CLOUD WORKFLOW
The Easiest way to Sync all your Apps
Give your team one source of truth so decisions are faster, alignment is easier, and wins are repeatable.
- 15+ Years of Integration Expertise
- Real-time & bi-directional syncs
- Pre-built templates
Use cases
Automated Workflows you can Launch in Minutes
Order-to-cash Automation
Keep deals, orders, invoices, and payments flowing automatically across CRM, ERP, and accounting.
Inventory Sync & Updates
Push quantity-on-hand, stock levels, and availability updates into CRM so reps always know what’s ready to sell.
Lead-to-invoice Automation
Auto-convert leads to deals, orders, and invoices instantly so Sales can move faster without waiting on Finance.
Intelligent File Processing
Automatically process, transform, and route files across systems to eliminate manual upload and data entry tasks.
Data Replication
Keep CRM, ERP, and workflow data synchronized into on-prem or cloud databases or warehouses for analytics, reporting, and compliance.
Payment Visibility for Sales
Give reps real-time visibility into which invoices are paid, overdue, or pending, directly inside CRM.
Shipping & fulfillment sync
Keep order status, shipping confirmations, and fulfillment data updated across ERP, CRM, and customer portals automatically.
Integrations that work for everyone
Sales, Finance, Data Engineering, IT...
DBSync brings it all together.
Built for Real Jobs your Teams are Trying to Get Done
Each team gets what they need. Every workflow stays perfectly in sync.
Automate workflows so you can focus on scaling the business
Automate cross-department processes to eliminate repetitive work, and shorten revenue cycles.
- Reduce manual work across teams
- Fix operational delays
- Improve visibility & decision-making
Keep books accurate, all the time - Automatically
Sync invoices, payments, customers, and journal entries across apps in real time.
- 100% accurate financial sync
- Faster reconciliation & book-close
- Zero duplicate or missing entries
Close deals faster with real-time updates
Give reps instant visibility into payments, order status, inventory, and customer history.
- Real-time payment & order visibility
- Faster quote-to-cash cycle
- No delays from back-office teams
Move orders, inventory, and fulfillment without bottlenecks
Automate the operational flows across systems so operations can keep up with sales.
- Real-time inventory & fulfillment sync
- Accurate order creation & tracking
- Fewer errors and operational delays
Product overview
What Cloud Workflow is?
DBSync Cloud Workflow is a no-code workflow automation platform that unifies your CRM, accounting, ERP, operations, and databases into automated, multi-step workflows, syncing orders, invoices, payments, inventory, and all other data from one visual builder.
How Cloud Workflow Connects your Systems
Finance
Sync invoices, payments, & journals automatically into your accounting system.
- Faster reconciliation & cleaner month-end.
Sales
Give reps real-time payment and order status inside the CRM.
- Close deals faster with no status chase.
Operations
Keep inventory, orders, and fulfillment systems aligned in real time.
- Fewer stockouts and faster fulfillment.
IT / Data
Govern automations, audit changes, and sync records to databases.
- Compliance & analytics-ready data replication.
Customers
Trusted by Teams to Run Mission-critical Workflows Worldwide
- Build complex workflows across apps using visual builder without coding, developers, or IT delays.
- Finance, Sales, and Ops automate their own processes with no dependencies.
- Chain together multiple actions in one flow across invoices, payments, orders, inventory, notifications, and more.
- Matches the real end-to-end processes that run your business daily.
- Jumpstart with pre-configured templates for workflows across apps and specialized sectors like healthcare, legal, and more.
- Removes the need for setups and process documentation so you can sync instantly.
- Give IT full oversight: role-based access, user permissions, audit trails, execution logs, and error monitoring.
- Critical for compliance and analytics-driven teams who need both speed and control.
- Kick off workflows when records change (e.g., deal closed, invoice created, payment received) or on a set schedule.
- Ensures records are updated the moment they matter.
- Map fields between apps, clean or transform values, handle data formats, and branching logic.
- Keeps data consistent without errors, even for complex workflows.
- Push any workflow payload into SQL databases or warehouses with incremental and automated replication pipelines.
- Enables downstream analytics, BI, and unified reporting directly from workflows.
Features
Connect every app. Sync every record. Automate every workflow
- Build complex workflows across apps using visual builder without coding, developers, or IT delays.
- Finance, Sales, and Ops automate their own processes with no dependencies.
- Chain together multiple actions in one flow across invoices, payments, orders, inventory, notifications, and more.
- Matches the real end-to-end processes that run your business daily.
- Jumpstart with pre-configured templates for workflows across apps and specialized sectors like healthcare, legal, and more.
- Removes the need for setups and process documentation so you can sync instantly.
- Give IT full oversight: role-based access, user permissions, audit trails, execution logs, and error monitoring.
- Critical for compliance and analytics-driven teams who need both speed and control.
- Kick off workflows when records change (e.g., deal closed, invoice created, payment received) or on a set schedule.
- Ensures records are updated the moment they matter.
- Map fields between apps, clean or transform values, handle data formats, and branching logic.
- Keeps data consistent without errors, even for complex workflows.
- Push any workflow payload into SQL databases or warehouses with incremental and automated replication pipelines.
- Enables downstream analytics, BI, and unified reporting directly from workflows.
Pre-built Templates
Automations you can Launch in Minutes, Built for Revenue and Finance Ops
Instant, ready-to-use workflow templates for CRM, accounting, ERP, finance, sales, and operations, designed to help you automate the processes that actually run your business.
Convert closed won deals to invoices with payment sync.
Sync customers, invoices, payments, and credit notes.
Push customer and shipment details synced automatically.
Sync project updates, time entries, and billing data
Sync contacts, invoices, payments, and deal data.
Sync customers, invoices, payments, and credit notes in real time.
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Seamlessly integrate and replicate with our powerful SaaS solutions.
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