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Connecting Workato

Integrate your Workato account with Archy to automatically analyze your integration recipes, understand system dependencies, and get AI-powered optimization recommendations.

Overview​

The Workato integration transforms your recipe library into comprehensive architecture documentation by:

  • Importing recipes as integration records with full metadata
  • Mapping connections to system instances automatically
  • Analyzing dependencies between recipes and systems
  • Generating insights about integration patterns and optimization opportunities

Prerequisites​

Before connecting Workato to Archy:

Workato Account Requirements​

  • Professional-tier access (or higher) to Workato
  • API access enabled on your Workato account
  • Admin permissions to generate API tokens

Archy Account Requirements​

  • Team Admin role in your Archy team
  • Pro or Enterprise subscription (Workato integration not available on free trial)

Information You'll Need​

  • Your Workato User ID (found in Workato account settings)
  • A Workato API token (generated for Archy integration)
  • 30-45 minutes for initial sync and setup

Step 1: Generate Workato API Token​

In Your Workato Account​

  1. Log in to your Workato workspace
  2. Navigate to Settings > Account Settings
  3. Go to the API tab
  4. Click "Generate new token"
  5. Name the token "Archy Integration" (or similar)
  6. Set permissions to include:
    • Read access to recipes
    • Read access to connections
    • Read access to folders
  7. Copy the token immediately (you won't be able to see it again)

Security Note​

  • Store the API token securely - treat it like a password
  • The token provides read-only access to your Workato workspace
  • You can revoke the token at any time from Workato settings

Step 2: Connect Workato in Archy​

Access Integration Settings​

  1. Log in to your Archy account
  2. Navigate to Settings > Integrations
  3. Find the Workato integration card
  4. Click "Connect Workato Account"

Enter Connection Details​

You'll be prompted for:

Workato User ID

  • Found in your Workato account settings under "Account Information"
  • Usually a long string like "u1234567-abcd-efgh-ijkl-mnopqrstuvwx"

API Token

  • The token you generated in Step 1
  • Keep this secure and don't share it

Workspace Name (Optional)

  • Friendly name for your Workato workspace
  • Defaults to "Main Workspace" if left blank

Initiate Connection​

  1. Click "Test Connection" to verify your credentials
  2. If successful, click "Connect" to establish the integration
  3. If there are errors, verify your User ID and API token

Step 3: Initial Sync Process​

What Gets Imported​

Archy will automatically import:

Connections

  • All Workato connections become "System Instances" in Archy
  • Connection names, types, and configurations imported
  • Active/inactive status reflected

Recipes

  • All recipes become "Integration" records in Archy
  • Recipe names, descriptions, and folder organization preserved
  • Trigger and action steps analyzed for system dependencies

Dependencies

  • Recipe-to-recipe relationships (when one recipe calls another)
  • Recipe-to-connection relationships (which systems each recipe uses)
  • Data flow patterns between connected systems

Sync Duration​

  • Small workspaces (< 50 recipes): 5-10 minutes
  • Medium workspaces (50-200 recipes): 15-30 minutes
  • Large workspaces (200+ recipes): 45+ minutes

You'll receive email notifications when sync stages complete.

Monitoring Progress​

Track sync progress through:

  1. Sync Status indicator on the Integrations page
  2. Background Jobs page shows detailed progress
  3. Email notifications for major milestones
  4. Activity feed on your dashboard

Step 4: Review Imported Data​

System Instances (Connections)​

Navigate to Systems > System Instances to review:

Imported Connections

  • Each Workato connection appears as a system instance
  • Name: Workato connection name
  • Type: Connection type (Salesforce, Database, etc.)
  • Status: Active/Inactive based on Workato status
  • Environment: Tagged based on connection naming patterns

System Mapping

  • Archy attempts to link connections to existing systems
  • Green checkmark: Successfully matched to existing system
  • Orange warning: Partial match - needs manual review
  • Red X: No match found - create new system or link manually

Integrations (Recipes)​

Go to Integrations to see your imported recipes:

Recipe Information

  • Name: Recipe name from Workato
  • Description: Auto-generated from recipe purpose and steps
  • Status: Active/Stopped based on Workato status
  • Folder: Workato folder organization preserved

System Dependencies

  • Source Systems: Systems that trigger the integration
  • Target Systems: Systems that receive data from the integration
  • Called Integrations: Other recipes this recipe invokes

Step 5: AI Analysis and Insights​

Automatic Analysis​

After import completion, Archy's AI analyzes your integration patterns:

Integration Health

  • Recipes with circular dependencies
  • Unused connections or inactive recipes
  • Missing error handling patterns
  • Performance optimization opportunities

Architecture Insights

  • System coupling analysis (which systems are most interconnected)
  • Data flow patterns and potential bottlenecks
  • Integration complexity metrics
  • Recommended consolidation opportunities

Accessing AI Insights​

  1. Navigate to Integrations > Insights
  2. Review AI-generated recommendations
  3. Click on specific insights for detailed analysis
  4. Schedule meetings with Archy to discuss complex findings

Step 6: Ongoing Synchronization​

Automatic Updates​

Archy syncs with Workato automatically:

  • Daily sync for recipe status changes
  • Weekly sync for new recipes and connections
  • Real-time webhooks for critical updates (Enterprise plans)

Manual Sync​

Force a sync when needed:

  1. Go to Settings > Integrations
  2. Click "Sync Now" on the Workato card
  3. Wait for sync completion notification

Sync Notifications​

You'll be notified of:

  • New recipes or connections discovered
  • Status changes (active → inactive recipes)
  • New integration dependencies identified
  • Sync errors or failures

Troubleshooting Connection Issues​

Common Connection Problems​

Invalid API Token

  • Symptom: "Authentication failed" error
  • Solution: Regenerate token in Workato and update in Archy

Insufficient Permissions

  • Symptom: "Access denied" to certain recipes/connections
  • Solution: Verify your Workato user has full workspace access

Workato Account Type

  • Symptom: "API access not available"
  • Solution: Upgrade to Workato Professional tier or higher

Network Connectivity

  • Symptom: Connection timeouts or intermittent failures
  • Solution: Check firewall rules, VPN settings, or contact IT support

Data Sync Issues​

Missing Recipes

  • Cause: Recipes in private folders not accessible to API token
  • Solution: Move recipes to shared folders or adjust token permissions

Incorrect System Mapping

  • Cause: Connection names don't match existing system names
  • Solution: Manually link connections to systems or rename for better matching

Slow Sync Performance

  • Cause: Large number of recipes or complex dependencies
  • Solution: Schedule syncs during off-hours; consider selective folder sync

Advanced Configuration​

Selective Sync​

For large Workato workspaces, configure selective sync:

  1. Choose specific folders to include/exclude from sync
  2. Filter by recipe status (active only, all recipes)
  3. Set connection filters (production vs. development connections)

Custom System Mapping​

Improve automatic system matching:

  1. Create naming conventions for Workato connections that match Archy system names
  2. Use tags to group related connections and systems
  3. Set up mapping rules for automatic connection-to-system linking

Enterprise Features​

Additional capabilities for Enterprise plans:

  • Real-time webhooks for instant recipe change notifications
  • Custom field mapping between Workato and Archy data models
  • Bulk editing tools for managing large numbers of imported integrations
  • Advanced analytics on integration performance and usage patterns

Security and Compliance​

Data Security​

  • API tokens are encrypted in Archy's database
  • Read-only access - Archy cannot modify your Workato recipes
  • SOC 2 compliant data handling and storage
  • Regular security audits of integration processes

Access Control​

  • Only Team Admins can configure Workato integration
  • Role-based permissions control who can view integration data
  • Audit logs track all integration-related activities

Data Retention​

  • Sync data retained according to your Archy subscription
  • Connection removed from Archy when removed from Workato
  • Historical data preserved for analysis and reporting

Getting Help​

In-Meeting Support​

Ask Archy directly about your Workato integration:

  • "Analyze our most complex integration patterns"
  • "Which systems have the most integration dependencies?"
  • "Recommend optimizations for our recipe architecture"

Documentation and Support​

  • Integration logs available in Settings > Background Jobs
  • Email support at integrations@askarchy.ai
  • Live chat support for Enterprise customers

Next Steps: