Automate workflows, integrate apps, and empower teams with Epicor Automation Studio, powered by Workato.
Epicor Automation Studio, powered by Workato, is your go-to solution for streamlining business operations. Designed for makers, movers, and sellers, this platform tackles your daily hurdles head-on. Imagine a world where your system and outside apps talk to each other seamlessly, robotic process automation and activity workflows run smoothly, and you're freed from manual drudgery. These key benefits ensure that you focus less on tedious tasks and more on what matters:
Benefits
Unify your tech experience with an industry-leading enterprise integration platform as a service that's natively embedded in your Epicor system. Enjoy instant accessibility and a cohesive user interface as you navigate between tasks. Benefit from custom Epicor-developed connectors for seamless integration, and industry-specific templates. By making sophisticated integration-led automations this convenient and tailored, we're transforming how you do business.
Tap into a wealth of pre-built recipes with our Epicor Industry Templates and Workato’s social community. Why reinvent the wheel when you can instantly plug into proven automations? From simplifying complex workflows to integrating diverse apps, our expansive library empowers you to achieve more, faster. It's not just about connecting systems; it's about harnessing collective wisdom to drive your business forward.
Streamline your work effortlessly using either low-code or generative AI-assisted, conversational no-code solutions. Create intricate workflows and connect disparate systems with a user-friendly interface designed for both tech experts and business users.
Automation Studio runs in the cloud and connects to Epicor solutions deployed in the cloud or on-premises. If needed, the On-Prem Agent provides a secure way for Automation Studio to selectively access customer-authorized on-premises apps, databases, and folders without having to open ports in the corporate firewall. Running Automation Studio in the cloud eliminates the need for physical hardware while reducing infrastructure costs. Its scalable nature allows for cost-effective resource utilization, while automated updates save on maintenance expenses.
Think of RPA like having an extra pair of hands that never gets tired, working around the clock. Imagine it’s 12 a.m. and your system automatically identifies contract items that are about to expire in your Epicor system. This is an example of an Automation Studio recipe that runs on a schedule, freeing you from the grind of manual tasks such as repeatedly running a report.
Human-interactive workflows in Automation Studio make your life easier by blending automation with personal touchpoints. Imagine you're managing a project: the system can automatically update task statuses, but can ping you via email, Slack, or Microsoft Teams for approval before sending a progress report to stakeholders. You stay in control while the routine stuff gets handled automatically.
Data synchronization in Automation Studio ensures that your information is always up-to-date across all your apps and systems. Let's say you update a client's contact details in your CRM. This change is automatically reflected in your email marketing tool, Epicor system, and other apps you may use. No more toggling between apps or manual data entry to keep things consistent. With real-time syncing, you can trust that you're always working with the latest, most accurate data, freeing you to focus on more meaningful tasks.
These are prebuilt, documented recipes built by Epicor to cover common integration and automation requirements our customers will need, designed for their Epicor system. Templates include AP Invoice Approval and integrations to popular apps including Salesforce, BigCommerce, and SugarCRM.
With Workato AI@Work, Automation Studio brings together integration, automation, and AI into a single platform, making it easier and faster to build automations and integrations at scale. A major component, Workato Copilot, works with you to build recipes and connectors all through natural language prompts. Another component, Workbot GPT, will execute a workflow for you per your natural language requests, such as fetching Salesforce deals that are slipping, and sending an email to each Account Executive for each deal, asking them for an update—no coding required, just conversation.
If you have a trusted trading partner, you can create a custom and secure API call, just for them, to trigger a recipe for them to receive, for example, customer inventory lookup from your system. They can use any application on their end to call the API and send and receive the necessary parameters.