Prerequisites
To fully utilize the Workflow Wizard, credentials will need to be set up beforehand. Both HubSpot and Intacct credentials will need to be set up first before users can utilize the workflow wizard.
Configuration
The Workflow Wizard can be accessed by navigating to Workflows and clicking the Wizard button
1. Choose Type
-png.png?width=1550&height=537&name=Screenshot%20(1352)-png.png)
|
Option |
Required/ Optional |
Type |
Description |
|---|---|---|---|
|
Source |
Required |
Drop-down menu |
Select HubSpot |
|
Destination |
Required |
Drop-down menu |
Select Intacct |
|
Type |
Required |
Drop-down menu |
Select Create/Update Customers |
2. HubSpot Setup
-png.png?width=1560&height=790&name=Screenshot%20(1353)-png.png)
|
Option |
Required/ Optional |
Type |
Description |
|---|---|---|---|
|
HubSpot Credential |
Required |
Drop-down menu |
Select the source credential that has been set up beforehand (see: HubSpot Credential) |
3. Intacct Setup
|
Option |
Required/ Optional |
Type |
Description |
|---|---|---|---|
|
Intacct Credential |
Required |
Drop-down menu |
Required. Select from the source credential that has been set up beforehand (see: Intacct Credential) |
4. Review
The final step will display all elements that will get created in DataBlend based on options selected in the prior steps. The Back button can be utilized throughout the Workflow Wizard to make edits. Click Create to build all listed these elements.
Created Workflow
Once a Workflow is created via the Workflow Wizard, the final Workflow is displayed. From here, the Workflow can be executed, scheduled, or favorited.