About process flows

Introduction

Process flows are our next-generation tool for building powerful data flows between connector instances in an intuitive, visual way. This is where you define if, when, what, and how data is synced.

Hang on - we use Patchworks services - isn't that the same thing?

If you registered for a Patchworks account before July 2023, you'll be familiar with using services to sync data between systems.

Process flows include all the functionality of services and much more. You can continue to use services but if you'd like to try process flows, please contact your Customer Success Manager, or reach out to [email protected]

A process flow is built by adding automated shapes onto a canvas. Every shape is automated to perform a specific task, based on information that you provide - you simply drop a shape onto the canvas and then define your required settings and relationships.

Process flows can be defined to run on automated schedules however, for testing and troubleshooting purposes, you can also run a flow manually for instant feedback on each step, and real-time logs - for example:

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In this section

• Connectors & instances. How to install connectors and add instances, ready for use when you build process flows.

• Building process flows. How to add a new process flow, then work with the canvas and shapes to build your required data flows.

• Managing process flows. How to manage existing process flows.

• Error reporting & exception handling. Process flows include a transparent logging feature, so you can monitor/troubleshoot progress both in real-time and retrospectively, via run logs.