SUMMARY.md

Summary

• Introduction
• Concepts
• Connecting apps
• Building recipes
  • Triggers
  • Steps
  • Actions
  • Data pills and mapping
  • Version management
• Running recipes
  • Test, start and stop recipe
  • Jobs
  • Rerun job
  • Operations
• Data types and formulas
  • String formulas
  • Number formulas
  • Date formulas
  • List formulas
• Files and attachments
  • CSV files
  • JSON content
  • XML content
• Batch processing
• Teams and collaboration
  • Collaboration
  • Role-based access
  • Audit logs
  • Okta SSO
  • OneLogin SSO
  • Workato SSO settings
  • Logging into SAML-enabled team
  • SAML Just-In-Time provisioning
• People Task
• Recipe development lifecycle
• On premise connectivity
• Key features
  • Scheduler
  • Secondary connectors
  • Lookup tables
  • Callable recipes
  • Account properties
  • Utility
  • Data masking
  • Single Sign-On (SSO)
  • List management
  • Data retention
• Workbot
  • Workbot actions
  • Workbot triggers
  • Workbot troubleshooting
  • Workbot personal connections
• Connectors
  • Amazon S3
  • AWS Lambda
  • Box
  • DocuSign
  • Microsoft Dynamics CRM
  • Freshdesk
  • JIRA
  • NetSuite
  • Oracle EBS
  • QuickBooks Online
  • Salesforce
  • ServiceNow
  • SurveyMonkey
  • Workday
    • Report-as-a-Service
• Developing connectors
  • HTTP vs SDK
  • HTTP
• Connector SDK
  • Walk through
  • Authentication
    • Basic auth
    • OAuth 2.0
    • Custom auth
    • Test
  • Object definition
  • Toggle field
  • Action
  • Trigger
    • Poll trigger
    • Dynamic webhook trigger
    • Static webhook trigger
  • Data format
    • JSON
    • XML
  • Methods
  • Pick lists
  • Configuration fields
  • Examples
  • Publishing process
• Workato API
• Troubleshooting
  • Formula errors
  • Infinite loops
  • Deduplication
  • Rate limiting
• Contact us