- Sample of Jira and Salesforce integration in Workato to automate tasks across on-premise, Cloudapps - CloudCache Consulting

An ultimate guide on Workflow Automation with Workato : Sample of Salesforce & Jira Integration

The automation of workflows is a key factor in streamlining business operations and improving efficiency.

You have probably experienced clients who require software integration with their other business software. The increasing number of standalone applications is indeed a game changer, as they are portable, intelligently designed, and simple to sync across multiple devices. However, challenges occur when it comes to the integration of these applications with each other.

Typically, app integration has been the domain of technical experts, and integration software has been code-heavy. Furthermore, the two major technology trends - the acceptance of open sources and rapid cloud adoption - are forcing businesses to rethink “how they will meet the demand for application integration middleware.”

As a result, businesses are now starting to adopt cutting-edge integration technology known as integration platform as a service (iPaaS), which addresses the open source and cloud combination that characterizes the future.

When it comes to application integration, Workato, an iPaaS leader, provides a cutting-edge integration and automation solution that enables IT and business users to collaborate with each other.

What is Workato?

Workato is a powerful platform that enables you to automate your workflows, making your business processes faster, more efficient, and error-free.

It's a cloud-based automation tool that offers a simple drag-and-drop interface to automate workflows between various business applications. It offers pre-built reps and connectors for popular applications like Salesforce, Jira, Slack, and more, making it easy to integrate your applications and automate your workflows.

Then let's see an example of how to create a sample integration workflow in Workato.

Workflow Automation and Serverless Integration with Workato

A workflow typically involves a series of steps that need to be completed in a specific order. In a manual workflow, these steps can be time-consuming, error-prone, and often involve repetitive tasks. Automating these workflows can reduce human error, speed up the process, and improve overall productivity.

On average, organizations use over a thousand different applications, including both cloud-based and on-premise apps. In addition, business productivity apps like social media, calendaring and chat play a key role in day-to-day work, and data from these often requires integration with other business data.

Workato offers intelligent workflow and serverless integration that allow you to leverage the ample power of your data across multiple apps and constantly switch between apps to complete tasks without compromising security and administration.

With Workato, you can address any kind of integration and automation use case, regardless of which apps you are connecting to. More than 300 on-premises and cloud apps are already connected by default with the iPaaS solution.

Workato's automated workflows, known as recipes, are popular among IT and business teams since they're easy to create and allow for strong linkages across your apps. By providing intelligent automated connections into current resources using an API-centric approach, the platform calculates the additional value of making integration serverless.

If you are looking for connectivity between applications or want to learn more about Workato, let’s see how to use Workato with an example.

Example: Synchronize Salesforce cases with Jira’s Issue

Customers nowadays expect real-time access to information across all channels, making it essential for businesses to seamlessly access and synthesize data across all departments and systems for a successful customer experience. Resolving issues quickly is critical in strengthening customer relationships, but coordinating different teams using different applications to track issues can be challenging. An ideal solution to this problem is synchronizing Salesforce cases with Jira issues.

Below is the process required to create a simple workflow between Salesforce and Jira using Workato.

Getting Started in Workato – Creating a recipe

To create a recipe, initiate a connection between Salesforce and Jira using your accounts. The recipe created will create an issue in Jira when there is a new case in Salesforce, updating the matching issue if one exists. The recipe maintains a link between Jira issues and Salesforce cases by entering the Salesforce case number into the Jira issue description field.

This integration is customizable, and Workato provides complete transparency on application integration, logical steps, and the flow of information, making it easy for both technical and business users to understand.

Final Words

Cloud-based iPaaS tools like Workato are the future of workflow automation in high-speed businesses. Workato empowers organizations to seamlessly integrate all of their applications, creating a streamlined and efficient digital transformation. The tool's intuitive user interface ensures that users across the organization can access the powerful automation tool with ease. By connecting all applications, Workato enables the smooth flow of information, facilitating new business services that drive growth and success. 

Optimize Salesforce management with professional resources such as training and specialized partners, for cost-effective solutions through CloudCache Consulting.

At CloudCache Consulting, we help businesses of all sizes implement Workato and other iPaaS tools, providing expert guidance to ensure a successful digital transformation.

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