Cloud Workflow
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      • Multicurrency in Salesforce - QuickBooks Desktop Integration
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      • Product Hierarchy in QuickBooks and Salesforce
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      • QuickBoooks Reports to Salesforce Integration
      • Recurring Transactions to Accounting System
      • Retrieve Value from custom Field of QuickBooks Online
      • Salesforce Opportunity to QuickBooks - Disabling Jobs
      • Salesforce QuickBooks Custom Mappings
        • Use Case
      • Salesforce QuickBooks Integration with Multiple QuickBooks
      • Syncing Standard Group Line Items in QuickBooks Desktop
    • Using Date Function in DBSync Integration
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      • Database to Salesforce Integration
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On this page
  • Create a Project
  • Add a Template
  • Admin Functions Toggle
  • Info Panel
  1. iPaaS

Home

Your central hub to access, manage, and build integrations seamlessly in the Cloud Workflow platform

PreviousiPaaSNextApps

Last updated 1 month ago

DBSync Cloud Workflow provides an intuitive Home page to help you get started with creating a project and associated tasks for running the workflows. The following are the various operative functionalities that can be accessed from the Home page.

Create a Project

Click Create to create a custom project and provide a name for the project. You can choose to create tasks within the project you have created and integrate your customized workflows as shown in the image below.

You can also access the list of projects from the Home page. You can use the toggle icon to switch to Next page and also apply a filter on the number of Project to Display as shown in the image below.

Add a Template

Click Add Template to select the required pre-built template to run your desired workflow as shown in the image below.

Admin Functions Toggle

Info Panel

  • The Home page provides an intuitive Info Panel which provide various information about your profile including option to access the documentation, buy more templates, privacy policy etc.

  • The Home screen Info Panel also provides a quick video tutorial of Cloud Workflow Engine and provides reference links through which you can access our tutorials and help content. You can also contact DBSync support from this panel if you need more help.

The above mentioned are the various operative functions you can perform from the Home page.

Click the Toggle icon on the Home page above the Projects tab to acess various functions and capabilities as shown in the image below.

You will find various administrative functions listed in the tab . You can also access , and access for verifying the status of your workflow.

Administration
Applications
Extensions
Logs
Create a Project
List of Project
Create a Project using a Template
Administrative Functions
Profile Tab
Tutorial and Help Panel