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Orchestration: Workato (like MS Flow) to automate Box collaboration & Slack integration

Arun Vinoth Profile Picture Arun Vinoth 11,615 Moderator
I was doing some research on iPaas – Integration Platform as a service to do few orchestration of integral flow between Dynamics 365 CRM online, Box and Slack.

Let's take a basic example of create a folder in Box drive & post a message in Slack channel whenever a new Account is created in CRM. I am not going to walk-through the tutorial, just a overall insight from my first hand experience.

We can do this in C# Plugin by leveraging REST APIs from Box & Slack. I wanted to try no-code solution using MS Flow, but slightly attracted towards a non-Microsoft product for a change. ie Workato.

Create Box folders for Dynamics CRM customers

Let's take a look, we call the package a Recipe. Anyway it's a mix of Triggers & Actions like Flow.

Workato Recipe

My perspective: Little bit attractive than Flow wrt to classic Flow chart kinda UI below.

MS Flow

The most interesting documentation I saw is the decision chart:

Decision chart

Then, under the Slack apps - install the Workato in the workspace by giving some scope/permissions needed for the orchestration.

Slack App - Workato
I was able to put these moving parts together, whenaver a new Account is created in Dynamics 365 CRM online - Workato recipe triggered & created a folder in Box & then posted a message in Slack channel like a Bot. Sounds like a Mission, but happily accomplished!

Read more about the comparison: Gartner Peer Insights

Few things I liked in Workato:

1.       Conditional delta pull is possible
2.       Cron job scheduler concept also available for timely jobs apart from Triggers
3.       Foreach iteration for collection of records, version control, deployment between environments are powerful
4.       Re-run failure jobs/error logs monitoring features are beneficial
5.       Drag & drop editor


This was originally posted here.

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