Automate Your CPQ Workflows with Workato
Use Workato as the automation engine for Mercura CPQ. Build intelligent workflows that trigger on quote events, sync with 1000+ apps, and eliminate manual handoffs.
Why Workato is Perfect for CPQ Automation
Beyond basic integrations—intelligent workflow automation.
CPQ isn't just about connecting systems. It's about automating the entire quote-to-cash process.
- Event-Driven: When a quote is approved in CPQ, automatically create ERP order + send DocuSign + notify team in Slack.
- Conditional Logic: Route high-value quotes to VP approval, standard quotes directly to production.
- Business User Friendly: Sales Ops can build automations without waiting for IT to write code.
Workato Handles
- Workflow Automation
- Event Triggers
- Data Mapping
- App Connections
- Approval Routing
Mercura Handles
- Product Configuration
- Quote Generation
- Pricing Logic
- Visual CPQ
- BOM Creation
Measurable Business Outcomes
Key benefits of Workato integration
No-Code Workflow Automation
Build sophisticated CPQ automations without writing code. Workato's visual recipe builder lets business users create quote-to-order workflows in minutes, not months.
Event-Driven Intelligence
Trigger automated workflows when quotes are created, approved, or ordered. Route high-value deals to VP approval, standard quotes directly to production—all based on configurable business rules.
Connect to 1000+ Apps
Workato integrates with virtually every business app. Sync Mercura CPQ with your ERP, CRM, e-sign, project management, and communication tools—all in one automation platform.
Intelligent Workflow Architecture
Mercura triggers Workato recipes via webhooks. Workato then orchestrates multi-step workflows across ERP, CRM, e-sign, notification tools, and more—all without custom code.
- ERP Sync
- CRM Update
- Email/Slack
- DocuSign
- Quote Created
- Approval Needed
- Order Submitted
- BOM Ready
Success in Workflow Automation
"Before Workato, our engineering team spent hours moving quote data between Mercura, NetSuite, and Salesforce. Now it happens automatically—we've cut order processing time from 3 days to 4 hours."
Guarda Mercura in azione
How We Connect
Connect
Link Mercura and Workato via API key.
Build
Create recipes for common workflows (quote→order).
Test
Validate automations in Workato sandbox.
Deploy
Activate recipes and start automating.
Enterprise Risk Reduction
Does Mercura have a Workato connector?
Yes, we provide a pre-built Workato connector available in the Workato Community.
Can non-technical users build recipes?
Absolutely. Workato's visual interface lets Sales Ops build CPQ workflows without coding.
What triggers are available?
Quote created, quote approved, order submitted, configuration saved, and custom events.
Does it work with our ERP?
Workato connects to 1000+ apps including all major ERPs (SAP, Oracle, NetSuite, Dynamics, Odoo).
Connected Ecosystem
Workato connects Mercura to 1000+ business apps.
Ready to get started?
Richiedi una demo CPQ