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 home page
Cloud Workflow - iPaaS User Reviews
OVERALL RATING
Showing 1 - 5 of 68 reviews
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
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.
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
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.
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
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.
Susan
Company size: 2-10 employees
Industry: Management Consulting
Time used: Less than 6 months
Review Source: Capterra
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
Stan
Company size: 11-50 employees
Industry: Computer Software
Time used: More than 2 years
Review Source: Capterra
This review was submitted organically. No incentive was offered
April 2022
Good support.
Pros
Support responds quickly and is competent.
Cons
I've been using this software for about 7 years and it has improved immeasurably in that time. It was painful at first.
