> 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/create-your-workflow/actions.md). # Actions Actions are the functional steps that define how your workflow processes, transforms, and routes data between systems. You add actions to a workflow to query records, update data, send notifications, trigger sub-flows, write to storage, and more. Each action is configurable and works alongside filters, expressions, and functions to build integration logic. ## Actions overview The following actions are available in DBSync Cloud Workflow. Click any action name to open its detailed documentation. ### Core actions | Action | Description | | ---------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------ | | [Variable](#variable) | Define and assign dynamic values that you can reuse across multiple actions. | | [Query](#query) | Extract data from a source system using a custom query. | | [Debug](#debug) | Log intermediate outputs and variable values to trace workflow behavior and isolate errors. | | [Replicate](/cloud-workflow/create-your-workflow/actions/replicate.md) | Enables data replication from source to database. | | [ReST](#rest) | Call an external *Representational State Transfer* (*ReST*) API endpoint and use the response in subsequent steps. | | [Flow](#flow) | Trigger a child flow from within the active workflow to enable modular, reusable design. | | [Transform and Write](#transform-and-write) | Map, transform, and write data to a target system using operations such as create, update, and upsert. | | [SQL](#sql) | Execute SQL statements directly against a connected database within a workflow step. | | [Restructure](#restructure) | Group flat data into nested structures. For example, invoices with line items before writing to a target. | ### AI actions | Action | Description | | ------------------------------------------------------------------------------ | --------------------------------------------------------------------------------------------------------------------------------------------- | | [AI Agent](/cloud-workflow/ai/ai-agent.md) | Execute goal-oriented tasks and automate decisions within the active workflow by leveraging large language models and custom knowledge bases. | | [Context Builder](#context-builder) | Assemble and structure contextual data to pass between steps in a workflow. | | [IDP – Intelligent Document Processing](#idp--intelligent-document-processing) | Extract structured data from unstructured documents such as PDFs and scanned images using AI-powered parsing. | ### Condition actions | Action | Description | | ----------------------------- | ------------------------------------------------------------------------------------ | | [If condition](#if-condition) | Add branching logic so that certain steps run only when specific conditions are met. | | [For loop](#for-loop) | Iterate over a list or collection of records and apply actions to each item. | ### Messaging actions | Action | Description | | --------------------------- | ---------------------------------------------------------------------------------------------- | | [Email](#email) | Send email notifications during workflow execution for alerts, confirmations, or data sharing. | | [Slack](#slack) | Send messages or notifications to a Slack channel as part of a workflow. | | [Google Chat](#google-chat) | Post messages to a Google Chat space during workflow execution. | ### Storage actions | Action | Description | | ------------------------------------------------------------------ | ----------------------------------------------------------------------------------------------------- | | [Dropbox](#dropbox) | Upload files to Dropbox for cloud storage or external file sharing. | | [Google Drive](#google-drive) | Upload documents to Google Drive. | | [FTP](#ftp) | Send files to an *File Transfer Protocol* (*FTP*) server. | | [Amazon S3](#amazon-s3) | Upload data files to an Amazon S3 bucket. | | [XML](/cloud-workflow/create-your-workflow/actions/storage/xml.md) | Perform structured data transformations between systems using XML. | | [File storage](#file-storage) | Save files to the server where DBSync is hosted. | | [CSV formatter](#csv-formatter) | Format data into structured *comma-separated values* (*CSV*) files for reporting or external sharing. | ## Core actions ### Variable The Variable action defines a named value that you can reference and update across multiple steps in a workflow. Variables store strings, numbers, or objects and let you carry state without querying a system repeatedly. For more information about the Variable action, see [Variable](https://docs.mydbsync.com/cloud-workflow/create-your-workflow/actions/variable). ### Query The Query action retrieves records from a source system using a custom query expression. It serves as the data entry point for most integrations and feeds its output to subsequent Transform and Write or Restructure actions. For more information about the Query action, see [Query](https://docs.mydbsync.com/cloud-workflow/create-your-workflow/actions/query). ### Debug The Debug action writes variable values and intermediate outputs to the workflow execution log. Use it during development to verify data at key points in a flow and to trace the source of unexpected behavior. For more information about the Debug action, see [Debug](https://docs.mydbsync.com/cloud-workflow/create-your-workflow/actions/debug). ### Replicate The DBSync Replicate action replicates data on a schedule from cloud applications such as Salesforce into relational databases such as PostgreSQL, Redshift, or SQL Server. Use it to maintain backups, support reporting, and meet data archival and compliance requirements. For more information about Replicate action, see [Replicate](/cloud-workflow/create-your-workflow/actions/replicate.md). ### ReST The ReST action sends an HTTP request to an external ReST API endpoint and exposes the response body for use in subsequent steps. Supported methods include `GET`, `POST`, `PUT`, `PATCH`, and `DELETE`. For more information about the ReST action, see [ReST](https://docs.mydbsync.com/cloud-workflow/create-your-workflow/actions/rest). ### Flow Flows let you automate data processing and integration tasks using queries and variables. You can enable or disable any flow, which also enables or disables that workflow during integration execution. For more information about the Flow action, see [Flow](/cloud-workflow/create-your-workflow/actions/flow.md). ### Transform and write The Transform and Write action maps data from a source structure to a target structure and writes the result to a connected system. Supported write operations include create, update, and upsert. For more information about the Transform and Write action, see [Transform and write](https://docs.mydbsync.com/cloud-workflow/create-your-workflow/actions/transform-and-write). ### SQL The SQL action executes a SQL statement, such as a `SELECT`, `INSERT`, `UPDATE`, or `DELETE` against a connected database. Use it when you need direct database access that goes beyond the standard Query or Transform and Write operations. For more information about the SQL action, see [SQL](https://docs.mydbsync.com/cloud-workflow/create-your-workflow/actions/sql). ### Restructure The Restructure action converts flat record sets into nested structures. For example, it can group individual invoice line-item rows under a single parent invoice object before you write the result to a target system. For more information about the Restructure action, see [Restructure](https://docs.mydbsync.com/cloud-workflow/create-your-workflow/actions/restructure). ## AI actions ### Context builder The Context Builder action assembles structured contextual data, such as merged field values or computed objects, and makes that data available to downstream steps. Use it when you need to construct a payload or data object before passing it to a Transform and Write, ReST, or Flow action. For more information about the Context Builder action, see [Context builder](https://docs.mydbsync.com/cloud-workflow/create-your-workflow/actions/context-builder). ### AI Agent The AI Agent executes goal-oriented tasks and automates decisions within your active workflow. This lets you leverage large language models (LLMs) and custom knowledge bases to process dynamic inputs and minimize manual intervention across complex operational processes.\ \ For more information about the AI Agent, see [AI Agent](https://docs.mydbsync.com/cloud-workflow/ai/ai-agent). ### IDP – Intelligent document processing The Intelligent Document Processing (IDP) action extracts structured field values from unstructured documents such as PDFs, scanned images, and forms using AI-powered parsing. It returns a defined set of key-value fields that downstream workflow steps can consume directly, without additional transformation. For more information about the IDP action, see [IDP – Intelligent document processing](https://docs.mydbsync.com/cloud-workflow/create-your-workflow/actions/idp). ## Condition actions ### If condition The If Condition action evaluates a logical expression and routes execution along a true or false branch. Use it to filter records, validate field values, or direct data to different target systems based on run-time criteria. For more information about the If Condition action, see [If condition](https://docs.mydbsync.com/cloud-workflow/create-your-workflow/actions/conditions/if-condition). ### For loop The For Loop action iterates over a list or collection and applies a set of child actions to each item. Use it to process repeating structures such as order line items, contact lists, or invoice details. For more information about the For Loop action, see [For loop](https://docs.mydbsync.com/cloud-workflow/create-your-workflow/actions/conditions/for-loop). ## Messaging actions ### Email The Email action sends an email message at a defined point in workflow execution. Use it to deliver alerts, confirmations, or data summaries to one or more recipients. For more information about the Email action, see [Email](https://docs.mydbsync.com/cloud-workflow/create-your-workflow/actions/email). ### Slack The Slack action sends a message to a specified Slack channel at a defined point in workflow execution. Use it to broadcast status updates, error alerts, or record summaries to your team. For more information about the Slack action, see [Slack](https://docs.mydbsync.com/cloud-workflow/create-your-workflow/actions/slack). ### Google Chat The Google Chat action posts a message to a Google Chat space during workflow execution. Use it to notify team members of workflow outcomes or to share data summaries in a shared space. For more information about the Google Chat action, see [Google Chat](https://docs.mydbsync.com/cloud-workflow/create-your-workflow/actions/google-chat). ## Storage actions ### Dropbox The Dropbox action uploads a file to a Dropbox folder. Use it to share output files with collaborators or to archive data outside your primary infrastructure. For more information about the Dropbox action, see [Dropbox](https://docs.mydbsync.com/cloud-workflow/create-your-workflow/actions/storage/dropbox). ### Google Drive The Google Drive action uploads a file to a specified Google Drive folder. Use it to make documents accessible for review or sharing within your organization. For more information about the Google Drive action, see [Google Drive](https://docs.mydbsync.com/cloud-workflow/create-your-workflow/actions/storage/google-drive). ### FTP The FTP action transfers a file to a remote FTP server. Use it to integrate with legacy systems or third-party partners that accept files through FTP. For more information about the FTP action, see [FTP](https://docs.mydbsync.com/cloud-workflow/create-your-workflow/actions/storage/ftp). ### Amazon S3 The Amazon S3 action uploads a file or data payload to an Amazon S3 bucket. Use it for cloud archival, secure storage, or to make files available to other AWS services. For more information about the Amazon S3 action, see [Amazon S3](https://docs.mydbsync.com/cloud-workflow/create-your-workflow/actions/storage/s3). ### XML The XML Storage Action facilitates structured data transformations by enabling users to parse existing XML files and compose new ones from data streams. It allows for the creation of precise schemas to handle read and write operations with external platforms like CRMs and FTP servers. Ultimately, this functionality guarantees that information is accurately mapped and reliably transferred across disparate systems. For more information about the XML action, see [XML](/cloud-workflow/create-your-workflow/actions/storage/xml.md). ### File storage The File Storage action saves a file to the local filesystem of the server where DBSync is hosted. Use it to stage files before a downstream FTP, S3, or cloud storage step picks them up. For more information about the File Storage action, see [File storage](https://docs.mydbsync.com/cloud-workflow/create-your-workflow/actions/storage/file). ### CSV formatter The CSV Formatter action formats a record set as a CSV file. Use it to produce structured output for reporting, downstream file-transfer steps, or external systems that accept CSV input. For more information about the CSV Formatter action, see [CSV formatter](https://docs.mydbsync.com/cloud-workflow/create-your-workflow/actions/storage/csv). ## What's next * [Conditions](https://docs.mydbsync.com/cloud-workflow/create-your-workflow/actions/conditions) **—** add branching and iteration logic to your workflow * [Storage](https://docs.mydbsync.com/cloud-workflow/create-your-workflow/actions/storage) **—** explore all file and cloud storage options * [Flow management](https://docs.mydbsync.com/cloud-workflow/create-your-workflow/actions/flow-management) **—** control execution paths across your workflows