Help
This screen provides an overview of how to use the integration, including connecting systems, automating tasks, and viewing records.
Connections
The Connections option lets you link different systems and services to your account, enabling seamless data exchange and automation. By configuring connections, you can integrate external platforms, manage credentials securely, and control how information flows between applications. This feature simplifies workflows, reduces manual effort, and ensures your integrations are reliable and up to date.
Workflows
The Workflows option allows you to automate tasks and processes across your connected systems. By creating workflows, you can define how and when data moves between applications—such as eCommerce, CRM, and accounting platforms. This feature helps streamline operations, reduce manual work, and ensure consistent, reliable data integration throughout your business.
Database
The Database option displays a central list of all records processed by your workflows. Each entry represents a piece of data that has been imported, exported, or transformed across your connected systems. You can view, search, and filter records to monitor activity, troubleshoot issues, and verify successful data processing. This helps ensure transparency and traceability across all integrations.
Jobs
Jobs displays a chronological list of all workflow executions, known as jobs. Each job represents a complete run of a workflow and includes detailed log entries for every task performed. You can monitor status, view timings, and inspect messages or errors associated with each step. This screen is essential for auditing activity, diagnosing issues, and ensuring workflows are operating as expected.
Cache
The cache record database stores lookups from remote data sources to accelerate integrations and minimise external API calls. By caching frequently accessed records locally, it reduces latency and improves performance for the integration engine. This approach helps optimise resource usage, ensures faster data retrieval, and supports efficient, reliable connections between systems during integration tasks.
Profile
Edit your profile allows you to update your personal information, such as your name, email address, and password, ensuring your account details are accurate and secure. You can also manage notification preferences and customise your user settings. Keeping your profile up to date helps personalise your experience and maintain the security of your account.