Cloud Workflow - iPaaS Software

About Cloud Workflow - iPaaS

Cloud Workflow - iPaaS is a web-based integration platform designed to help businesses connect various applications, accounting systems, big data, popular databases and more. Key features include integration management, multiple data sources, data management, data quality control and workflow management. Teams using Cloud Workflow - iPaaS can integrate the system into an API interface, desktops, laptops, tablets or mobile phones to streamline and automate existing workflows. The pre-built templates enable managers to utilize out-of-the-box processes and maps for common use cases related to customer relationship management (CRM), data replication, accounting integration and more. Additionally, with the built-in workflow engine, employees can automate, manage and develo...
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Cloud Workflow - iPaaS User Reviews

OVERALL RATING

SECONDARY RATINGS

Ease-of-use

4.5

Value for money

4.5

Customer support

5

Functionality

4.5

Showing 1 - 5 of 68 reviews

User Profile

Tim

Verified reviewer

Company size: 51-200 employees

Industry: Environmental Services

Time used: More than 2 years

Review Source: Capterra

This review was submitted organically. No incentive was offered
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

June 2020

Great experience! Great product even better customer support!

I would highly recommend looking at them as an option, it has saved us hours and hours of manual work simply invoicing our clients!

Pros

The DBSync software has saved our company and our department hours and hours of work every week. Our streamlined process allows invoices to be automatically created in our MSFT CRM and seamlessly flow into our QBooks! We just upgraded to QB Enterprise 2020 (but we have used DBSync for years with QB PRO 2017) and [SENSITIVE CONTENT HIDDEN] in customer support was professional. He communicated well and made the upgrade quick and easy! Great work.

Cons

It takes a couple times to understand “validating” the connection but that is probably more of “user error” as I don’t normally work in an IT or IS environment.

Cashin

Company size: 1,001-5,000 employees

Industry: Financial Services

Time used: Less than 2 years

Review Source: Capterra

This review was submitted organically. No incentive was offered
4

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
4

Functionality

out of 5

October 2020

DBSync for Salesforce to Onpremise data syncing

Good support when things didn't work, and provided fix, workaround quickly.

Pros

Responsive level of support from Tech account manager and engineering, Relatively easier to set up to get data syncing up and running

Cons

Lack of Meta data backup, Multithreading

Reasons for choosing Cloud Workflow - iPaaS

Price, Support for SQL, Salesforce integration

Susan

Company size: 2-10 employees

Industry: Management Consulting

Time used: Less than 6 months

Review Source: Capterra

1

Ease-of-use

out of 5
1

Value for money

out of 5
1

Customer support

out of 5
1

Functionality

out of 5

July 2016

Warning! DBSync Overwrites your CRM Structure

This product installs an UNMANAGED solution using the legacy "Information" forms for Accounts and Contacts. This means that, if you have had CRM for several years and use the Information forms, all of your customizations will be overwritten (even with the Trial). If/when you remove the product, their customizations are not removed and you do not get your customizations back, so be absolutely certain that you have backed up your CRM customizations and tested reimporting them before you install this product.

Cons

What I like least is that the software installs an unmanaged CRM solution, overwrites existing customizations, and is not reversible. Installation and configuration are apparently also difficult (their support spent several hours trying to install/configure and didn't get it working.)

Response from DBSync

Susan, Thank you for the review and raising this. We have many MSCRM Customers and ALL prefer the unmanaged package. It gives the most flexibility to configure both MSCRM and DBSync, which is what you want. DBSync is an ETL Tool, you can configure it as you want. It facilitates data transfer but the end user needs to make sure there are no data issues as we do not manage / monitor the systems that you integrate. All our specs are online. As with any integration you should first test before installing into production. That is normal process when installing any addons with MSCRM (or any software). Which is why we give you Trail instance to test it out before you buy it. Our template uses few custom fields to manage integration all others are standard MSCRM fields as required by QuickBooks integration. Hope this clarifies some of your questions. I do understand that your experience was not the best, we will certainly look into how we can improve. Thanks Rajeev Gupta

Replied August 2016

Dara

Company size: 11-50 employees

Industry: Electrical/Electronic Manufacturing

Time used: More than 2 years

Review Source: Capterra

This review was submitted organically. No incentive was offered
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

April 2022

Client Support

Excellent customer service! I appreciate [SENSITIVE CONTENT] and team's assistance with resolving our issue.

Pros

We enjoy the efficiently of the software.

Cons

We do not see any issues as this time with the software.

Jeni

Company size: 11-50 employees

Industry: Wholesale

Time used: More than 2 years

Review Source: Capterra

This review was submitted organically. No incentive was offered
4

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
4

Functionality

out of 5

October 2021

Great Support

I have been a customer for many years and have never had an issue getting the support we need as we have grown and our needs have changed.

Pros

It is easy for me to update our mappings if we need a basic change. Also tech support is very responsive if I need a customization that is outside of my skill level.

Cons

Identifying errors in a sync job can be difficult. In our version, there is not an easy way to pinpoint which record is causing a problem.

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