Tools

Workato Tools help perform three main functions: Build recipes, connect apps and collaborate and manage recipes. Access the full list of tools using the navigation bar on the top of the screen and click on 'All tools'.

Navigate to tools Find all tools on the navigation bar

Building recipes

Tools for building recipes are often associated with connectors, triggers and actions that users can select while building recipes. For example, setting up a lookup table in tools will allow the use of actions in the recipe which adds, removes or updates the lookup table using the connector in a recipe.

Using lookup table Using the add row action in a recipe creates new rows in an existing lookup table

These tools aid in making recipes more powerful with human approval capabilities as well as allow data to be reused across recipes in the same account.

The following are classified under this category:

Input field Description
Properties Define account wide properties that you can use as variables in your recipes. Learn more
Lookup table Define lookup tables that your recipes can easily lookup to get additional information. Learn more
People Task Add steps into your recipes that require a designated human to approve before it can continue. Learn more
Message templates Create static message templates on HTML/text/Json/XML that can be used in multiple recipes. Learn more
Common data models Create schemas for objects such as Customers that can be used in multiple recipes. Learn more
Pub/Sub Allow recipes to subscribe to events published by other recipes reducing dependencies and trickle down effects of change between recipes. Learn more
Workbot for Slack Create a chatbot on slack that can interact with users to accomplish complex workflows. Learn more
Workbot for Microsoft Teams Create a chatbot on Microsoft Teams that can interact with users to accomplish complex workflows. Learn more

Connect apps

Tools for connecting apps allow the user to add and manage their custom applications, on-prem applications and API endpoints.

The following are classified under this category:

Input field Description
Connector SDK Build robust custom application connectors on Workato's Software Development Kit to connect to your any application we currently don't support. Learn more
On-prem agent Connect easily and securely to applications such as databases hidden behind firewalls. Learn more
API management Turn any recipe or collection of recipes on Workato into an API endpoint that can be exposed to the public. Learn more

Collaborate and manage recipes

The tools in this section allow the collaboration across teams, the management of team roles and sharing of recipes and dependencies between team accounts.

The following are classified under this category:

Input field Description
Recipe lifecycle management Plan, develop, test and deploy new workflows on Workato. Learn more
Teams Collaborate with multiple users to build recipes in a share workspace. Learn more

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