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Using Workato Lists to Parse Objects and then Compose a CSV to upload to Box

Before the recent addition of the Lists Utility in Workato, you had to find a way to get your list perfectly set before you utilized it in a Compose CSV action. If your requirements dictated the need for an If/Then action to check for additional criteria after getting your list from your search action, then… Read more

How to work around Salesforce’s 30,000 paused flow interviews using a middle-ware tool called Workato.

Recently one of our clients, with whom we are doing a Salesforce Case Management Project with, asked us to develop logic that would allow Cases to be created with certain criteria two weeks before an event starts. These particular events require multiple criteria to be completed before the registrant can attend that specific event. The… Read more

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… Read more

Planning for Your Salesforce to Intacct Integration – Questions for SMBs & Nonprofits

This is article #2 in Venn Technology’s 3 part Salesforce and Intacct Integration series. Read article #1 here.   If you’re reading this post you are most likely already aware of the myriad benefits integration has for small to medium sized businesses and non-profits. If you are not, here’s a quick refresher: no more manual… Read more

Salesforce and Intacct: The Secret to the Perfect Sync

  Salesforce and Intacct are powerful tools for any SMB or non-profit arsenal – I’ve seen them in action at the amazing organizations we advise here at Venn Technology and the advantage is vast. But it takes more than just adapting the software, you have to know not only how to use them but also… Read more

Dreamforce 2015 – Top Takeaways

Dreamforce keeps getting bigger and better.  DF ’15 was no exception.  Here are the things we at Venn Technology found to be the biggest takeaways. WHOA! This marked my fifth time to attend Dreamforce.  There were 40,000 people at my first DF.  Prior to that the biggest business event I had been to had somewhere… Read more

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