# Use cases

Streamline your integration and automation journey by exploring Workato use cases. Use cases offer step-by-step instructions on how to create integrations and automated processes between your applications.

Use cases are designed to help you discover the power of automation through practical, real-world applications on Workato's low-code/no-code platform. This section contains a curated collection of use cases that showcase how diverse organizations use our platform to streamline operations, enhance workflows, and drive efficiency across various teams and departments.

Use cases demonstrate the steps required to create effective automations and highlight the tangible benefits of automating routine tasks. These example recipes provide the inspiration and guidance you need to begin your automation journey. Our collection of use cases provides steps on how to achieve the following:

  • Set up a connection for an app
  • Configure a trigger
  • Configure an action
  • Use conditional statements
  • Map datapills
  • And much more

# Choose a use case

Select an option from the following use cases to start building your recipe:

USE CASES ARE INTENDED AS EXAMPLES ONLY

Use cases are intended to serve as examples. Recipe modifications such as trigger and action configuration and conditional logic may require adjustments if you plan to include these recipes in your own workflows.

Salesforce and Workbot for Slack use case

This use case integrates Salesforce and Workbot for Slack to create a recipe that displays Salesforce account details in Slack.

Marketo, Salesforce, and Snowflake use case

This use case integrates Marketo, Salesforce, and Snowflake to create a recipe that monitors Marketo for new lead activity.

DocuSign, Box, and Slack use case

This use case integrates DocuSign, Box, and Slack to create a recipe that monitors DocuSign for newly signed documents.

Zendesk, Jira, and Workbot for Slack use case

This use case integrates Zendesk, Jira, and Workbot for Slack to trigger the creation of a Zendesk ticket and Jira issue using Workbot for Slack.

Workday, Jira, and Okta use case

This use case integrates Workday, Jira, and Okta to monitor Workday for new employees and create new users in Jira and Okta.

Quickbase, Oracle EBS, and Slack use case

This use case integrates Quickbase, Oracle EBS, and Slack to create a recipe that monitors Quickbase for new user records, creates a new employee in Oracle EBS, and posts a notification in Slack.

# More resources


Last updated: 8/6/2024, 9:27:40 PM