Flow Builder
Unleash the power of automation using the Flow Builder in DBSync Cloud Workflow
The Flow Builder in DBSync Cloud Workflow lets you create and manage complex integration workflows through a visual, drag-and-drop interface. Use it to design workflows that connect applications and automate data processes without writing boilerplate orchestration code.
Before you begin
You must have an active DBSync Cloud Workflow account.
You must have at least one project created, or be ready to create one.
Access the Flow Builder
Log in to DBSync Cloud Workflow.
Click Create to create a project. Enter a project name, for example, My Workflow Project.
Create a task (for example, Salesforce Order to Cash).
Click Configure to open the Flow Builder canvas.
Add actions to the canvas
The Flow Builder displays a palette of available actions in the left panel. Drag each action you need onto the canvas. The following actions are available:
Configure each action
Click an action on the canvas to open its configuration panel. Depending on the action type, configuration options include:
Selecting a data source (for example, Salesforce or QuickBooks).
Specifying parameters or filter conditions.
Defining field mappings and transformation rules.
Complete the configuration for each action before connecting them.
Connect actions
Draw a connection from the output port of one action to the input port of the next. Connections define the order in which data flows through the workflow. You can branch or merge connections to model parallel or conditional paths.
Configure triggers and conditions
Triggers: If the workflow must start in response to an external event (for example, a record inserted into a database), configure a trigger on the entry action.
Conditions: Use the If action to route execution based on field values or other runtime criteria.
Save and test the workflow
The workflow configuration saves automatically.
Click the Run icon 
to verify the workflow's behavior.
Use the Debug action to inspect intermediate values and trace errors as they occur.
Tip: Add a Debug action after each major step during initial development. Catching errors close to their source reduces troubleshooting time.
Review logs and refine
Open the execution logs to review step-by-step output and any error messages.
Return to the canvas to adjust action configurations, add missing connections, or insert additional actions based on what the logs reveal.
Save and re-run the workflow until all steps produce the expected output.
What's next
Creating custom tasks — Build custom tasks using the DBSync Task Builder.
Query action reference — Add queries to retrieve data from various source systems.
Working with variables — Pass data between actions using variables.
Log management — View and manage execution logs to monitor and troubleshoot workflows.
Transformation examples — Explore query transformation patterns in DBSync integration projects.
Remote agents — Connect applications, automate data flows, and manage workflow groups using remote agents.
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