Hi all-Second question of the night! One of the main reasons we purchase Workato and in particular the API platform was to be able to create custom buttons for customers in our front end that would activate Workato recipes. Eventually we will have a ...
Hi Automation Pro friends- Has anyone ever successfully used Workato’s Salesforce connector to convert leads to contacts? If so could you share how? Thanks!
Thanks for your response. Yes exactly. I need to convert an existing lead to a contact when a purchase is made in another application. The problem I’m facing is simply that I don’t see a way of doing that through the SF API. I could get my lead and u...
Following! We also use the task based model and the way we currently do things is I ask my customers to estimate how many times they might use a certain workflow monthly, then I multiply that by the expected number of tasks in the recipe. That becom...
