Conductor Overview

Conductor is Cloud Elements' new point-and-click, no-code API workflow builder that makes creating complex data integrations simple and unified for non-technical users. Using Conductor, you can harness the same powerful, robust API integration infrastructure of Cloud Elements, all while using a simple drag-and-drop visual UI—all without needing to know code, API development, or much beyond how to sign in to platforms you already use. In addition, Conductor can also be leveraged by developers looking to rapidly prototype use cases and explore potential solutions to more complex scenarios.

Accessing Conductor

While Conductor is in exclusive access during pre-release, it is available in the staging environment. You can access it by signing in to Cloud Elements, and then navigating to my-staging.cloudelments.io/conductor or selecting Conductor from the left-hand navigation toolbar.

When you navigate to Conductor, the My Workflows page appears.

Using Conductor

In this section, you will learn how to navigate the Conductor interface, as well as what you can do within it.

Conductor Landing Page

The following image and table indicate the tasks you can perform from the My Workflows and Workflow Templates pages in Conductor:

LabelNameDescription/Function
1Import Workflow buttonClick to import an existing workflow from a JSON file.
2My Workflows and Workflow Templates view buttonsClick the My Workflows or Workflow Templates buttons to navigate to those respective views.
3Search barSearch for a workflow by name.
4Submit Feedback buttonClick to submit Conductor user feedback to Cloud Elements.
5View Workflow linkView the steps of the selected workflow.
6Export Workflow linkExport the selected workflow to JSON.
7Workflow cardsThe cards which represent your different workflow templates in the UI. Hover over to see the View and Export buttons as seen above.

Workflow Details

The following image and table indicate the items on and tasks you can perform from a workflow or workflow template page in Conductor:

LabelNameDescription/Function
1Workflow Name fieldEdit the name of your workflow.
2Instance step cardStep cards which represent a task to be performed using an element instance in the workflow. Click to configure the step or view its details. From the Workflow view, instance step cards display the following information:
  • Element used in the step
  • Step action
  • Step number within the workflow
3Condition step cardStep cards which represent the application of a condition or conditions, indicated by this icon:
Click to configure the step or view its details.
4Condition pathsThe branching paths for any data or information to which the respective conditions of the apply.
5Add New Step buttonsClick to add a new step at this point of the formula.
Note: while Conductor is in prerelease, the Add New Step button and functionality is not functional.
6Run Workflow buttonClick to execute the workflow in its current state.
7Show/Hide Results buttonClick to toggle visibility of the execution results. You must first run the workflow before there will be any results to display. 
8Save buttonClick to save any changes you've made to your workflow since the last save.

About Workflows and Steps

Conductor allows you to create workflows, a series of steps designed to achieve your API integration use case. Conductor saves and reads workflows as JSON, meaning that you can import a JSON workflow or export a workflow to JSON.

Just as workflows contain steps of the tasks to be performed, the steps themselves contain different components. The following image and table name and describe the different components of an instance step:

LabelNameDescription
1Selected Element fieldIndicates the element you want to use in the instance step. Click the dropdown to select a different element.
2Selected Instance fieldIndicates the specific instance of the selected element you want to use in the instance step. If you do not have an authenticated instance of the selected element, you can click the  icon to navigate to the Create an Instance page for the selected element. For more information about authenticating an instance in the UI, see our documentation.
3Action fieldIndicates the action to be performed during this step. After selecting an action from the dropdown, you can click the  button to display information about the function and usage of the step itself.
4Action settings—Filters

Indicates any filters currently applied during the step, or allows you to add a new filter.
Note: Available action settings are dependent on whichever action is selected.
5Action settings—Advanced optionsIndicates any advanced options applied during the step, or allows you add and configure advanced options.
Note: Available action settings are dependent on whichever action is selected.
6Step placement iconLists the sequence of the displayed card within the workflow.
7Close buttonCloses the step's detailed window.