Flow Builder
Design, configure, schedule, and monitor automated workflows using the Flow Builder in DBSync Cloud Workflow
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.
From the Home page, navigate to the Project tab.
In the Project tab, click Create to start a new project.
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).
Click Create to create a new Automated Task for the project.
Provide a name for the new Automated Process.
In the Agent column, select Integration Bot as the Agent.
In the Action column, click Configure.
The system will direct you to the Flow page to build a workflow.
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.
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.
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.
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.
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.
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.
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.
PRO TIP Utilize the Debug action frequently during the workflow design process. It helps to catch and resolve errors early, ensuring smoother workflow execution.
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.
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