evolving needs. I've outlined the highlights below, but this barely scratches the surface when it comes to all the new and exciting things happening in our world.

Automate is back

The #1 automation conference is returning this August to the Bay Area. This year, we're thrilled to bring this 3-day event to a new venue: San Mateo County Events Center. Because nothing says California summer quite like festivals and food trucks, you can expect both – and much, much more – at this year's automation celebration.

Trust me when I say you'll want to register early for this one. For more info, visit our website.

P.S. Love a promo code? use "AutomateSocial" for a discount!

Product Scoop

New Community Connectors

Revel Systems provides an innovative point-of-sale solution designed to streamline transactions and enhance business operations. With its user-friendly interface and robust features, Revel empowers businesses to optimize efficiency and deliver exceptional customer experiences.

Use this connector to:

• Create new sales transactions in a point-of-sale system when purchases are made through an online order application.
• Update inventory levels in the point-of-sale system when product quantities change in an inventory management application.
• Manage employees, customers, and other objects.

Install and start using the Revel Systems connector

Adeona PIM is a Product Information Management (PIM) system designed to manage product information across an organization. This includes data related to product descriptions, specifications, pricing, images, and other relevant information. PIM systems are particularly useful for businesses that deal with a large number of products or operate across multiple sales channels (e.g., online stores, physical stores, and marketplaces).

Use this connector to:

• Create/update a batch of products and synchronize it with an ERP software
• Create/update categories based on data collection/storage from Content management software
• Schedule a job processing every 7 days to analyze product insights and export it into the E-commerce dashboard applications

Install and start using the Adeona PIM connector

Vitally.io is a customer success platform designed to help businesses manage and optimize their customer relationships. It provides tools and features to enhance customer engagement, track customer health and ultimately ensure customers achieve their desired outcomes with a product or service.

Use this connector to:

• Sync accounts from other CRM applications.
• Fetch user data for processing

Install and start using the Vitally connector

Klaviyo is a marketing automation platform. It can help organizations automate eCommerce SMS and email marketing to help businesses acquire, retain and grow their customers by sending marketing emails.

Use this connector to:

• Create profiles for new customers from CRMs
• Add profiles to a list for sending out marketing emails

Install and start using the Klaviyo connector

Connector Bug Fixes

D&B Connect Integrations

• Improved field labels
• Added missing output fields based on object schema levels in the connection

HiBob

• Supported sandbox connection
• Updated the API endpoints for the Get employee and Search employees
• Updated the Base URI to ensure backward compatibility

Ivanti Neurons for ITSM

• Added journal object in entity picklist
• Added support for toggle fields in the object picklist
• Fix minor label issues
• Ignored Last modified datetime and Last modified by in input fields

Kickflow

• Breaking Changes – Updated the ‘inputs’ field in the inputs for the ‘create ticket’ action and ‘update ticket’ action.

OpenAPI

• Support for output fields that can be of one of multiple primitive types (integer, string, etc.)

Orderful

• Old transaction triggers have been deprecated

Priority Software

• Improved the i/o schema generation of the recipes
• Added option to provide the custom metadata endpoint in connection
• Fixed the datapill mapping issue with the database field

SmartRecruiters

• Added webhook trigger – New event

Bug Fixes

Abbyy Flexicapture

• Fixed the max_step bug throwing an error

Creatio

• Fixed search record action Filter field to handle filtering by ID fields

GraphQL

• Fixed date and date_time field conversions for output

RSS Feed Reader 2.0

• Schema designer for get feed action and new item in feed trigger

Microsoft Dynamics 365 Community Finance And Operations

• Fixed the date time path parameter issue

PageUp

• Removed hardcoded scopes and converted them into an optional connection field

SOAP

• Unable to create JAXBContext for generated packages
• Fix Path issue specific to Windows file system
• Note: Requires SOAP extension v18

New IT Help Desk Accelerator

Our IT Help Desk Bot is an out-of-the-box solution to streamline your help desk services.?This accelerator provide a bot to assist with low level tickets by responding to user's query with knowledge base articles.

How it works:

• Users can raise service requests and track them with a unified interface
• Connects with ITSM cloud software directly to process user requests
• Connects with knowledge base systems to integrate the search with user requests
• Approval flows from ITSM to users in order to process approval requests faster

When to use:

• If you look for a solution that will help reduce volume of low level tickets
• If you would like the employees to better utilize the knowledge base so as to get queries resolved before raising any IT service tickers
• If you would like to reduce workload of internal IT support teams
• If you would like to cut down on IT support costs

Environments for Embedded customers

The Embedded?Environments?feature integrates dedicated environments into your Workato workspace, allowing you to access all customer environments under the same Admin workspace. Embedded Environments aggregates usage metrics for your customers. Environments for Embedded customers is compatible with Recipe Lifecycle Management API and UI tools.

The Embedded Environments feature is gradually being rolled out for Embedded partners. You can provision Environments for selected customers or across your entire customer base. Note that Admin workspaces are excluded from this feature. Contact your Customer Success Manager to access Environments.

Learn more here.

Recipe of the Month

Here's a crowd favorite automation recipe for Sales teams. This automation will elevate your sales pipelines through strategic email campaign insights:

1. When an email campaign is selected, contacts that are clicked are converted into potential leads in Salesforce, with respect to the campaign.
2. Search for existing leads from that event is conducted in Salesforce .
3. If the lead is not found in Salesforce, a new ID is created.

This recipe assists the sales team in identifying and generating leads based on the contacts interested in the campaign, ultimately aiding the sales team in building a successful pipeline for informed sales decisions. Get the recipe here.

Automation Institute

Pro of the Month

Congratulations to Luke Beard , Principal Consultant at DWS , for being Automation Institute’s top learner last month. Below, you'll find our takeaways from a recent conversation we had with Luke:

How did learning about automation impact your professional career goals and aspirations?

Understanding and implementing automation has been crucial in my professional journey. Using automation tools and integrated systems to streamline processes, boost efficiency, and drive innovation has been essential to my personal and corporate projects. Integrating automation into my workflows has greatly enhanced productivity and organizational effectiveness.

What advice would you give to others considering a career in automation?

Automation involves understanding processes and data, and working together across different areas to achieve great results. It includes organizing the details of "who, what, where, and when" for both processes and data management. While knowing programming languages and software development can help, it's not necessary. What's most important is building strong relationships among people, processes, and data for successful automation in a business.

Want to be featured as the next Automation Institute Pro of the Month? Continue learning and getting certified via Automation Institute. Top learners will receive an email at the beginning of each month.

Integration Developer Certification Recipients

The Integration Developer Certification (IDC) is Automation Institute’s most rigorous certification yet, designed to challenge and validate the integration skills of our participants through comprehensive assessments. We asked our certified professionals of this month’s cohort some questions on the certification.

What motivated you to take earn your Integration Developer Certification?

Dhara: “The decision to pursue the IDC certification was deeply rooted in my passion for integration architecture and my belief in the transformative power of the Workato platform. Having been intricately involved in numerous integration projects within my organization, I recognized the pivotal role that Workato plays in streamlining workflows and driving digital transformation. Moreover, the strategic endorsement of Workato by my organization further solidified my determination to deepen my expertise through certification. I saw it as not only an opportunity to enhance my skills but also as a strategic investment in my professional development, aligning perfectly with my career aspirations in the field of integration architecture.”

How did earning this certification impact your confidence or professional goals and aspirations?

Akash: “It validated my expertise in integration technologies and demonstrated my commitment to continuous learning and growth in this field. This certification has opened up new opportunities for me, allowing me to take on more challenging projects and contribute more effectively to my team and organization. Overall, it has strengthened my belief in my abilities and motivated me to pursue further certifications and career advancements in the integration space.”

Aditya: “Earning the Workato Integration Developer Certification has significantly boosted my confidence in my abilities to design and implement robust integration solutions. Professionally, it has opened up new opportunities and strengthened my profile. It aligns perfectly with my career goals of becoming an integration solution engineer.”

Our March 2024 cohort has some advice on passing the Integration Developer Certification. You can read more about it on our Systematic post here .?

Congratulations Aditya N. , Akash Ranglani , and Dhara Shah for being this month’s IDC recipients!

Events Roundup

Free and virtual

• Automation Pro II Training | April 5th
• Mastering Finance Automation: Streamlining Order-to-Cash Processes | April 10th
• Embed For Success: Lunch & Learn | April 11th
• Automation Pro I Training | April 11th (APAC), April 19th (US)
• AI2 Workjams: Transforming Invoice Processing with AI & Automation | April 16th
• How to Justify Investments in AI-enabled Enterprise Automation with Massimo Pezzini | CIO WaterCooler | April 17th

In-person

• Reimagine BPO Summit 2024 | Bengaluru, India | April 5th
• Workato x NetSuite User Group Meetup | Mountain View, CA | April 16th
• Revolutionising FinTech with Workato with Teya and GoCardless | London, England | April 18th

• Salesforce World Tour NYC | New York, NY | April 25th

Thanks for reading! You can access more exclusive automation & AI content by following us on LinkedIn and X (Twitter) .

See you next month,