Guidance on Workato Recipe Creation

ajain22 — Sat, 17 May 2025 12:59:18 GMT

Hi Team,

I wanna build a recipe with following flow.

1. Trigger from a webhook with 5 fields.

2. Connection with a third-party product a, where user would have configured the username, password earlier.

3. Call product a and bring some data.

4. Add all this data and 5 fields I got initially into a file.

5. Call product b api which accepts this file as API request with no authentication.

Re: Guidance on Workato Recipe Creation

maxknutsson — Mon, 19 May 2025 12:42:38 GMT

Hi, this should be quite basic/easy to do in Workato, here is recipe example i mocked up for you
https://app.workato.com/recipes/62531450?st=0d9aee474a56a6154b750a593f54ff36b915731117279a0f3a5b7a4e95349e49

1. trigger, just use the native webhook as trigger, add your fields you need as Payload Schema, for example i added field1,2,3,4,5
2. Connect to any system you want to next step (my step 3) for example i do salesforce and use one of the incoming fields as lookup to get a Contact by email
3. previous setep
4. not sure which file format you want here so i used CSV composer to create one, using the initial 5 fields plus one salesforce field
5 finally doing POST http request to any HTTP endpoint, when creating connection just select no auth, add the csv content from previous step (compose csv step 4) as payload

topic Guidance on Workato Recipe Creation in Workato Pros Discussion Board

Guidance on Workato Recipe Creation

Re: Guidance on Workato Recipe Creation