Frequently Asked Questions¶
General¶
What’s this all about?¶
Cloudpipes enables you to automate tasks between web application like Salesforce, Slack and Trello. Cloudpipes gives you the ability to execute commands in one system, when something happens in another. For example when a Lead gets updated in Salesforce post a new message to Slack, or when a Card is created in Trello add a new row to a Google Spreadsheet.
To get started check out our Getting Started guide.
Pipelines, Pipes, Channels....¶
To get up to speed with the terminology take a look at the Glossary.
I just want to get my feet wet¶
Sure, see the 2 Minute Howto.
What about the more advanced stuff?¶
Absolutely - you can use Flow Control And Loops, implement Item Linking, Schedule execution and save time by using Blueprints
Any channel specific guides?¶
Yep, check out Some common examples.
I want to see it running¶
When you want to execute your pipeline, just click on the Play button in The Editor. It will present you a Progress window, where you can see the execution of each step in the pipeline. You will also be able to see the actual field values when executing the relevant pipe.
What if I’m not around to click the Play button?¶
There are several way to trigger execution of a pipeline. The simplest one, is interactively by using the Play button by the pipeline. Once you have such pipeline and you are happy with its operation, you can schedule its execution periodically on a certain interval or time.
Other pipelines can begin with a trigger pipe. These types of pipes react on events from the external service and trigger the pipeline when such even occurs. Imagine update of an issue in a bug tracking system or receiving an email or a Twitter message. You can enable and disable the trigger based pipelines in order to control if they react on trigger events or just ignore them.
How often do my pipelines run?¶
Checking for changes depends on what the specific channel API offers us. When possible we use webhooks, so changes propagate immediately to our system. For channels that do not support this, Cloudpipes will poll every ~5 minutes for new/changed data.
What if my pipelines fail to run, how do i get notified?¶
You will get notified by email when a certain threshold in terms of number of failures is reached. We have it like that so intermittent connectivity problems do not case a flurry of messages.
How can I see what my pipelines are doing?¶
Your Activity stream is where each pipe run is recorded with a timestamp and further details.
Typing Into Dropdowns¶
In many of your pipes you have the option of inserting a custom value in dropdowns that have populated values to choose from. Many times, these custom values are the causes of errors, so try using the populated values instead if you do get errors when using the custom values.
What do the field colors mean?¶
In the fields list you will see that various fields have different colors. For a full explanation refer to Field Colors Guide.
Billing and pricing¶
How much does it cost?¶
Not that much. For details see our Pricing and plans page.
What are transactions?¶
A transaction is a successful execution of an action. For instance, if your pipeline creates new users in Intercom when there are new accounts in Salesforce, each action (user created) in that pipeline would count as a single transaction.
What is being charged?¶
- Each pipe executed successfully is 1 transaction even if filters on a trigger pipe do not match.
- For query pipes one execution is 1 credit, regardless of whether the query matches any items.
- Fetch a linked resource is 1 transaction.
What are Standard, Tier-1 and Tier-2 channels?¶
On our channels page you can see a list of all the channels Cloudpipes supports and also which tier the respective channel is assigned to. Channels on Cloudpipes belong to either the Standard, Tier-1 or Tier-2 groups. Using channels from a certain group requires you to be on one of our paid plans. Click here for a list of channel per tier.
What does “Multiple Accounts per Channel” mean?¶
On our Personal plan you will only be able to connect one account per application. On our higher plans - Startup, Business and so on, you will be able to connect multiple accounts for the same App. You need multiple accounts per channel if you want to interact with more than one system of that kind. e.g. if you have two JIRA instances which are completely separate and you need to create tickets in both, then you need to connect two accounts to the JIRA channel and select the respective one in each JIRA pipe.
What does “Cloudpipes branding” mean?¶
On the Startup plan Cloudpipes may add branding text to selected fields in you pipelines. For example way may add “Powered by Cloudpipes” to a tweet you post via Cloudpipes.
What does “Static outgoing IP” mean?¶
If you are on our Enterprise plan we will dedicate and IP to your pipelines and all the requests Cloudpipes makes will be coming from that IP. For systems that are hosted on-premises this will guarantee you can allow access to the system for that specific IP.
Still having questions?¶
Should you need any assistance, as usual just drop us a line at support@cloudpipes.com or reach us in the in-app chat.
Happy integrating with Cloudpipes!