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.
Learn how to get started with Automation Studio inside Epicor CPQ.
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 and top edges of the window, the rest is the separate Automation Studio environment, embedded within the CPQ admin interface.
When clicking the Automation Studio tab, you may see a warning instead of the screen shown above. Usually, this means you need to register for Automation Studio. Once you complete your registration linking Epicor CPQ and Automation Studio, the warning will disappear. For more information on registering for Automation Studio, read this document in EpicCare, our support portal.