Workato
70 Case Studies
A Workato Case Study
Santex was struggling with unstandardized integrations, manual processes, and lost engineering hours. With Workato, the team set out to automate key workflows, including a billing process that connected Salesforce with QuickBooks to manage worked and billable hours, commissions, costs, and revenue.
Workato helped Santex generate reports faster and with more confidence and complexity, while also increasing the frequency of NPS surveys through Slack-driven automation logged into MySQL. The company also expanded into recruiting automation with Greenhouse, and Sebastian noted that Santex had already built 10 integrations versus a peer’s goal of just one or two, while paying for Workato proved more cost-effective than hiring new developers.
Sebastian Pereira
Chief Digital Transformation Officer