Workato is a no-code enterprise automation platform that helps businesses connect discrete data sources without writing code. It offers a visual workflow designer that allows users to build and manage integrations, automations, and user experiences.
TrackVia's native Workato connector enables users to build automations between their TrackVia instance and other enterprise applications. The connector supports real-time synchronization of data between applications, triggering actions based on events, and creating custom-tailored user experiences.
Workato can be purchased as part of your TrackVia subscription, and may include a set number of connectors or unlimited connectors depending on the plan. If your organization is an existing Workato customer and also has access to the TrackVia API, there is no additional fee for using the TrackVia connector.
Triggers
A Workato flow may be triggered when:
| 🛠Trigger Name | 📃 Description | ⌛ Delay |
|---|---|---|
| New Record | New record added to view in TrackVia | Real-time |
| Updated Record | Updated record in TrackVia view | Real-time |
| Deleted Record | Deleted record from view in TrackVia | Real-time |
Actions
A Workato flow can manipulate data inside your TrackVia apps:
| 🛠Action Name | 📃 Description |
|---|---|
| Custom Action | |
| Create Record | Create a new record in TrackVia |
| Create User | Create a new user in TrackVia |
| Delete all records in view | Delete all records from a view in TrackVia |
| Delete record | Deletes a single record in TrackVia |
| Get all view records | Get all records from a view in TrackVia |
| Get record | Gets a single record in TrackVia |
| Get file from record | Get file from a record in TrackVia |
| Update record | Update a single record in TrackVia |
| Upload file to a record | Upload file to a record in TrackVia |
Pre-Built Automations
Workato offers several pre-built automation flows between TrackVia and common business apps:
- When a new record is added in TrackVia, create a record in Salesforce
- When a record is updated in TrackVia, send a message in Slack
- When a record is deleted in TrackVia, send an email alert
These flows may be found and cloned on Workato's website.
Support
If you encounter issues with the TrackVia connector, please email support@trackvia.com
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