Workato University

Basic Curriculum

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By the end of this curriculum, we should

Be able to independently create and manage a

simple recipe.
1. Understand what Create, Read, Update, and
Delete actions are
2. Create simple unidirectional-sync recipes that sync
one-to-one objects and that do not create
duplicates

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Curriculum Overview
1. Recipe Concepts
2. Platform Tour
3. Recipe Building and Basic Troubleshooting

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Workato University
Recipe Concepts

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By the end of this module, we should

Have a good grasp of the basic concepts on

Workato recipes

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Module Overview
1. Recipe Overview and Connections
2. Triggers
3. Data Mapping and Jobs
4. Steps
a. Simple Action, Conditional, Conditional with Else
b. Repeat Action, Call Recipe, Stop, Monitor and Handle Errors

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Recipe Overview and Connections
Recipe Concepts

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 What are Recipes?
Recipes are automated workflows built by users
that can span multiple apps, e.g. moving new
accounts from Salesforce into QuickBooks and
Zendesk as new organizations. Each recipe
comprises of a trigger and one or more actions
that are carried out when a trigger event is
picked up.

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 What are Recipes?
When recipes are started, they will run
automatically in the background to look for
trigger events and carry out recipe actions.
When they are stopped, they will cease to
look for trigger events.
You can set recipe visibility to be public or
private. When they are set to be public, any
Workato member can see this recipe, and
make a copy for their own use.

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Workato Concepts
Workato Recipe Key Concepts
Salesforce
connector
when user provides
credentials
Authorize Workato to use
Connector Connection
the app on Customer’s behalf

Salesforce
connector

when active uses

connections
Recipe Connections
Slack
connector

when started creates

Twilio Recipe Jobs Jobs AKA Transactions
connector

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Connections

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 Triggers
Recipe Concepts

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Triggers

Each trigger event will be processed only once. (i.e. no duplicates)

● Cloning a recipe resets the process, but keep in mind that this will run the logic all over
again.

Trigger events will be processed in the same order as when the events were
created or modified (in the app). Triggers can be classified into different types
based on how they check for and retrieve new events.

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Triggers: Types

Trigger
Dispatch Type
mechanism

Polled Single Created

Event driven Batch/bulk Updated

Scheduled Deleted

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Triggers: Parts

1. Application

2. Trigger Event

3. Since / From

4. Required Fields

5. Optional Fields

6. Trigger Filters

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 Trigger Filter: Parts

● Field that should

satisfy the condition

● Condition to satisfy

● Value to match

● Option to add

conditions

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Trigger Filter: Types of Conditions

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Trigger Filter

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Data Mapping and Jobs
Recipe Concepts

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 Data Mapping
Constant / Text Variable / Data pill

Combination Formulas

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 Data Mapping: Data pills
Drag-and-Drop

Point-and-Click

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 Data Mapping
Triggers Actions
Input fields and data pills available for Input fields are dependent on the
mapping are dependent on the application and action selected.
application selected for the trigger. Data pills are dependent on the fields
available in previous steps

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 Data Mapping: Data Types

String

Number / Integer

Date / Datetime

Boolean

List

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Jobs
● When an active recipe processes a trigger event. (i.e. actions in the recipe are
executed, it results in a job)
● The jobs report is a record of all processed jobs. For each processed job, you
can view complete details. (i.e. execution flow, data input/output from every
step)
● Each job consists of a trigger event and the sequence of actions it carried out,
according to the recipe logic. This set and sequence of actions executed
depends on the data of the specific trigger event.

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Jobs: Job Report
● Information such as date, time processed and job IDs, can be found here. The
following shows the default jobs report page.

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 Jobs: Job Report
Jobs can have the following statuses:

● Completed - the job was processed successfully.

● Failed - the job ended because of an error.
● Pending - the job is still being processed.
● Aborted - pending jobs that are unable to finish

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 Jobs: Job Report: Parts
Input: Values mapped into the action Output: Result of the action

Timing: Time taken for the step to execute Error: Error encountered in the step

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Jobs: Repeat Job
● Any job (completed, failed, etc.) can be rerun. Workato stores the data of the
trigger event, and reruns jobs using this copy of the trigger event.

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Recipe Steps I
Recipe Concepts

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 Steps
Steps can be actions, or control flow statements that help you describe business
logic.

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 Simple Actions

Every connector makes available a set of actions.

Apart from connectors, Workato makes several utility actions available (e.g.
create a pie chart, get a file from URL, etc.).

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 Simple Actions: Types

Actions can be grouped into the following types:

CREATE SEARCH

UPDATE GET

UPSERT DELETE
(create or update)

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Simple Actions: Parts

1. Application

2. Action Type

3. Input Field

4. Optional Fields

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 Conditional
Execute certain actions only if the given condition is fulfilled. If the condition is not
fulfilled, or after these certain actions are executed, continue with the rest of the
recipe.

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Conditional: Types

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 Conditional: Parts

● Field that should

satisfy the condition

● Condition to satisfy

● Value to match

● Option to add

conditions

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 Conditional: Parts

● Condition to be satisfied

● Action to be executed if condition

is satisfied

● Action to be executed if condition

is not satisfied or after executing

the conditional action

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Conditional

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 Conditional with Else
Execute certain actions only if the given condition is fulfilled. If the condition is not
fulfilled, execute another set of actions. After executing either set of actions,
continue with the recipe.

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 Conditional with Else: Parts

● Field that should

satisfy the condition

● Condition to satisfy

● Value to match

● Option to add

conditions

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 Conditional: Parts

● Condition to be satisfied

● Action to be executed if condition

is satisfied

● Action to be executed if condition

is not satisfied

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Recipe Steps II
Recipe Concepts

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 Repeat Action
Execute certain action for every item in a list of records. After going through the
list, execute the rest of the recipe.

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 Repeat Action

Note that this must be used with a list-type output

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 Repeat Action: Parts

● List to process

● Option to clear step output

after every record in the list

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 Repeat Action: Parts

● Action to execute for every

record in the list

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Repeat Action: Data Mapping

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 Call Recipe

Trigger another recipe (a callable

recipe)

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Stop
Stops the job from executing further actions in the recipe

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Stop
You can choose to stop with or without an error

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Monitor and Handle Errors
Retry actions and/or execute other actions in case of errors in the monitored
actions.

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 Monitor and Handle Errors: Parts

● Action to monitor

● Action to execute upon error

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 Monitor and Handle Errors: Parts

● Option to retry monitored

actions

● Interval between retries

● Condition for retries

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 On Error Filter: Parts

● Field that should

satisfy the condition

● Condition to satisfy

● Value to match

● Option to add

conditions

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On Error Filter: Types of Conditions

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On Error Filter

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 End
Recipe Concepts

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