Cloud Workflow
The easiest way to sync all your apps
Cloud Workflow integrates all your business systems to work as one – syncing processes and workflows across invoices, payments, orders, customers, and inventory in real time, with no code and no IT bottlenecks.
- No-code, multi-step workflows
- 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 document processing
Automatically process and convert documents into structured data to power workflow automation across systems.
Data replication
Replicate data from your apps into on-prem or cloud databases or warehouses for analytics, compliance, and more.
Shipping & fulfillment sync
Keep order, shipping, and fulfilment data synced across ERP, CRM, and customer portals automatically.
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 systems compliant & analytics-ready
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
- Faster reconciliation & cleaner month-end
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
- Close deals faster with no status chase
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 & operational delays
- Fewer stockouts & faster fulfillment.
Capabilities
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
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.
Salesforce + Quickbooks
Convert closed won deals to invoices with payment sync.
Xero + Dynamics 365 CE
Sync customers, invoices, payments, and credit notes.
ShipStation + Dynamics 365 CRM
Push customer and shipment details synced automatically.
HubSpot ↔ QuickBooks
Sync contacts, invoices, payments, and deal data.
monday.com + QuickBooks Online
Sync project updates, time entries, and billing data.
Salesforce + Xero
Sync customers, invoices, payments, and credit notes in real time.
Product overview
What is Cloud Workflow?
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
Customers
Trusted by teams to run mission-critical workflows worldwide
SCHEDULE A DEMO
Automate your workflows with DBSync
Looking to streamline workflows and enhance data operations? We help you integrate business apps, automate processes, and replicate data to databases.
FAQs
Get quick answers to your questions. Can't find what you need? Connect with our Salesforce experts for personalized assistance.
DBSync is an on-demand iPaaS solution that seamlessly connects SaaS, cloud, and on-premise applications, without complex software or hardware. We continuously expand our robust connector list to meet diverse client needs, backed by dedicated in-house delivery and support teams. Check out client feedback on Salesforce AppExchange.
Yes, we support custom Integration. For, custom Integration the user has to purchase a license to avoid consultation charges.
No, we do not store any data. We Integrate data from one application to another.
Browse through DBSync’s extensive wiki documentation. If that does not meet your needs then, submit a ticket from the support portal.
DBSync supports almost all major versions of Salesforce: Salesforce Unlimited Edition, Professional Edition, Enterprise Edition and Non-Profit Edition.
Yes, and you also have the flexibility to make it one way or two way directional if you choose.
Yes, DBSync is completely flexible and you can customize the mappings or our onboarding team will connect to get your business requirements to customize the integration and provide a tailored solution.
No, it will be covered under one license itself connecting with 1 Salesforce instance to 1 QuickBooks organization.
DBSync recommends a 15 min interval between each sync. Based on the integration setup we can modify the same.
For trial install, it will take less than an hour to complete the setup and if you have an option to choose to customize the basic template from DBSync on-boarding team.
GET STARTED
Start your data transformation journey
Seamlessly integrate and replicate with our powerful SaaS solutions.