A bidirectional sync, also referred to as a two-way sync, is when a change in a record type within a source or downstream system leads to corresponding record types in other systems changing accordingly—either in real-time or in time-based batches. This is useful in preventing data silos and the need for manual data entry that is prone to human error. Learn how to create a bidirectional sync with this video.
As part of today's demo, we'll link Jira to Salesforce so that updates made by engineering can flow back and forth, keeping all teams and systems up to date and aligned.
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⏱ Time Stamps:
0:00 Intro
0:24 Recap of ticket escalation recipe case
0:45 Why bi-directional sync?
1:33 Creating a recipe that syncs your data bi-directionally
4:28 Bi-directional sync recipe summary
6:55 Outro
► Click here to learn more about Bidirectional Sync:
🔗 Bidirectional synchronization: what it is and 3 examples that highlight how it works
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🔗 Troubleshooting errors in bi-directional sync:
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► Find more articles on Workato for beginners:
🔗 How to create a new app connection
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🔗 Getting started with your workspace
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🔗 How to build your first recipe
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About Workato:
Workato, a leader in Forrester Wave iPaaS and a Gartner Cool Vendor, is the only integration platform that is enterprise-grade yet easy to use enabling IT and business users to integrate all their apps, databases, APIs and automate their business workflows. Workato is the fabric with which you can weave a very intelligent nervous system for your modern enterprise.
