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.

SFTP, CSV tools by Workato, and Quickbase use case

This use case integrates SFTP, CSV tools by Workato, and Quickbase to create a recipe that fetches a CSV file from an SFTP server, parses its content, and updates records in a Quickbase table.

GitHub, Jira, and Confluence use case

This use case integrates GitHub, Jira, and Confluence to create a recipe that searches for closed issues in a GitHub repository, adds them to a list, and then creates a Confluence page summarizing the issues while also adding comments to related Jira tickets.

MySQL and Salesforce use case

This use case integrates MySQL and Salesforce to create a recipe that syncs records from MySQL to Salesforce in batches.

PagerDuty and Jira use case

This use case integrates PagerDuty and Jira to create a recipe that synchronizes new incidents from PagerDuty to Jira.

GitHub and Workbot for Slack use case

This use case integrates GitHub and Workbot for Slack to create a recipe that monitors new or updated milestones in GitHub and automatically posts details to Slack.

PlanGrid and Microsoft SharePoint use case

This use case integrates PlanGrid and Microsoft SharePoint to create a recipe that synchronizes new and updated safety inspection field reports from PlanGrid to Microsoft SharePoint.

Salesforce, JavaScript snippets by Workato, and Snowflake use case

This use case integrates Salesforce, JavaScript snippets by Workato, and Snowflake to create a recipe that ensures phone numbers are validated before syncing contacts from Salesforce to Snowflake.

Greenhouse and SAP SuccessFactors OData use case

This use case integrates Greenhouse and SAP SuccessFactors OData to create a recipe that monitors Greenhouse for new hires and creates new user accounts in SAP SuccessFactors in real time.

OpenAI, GitHub, and Confluence use case

This use case integrates OpenAI, GitHub, and Confluence to create a recipe that creates release notes in Confluence based on merged pull requests in GitHub.

Workday, Python snippets by Workato, and Google Drive use case

This use case integrates Workday, Python snippets by Workato, and Google Drive to create a recipe that performs a daily search for workers in Workday, converts the output data from JSON to CSV format using Python, and uploads the resulting CSV file to Google Drive.

Box, Google Cloud Storage, and Google BigQuery use case

This use case integrates Box, Google Cloud Storage, and Google BigQuery to create a recipe that monitors a Box folder for new CSV files, downloads each file’s contents, uploads the content to Google Cloud Storage, and then loads the data into a Google BigQuery table.

ServiceNow and Jira use case

This use case integrates ServiceNow and Jira to create a recipe that monitors ServiceNow for new incidents and creates a corresponding Jira issue if one does not already exist.

More resources

• Learn key concepts
• Create your first recipe
• Recipe design