Learn about integrating Epicor Automation Studio and other solutions with Epicor CPQ by reviewing the CPQ help in Epicor Modules.
Epicor Automation Studio, powered by Workato®, is a enterprise-grade workflow automation platform. It helps automate business workflows across cloud and on-premises applications, integrating data from multiple applications both within and outside your company. Automation Studio is a robust platform, designed for security, reliability, and high performance.
Colleagues from both business and IT can build workflows with little to no previous programming experience.
Getting Started with Automation Studio inside Epicor CPQ
Your Epicor CPQ instance can display Automation Studio within the CPQ administrative interface, with no need to log in again. In Epicor CPQ, browse to Admin > Settings > Automation Studio.
Selecting this menu option displays Automation Studio within Epicor CPQ. While the CPQ administrative interface is still visible along the left edge of the window, you are now in the separate Automation Studio environment.
When clicking the Automation Studio tab, you may see a warning instead of the screen shown above. Once you complete your registration linking Epicor CPQ and Automation Studio, the warning will disappear. For more information on registering for Automation Studio, consult the warning message or contact our support team through EpicCare.
Automation Studio Education
Documentation
The Automation Studio documentation helps answer your questions on recipe design, connectors, data security, and other key concepts.
Education
To access educational resources for Automation Studio powered by Workato, follow these steps:
1. Open a modern web browser in Incognito or Private mode.
2. Sign-up for a temporary Workato Trial account using the following link:
https://app.workato.com/users/sign_up.
3. Once your sign-up is complete, you can now use the newly created temporary account to access the education. Go to https://academy.workato.com/ to access the education experience.
It is recommended that consultants and engineers take the course up through the intermediate level, or more.
Some of the recommended courses are:
- Automation Pro 1: https://academy.workato.com/automation-pro-i-on-demand
- Automation Pro 2: https://academy.workato.com/automation-pro-ii-revised