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Workato
automation
API People is a certified Workato Platinum Partner. We turn Workato’s AI-powered iPaaS into working automation across any industry — reusable connectivity, business-process automation and measurable ROI, fast. Deepest expertise: banking, credit unions & fintech.
Workato Platinum Partner
5.0
★★★★★
Average client review
2026 Workato Partner Awards
North America Industry Excellence Partner of the Year
Workato named API People its 2026 North America Industry Excellence Partner of the Year — recognition of the automation outcomes we deliver for banks, credit unions and fintechs across the region.
API People & Workato
Certified experts across the whole automation journey
As a certified Workato Platinum Partner, API People turns Workato's AI-powered iPaaS into working automation — reusable connectivity, enterprise-grade orchestration and measurable ROI, fast.
Our expertise runs deep in regulated industries: custom banking-core connectors (Symitar, SilverLake, Fiserv, FIS), pre-packaged automation recipes and productivity workbots for Slack and Teams — delivered end to end, from discovery to managed services.
Why choose API People
Skilled resources, accelerators and years of automation experience
A senior, boutique team
A focused specialist team — not a staffing pyramid. You get direct access to the people actually building your automations.
- Direct access to senior architects
- A named team from kickoff
- Boutique focus, enterprise rigor
Methodology & accelerators
A proven agile framework and reusable IP that take weeks off delivery — and keep quality high as you scale.
- Agile on JIRA & Confluence
- Error-handling accelerators
- Custom connectors on Ruby SDK
Regulated-industry depth
Deep expertise for banks, credit unions and fintechs — where compliance and core systems can’t be an afterthought.
- Custom banking-core connectors
- SOX-aligned controls & logging
- Partner Advisory Board members
Full lifecycle, not just build
One accountable team across the whole journey — with ongoing support long after go-live.
- Discovery, design & architecture
- Build, test & deployment
- Managed services after go-live
Certified expertise
Certified consultants — and certified leadership
Our Workato practice is built on advanced-level certified developers, architects and project managers — the depth to guide strategy and the hands-on skill to deliver it. Certification runs top to bottom, not just at the edges.
24Active Workato practitioners
30+Integration specialists globally
OCP 3.0GEARS-aligned methodology
Technical Developer
Technical Architect
Integration Developer (IDC)
Automation Pro
Sales Specialist
Partnership tier
Platinum Partner
Workato’s highest partner tier — earned through proven delivery and certified teams.
Read the announcement
Automation Pro I
Foundational certification
Automation Pro II
Advanced certification
Automation Pro III
Expert certification
The Workato platform
Why teams standardize on Workato
A recognized iPaaS leader
Workato is consistently rated a market leader in integration platform as a service (iPaaS), trusted by thousands of enterprises to unify integration and automation on one platform.
AI-powered & low-code
A no-code/low-code builder with built-in AI means business and technical teams ship automations together — faster than traditional integration tooling allows.
Thousands of connectors
A vast library of pre-built connectors and recipes covers the SaaS your business runs on — and the Ruby SDK lets us build connectors for anything that isn’t covered.
Enterprise-grade governance
Environment management, role-based access, audit logging and replayable error handling make Workato robust enough for regulated financial institutions.
What we deliver with Workato
Everything you need to automate — under one roof
Automate end-to-end
business processes
Reusable Workato recipes that connect every system a process touches — from the trigger to the final update — live in weeks, not quarters.
- Lead-to-cash & procure-to-pay
- Employee on/off-boarding
- Invoice & financial reporting
Recipes Immediate ROI
New loan applicationSalesforce
TriggerCreate accountJack Henry Symitar
Sync contact & notifySalesforce · Slack
DoneMove & reconcile
data in real time
Pipelines and ETL that keep every system in sync — plus cloud migration and modernization when you need to move off legacy infrastructure.
- Data sync & pipelines
- ETL & data processing
- Cloud migration & modernization
ETL Pipelines
Salesforce → NetSuite12,480 records
LiveNetSuite → SnowflakeHourly pipeline
0 conflictsLast run 2 min ago
HealthyConnect the systems
no one else can
Bespoke connectors built on the Workato Ruby SDK — with automated testing and versioned releases — for the core-banking and legacy systems no native connector reaches.
- Symitar & SilverLake
- Fiserv & FIS cores
- OAuth & API-key patterns
Ruby SDK Versioned
# Workato Connector SDK
connector do
action :create_member, :input => schema
trigger :on_transaction, :poll => true
auth :oauth2, :refresh => true
end
✓ 42 tests passing · released v2.3.0
Publish & govern
your APIs
Turn the integrations you build into managed APIs — with key and OAuth token management, rate limiting and endpoint monitoring built in.
- API publishing & versioning
- Key & OAuth token management
- Rate limiting & monitoring
APIM OAuth
GET /accounts/{id}120 ms response
200POST /transfersOAuth 2.0 secured
201Rate limit1,000 requests / min
ThrottledSecure, auditable,
ready to scale
Environment, access and lifecycle management that keeps every workspace secure, compliant and auditable as your automation program grows.
- Recipe lifecycle (Dev/Test/Prod)
- RBAC & SSO
- Audit logs & data masking
RLCM SOX-aligned
Dev · Test · ProdRecipe lifecycle mgmt
RLCM5 roles · SSO + JITRBAC 2.0
Audit logs onData masking enabled
SOXAutomation where your
team already works
We build workbots for Slack and Microsoft Teams that turn multi-step processes into a single message — no new tools to learn, no context-switching.
- Trigger approvals, lookups and updates from chat
- Real-time alerts from your core and CRM
- A full audit trail on every automated action
Slack Microsoft Teams
RC
Rachel Cho
New partner FirstState CU signed — kick off onboarding.
W
API People WorkbotBot
On it. Onboarding recipe started for FirstState CU.
Onboarding workflow started
Core systemJack Henry Symitar
Automated steps6 of 6 queued
Estimated go-live~4 weeks
View recipe
Notify team
W
API People WorkbotBot
✅ Sandbox connection to Symitar verified — test transactions passing.
Fluent across your entire enterprise stack
From integration platforms and core banking to the newest AI assistants — we connect the systems your business already runs on, and build connectors where none exist.
Integration, Automation & APIM
- Workato
- Gravitee
- Okta
- REST & SOAP
- Webhooks
- Kafka
Business Apps & ERP
- Salesforce
- NetSuite
- SAP
- Workday
- ServiceNow
- Coupa
AI & Assistants
- Claude
- Gemini
- ChatGPT
- Microsoft Copilot
- Slack
- Teams
Cloud & Data
- AWS
- Azure
- Snowflake
- Google Cloud
Workato Banking Core Connectors
Connectors for the cores that
power banking
To support these solutions, API People has developed Workato connectors for most US banking cores — giving your institution a faster, safer path to automation.
Symitar & SilverLake
As part of the Fintech Integration Network (FIN), we hold certified test access for seamless Jack Henry core integrations.
DNA, Premier & Spectrum
Simplify integration with Fiserv's leading banking cores across retail and commercial banking environments.
Horizon & IBS (Code Connect/XM)
Enable fintechs to integrate seamlessly with FIS core systems for community banks and credit unions.
Keystone
Extend connectivity to additional financial platforms through Corelation's modern credit union core.
These are our banking-core specialties — but we design and maintain Workato connectors far beyond them. Using the Workato Ruby SDK, we build connectors for CRM, ERP, cloud and niche vendor systems too, including many not shown here.
Explore the connector marketplaceHow we deliver
From discovery to scale — a low-risk path to automation
1
Discovery
We map your business processes, the systems they engage and the data they exchange — then recommend what to automate.
2
Planning
We prioritize your automation backlog, plan the roadmap and build the connections for your key systems.
3
Implementation
We build, test and deploy your prioritized automations — fast, thanks to Workato's connection library and developer experience.
4
Management
We support — or help you support — monitoring and management of the platform via Workato's intuitive dashboard.
5
Scaling
We help you reuse recipes and connections to rapidly build and deploy additional game-changing automations.
What we automate for financial institutions
The processes banks, credit unions and fintechs run every day — connected and automated on Workato, with your core system at the center. The same platform expertise applies to any industry.
Lending & loan operations
- Loan application to core booking
- Document & KYC collection
- Status alerts to staff & members
Deposit & account operations
- New account opening & onboarding
- Core ↔ CRM data sync
- Card & payment exceptions
Finance & accounting
- Invoice & AP automation
- GL & ERP reconciliation
- Automated financial reporting
Compliance & risk
- Audit trails & SOX-aligned logging
- BSA/AML data workflows
- Regulatory reporting prep
HR & employee onboarding
- Joiner / mover / leaver flows
- Access provisioning & revocation
- HRIS ↔ payroll sync
Member & customer support
- Ticket routing & enrichment
- Case data from core & CRM
- Slack / Teams alerts to staff
Deepest in financial services — ready for any industry
Regional Banking
Credit Unions
Fintech
Healthcare
Telco
Retail & e-Commerce
And many more
Case Study SpotlightRead the case study
Eight Weeks to Go-Live: How WRI Built a Full Grants Management Integration Between Salesforce and Workday Without Missing a Deadline
The World Resources Institute successfully implemented a Salesforce-Workday integration within eight weeks, enhancing their funded research lifecycle management.
“8-week deadline, zero delay to Workday go-live”
What we automate for financial institutions
Delivery is only the start. Our managed services keep your integrations monitored, documented and owned — so teams spend their time building, not firefighting.
40%Fewer incidents through proactive monitoring
99.8%Platform availability across managed automations
100%Documentation & governance coverage
Governance
Monitoring & alerting
Service desk & SLAs
Continuous improvement
Client Voices
What technology
leaders say about us
See review on Workato
★★★★★5.0
Going above and beyond
Reusable templates and complex integrations that cut our operational load and accelerated launch. An agile team with deep Workato and core-banking expertise — our pilot went live smoothly.
See review on Workato
★★★★★5.0
Easy to work with, strong solutions
They grasp requirements fast and deliver strong, flexible solutions — adapting to scope changes and implementing quickly with deep technical knowledge.
See review on Workato
★★★★★5.0
An excellent implementation partner
Reliable, agile and highly skilled in middleware and API integrations — they connected seven systems to Salesforce using best practices. Recommended for any integration project.
See review on Workato
★★★★★5.0
Exceptional partner for Workato projects
Deep Workato expertise delivered scalable, efficient automations and seamless integrations — with clear communication and proactive project management that kept everything on track.
See review on Workato
★★★★★5.0
On time and on budget
Our Salesforce–NetSuite integration on Workato was delivered on time and on budget. Strong technical acumen and quote-to-cash expertise drove real gains in scalability and efficiency.
See review on Workato
★★★★★5.0
Dream Team
Among three vendors we chose API People — and they exceeded expectations. However complex the request, they always find an effective solution. Outstanding partners.
FAQ
Questions,
answered
What technology leaders ask before starting a Workato engagement with us.
Do we need an existing Workato license?
Not necessarily. We can advise on the right licensing and provision it through our Platinum partnership, or work entirely within your existing Workato workspace — whichever is cleaner for your team.
How fast can we go live?
Most pre-packaged recipes reach a working pilot in a few weeks. Exact timelines depend on system access and scope, which we confirm during a short discovery.
Which banking cores do you support?
Jack Henry (Symitar & SilverLake), Fiserv (DNA, Premier & Spectrum), FIS (Horizon & IBS via Code Connect/XM) and Corelation Keystone, among others — with connectors for most US cores.
How do you handle security & compliance?
Isolated partner environments, least-privilege access, robust logging and SOX-aligned controls on every integration — the same standards trusted by regulated financial institutions.
What does an engagement cost?
Scoped to your priorities after discovery. We lead with the automations that deliver the fastest measurable ROI, so early wins fund the broader roadmap.
Workato blogs
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