| Role: Integration Architect | Platform: Workato |
| Industry: SaaS / Technology | Duration: ~6 Months |
Overview
Automated the end-to-end quote-to-cash workflow using Workato recipes connecting Salesforce CPQ to NetSuite, eliminating a high-friction manual handoff between Sales, Finance, and Operations.
What I Built
- Automated recipe triggering on Salesforce opportunity stage change to Closed Won
- Customer and contact creation and bi-directional updates in NetSuite
- Sales order generation with detailed Salesforce CPQ line-item mapping and tax logic
- Invoice creation and real-time payment status writeback to Salesforce
- Automated Slack notifications alerting the finance team on high-value orders exceeding thresholds
Architecture
Utilized Workato’s callable recipes design pattern to modularize customer sync, sales order creation, and Slack notification logic. This architectural approach allowed each sub-recipe to be maintained, unit-tested, and reused independently across other operational workflows.
Tech Stack
Outcome: Reduced order processing time from 48 hours to under 1 hour. Finance team visibility into pipeline-to-revenue improved significantly.