Workato – Integration & Automation

Module 1: Workato Platform Overview

• iPaaS vs RPA vs BPA: Workato's unique position
• Recipes: triggers, actions, and steps
• Connection management and authentication
• Workato workspaces and team management
• Automation HQ: enterprise governance
• vs MuleSoft vs Boomi for business teams

Module 2: Recipe Building Fundamentals

• Trigger types: polling, real-time webhook, scheduled
• Action steps: create, update, search, delete
• Data pills: mapping data between apps
• Conditional logic: IF/ELSE and branching
• Error handling: on-error steps and retry
• Testing and monitoring recipes

Module 3: Popular Connector Automations

• Salesforce: lead-to-opportunity automation
• ServiceNow: ticket creation from Slack
• NetSuite: order sync with Salesforce
• Workday: employee onboarding flows
• Gmail and Outlook: email-triggered workflows
• Jira: issue sync with GitHub and Slack

Module 4: Advanced Recipe Features

• Callable recipes: modular sub-recipes
• List management: iterate over arrays
• Lookup tables: cross-reference data
• Custom connector: HTTP connector for any REST API
• Variables and accumulator patterns
• Parallel execution in recipes

Module 5: Data Transformation

• Formula mode: Ruby-based data transformation
• String manipulation: format, extract, replace
• Date and time handling
• JSON path for nested data access
• Array operations: flatten, map, select
• Number formatting and currency conversion

Module 6: Enterprise Automation Patterns

• Quote-to-cash automation
• Employee lifecycle: hire-to-retire
• Customer support escalation workflows
• Finance: invoice approval automation
• IT operations: alert-to-ticket workflows
• Multi-step approval processes

Module 7: Governance & Security

• Role-based access in Automation HQ
• Recipe lifecycle management: dev, test, prod
• Workato OPA: governance at scale
• Audit trail and compliance logging
• Data masking for sensitive fields
• SSO and enterprise identity integration

Module 8: Workato SDK & Advanced

• Workato Custom Connector SDK
• HTTP connector for unsupported apps
• Streaming large datasets in recipes
• Embedded Workato for SaaS products
• Workato Community: recipe templates
• ROI measurement for automation programmes

Our cloud and enterprise integration instructors are certified Azure, AWS, and Google Cloud architects who have designed and implemented integration platforms on all three major clouds. They bring hands-on experience with SnapLogic, Workato, Zapier, Informatica MDM, and Talend MDM at organisations managing complex multi-system data landscapes.