Integration Studio

integration studio is a self service integration tool that lets you connect invoiced to thousands of external applications and automate workflows between them built on the workato enterprise automation platform, integration studio enables you to create custom integrations beyond our native accounting syncs how it works integration studio is powered by workato and embedded directly within invoiced you can connect to external systems via connectors and build recipes to automate workflows between invoiced and these systems — no separate workato account required key integrations include salesforce, netsuite, sage intacct, microsoft dynamics, and thousands more integration studio vs automation studio integration studio connects invoiced to external apps (erp, crm, etc ) automation studio handles workflows inside invoiced only (reminders, status changes) why workato? integration studio leverages workato, a leading enterprise integration platform (ipaas) that offers extensive connectivity — access 1,200+ pre built connectors for saas applications, databases, erps, and legacy systems if you can't find the desired system, you can try using the http connector or review available community connectors no code/low code automation — business users can set up integrations using drag and drop it may assist with credentials or security reviews, but no coding is required enterprise grade security — connections use oauth authentication, encrypted connections, and audit logging integration studio is soc compliant real time or scheduled sync — many integrations are event triggered and sync data in real time rather than on batch schedules key concepts recipes are automated workflows that connect invoiced with other applications each recipe includes a trigger (the event that starts the workflow) and one or more actions (the steps that execute when triggered) you can build recipes by choosing the trigger, connectors, actions, and run schedules recipes can be saved, tested, edited, and versioned connectors authorize your recipes to interact with applications like invoiced, salesforce, netsuite, and more once configured, connectors can be reused across multiple recipes jobs represent individual executions of a recipe each time a trigger event occurs, a job is created and processed through your recipe's actions permissions required admin users have access to integration studio by default non admin users must be assigned the integrations manager role by an admin to access integration studio multiple users can be granted access access is role based and managed by your account admin access can be restricted or granted at any time accessing integration studio log in to your invoiced account go to settings → apps → integration studio you're now in the integration studio where you can view your projects, connectors, and recipes setup creating a project after accessing integration studio, create a new project and name it to organize your connectors and recipes creating connections create a connection to external systems by clicking create → connection and searching for the desired system enter your credentials to connect to the system once created, connections are reusable across all recipes in your project creating recipes create recipes (automated workflows) by clicking create → recipe build your recipe by choosing the trigger, connectors, actions, and run schedules you can save, test recipes, and view test jobs before activating them monitoring and errors failure notifications error notifications are automatically generated for failed or stopped recipes failures can be monitored via recipeops viewing failure logs when failures occur, you can find which jobs failed and why go to settings → apps → integration studio → recipes view the list of recipes with a summary of successful or failed jobs click on a recipe and go to the jobs section click on a failed job to see the reason for failure and the history log recipes may stop automatically after repeated failures to prevent data issues review the error log to understand why getting started resources getting started with workato workato academy workato community forum workato community connectors workato documentation frequently asked questions access q why can't i see integration studio? integration studio is an add on product if you've purchased it and still don't see it, you may need the integrations manager role ask your account admin to update your permissions, then log out and back in q can multiple users manage integrations? yes multiple users can be granted access by assigning the integrations manager role setup & usage q do i need a separate workato account? no integration studio uses embedded workato and is accessed entirely within invoiced q can integrations be tested before going live? yes recipes can be configured, tested, and activated when ready q can i modify or delete integrations later? yes you fully control your recipes and connections connectors q what if my connector exists but is missing a specific action? some connectors may have limitations contact support to review whether the limitation is expected or needs escalation q can integration studio connect to custom or internal systems? possibly, using the http/api connector native integrations q are native invoiced integrations replaced by integration studio? no native integrations remain available integration studio complements them for connecting to additional systems need help? if you need assistance with integration studio, contact our support team at support\@invoiced com when reporting an issue, please provide recipe name error message or job id when the issue started any recent changes