Home and Dashboard
Your central hub to access, manage, and build integrations seamlessly in the Cloud Workflow platform
Home
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.
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Search Bar
The Search Bar, prominently located at the top of the dashboard, allows users to easily search for and connect new applications to their DBSync environment.
This feature is designed to help users:
Add new apps to their workspace
Discover available pre-built templates for integration
View connection status and manage app settings
How It Works
Type the name of the application (for example, Salesforce, QuickBooks, NetSuite, Filevine, etc..).
The system displays suggested applications from the list of available connectors.
Once you select an app:
It will be added to the Suggested Apps section, below the search bar. Click on Connect to configure the setup.
If it’s already connected, it appears with a green status badge and an Edit link in the Connected Apps section, below the search bar.
After the app is connected, the dashboard will also suggest relevant integration templates that match the selected apps in the Suggested Templates section.
These templates can be imported into your project directly for quick setup, enabling faster go-live.
Benefits
Simplifies the discovery and connection of apps.
Accelerates setup through smart template recommendations.
Offers a centralized view of all Connected Apps for easy management.
Dashboard
The enhanced dashboard in DBSync Cloud Workflow reimagines the entire first time user journey and ongoing daily operations. It combines a guided onboarding flow with a consolidated landing page that brings critical metrics, helpful shortcuts, and assistance in connecting the applications into a single view. By reducing clicks and surfacing real‑time insights, the new experience is designed to boost adoption and empower both technical and business users to manage integrations more confidently.
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Accessing the Dashboard
Once you sign in either via Google SSO or by verifying a business email, the application redirects you automatically to https://platform.dbsync.io.
The dashboard is displayed by default for all roles, so there is no separate link to remember.
Your personal time‑zone is detected from the browser, ensuring that all timestamps you see in widgets, logs, and tooltips match your local context.
Dashboard Layout
The dashboard is divided into collapsible panels so you can focus on what matters while still having immediate access to deeper detail when required. The panel displays the Global Dashboard Metrics which takes the pulse of every task running across your organisation. Four quick filters, allow you to pivot the same data set without leaving the page. The Dashboard consists of two sections namely, Task Summary and Records Moved.
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Task Summary
The Task Summary section offers a real-time snapshot of key operational metrics across all your integrations within DBSync Cloud Workflow. It allows users to quickly assess system performance, track integration activity, and identify any issues that may require immediate attention. Each tile is interactive—clicking on a metric reveals additional context and drill-down details.
Active Tasks: Displays the number of integration tasks that are currently enabled and scheduled to run. This metric reflects the volume of ongoing automation actively contributing to your business operations.
Total Runs: Represents the cumulative number of task executions, regardless of whether they succeeded or failed. It provides a sense of how frequently your workflows are being triggered over a selected time range.
Successful Runs: Indicates the number of tasks that have completed without encountering any errors. A high success count typically reflects a healthy and stable integration environment.
Errored Runs: Highlights tasks that encountered errors during execution. These are critical for troubleshooting and system reliability. Clicking this tile reveals a table of the most recent failures—up to three by default—with a “View All” option to inspect the complete log of issues.
Filter Criteria
The Task Summary metrics can be filtered by predefined time ranges to help you analyze system performance over different periods. Available filter options include:
Yesterday – Displays metrics for the previous calendar day, useful for reviewing recent runs.
Last 7 Days – Aggregates task activity over the past week, ideal for short-term monitoring.
Last 30 Days – Provides a broader view of task executions and system health over the last month.
Last 12 Months – Offers a high-level summary of activity and reliability across an entire year, helping with long-term audit and performance analysis.
Records Moved
The Records Moved section displays the total volume of data rows processed through your integration tasks over specific time intervals. This metric provides crucial insights into the actual data throughput across your workflows, helping you understand load patterns, identify processing gaps, and validate sync performance.
Each count represents the number of records that were transferred from source to target applications during the selected time range, regardless of task success or failure. It is especially useful for monitoring API usage, optimizing performance, and evaluating integration scale.
Filter Criteria: The Records Moved panel allows you to filter data movement by the following preset time frames:
Yesterday – Total number of records processed during the previous day.
Last 7 Days – Summarizes record transfers from the past week.
Last 30 Days – Offers a monthly overview to detect usage spikes or drop-offs.
Last 12 Months – Displays long-term record movement trends to support capacity planning and audit tracking.
Task List - Detailed Dashboard View
When you expand the Dashboard panel ( ▲ / ▼ toggle at the upper-right corner), a Task List table appears beneath the Task Summary tiles. This table surfaces the most recent Task executions so you can connect high-level metrics to specific workflow activity.
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Name
The user-defined label of the integration task.
Click to open the task’s configuration page for quick edits.
Last Sync
Timestamp of the most recent run, displayed in your local browser time-zone.
Sort ascending / descending via the arrow icon to focus on newest or oldest executions.
Status
The outcome of the last run such as Success, Error, Disabled, etc., color-coded to match the Task Summary scheme (green = success, red = error, gray = disabled).
Click to jump directly to the task’s Log view filtered for that status, enabling rapid troubleshooting.
Logs
A shortcut link to the full execution log for that task.
Opens the detailed log page in a new tab, preserving your dashboard context.
Suggested Templates
The Suggested Templates section of the dashboard provides intelligent, app-based recommendations to help you get started with integration projects quickly and efficiently. Once you connect one or more applications, DBSync automatically displays pre-built templates that match the selected systems, eliminating the need to build workflows from scratch.
These templates are curated for relevance and are designed to accelerate your setup process based on your use case, industry, or role.
Templates Search Bar
The Templates Search Bar, located against the suggested template grid, enables users to quickly locate relevant templates by entering keywords related to their integration needs. This dynamic search tool streamlines the discovery process, especially when working with a large catalog of pre-built templates.
How It Works
As you begin typing, the system filters the available templates in real time based on:
Template Title – Full or partial match.
Connected Applications – for example, Salesforce, NetSuite, QuickBooks.
Use Case Examples
Typing Salesforce displays templates involving Salesforec as one of the connectors in a template.
Searching “Order to Cash” surfaces workflows related to financial automation.
Benefits
Fast Navigation: No need to scroll through unrelated templates.
Enhanced Discovery: Easily surface advanced templates you may not know exist.
Contextual Filtering: Results are relevant to your currently connected apps and selected filters.
Project
The Project Page is the command center for managing individual integration projects. It combines a Project-level Dashboard with an interactive table that lists every project in your organization, giving you both high-level performance indicators and quick access to task-specific details.
Project-Level Dashboard
Located at the top of the Project Page, this collapsible dashboard mirrors the look and feel of the Home-page metrics but is scoped to the currently selected project. The tiles Active Tasks, Total Runs, Successful Runs, Errored Runs, and Records Moved, update automatically to show project-specific data, helping you isolate issues without leaving the page.
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