Workato B2B Case Studies & Customer Successes

Workato makes the creation and implementation of automations 10X faster than traditional platforms. As the leader in AI-powered enterprise automation, they enable enterprises to automate their business processes across the organization by integrating their applications, data, and experiences. Designed with best-in-class security and governance, scalability, performance, and availability, their low-code, no-code platform makes it easy for IT and business teams to integrate their applications and automate their processes, drawing from thousands of automation “recipes” built by the Workato community.

Adevinta achieves faster acquisitions integration and less manual work with Workato

Adevinta

Neftalí García

IT Architect & Manager

Building a complete revenue recognition cycle to spur growth at Alcami

Alcami

William Hartley

Program Manager Commercial Systems

Alexander Bürkle achieves faster, higher-quality integrations with Workato

Alexander Bürkle

Patrick Held

Data & Analytics Team Leader

Alternetics achieves selective contact sync and faster inbound marketing with Workato

Alternetics

Kip Smith

Chief Executive Officer

Altus Financial achieves stronger data integrity and time savings with Workato

Altus Financial

Valerie Alexandrova

Operations Manager

American Kennel Club achieves revenue-based marketing and full Shopify→Marketo sync with Workato

American Kennel Club

Elihn Glass

Senior Manager of eCommerce

Australian Medical Association achieves faster, more accurate member data sync with Workato

Australian Medical Association

Chris Warren

Head of Technology

Avid Technology achieves faster, more reliable integrations with Workato

Avid Technology

Alex Sukennik

Chief Information Officer

AvidXchange achieves major time and cost savings with Workato

AvidXchange

Courtney Tobe

Senior Manager of Marketing Operations

BioPak reduces document processing time by 90% with Workato

BioPak

Jan Cerny

Chief Technology Officer

Box achieves faster partner onboarding and operational efficiency with Workato

Box

Marc Fenner

Director of Strategic Partnerships

Box achieves automated, scalable partner onboarding — cutting time from 5 hours to under 1 hour — with Workato

Box

Julien Bassan

Senior Manager

Braille Institute of America achieves automated sync of 3,700 donation items per month into Intacct with Workato

Braille Institute of America

Gloria Chu

Project Lead

Broadcom achieves faster, fully automated onboarding and IT provisioning with Workato

Broadcom

Stanley Toh

Head of Enterprise End-user Services & Experience

ChowNow achieves 90% automated onboarding and offboarding with Workato

ChowNow

Jeff Sutton

IT Manager

Chrysalis achieves real-time compliance and HR automation with Workato

Chrysalis

Rich Slack

President

Coupa Software achieves streamlined incident management and faster resolution with Workato

Coupa Software

Hans Gustavson

Senior Director of Cloud Operations

CuraDeuda achieves automated, low-cost drip marketing and higher lead conversion with Workato

Cura Deuda

Daniel Carvallo

Chief Executive Officer

Cycle & Carriage achieves more efficient employee rewards management with Workato

Cycle & Carriage

Ding Woei

Head of Rewards & HR Technology

Deputy boosts employee engagement and streamlines shift work with Workato

Deputy

Ashik Ahmed

CEO, CTO & Co-Founder

Edible Blooms achieves 20% ROI with Workato through automated anniversary email campaigns

Edible Blooms

Embrace Grace achieves streamlined operations and accelerated mission growth with Workato

Embrace Grace

Salina Duffy

Co-Founder and Chief Ministry Officer

Transforming ExpressVPN’s business processes with automations

ExpressVPN

Patrick Kittle

Head of IT

Five9 achieves scalable automation and time savings with Workato

Five9

Tony Sorensen

VP & Head of IT

How FREE NOW used automation to reduce employee onboarding time by 95%

FREE NOW

Kevin Schulze

Senior Solutions Architect

Fundbox achieves faster data access and frees engineering time with Workato

Fundbox

Basile Senesi

VP of Sales and Operations

Goombal cuts development time and cost in half with Workato

Goombal

Vinay Iyer

Founder and Chief Executive Officer

Grab accelerates impact and scales securely with Workato

Grab

Luis Enriquez

Head of Grabber Technology Solutions and Enterprise Cyber Security

Gulf Marine achieves greater automation and efficiency with Workato

Gulf Marine

Joey Chua

Director of Digital and IT Transformation

H2O.ai achieves streamlined, data-driven marketing automation with Workato

H2O.ai

Marc Mastrocola

Director of Marketing Operations

HubSpot achieves streamlined employee onboarding with Workato

HubSpot

Jasper Madrone

Technology Strategist

IC-Verzekeringen achieves efficient data migration and case handling with Workato

IC-Verzekeringen

Marc Buntinx

IT Manager

Knight Foundation achieves higher event ROI and eliminates data silos with Workato

Knight Foundation

Jorge Martinez

Chief Technology Officer

Laureate Education, Inc. achieves 300% increase in lead qualification with Workato

Laureate Education, Inc.

Lifeline achieves streamlined donation data automation with Workato

Lifeline

Peter Witt

National Data and Support Services Manager

Malwarebytes achieves major efficiency gains and new revenue opportunities with Workato

Malwarebytes

Bill VanderWall

VP, Business Applications

monday.com achieves faster internal app development with Workato

monday.com

Erez Simai

Business Applications Team Lead

monday.com improves employee experience and reduces IT manual work with Workato

monday.com

Lior Zagury

Director of Global IT

Multinational Energy Transportation Company achieves rapid, democratized HR integrations with Workato

Multinational Energy Transportation Company

Namely achieves no-code, real-time two-way Salesforce-Jira sync with Workato

Namely

Cheryl Feldman

Manager of Systems Administration

Next Insurance achieves smoother operations and faster claims processing with Workato

Next Insurance

Shlomi Shpilman

Business Applications Manager

Nextdoor achieves faster, automated reporting and invoicing with Workato

Nextdoor

Padmaja Dasari

Head of Information Systems

Novade achieves seamless data integration and better collaboration with Workato

Novade

Eugene Low

Co-Founder, APAC

Nutanix achieves automated 10-minute VM provisioning and 5–6 hours/week time savings with Workato

Nutanix

Sebastian Goodwin

Head of Cybersecurity

Nutanix achieves faster security response and IT productivity with Workato

Nutanix

Sebastian Goodwin

Head of Cybersecurity

Payless achieves digital transformation and streamlined operations with Workato

Payless

Lisa Willis

Application Development Manager

Paysafe achieves agile, secure workflow automation with Workato

Paysafe

Deidre Jones

Manager of Service Applications and Technology

Perkuto achieves scalable marketing automation with Workato

Perkuto

Amanda Giacobassi,

Sr. Consultant

Praecipio Consulting achieves seamless JIRA-Salesforce sync, automated HubSpot marketing and $5,000/year savings with Workato

Praecipio Consulting

Michael Kuhl

Principal

Puppet achieves democratized integration ownership and agile, code-free automations with Workato

Puppet

John Athitakis

Salesforce Administrator

Pure Storage achieves $400,000 in agency spend savings with Workato

Pure Storage

Joshua Chen

Global Campaign Operations Manager

Rapid7 achieves faster support triage and automated NetSuite–Salesforce Q2O with Workato

Rapid7

John Herson

Enterprise Architect

Relativity achieves seamless ITOps and faster incident resolution with Workato

Relativity

Ryan Puzzello

Atlassian Team Lead

Ridgelinez achieves streamlined automation and faster approvals with Workato

Ridgelinez

Tomohiro Okubo

Technology Group Manager

Santex achieves faster, more scalable integrations with Workato

Santex

Sebastian Pereira

Chief Digital Transformation Officer

Scoot achieves a seamless mobile HR experience with Workato

Scoot

Ivan Chuah

Human Resource Director

Southbase’s Integrated Approach to Flawless Safety Tracking

Southbase Construction Limited

Lem Prestage

National IT Manager

Spoken Worldwide achieves streamlined donor-to-accounting automation and saves 10 hours per week with Workato

Spoken Worldwide

Ann Chacko

Operations Manager

Supporting Families Together Association achieves centralized statewide data and synced referrals across 8 agencies with Workato

Supporting Families Together Association

Terminus achieves 1,000+ hours saved and greater cash flow predictability with Workato

Terminus

Russ Gambrell

Senior Director of Finance

The APP Group achieves faster, more accurate automation with Workato

The APP Group

Martin Rubens

IT Solutions Manager

The Closet Lover achieves seamless omnichannel order fulfillment with Workato

The Closet Lover

Glen Yeo

Finance Manager

The Public Interest Network achieves 2,600 hours saved and streamlined HR with Workato

The Public Interest Network

Alec Sprague

Systems Developer

Tides Canada achieves future-proof operations, automated NetSuite–Salesforce sync and 1.5 FTE savings with Workato

Tides Canada

Anne Marie Johnston

Chief Operating Officer

Toast achieves 100 hours of weekly sales productivity gains with Workato

Toast

Michael George

Business Analyst

Ultimate Ears Pro achieves higher lead conversion and streamlined marketing with Workato

Ultimate Ears Pro

Jazmin Sandoval

Digital Marketing Manager

WavHello boosts targeted email marketing and streamlines eCommerce accounting with Workato

WavHello

Tara Humphries

Head of Digital Marketing

William Buck achieves faster, more efficient client onboarding with Workato

William Buck

Ban Ch’ng

Senior IT Manager

World Business Lenders achieves seamless Salesforce-QuickBase integration and saves hundreds of agent hours with Workato

World Business Lenders

Matt Moline

Director of Information Technology

WWE achieves a timely Shopify migration and faster automation with Workato

WWE

Chetanprakash Heda

Senior Director of Business Solutions

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Workato B2B Case Studies & Customer Successes

Case Studies

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