Building Workato Recipes With Purpose
This is article #3 in Venn Technology’s 3 part Salesforce and Intacct Integration series. Read article #1 here and article #2 here.
Workato’s mission is to be an integration service with the power of an enterprise grade software and the simplicity of a DIY platform. In other words, Workato’s integrations are accessible to the nontechnical but far more powerful than Zapier or IFTTT, making it a useful platform for admins and developers alike. Because Workato can support custom objects, handle large volumes, and complete complex data mapping, some recipes (a recipe is what Workato calls its integrations) require upfront planning. Here are some important tips and tricks to keep in mind when you start your integration journey.
- Date is current month
- Date is not current month
- Add checkbox to indicate that the record has been synced
- Update historical transactions so they aren’t duplicated
- Clean your system before proceeding