March 2024: A learning course makeover, a martini happy hour, and a recipe for seamless contact syncing

Hey, automation enthusiasts! Welcome back to your monthly digest of all things automation, AI, and more.

This month, the headline says it all: We're covering everything from API Proxy to martinis in Vegas. If you're attending the Adobe Summit at the end of this month, we hope you'll join us for happy hour! We'll be there with our friends from Knak , 6sense , Chili Piper , Mutiny , and Infuse Media Group . If you won't be in Vegas, no sweat! We've got several virtual events happening this month, too.

We’ve been named a Gartner? Magic Quadrant? Leader – again

I'm proud to announce that Workato has been named a Leader in the Gartner? Magic Quadrant? for a sixth time.

As a company, we feel this recognition is a testament to the dedication and expertise of our incredible team, whose relentless pursuit of excellence drives our success. We are deeply grateful to our customers for their trust and support, which inspires us to continuously innovate and push boundaries. Thank you for being part of this journey with us.

You can dive into the Gartner? Magic Quadrant? for iPaaS to learn more.

Product Scoop

Handle API requests at scale with API Proxy?

For years, our API Platform has been a crucial part of automation journeys allowing users to build APIs that expose recipe functionality using API recipes. But what if you already have your own API that you want to surface through our API platform? With API Proxy, you can now manage your existing APIs with Workato as well.

This feature allows you to proxy requests to your existing APIs in a way that is performant, secure, and simple to configure and manage without wasting valuable DevOps time.

New updates for Workflow Apps

All of these new features are available to any workspace with Workflow Apps enabled:

• Linked data tables
• Page Datapills
• Conditional visibility and required fields

Repeat while loops

Have you ever wanted to repeat some actions until a condition is met, and then move on with your recipe? Now you can do exactly that with the Repeat while loop. This makes several use cases simpler such as:

1. Divide payloads into paginated results
2. Repeat actions (e.g. API requests) until successful result is received
3. Continuously notify a user until some task is completed

Note that the Repeat while loop is a “do while” loop. The actions within the loop are executed before checking the condition, meaning all actions in the loop will be completed at least once.

Greater visibility with OPA logs in the logging service

Users can now enable on-prem agent logs to be sent to the Workato logging service, to allow for easy search, audit, and troubleshooting of specific recipes or adapters. This process provides a single central location for monitoring all of your OPA connections.

Enabling OPA Logs in the Workato Logging Service

1. Navigate to your On-prem group settings via Tools > On-prem groups > Settings.
2. Toggle the option for Send to Workato logs.
3. To view all logs in the logging service, navigate to Tools > Logs.

Recipe of the Month

We're automating contact syncing between customer communication platforms and internal business applications with this use case:

Seamless Contact Synchronization for Enhanced Customer Engagement

1. When a contact is created or updated in Heymarket , automation checks for a corresponding NetSuite contact.
2. If a contact exists in one platform but not the other, it creates a new entry.
3. When a contact is found in both systems, it updates their information for data consistency.

This automation is essential for businesses aiming to streamline communication and elevate customer satisfaction. By syncing contacts between CRM and messaging platforms, it empowers sales and support teams to swiftly engage with partners and customers, ultimately boosting efficiency and customer experience. You can access this recipe here.

Automation Institute got a makeover

We're thrilled to announce some big updates to our Automation Pro I and Automation Pro II courses! At Automation Institute, we're constantly striving to enhance your learning experience and provide you with the tools you need to excel in orchestrating your processes with Workato.

What's New?

• Revamped Learning Experience: Say hello to new and improved videos! We're enhancing the learning experience through microlearning modules, interactive elements, fun activities, and scenario-based examples to make your learning journey more effective.
• New Labs: We've completely overhauled our labs to ensure they are up-to-date, relevant, and provide you with hands-on experience to reinforce your skills.

Why the Change?

Your feedback matters to us! We've listened closely to your suggestions and wanted to address them to provide the best possible learning experience. Additionally, we're making our content more accessible by modularizing it, allowing easier navigation and integration with other resources.

Where to Go Next?

Whether you’re just getting started or are experienced with Workato, we encourage you to check out the new changes. Now's your chance to renew your certifications, refresh your knowledge, or begin your learning journey with Workato. Check out the revamped Automation Institute here.

Events Roundup

Free and virtual events:

• [Demo] AI2 Workjams: Converting Zoom talks into tangible business assets ?? | March 5th
• Automation Pro I Training (APAC) ???? | March 7th
• A Dominating Market: 2024 iPaaS Trends and AI’s Impact ?? | March 13th
• Workato Kitchen Direct Platform Demo ?? | March 26th
• Partner Conversation with Twenty20 Systems ?? (Details coming soon!) | March 27th

In-person events:

• Martinis & Martech Happy Hour ?? | Las Vegas | March 26th

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

See you next month,