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Salto for Workato - Overview
Salto for Workato - Overview
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Written by Support
Updated over 4 months ago

Salto's Workato adapter allows you to:

  • Fetch the main Workato entities.

  • Compare recipes and deploy changes between environments.

  • Document configuration changes.

  • Monitor specific configuration data changes of interest.

In many cases, a Workato recipe reads/writes values from/to fields in other business applications, e.g., Salesforce, NetSuite. Salto is able to automatically identify these dependencies and generate cross-application references in the NaCl files. Please refer to this section for more details.

Supported Types

The Workato adapter fetches the following element types:

  • API access profiles

  • API clients

  • API collections

  • API endpoints

  • Connections

  • Folders

  • Properties

  • Recipes

  • Roles

Note: We do not currently track the details of custom connectors, beyond the connections using them.

Authentication Instructions

You can authenticate your Workato account with Salto in 2 ways

  1. Applicable only for existing customers, as this was deprecated by Workato: use your Workato username and API key. If you do not remember what your API key is, please refer to the next bullet.

  2. Create a new API client here. Make sure to skip the username field within Salto and enter only the API token.

  3. When using the new method please ensure that the API Client Role has the following permissions:

    1. Projects:

      1. Project assets

        1. Projects & folders

        2. Connections

        3. Recipes

    2. Tools:

      1. Workspace data

        1. Lookup tables

        2. Environment properties

      2. API platform

        1. Collections & endpoints

        2. Clients & access profiles

    3. Admin:

      1. Collaborator roles

      2. Workspace details (used to validate the credentials)

Identifying Dependencies Across Different Applications

If you have Workato recipes that connect to Salesforce, NetSuite, Jira, Zendesk or Zuora accounts, Salto can be configured to identify it and automatically generate cross-application references.

Please follow these steps in order to generate such dependencies in your NaCl files:

  1. Add your NetSuite, Salesforce, Jira, Zendesk or Zuora accounts to the same Salto environment that includes your Workato account.

  2. Specify a mapping between your relevant Workato connections and the application types they refer to.
    ​For example: If your Workato account has a NetSuite connection named "My NetSuite Connection" and a Salesforce connection named "My Salesforce Connection", please add the below section to the fetch configuration section in your workato.nacl file. Learn more about Salto configuration files here.

fetch { 
  ...
  serviceConnectionNames = { 
    salesforce = [ 
      "My Salesforce Connection", 
     ]
    netsuite = [ 
      "My Netsuite Connection", 
    ] 
  } 
}

👍 You are ready to run fetch and let Salto generate cross application references from your Workato recipes to the relevant fields in your Salesforce and NetSuite accounts


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