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Title Type Excerpt
Adding Custom Fields Page By default, connectors will only include the standard fields used by an application. Where you need to work with additional fields in the application you are connecting to, it is possible to add these using custom fields. To add a custom field: From the builder’s...
Build a Cycle Page Once you have installed connectors for your apps, you can begin to connect and automate your apps. Add a trigger A trigger is the first step in your cycle; the event that causes the process to start. To add your trigger, click on the name of...
Building a Cycle Page Once you have installed connectors for your apps, you can begin to connect and automate your apps. Add a trigger A trigger is the first step in your cycle; the event that causes the process to start. To add your trigger, click on the name of...
Field Mapping Page When using a (blue) Action step, you will need to map its fields. Field mapping example The left most column is the Destination (the app you are connecting to). Some of these fields may be required. The Source for these fields, shown to the right, can be any preceeding...
Installing Connectors Page In order to use Cyclr, you need to install connectors for your apps. To do this, make sure you are in the builder (click to create a cycle) and then click the Add Connector button in the right sidebar of the builder. When you install a...
Minimum Requirements Page Supported browsers Cyclr’s workflow builder is very powerful and as such we do suggest that you run the latest versions of our supported browsers: Chrome Firefox Safari Edge Browser feature requirements In addition, your browser should allow JavaScript and cookies in order to use Cyclr. <h4...
Run a Cycle Page Complete cycle setup In order for the run button of a cycle to appear, you must ensure that all required setup is complete. This could include authenticating connectors, mapping fields, etc. Test your steps Ensure that you have tested each step of your cycle and...
Integration Template Versioning Page To help you and your team organise and iterate your integrations we have introduced integration template versioning to the Cyclr Console. The new feature allows you to create Draft "releases" of an integration so you can build it out and test new additions, before locking it as a Live release....
Testing Cycles Page You can test the steps in your cycle, by clicking their “play” button. Test an Action Step ------------------- To test an action step, Cyclr will generate a form with the necessary fields. Add some test data and then hit the run button to see the result. ![](./images/test-action-step.gif) Test a Get...
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