Workato

By audience

IT & Systems Administration

• Builds and governs no-code integration recipes that sync data between construction ERP, CRM, project-management, and document systems (e.g. Procore, Deltek, Sage Intacct, NetSuite, Salesforce) without custom middleware code.
• Uses the 1,200+ pre-built connector library plus REST/SDK connectors to stand up integrations fast and avoid one-off point-to-point scripts across the firm's app stack.
• Embeds Workato as the iPaaS backbone behind vendor offerings (Forma Construction Connect / ACC Connect, Deltek Unionpoint, Unanet Connect), administering OAuth credentials, environments, and connection security.
• Centralizes monitoring, error handling, retries, and audit logging for cross-system data flows, giving IT a single control plane for integration health and compliance.
• Manages role-based access, environment promotion (dev/test/prod), and recipe version control to keep enterprise automations governed and secure.

Construction Management

• Automates project data sync between field tools (BIM 360 / ACC, Procore) and back-office finance/ERP so PMs avoid duplicate manual data entry.
• Routes RFI, submittal, and approval notifications into Slack or Microsoft Teams via Workbot, letting managers accept/reject without leaving chat.
• Pushes project, cost, and schedule data into reporting tools (Power BI, Smartsheet, Google Sheets) for live cross-system dashboards.
• Triggers workflow automations on project events (new project, change order, invoice) to keep CRM, accounting, and PM systems aligned.
• Connects estimating and intake tools (Handoff) into downstream systems so won work flows automatically into project setup.

By phase

Concept & Planning

• Syncs CRM and sales-pipeline data (Salesforce, Unanet, Coupa) into planning systems so pursued and awarded work seeds project records automatically.
• Automates handoff from estimating/proposal tools (Handoff) into project-setup and ERP systems when a job is greenlit.
• Connects intake forms and lead sources into project databases (Airtable, Google Sheets) for early project tracking.
• Pulls historical cost and resource data across systems to inform feasibility and capacity planning.

Design

• Bridges design-coordination platforms (BIM 360 / ACC) with task and issue trackers (Asana, Jira, Smartsheet, Airtable) to keep design tasks synced.
• Routes design-review issues and approvals into collaboration channels (Slack, Teams) so design teams act without app-switching.
• Syncs design documents and files across CDEs and storage (SharePoint, Box, Google Drive, Dropbox) during the design phase.
• Automates notification and data flow between design tools and project-management systems as deliverables progress.

Pre-Construction

• Automates procurement and bid data flow between estimating, procurement (Coupa), and ERP/accounting systems.
• Syncs project setup data from CRM and proposal systems into Procore and finance platforms before construction starts.
• Connects contract-management tools (CobbleStone Contract Insight) to ERP and CRM for contract-to-project handoff.
• Pushes budget, cost-code, and vendor data into project systems to prepare for the build phase.

Construction

• Keeps field platforms (Procore, BIM 360 / ACC) and back-office ERP (NetSuite, Sage Intacct, Deltek, Unanet) in continuous sync for cost, resource, and equipment data.
• Routes jobsite RFI/submittal approvals through Workbot in Slack and Teams for fast field-to-office decisions.
• Automates invoice, change-order, and progress-billing data flows between project tools and accounting systems.
• Syncs daily-log and field data into reporting and analytics tools (Power BI, Smartsheet) for real-time project visibility.
• Triggers alerts and downstream actions on construction events to coordinate office and jobsite teams.

Closeout & Operations

• Automates final cost reconciliation and project-financials sync between ERP and project systems at closeout.
• Pushes as-built documents and closeout records across CDEs and storage (SharePoint, Box, Drive) for archival.
• Syncs warranty, contract, and O&M data into contract-management and operations systems (CobbleStone) for the operations handoff.
• Feeds completed-project metrics into analytics tools (Power BI) for post-project reporting and lessons learned.