Changelog

Console Features

Private instance admins: can access system log, dashboard and queue info

Console account report: includes total active accounts

Installed Connector List includes the number of cycles in use

Connectors

ADP

Gym Sales 

Ingenious Vendor 

Iterable 

JotForm

MRI

OpenApply

Purple

Salesloft 

ServiceNow

Console Features

Upload large files to FTP servers (beta)

Finish and stop cycles: allow stopped cycles to continue running queued transactions

Support

Cyclr Community Site Beta launch

Connectors

ConnectWise Manage

Deltek Workbook 

MongoDB  

Lizzy

PetExec

MongoDB connector: support document insert

Console Features

Add step collection split type

Fresh template connector installation

Application Connectors

Azure Active Directory – The Azure Active Directory (Azure AD) enterprise identity service provides SSO and multi-factor authentication to help protect your users from 99.9 per cent of cybersecurity attacks.

BookingBug – Multi-channel online scheduling and appointment system that enables organizations to market and sell their services through multiple channels, spanning online, mobile, in-branch and call-centre.

Cloud4Wi – Enabling businesses and organizations to seamlessly and safely collect, analyze and act on location-based customer data.

Creditsafe – Creditsafe Global Company Database allowing you to control your master data, utilize up-to-date Business and Director information to enhance your onboarding and qualification processes, and get alerts when your customer’s and supplier’s Credit Report changes.

Exact – Building cloud business software for SMEs and accountants.

Instructure Canvas – Helping to move learning and growth forward, with platforms that simplify teaching, learning, and career development.

Office 365 – Designed to help you achieve more with innovative Office apps, intelligent cloud services, and world-class security.

Office R&D – A next generation flexible workspace management solution, beautiful members portal and mobile app, connected into one platform.

PeopleHR – People HR is a reliable human resources management solution built for small and medium businesses.

Podio – Podio supplies a web-based platform for organizing team communication, business processes, data and content in project management workspaces according to project needs.

PostgreSQL – PostgreSQL is a powerful, open source object-relational database system.

Ruler – Match real customer form fills and phone calls against the marketing campaign and keyword from which it was generated.

Service Titan – All-in-one software for commercial and residential HVAC, plumbing, electrical, and other field service businesses.

Console Features

Sort templates and cycles by creation time

Post auth trigger lookups

Cycle Variables can be used as mergefields for Type a Value in Step Setup

Add an action_data object that persists data across before_action, after_action and after_action paging.

Synchronous webhook: decisions + multi responses

Console Features

CSV response support

FTP connector: Move and navigate directories

Console report: account cycle and connector report

Application Connectors

Amazon EC2 – Amazon Elastic Compute Cloud (Amazon EC2) is a web service that provides secure, resizable compute capacity in the cloud. It is designed to make web-scale cloud computing easier for developers.

BugHerd – The BugHerd app sits on top of your website and lets you log a bug instantaneously. BugHerd feedback will be pinned to the issue, like a sticky-note, enabling the developer to access it directly from the webpage at any time.

Freshbooks Classic – Accounting software in the cloud for self-employed professionals and their teams.

Salesforce Pardot – Pardot offers powerful marketing automation to help marketing and sales teams find and nurture the best leads, close more deals, and maximize ROI.

ShipStation – ShipStation creates an unparalleled buying and delivery experience with every order you send. All the tools you need to exceed your customers’ expectations.

Wealthbox – Wealthbox is a CRM you’ll actually enjoy. Powerful and beautiful. Web-based and secure. No training required.

Application Connectors

WooCommerce – WooCommerce is an open source e-commerce plugin for WordPress. It is designed for small to large-sized online merchants giving complete control to sell anything.

Console Features

Transaction report: filter transactions by errors and warnings

Cycle Folders (including moving cycles) : organise your templates and integrations with your own folder structure

Application Connectors

BNTouch Mortgage CRM – Automate your marketing, convert more leads, stay top of mind with your borrowers and recruit new partners using one simple Mortgage CRM solution.

Drip – Drip is the first ECRM–an Ecommerce CRM designed for building personal and profitable relationships with your customers at scale.

FoodTec Solutions – Integrated Point of Sale (POS) Solutions for the Restaurant & Pizza Industry. Tap into our experience and transform your Restaurant Business Today!

LeadMailbox – LeadMailbox is a leading online CRM/lead management system founded in 2000.

Monday.com – monday.com is a cloud-based Work OS, where teams create workflow apps in minutes to run their processes, projects, and everyday work.

PagerDuty – Real-time operations platform to ensure less downtime and fewer outages, meaning happier customers and more productive teams.

Rock Gym Pro – Powerful member management software built for high-volume facilities like yours.

Sage 50 – Combining the convenience of the cloud with the power of desktop accounting software, giving you a complete view of all your business finances in one place.

Selligent – Selligent is an intelligent marketing and experience platform that enables B2C brands to #MaximizeEveryMoment with consumers.

ServSuite – Enterprise Pest Control Software.

SuiteCRM – Open source CRM solution.

Toggl – Turn your team on to productivity with Toggl the time tracker. Break down your hours by projects, clients and tasks to see what’s making you money.

Total Expert – Total Expert is a fintech software company that built the first enterprise-grade Marketing Operating System (MOS) purpose built for the modern financial service.

Unifonic – Unifonic makes cloud communications more accessible, cost-efficient and simpler to implement with solutions that scale.

User.com – Send personalised emails at the perfect moment or activity. Increase returning traffic with individualised notifications. Store organised knowledge for your team and customers.

Zoom – Zoom is the leader in modern enterprise video communications, with an easy, reliable cloud platform for video and audio conferencing, collaboration, chat, and webinars across mobile devices, desktops, telephones, and room systems.

SaaS Application Connectors

Aesthetic Record v1 – Aesthetic Record helps you run your entire clinic from any computer, taking care of all business aspects, from anywhere in the world.

Breathe HR – Look after your people and your time, with the most cost-effective HR software on the market.

Counterpoint – Run your business. Connect with customers. Sell anywhere. NCR Counterpoint is the specialty retail management system that integrates your front end and back office seamlessly, so it’s easy to grow your business.

Envision – Powerful Web-Based Software in an Easy to Use Package

Hurree – Hurree is a market segmentation platform for all of your marketing tools.

Less Annoying CRM – Less Annoying CRM allows users to track and organize their contacts and leads without the headache. Simple, easy, powerful, less annoying.

Magento 2 Webhooks – Add webhooks to your Magento 2 installation

Microsoft Dynamics CRM Custom Object – Connector to work with custom entity types in Dynamics.

PayJunction – Accept payments anywhere, manage all activity in the cloud and receive award-winning service.

Salesforce Marketing Cloud – Powerful digital marketing platform letting you connect to customers in a whole new way.

Salesforce Service Cloud – Give your customers the information and support they need with Service Cloud – the customer service and support application that you can customise to fit your business needs.

SalesLoft – SalesLoft is the #1 sales engagement platform, helping sales organizations deliver a better sales experience for their customers.

SalesNexus – Online CRM and Email Marketing built by sales people for sales people.

Shireburn – Shireburn develop and support business software solutions for accounting, inventory, retail and catering, and HR/payroll.

Springboard – Mobile Omnichannel POS and Retail Management System designed for brands & retailers, by retailers.

Tan-Link – From customer engagement, marketing, sales, employee engagement, selling and tracking memberships, collecting past due through fully automated system, fully integrated online store, automated account handling and much more, Tan-Link is all about getting the last dollar of profit out of your business.

Twilio Voice – Build conversations anywhere. Make, receive, and monitor calls around the world using the Voice API that developers rely on.

UpLaunch – A fitness CRM that doesn’t suck.

Voyage – SMS marketing and messaging that grows your ecommerce business.

Wattsense – The new standard in building connectivity. Wattsense is a non-intrusive building connectivity service. We help facility managers deliver operational efficiency.

Utility Connectors – A range of new integration building tools to create advanced integration workflows within our drag and drop builder. Find out more about our connector changes.

Builder UI Update – Application and Utility connectors have their own dedicated menus.

Connector Updates

• Microsoft Dynamics CRM
• Infusionsoft
• BreathHR

Marketplaces

• Built in ability for users to view/pause/delete installed integrations

Connectors

• Google Data Studio
• Google Big Data
• Document 360
• Box
• Zenoti

Console Features

• Enhanced OAuth flow
• Template management

API

• Improved functionality for accessing GET data inside a connector endpoint
• Marketplaces endpoints
• Access connectors by name rather than by ID

Marketplaces

• Built in icon library
• Add multiple Marketplaces if required

Connectors

• Amazon S3
• Facebook Audiences
• Twilio SMS
• SugarCRM
• Sage
• ActiveCampaign
• SendGrid
• Chargify
• Oracle Responsys
• Netsuite
• Microsoft Dynamics

Embedded Marketplaces

• New customisation options
• New Language options
• Install groups of Cycles at once
• Add search bar option

Connectors

• Rics Software
• FranPoS

Console Features

• Improved connector reporting and searching

API

• New endpoints added

Connectors

• Pipedrive
• Smartsheet
• Trello
• Shopify
• Hubspot

Console Features

• New reporting filters
• Embedded Marketplace
  • Build your own fully white-labelled integration marketplace to be embedded in your SaaS
  • New Building Options
  • Fully customisable
  • Push new integrations into your marketplace

Connectors

• Magento 2
• Salesforce Chatter

Console Features

• Improved console reporting

Builder Features

• Currently used connectors are now pushed to the top of your connector list for easy access

LAUNCH

• More configuration options
• Include variables in field mapping options

Connectors

• Trello
• Shopify
• Pipedrive
• Zoho CRM

Console Features

• Template Management – complete versioning functionality for integration templates
• Notification feature – receive in-app notifications of changes and updates to connectors

Builder Tools

• New logic step for “Wait All” – waits until all processes are complete before moving onto the next stage of your integration workflow

Connectors

• HeavenHR
• Maximizer CRM
• Booker
• Fast Spring
• Salespad
• Vincere
• Papershift
• Pike 13
• Optimail
• Club Ready

Console Features

• Improved UI for run once functionality
• Improved functionality for copying templates between Console and accounts

Connectors

• Xero
• Salesforce
• Jira
• Zendesk
• Google Calendar
• Slack
• MySQL
• Gmail
• MailChimp

New Console Features

• Add Cyclr variables in your scripting
• Task usage alerting
• Account usage reporting

Console Features

• Improved user invitation functionality
• 2 Factor Authentication added to all Cyclr user accounts
• Improved Connector management for OAuth
• Improved reporting functionality
• Webhook management

Connectors

• Bookafy
• Booker
• Harmony PSA
• Microsoft Dynamics (on Premises Edition)

• Enhanced Task usage tracking and monitoring
• Improved connector management error handling

Connectors

• ACT
• Drift
• Sailthru
• SageCRM

• Script testing and validation tools for custom connector scripts
• Microsoft Dynamics connector improvements
• Data handling improvements

Connectors

• Gist
• Azure DevOps
• Google Page Speed
• Surf Accounts

• Cyclr API extensions
• Failed transaction handling options
• New Google Drive connector features
• Automatic date/time handling
• Cyclr Console guide additions

Connectors

• RSS Connector
• Okta
• Aircall

• Reporting improvements
• New guide available in the Cyclr Console
• New Storage options

Connectors

• Calendly (meeting scheduler)

• Google Calendar (free online calendar)

• IBM Watson Marketing (customer engagement platform)

• Inline CRM (sales CRM)

• MYOB AccountRight (accounting software)

• ProdPad (product management software)

• Provet Cloud (veterinary practice management software)

• Retention Science (artificial intelligence automation platform)

• Saasu (accounting software for small business)

• Thr!ve (point of sale platform)

• Toast – (point of sale for restaurants)

• WebinarJam – (webinar platform)

Functionality

• Script testing tools for connectors and workflows

• Workflow auditing for workflow management

Functionality

• Connector reporting improvements for more insights into your connector’s usage

Connectors

• Crunch (accounting platform)

• Deltek Vision (ERP system)

• Facebook Audiences (audience based marketing)

• Github (version control)

• Lever (Applicant Tracking System)

Functionality 

• Run Once button – test your integration workflows by running them once

Functionality

• Enhanced account reporting options

• Additional connector creation tools for bulk operations

Connectors

• Google Calendar (Time-management and scheduling service)

• Jive (Enterprise collaboration solution)

• Clover (Payment processing and POS system)

• NetSuite (Enterprise ERP System)

• Infusionsoft (Email marketing platform)

• Bullhorn (CRM System for recruitment consultants)

• Administrate (Training and learning management system)

Functionality

• Support for GraphQL APIs

• Programmable Logic Step – new smart logic tool for orchestrating data

• Smart Auto Field Mapping – when configuring a step within a workflow, select the source of the field you want to pull data from and it will automatically suggest the appropriate field

Functionality

• Improved transaction throughput

• Enhanced connector development tool set

• Enhanced reporting tools – search through transactions

Connectors

• Google PageSpeed
• Google Search Console
• Kanbanize
• ProsperWorks
• Salesforce Marketing Cloud
• Zaius

Connectors

• GoCardless
• Jira
• Trello

Logic Steps

• Improved collection mapping

Connectors

• Facebook Offline Conversions
• Keen IO
• Google AdWords
• Club OS
• GetResponse
• Bullhorn
• Facebook Marketing API
• FTP

Demo Experience

• New way to test out the Cyclr template deployment and management within a test application

API

• Delete accounts via the API

Template Builder

• Enhanced scripting abilities at step level
• Reorder templates via drag and drop

Support

• New ticketing service activated

Connectors

• Benchmark Email
• Force 24
• MINDBODY
• Oracle Eloqua
• Ringcentral
• Unbabel
• WhoKnows

Backend

• Database performance improvements

LAUNCH/ORBIT

• Presentation enhancements

Data Management

• Choose how long transaction data is held in Cyclr
  • Improved control over data handling and storage
• Now supported – JSON Web Token authentication

Template Integrations

• Added tags to your templates for easy grouping and sorting

Connectors

• Marketo
• Truelayer
• Salesfusion
• Oracle Responsys
• Intacct
• Adobe Campaign
• ExactTarget

Console

• New console layout including:
  • Improved reporting
  • Setup guide sidebar
  • More links to documentation
• Ability to define connector updates as major or minor

API

• Custom field lookup available using Get Template through API
• Reduced number of API calls to retrieve and run a Cycle

LAUNCH

• Improved field mapping functions
• Added ability to map multiple triggers
• Added ability to run cycle once
• Addition of Orbit – Complementary Cycle Management Screen for LAUNCH
• List templates by tag

API

• Get Templates by Connector

Console

• Task Report (by month)
• Search (user, account, etc)
• Add favico
• Customisable account login screen

Connectors

• Amadeus
• Buffer
• Streak
• Tide
• Unbabel

API

• Synchronous methods now return JSON or XML (rather than comma separated responses)

Console

• Performance improvements
• Admin users can now receive account alert emails

Connectors

• All connectors now default to “continue on error”

API

• Synchronously call any step method
• Cycles – activate with an interval
• Cycles – activate with “run once” flag
• Templates – install with custom fields

Developer tools

• Developer playground – added more design patterns

Developer Tools

• Playground – allows rapid UI prototyping with Cyclr’s API

Connectors

• ExactTarget (Salesforce Marketing Cloud)
• Ometria

Management Console

• Template builder
• Connector management
• OAuth management
• Integration settings
• Account and user management
• Reporting on tasks
• Create and manage custom connectors

Connectors

• Bronto
• Listrak
• MAPP

API Importer

• Automatically import APIs from Swagger, Apiary, etc

API

• API > Get Webhook URL
• API > Activate Cycle now accepts interval parameter
• API > Install Template now optionally copies custom fields
• API > Call any step method to get real-time API responses directly
• API > Step merge field parameters now available

API Methods

• API > Steps
• API > Accounts
• API > Connector Methods
• API > Field Mappings

Connectors

• Insightly – improvements to required field handling

Connectors

• Gmail
• Klaviyo

Stripe

• Added webhook support

Insightly

• Extended support for Opportunities

Step Data

• Performance improvements