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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...

mmaher by Deputy Chef I
  • 947 Views
  • 4 replies
  • 4 kudos

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...

Prudvi by Executive Chef II
  • 1140 Views
  • 4 replies
  • 2 kudos

Resolved! How to create a pdf

I'm trying to create a pdf file.with python, there's an issue of library, so can't use it.with HTML template, I'm trying to upload file to Workato storage but there its showing file type as text file.file showing as corrupted.Thanks in advance

Trigger Recipe on Submit Button Click in Workflow Page

Hi all,I’m trying to trigger a recipe automatically when the Submit button is clicked on a Workato workflow page (form UI).Is there a recommended way to link the button to a recipe trigger? Any guidance or examples would be helpful.Thanks!  

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Himaja by Deputy Chef II
  • 363 Views
  • 4 replies
  • 2 kudos

Workato Training

Does anyone have an excellent training source besides the Workato Academy? Thx 

gfranco by Deputy Chef I
  • 583 Views
  • 2 replies
  • 0 kudos

Automation Pro I Exam

My internet got disconnected while giving test. I did not get a chance to attempt a single question. Can I retake the exam.

SJAIN by Deputy Chef I
  • 447 Views
  • 3 replies
  • 1 kudos

Need Help Creating a Workato Account for Learning

Hi Everyone, I’m interested in learning Workato in depth, but I need an account to get started. When I try to log in using Google or Salesforce, I receive the following error: “This user could not be found.”Is it possible to create a free account for...

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