Workato Training
Does anyone have an excellent training source besides the Workato Academy? Thx
Forum Posts
New vs. Updated record from Salesforce
We need to automate system provisioning based on record creation and update in Salesforce. Of course I'm using the Salesforce connector with new or updated record as the trigger, but here's my issue: When I work with Flows in Salesforce, I can access...
Remove managerId in salesforce
Hi,Based on the employee data, I am working on an automation to keep the Salesforce User objects up-to-date. When a manager changes, I can look up if that manager is a Salesforce user and able to update the User object. However, when the manager is n...
Workato recipes calling multiple AI services? Tracking the enterprise AI spend.
Anyone else using Workato to build sophisticated enterprise automations that leverage various AI platforms? You might have recipes integrating OpenAI, Azure AI, Google Vertex AI, Cohere, or other specialized services to automate complex business proc...
Message Template
Hi All,Do we have an option to clone an existing Message temple using input fields.If not it would be useful to be able to add a column option so that we can modify the template and add/remove required fields without adding again the complete templat...
Custom Connector SDK Code Splitting
We have a a custom connector that has grown quite large, I've seen that full access to ruby has now been given. Docs: https://docs.workato.com/developing-connectors/sdk/sdk-reference/whitelist-removal.htmlIs it possible to split the connector.rb file...
Empty fields not returned in API endpoint response — inconsistent endpoint response schema behavior
Hi Community,I am running into a situation where the HTTP response from a Recipe HTTP Endpoint does not consistently include all the fields defined in the “Return data to caller” step. If a field is not populated at runtime, it is omitted entirely fr...
Salesforce <>Freshdesk - how to sync attachments
Want to check if anyone has tried Salesforce sync for attachments. Was it download and upload method, or a direct sync process
XSLT does not honor the output element
Hi,I am using XML tools by workato and the Transform using XSLT action.I am converting an XML input to a text output. I do this using the following XSLT element:<xsl:output method="text" encoding="UTF-8"/>But workato always seems to add the XML prolo...
Generating invoices in Xero with default tax settings
Hi everyone,I’m currently setting up an integration with Xero for a customer to create invoices in "Draft" status.While adding line items, we ensure the amounts are marked as tax exclusive since the customer has default tax settings configured in th...
