> 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/flow-builder.md).

# 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 <a href="#beforeyoubegin" id="beforeyoubegin"></a>

* 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 <a href="#step1accesstheflowbuilder" id="step1accesstheflowbuilder"></a>

{% stepper %}
{% step %}
Log in to DBSync Cloud Workflow.
{% endstep %}

{% step %}
Click **Create** to create a project. Enter a project name, for example, `My Workflow Project`.
{% endstep %}

{% step %}
Create a task (for example, `Salesforce Order to Cash`).
{% endstep %}

{% step %}
Click **Configure** to open the Flow Builder canvas.<br>
{% endstep %}
{% endstepper %}

<div data-with-frame="true"><figure><img src="https://1036205596-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fv9avy716UiAsS24zOznZ%2Fuploads%2Fx7UWVzCTsuJfsp6L1P5E%2Fimage.png?alt=media&amp;token=2f189368-2acb-45ef-9196-f5c6877d91e2" alt=""><figcaption></figcaption></figure></div>

***

### Add actions to the canvas <a href="#step2addactionstothecanvas" id="step2addactionstothecanvas"></a>

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:

[Core actions](/cloud-workflow/create-your-workflow/actions.md#core-actions)

[AI actions](/cloud-workflow/create-your-workflow/actions.md#ai-actions)

[Condition actions](/cloud-workflow/create-your-workflow/actions.md#condition-actions)

[Messaging actions](/cloud-workflow/create-your-workflow/actions.md#messaging-actions)

[Storage actions](/cloud-workflow/create-your-workflow/actions.md#storage-actions)

### Configure each action <a href="#step3configureeachaction" id="step3configureeachaction"></a>

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 <a href="#step4connectactions" id="step4connectactions"></a>

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 <a href="#step5configuretriggersandconditions" id="step5configuretriggersandconditions"></a>

{% stepper %}
{% step %}
**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.
{% endstep %}

{% step %}
**Conditions:** Use the **If** action to route execution based on field values or other runtime criteria.
{% endstep %}
{% endstepper %}

***

### Save and test the workflow <a href="#step6saveandtesttheworkflow" id="step6saveandtesttheworkflow"></a>

{% stepper %}
{% step %}
The workflow configuration saves automatically.
{% endstep %}

{% step %}
Click the **Run** icon <img src="https://1036205596-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fv9avy716UiAsS24zOznZ%2Fuploads%2FkOnH9YlNUWzfjHCnkCJg%2Fimage.png?alt=media&amp;token=11bd79eb-1d03-4e7d-ad79-fb40e4b1f1a3" alt="" data-size="line"> to verify the workflow's behavior.
{% endstep %}

{% step %}
Use the **Debug** action to inspect intermediate values and trace errors as they occur.
{% endstep %}
{% endstepper %}

> **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 <a href="#step7reviewlogsandrefine" id="step7reviewlogsandrefine"></a>

{% stepper %}
{% step %}
Open the execution logs to review step-by-step output and any error messages.
{% endstep %}

{% step %}
Return to the canvas to adjust action configurations, add missing connections, or insert additional actions based on what the logs reveal.
{% endstep %}

{% step %}
Save and re-run the workflow until all steps produce the expected output.
{% endstep %}
{% endstepper %}

***

### What's next <a href="#whatsnext" id="whatsnext"></a>

* [Creating custom tasks](https://docs.mydbsync.com/cloud-workflow/ipaas/functional-concepts/task) — Build custom tasks using the DBSync Task Builder.
* [Query action reference](https://docs.mydbsync.com/cloud-workflow/ipaas/functional-concepts/query) — Add queries to retrieve data from various source systems.
* [Working with variables](https://docs.mydbsync.com/cloud-workflow/ipaas/functional-concepts/variable) — Pass data between actions using variables.
* [Log management](https://docs.mydbsync.com/cloud-workflow/dbsync-platform/administration/logs) — View and manage execution logs to monitor and troubleshoot workflows.
* [Transformation examples](https://docs.mydbsync.com/cloud-workflow/flow-builder/transform-and-write) — Explore query transformation patterns in DBSync integration projects.
* [Remote agents](https://docs.mydbsync.com/cloud-workflow/ipaas/remote-agent) — Connect applications, automate data flows, and manage workflow groups using remote agents.<br>