How to connect with Workato

How to connect with Workato

What is Workato

Workato is a tool to automate your task by connecting one web service or application with another. This kind of integration service is known as iPaaS(integration Platform as a Service).

Workado is the leader in the enterprise iPaaS market and it is rich with business features such as server redundancy and strong security for large-scale operations. It provides connectable connectors for over 1000 web applications (as of April 2022) and supports the automation of complex logic such as conditional branching and loop processing with simple operations.

In Workato, apps that are created by combining services are called Recipes, A recipe consists of a Trigger and Action connector. The action event will be performed when the trigger event is triggered.

※Workato is a paid iPaaS. As of April 2022, you can try a 30-day FREE trial(https://www.workato.com/request_demo). All the contents explained in this manual can be set and verified with a free trial account.

Connection setting in Cloud BOT

It is necessary to enable the external connection of Cloud BOT to connect with Workato.

Enable external connection

Login to Cloud BOT(https://console.c-bot.pro/login) and click "Connect" on the side menu.

Turn the switch ON of "External Connections".

The BOT list will be displayed after external connections are enabled.

Choose your BOT to connect

Turn the switches on of the BOT that you want to connect with external services on the "BOT to connect".

Enable Workato

Click the "To enable" button of Workato displayed in the list of apps that can be linked.

※To enable Workato, you need to register your company or personal name in your contract information. If the "Enable" button is not clickable, please register your company or personal name from the "Contract Info" link.

An ID (client ID) and secret will be issued. Note them in a text editor, etc., that you will use later.

Login to Workato

Go to Workato website: https://www.workato.com/ and login to it.

Install the Cloud BOT connector

Search for a custom connector

Click "Community library" on the side menu.

In the top navigation bar, choose "Custom Connectors" and type "Cloud BOT" in the search form. Click the displayed "Cloud BOT" connector.

Install and release the Cloud BOT connector

Click the "Install connector" button at the top right of the screen.

Click the "Accept and Install" button to install the connector in the displayed dialog.

Then click the "Release latest version" button.

Click the "Release" button to release the connector in the displayed dialog.

The following screen is displayed and the cloud BOT connector is released.

After release, the cloud BOT connector will be available.

Create a Project

Select "Projects" from the side menu to go to the Projects screen.

Click the "Create project" button and create a new project.

Create a Scenario

Create a scenario with Cloud BOT as the trigger.

Create a scenario to notify such as the execution status by Gmail at the end of BOT execution with the BOT execution of the cloud BOT as a trigger.

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Trigger
Cloud BOT
When the BOT has been done

Action
Gmail
Email BOT execution status, etc.

Set Cloud BOT as a trigger

Click "Create recipe" button at the top right of the screen.

Type the recipe name (optional) and click "Start building".

Select the service you want to set as a trigger. Click "Cloud BOT" displayed in YOUR CONNECTED APPS.

※Since the only type of trigger that can be used with the Cloud BOT connector is "BOT Done", the trigger selection screen will be skipped.

The connection setting field will be displayed. Enter the enter the ID (client ID) and secret that you recorded in the "Enable Workato" section.

The authentication screen will be displayed. Check the terms of service and so on, and click "Authorize" if you all accept.

Select the language and contract, then choose the BOT to set as the trigger.

Click the "Test" button at the top right of the screen to test. Manually execute the BOT set as the trigger from the cloud BOT side after the screen switch to the standby state.

If all the settings are correct, "Successful" will be displayed.

Click the "RECIPE" button at the top of the screen to back to the recipe screen.

Set Gmail as an action

Then, set the action. For instance, we are going to set up Gmail as an action.

Click "+" button and click "Action in an app".

Type "Gmail" in the search form and click "Gmail" displayed in OTHER APPS.

Click "Send email" and choose your trigger.

Make connection settings. Click "Sign in with Google".

The authentication screen will be displayed. Check the terms of service and so on, and click "Authorize" if you all accept.

Enter "To", "Subject", "Content", etc. and click OK.”

※Here, "[Bot name] is done" is described in the email title, and the content obtained by BOT from the webpage is described in the text.

Click the "Save" button at the top right of the screen to save the recipe.

Click the "Test" button at the top right of the screen to test. Manually execute the BOT set as the trigger from the cloud BOT side after the screen switch to the standby state.

If all the settings are correct, "Successful" will be displayed.

Connect applications

Click the "Exit" button at the top right of the screen to move to the recipe details screen. Click "Start recipe" and the applications will be connected.

Use Cloud BOT as an action

Create a new flow that will execute the selected BOT when a new row adds in Google sheets.

画像に alt 属性が指定されていません。ファイル名: spreadsheet_cloudbot-1-1024x408.png

Trigger
Google sheets
Add a new row in a spreadsheet.

Action
Cloud BOT
Run User Info Registration BOT.

Set Google sheets as a trigger

Click "Create recipe" button at the top right of the screen.

Type the recipe name (optional) and click "Start building".

Type ”Google sheet” in the search form and click "Google sheets" displayed in OTHER APPS.

Select a trigger. Hewe we are going to use "New row in sheet in My Drive".

Make connection settings. Click "Sign in with Google".

The authentication screen will be displayed. Check the terms of service and so on, and click "Authorize" if you all accept.

Select the target file and sheet name.

Click the "Test" button at the top right of the screen to test. Add a row to the spreadsheet you set as the trigger after the screen switch to the standby state.

If all the settings are correct, "Successful" will be displayed.

Click the "RECIPE" button at the top of the screen to back to the recipe screen.

Set Cloud BOT as an action

Then, set Cloud BOT as an action.

Click "+" button and click "Action in an app".

Click "Cloud BOT" displayed in YOUR CONNECTED APPS.

※※Since the only type of action that can be used with the Cloud BOT connector is "Execute BOT", the action selection screen will be skipped.

The connection setting field will be displayed. Enter the enter the ID (client ID) and secret that you recorded in the "Enable Workato" section.

The authentication screen will be displayed. Check the terms of service and so on, and click "Authorize" if you all accept.

Select the language and contract, then choose the BOT to set as the action.

※Here, we are going to set to execute a user info registration BOT.

Click "+3 optional fields available" at the bottom right of the screen. (The display of +3 changes depending on the number of BOT input values set as an action.)

You can additionally specify the input value when executing BOT. This time we are going to check all.

Input fields have been added. Each input field is referenced by the name, email address, and age values obtained from the spreadsheet.

Click the "Save" button at the top right of the screen to save the recipe.

Next, click the "Test" button at the top right of the screen to test. Add a row to the spreadsheet you set as the trigger after the screen switch to the standby state.

If all the settings are correct, "Successful" will be displayed.

Connect applications

Click the "Exit" button at the top right of the screen to move to the recipe details screen. Click "Start recipe" and the applications will be connected.