Getting started introduction
Last updated
Last updated
If you registered for a Patchworks account before July 2023, you'll be familiar with using 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 , please contact your Customer Success Manager, or reach out to . If you registered for a Patchworks account after July 2023, you will be using automatically.
Process flows are a new, incredibly powerful tool that you can use to define smart, flexible flows to exchange data between connector . Process flows are built by dragging and dropping onto a , and then configuring those shapes to work in the way you need. Please take a look at our to get your bearings, and then navigate to the section of this documentation for more detailed information.
If you are an existing customer, you'll be familiar with the concept of using services to exchange data between two system connectors. If you're not ready to make the switch to , that's OK - please see the section of this documentation for information that's relevant to your way of working.
