Actions

Last updated 1 month ago

Introduction

In DBSync Cloud Workflow, Actions are the functional steps that define how your data is manipulated, transformed, and routed between systems during a workflow execution. Actions allow you to perform operations such as querying records, updating data, sending emails, triggering sub-flows, and writing to external storage. Each Action is configurable and can be used in combination with filters, expressions, and functions to create powerful integration logic.

This section helps you understand the purpose of each Action type and how to configure them within a workflow. Whether you're building a basic integration or an advanced multi-step process, mastering Actions is essential for leveraging the full capabilities of DBSync Cloud Workflow.

Key Topics in This Section

: Trigger another flow within your project, enabling modular, reusable workflow design.

: Automatically send email notifications during workflow execution for alerts, confirmations, or sharing data outputs.

: Define and assign dynamic values to variables, which can be reused across multiple actions in a workflow.

: Understand how to map, transform, and write data to target systems using various operations like create, update, and upsert.

: Learn how to extract data from your source system using custom queries as the first step in your integration process.

: Group flat data into nested structures (e.g., invoices with line items) before writing or sending it to a target system.

: Log intermediate outputs and variable values to help with workflow debugging and error tracking.

Condition Actions

: Add branching logic to execute certain steps only when specific conditions are met. Useful for filtering records, validating fields, or routing data dynamically.

: Iterate over lists or collections of records and apply actions to each item. Ideal for processing invoice line items, order details, or repeating structures.

Storage Actions

: Save files locally on the server where DBSync is hosted. Useful for staging files before transferring them elsewhere.

: Format data into structured CSV files for reporting or sharing with external systems.

: Upload data files to an Amazon S3 bucket for secure cloud storage and archival.

: Automatically upload documents to Google Drive, enabling easy access and sharing.

: Send files to FTP servers for integration with legacy systems or remote storage.

: Upload files to Dropbox for cloud storage, collaboration, or external file sharing.

Introduction

Key Topics in This Section

: Trigger another flow within your project, enabling modular, reusable workflow design.

: Automatically send email notifications during workflow execution for alerts, confirmations, or sharing data outputs.

: Define and assign dynamic values to variables, which can be reused across multiple actions in a workflow.

: Understand how to map, transform, and write data to target systems using various operations like create, update, and upsert.

: Learn how to extract data from your source system using custom queries as the first step in your integration process.

: Group flat data into nested structures (e.g., invoices with line items) before writing or sending it to a target system.

: Log intermediate outputs and variable values to help with workflow debugging and error tracking.

Condition Actions

: Add branching logic to execute certain steps only when specific conditions are met. Useful for filtering records, validating fields, or routing data dynamically.

: Iterate over lists or collections of records and apply actions to each item. Ideal for processing invoice line items, order details, or repeating structures.

Storage Actions

: Save files locally on the server where DBSync is hosted. Useful for staging files before transferring them elsewhere.

: Format data into structured CSV files for reporting or sharing with external systems.

: Upload data files to an Amazon S3 bucket for secure cloud storage and archival.

: Automatically upload documents to Google Drive, enabling easy access and sharing.

: Send files to FTP servers for integration with legacy systems or remote storage.

: Upload files to Dropbox for cloud storage, collaboration, or external file sharing.