> For the complete documentation index, see [llms.txt](https://docs.mydbsync.com/cloud-workflow/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.mydbsync.com/cloud-workflow/2026_create-your-workflow/flow-builder.md).

# Flow Builder

## Overview

The Flow Builder in DBSync Cloud Workflow is a powerful tool that allows users to create and manage complex workflows visually. It provides an intuitive drag-and-drop interface to design workflows that integrate various applications and automate data processes. This guide outlines the steps to use the Flow Builder effectively.

{% stepper %}
{% step %}
From the Home page, navigate to the **Project** tab.
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{% step %}
In the **Project** tab, click **Create** to start a new project.
{% endstep %}

{% step %}
Provide a name for your project (e.g., **My Workflow Project**). \
The system directs you to the Automation tab to create an Automated Task (for example, Salesforce Order to Cash).
{% endstep %}

{% step %}
Click **Create** to create a new Automated Task for the project.
{% endstep %}

{% step %}
Provide a name for the new **Automated Process**.
{% endstep %}

{% step %}
In the **Agent** column, select *Integration Bot* as the **Agent**.
{% endstep %}

{% step %}
In the **Action** column, click **Configure**. 

The system will direct you to the Flow page to build a workflow.
{% endstep %}

{% step %}

### Build the workflow in the Flow builder

In the Flow builder, the left-side **Actions** panel has a palette of actions. Drag and drop the required actions onto the canvas.

Some common actions include:

* **Query:** To retrieve data from a source.
* **Email:** To send emails.
* **SQL:** To perform SQL operations.
* **Flow:** To execute sub-flows.
* **Variable:** To manage variables (for example, *AccountName*) and assign it a value.
* **Transform & Write:** To transform data and send it to a target system.
* **Debug:** To monitor and troubleshoot the workflow.
* **If:** To add conditional logic.
* **For:** To create loops.
  {% endstep %}

{% step %}
Click any action panel from within the flow to open its configuration settings.

Depending on the Action you need to configure, you may need to:

* Select data sources (for example, Salesforce, QuickBooks).
* Specify parameters or conditions for the action.
* Define how data should be transformed or mapped.

Once you finish configuring your action, click **Save** on the top right side to ensure that your action configurations are saved.
{% endstep %}

{% step %}
**Define Triggers:** If your workflow needs to be initiated based on specific events (like, a new record in a database), set up triggers accordingly. For more information, refer to the Query actions.
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**Add Conditions:** You can add conditional logic to your workflow to execute certain actions based on specific criteria (e.g., if a field value meets a certain condition). For more details, refer to Conditions.
{% endstep %}

{% step %}
**Test the workflow:** Click Run to test the workflow functionality. Monitor the output in the Console below and check for any errors or issues. Use the **Debug** action to help identify problems.
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**Review logs and outputs:** After running the workflow, navigate to the **Logs** tab to review the logs and check the execution details and any errors that may have occurred.
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**Make adjustments:** If necessary, return to the Flow Builder to adjust your workflow based on the test results. You can modify action configurations, change connections, and add new actions.
{% endstep %}
{% endstepper %}

{% hint style="info" %}
PRO TIP\
Utilize the **Debug** action frequently during the workflow design process. It helps to catch and resolve errors early, ensuring smoother workflow execution.
{% endhint %}

Related Content

* Query: Learn to add queries to retrieve data from various sources.
* Variable: Use variables to pass data between actions seamlessly.
* Logs: Manage and view logs to troubleshoot and monitor integration processes.
* Transform and write: Explore examples to use query transformations in your DBSync integration projects.
* Remote Agent: Manage and execute workflows, allowing users to connect applications, automate data flow, and create workflow groups.