Product documentation
Patchworks
Search
⌃
K
Patchworks product documentation
Welcome
Welcome to Patchworks!
What is Patchworks?
Patchworks demos
Product roadmap
Getting Started
Getting started introduction
Key concepts & terminology
Patchworks subscriptions
Multi-language support
Patchworks quickstart guide
Patchworks infrastructure
Registration
Registration introduction
Registering for a Patchworks account
Two-factor authentication (2FA)
Company profiles
About company profiles
Accessing your company profile
Multi-company profiles
Users, Roles & Permissions
Users, roles & permissions introduction
Viewing all users for a company profile
Adding a company user
Updating general details for a user account
Updating the role for a user account
Triggering a password reset for another user
Managing your own user account
About passwords, roles & permissions
Managing team members & users for multi-company profiles
Marketplace
The Patchworks marketplace
Apps
Connectors
Process flows
Custom scripts
Cross-reference lookups
Apps
Apps introduction
The anatomy of an app
Installing an app
Connectors & instances
Connectors & instances introduction
Prebuilt connectors
Working with connectors
Working with instances
Process flows
About process flows
The process flow home page
Prebuilt process flows
Building process flows
Approaching your first process flow
Understanding how data flows through shapes
Process flow versioning
Adding a new process flow
The process flow canvas
Process flow settings
Process flow shapes
Trigger
Filter shape
Route shape
Connection shape
Script shape
Split shape
Map shape
Manual payload shape
Assert payload shape
Flow control shape
De-Dupe shape
Cache
Techniques for building process flows
Managing process flows
Error reporting & exception handling
Cross-reference lookups
Troubleshooting process flows
General Settings
General settings introduction
Audit logs
Account summary
Notification groups
Developer Hub
Patchworks developer hub
Postman importer (Beta)
Connector builder
Custom scripting
Patchworks API
Patchworks bolt-ons
Patchworks bolt-ons
Patchworks BI
Stockr
RELEASE INFORMATION
Release information introduction
Core release notes
Tapestry release notes
Stockr release notes
BI release notes
Support
Raising a support ticket
Powered By
GitBook
Comment on page
Process flow shapes
Trigger
Define when and how frequently the process flow will run.
Filter
Set filters to refine a payload before further processing takes place.
Route
Define routes for cases where data needs to flow down two or more paths.
Connection
Choose a connector instance and an endpoint to for syncing data.
Script
Apply scripts to transform an entire payload for onward processing.
Split
Split a payload by a given schema element, for onward processing.
Map
Use field mappings and transformations to define where and how data is mapped from one connection to another.
Manual payload
Add a manual payload into your process flow for onward processing.
Assert payload
Add an expected payload to compare/validate your processed payload.
Flow control
Split one payload into smaller batches to be sent in multiple payloads.
De-dupe
Identify and remove duplicate data from an incoming payload.
Add to cache
Add the current data to a cache, which can be retrieved elsewhere in this or other process flows.
Load from cache
Retrieve data from an existing cache.
Previous
Process flow settings
Next
Trigger
Last modified
1mo ago