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Automate with Workato 

Improve alignment between people, process and technology with integrations and automations. 
PROVEN IMPLEMENTATION & SUPPORT

FlowBuilders is recognised as a Gold Partner for the successful delivery of Workato implementation projects and services.​

 

We have deep experience in delivering secure, scalable automation across both enterprise and government organisations - helping to quickly achieve results and improve time to value.​

 

FlowBuilders also can provide ongoing monitoring, support and enhancements, to maximise your investment and enable continuous improvement.

CERTIFIED EXPERTISE

A trusted Workato partner since 2016, the FlowBuilders team is certified in Workato technology and methodology - including the GEARS framework, and AOF framework.

 

Additionally, with certification to ISO/IEC 27001 Information Security Management Systems, you can be confident in our systems, processes and approach to information security.

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OUR SOLUTIONS

FlowBuilders has developed solutions on Workato to help solve common pain points. By offloading files, documents, and emails from Salesforce into compliant and secure external repositories, you can maintain control, lower risk, and scale with confidence.

 

Records Archive Connector

Simplify compliance and reduce Salesforce storage costs by automatically syncing records and documents between Salesforce and your Records Management System. Suitable for Content Manager/TRIM, Objective and more - we can help you reduce duplication and manual effort, while ensuring your archives are up-to-date.

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Salesforce Email & File Archive 

Manage compliance with your records retention policy and reduce storage costs by moving aged or inactive files into long-term, searchable storage. Archived files are safely deleted from Salesforce once all cross-checks have passed, which also improves your security posture by minimising sensitive data stored in Salesforce.


Salesforce Email to PDF

Reduce risk by converting and archiving emails as unalterable PDF records. By removing email payloads from Salesforce, you reduce potential exposure for phishing or cyber breaches.

NEED HELP TO GET STARTED?

Talk to us about our Workato Platform Setup package, to help you follow best practice from the start: 

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  • Set up environments

  • Role based access control

  • User authentication and MFA

  • Data retention

  • Data masking

  • Project structure standards

  • Naming standards

  • Error handling standards

  • Design document

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