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.

How Adevinta used automation to simplify large-scale acquisitions & reduce manual work

Adevinta

Neftalí García

IT Architect & Manager

Building a complete revenue recognition cycle to spur growth at Alcami

Alcami

William Hartley

Program Manager Commercial Systems

How Alexander Bürkle leverages reduced maintenance time by over 50%

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

How Altus Financial, a Top Australian Accounting Firm, Uses Enterprise Automation to Ensure Data Integrity

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

Rapid Modernization with no-code automation

Australian Medical Association

Chris Warren

Head of Technology

How Avid Successfully Replaced Its Legacy ESB Solution with Workato

Avid Technology

Alex Sukennik

Chief Information Officer

How Avid Successfully Replaced Its Legacy ESB Solution with Workato

AvidXchange

Courtney Tobe

Senior Manager of Marketing Operations

How Biopak used automation to reduce document processing time by 90%

BioPak

Jan Cerny

Chief Technology Officer

How Box used automation to decrease partner onboarding time by 80%

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

How Broadcom uses automation for multiple M&As, 90% of IT provisioning, & business-critical initiatives

Broadcom

Stanley Toh

Head of Enterprise End-user Services & Experience

Improving security and automating 90% of employee on/off-boarding at ChowNow

ChowNow

Jeff Sutton

IT Manager

How Chrysalis used automation to meet OSHA and HIPAA compliance

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

Why Cycle & Carriage chose Workato to speed up digital transformation

Cycle & Carriage

Ding Woei

Head of Rewards & HR Technology

Deputy simplifies shift work and boosts hourly employee engagement for 250,000+ workplaces globally

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

How Five9 used Workato to set its sights on a billion-dollar valuation

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

How Fundbox improved sales productivity by 20% and efficiently scaled the business by automating data flows

Fundbox

Basile Senesi

VP of Sales and Operations

How Integration Cuts Development Time and Cost in Half for an App Company

Goombal

Vinay Iyer

Founder and Chief Executive Officer

How Grab increased work-from-home support capacity from 3500 to 19000 employees in 3 weeks

Grab

Luis Enriquez

Head of Grabber Technology Solutions and Enterprise Cyber Security

How Gulf Marine Gains an Edge 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

How HubSpot saved 100+ man-hours and centralized processes with low-code/no-code automation

HubSpot

Jasper Madrone

Technology Strategist

How IC-Verzekeringen used automation to accelerate its migration from on-premise to cloud platforms

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.

How Lifeline redefined responsible automation

Lifeline

Peter Witt

National Data and Support Services Manager

How Malwarebytes uses Workato wall-to-wall, automating processes and scaling up IT to keep pace with the business

Malwarebytes

Bill VanderWall

VP, Business Applications

Why our team at monday.com implemented Workato

monday.com

Erez Simai

Business Applications Team Lead

How Monday.com improved Employee experience 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

How Next Insurance routes 300+ calls/hr to the right customer service agents

Next Insurance

Shlomi Shpilman

Business Applications Manager

How NextDoor decreased development time by 75% to advance its product roadmap

Nextdoor

Padmaja Dasari

Head of Information Systems

Novade - Customer Case Study

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

Using automation to enhance security and increase IT NPS to 90+ at Nutanix

Nutanix

Sebastian Goodwin

Head of Cybersecurity

Payless achieves digital transformation and streamlined operations with Workato

Payless

Lisa Willis

Application Development Manager

How Paysafe Extended Zendesk’s Capabilities with Workato for Agile Workflows

Paysafe

Deidre Jones

Manager of Service Applications and Technology

Newsela uses Workato to automate a daily product email and empower creativity

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

How Pure Storage reduced execution from 3 days to 10 seconds & saved $400,000

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

How Ridgelinez successfully integrated SaaS apps and scaled automations with Workato

Ridgelinez

Tomohiro Okubo

Technology Group Manager

How Santex used automation to produce 10X more integrations than comparable companies

Santex

Sebastian Pereira

Chief Digital Transformation Officer

How Scoot leverages Workbot for HR Requests

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

How Terminus used automation to save 1,000+ hours and increase cash flow predictability

Terminus

Russ Gambrell

Senior Director of Finance

The APP Group’s Digital Revolution Powered by Workato

The APP Group

Martin Rubens

IT Solutions Manager

Delivering a Seamlessly Integrated Omnichannel Experience 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

How App Integration Drives Field Sales Rep Effectiveness in Retail

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

How William Buck Leverages Workato to be More Competitive

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

How WWE used Workato to meet a pressing migration deadline

WWE

Chetanprakash Heda

Senior Director of Business Solutions

No matching case studies

Workato B2B Case Studies & Customer Successes

Case Studies

Featured Companies

Zycus

Heat Software

RentPath