No code integrations for built world companies
The Flowsite Integrations Cloud is the first software platform designed to make integrations easy, accessible and affordable for built world companies of every size.
Trusted by companies, projects and teams of all sizes
PLATFORM
Flowsite is Sitemateβs integration and automations platform, which makes integrating Sitemate tools with your other systems easy
Integration Flows
View and manage all of your active integrations in one place, making integrations visible and manageable via a simple user interface
Flexible Integration Editing
Configure and map out the destination for your data. Whether to create an invoice or download a form, flows can be modified with no code to suit your requirements
Time triggers
Set how frequently you want automations to run, from every hour, 4 hours, 12 hours or 24 hours - ensuring latest data is available when you need
Form triggers
Specify how you want individual automations and data flows to be triggered. For example, trigger sending timesheet data into your accounting system on a supervisor approval signature
Run and error logging
See every automation that has been running in the background with a link to directly access flow configuration, bringing visibility to what's happening, and any errors
User management
With Flowsite, you don't have to be a software engineer to get involved with integrations, but you can still ensure only the right people have access to setup and modify your integrations
Streamline your workflows and business processes like you never thought possible
The cost and friction associated with building and maintaining integrations has resulted in even more fragmented systems and data, which has led to a host of problems including massive amounts of data entry and re-entry, slow and lost information, and a lack of clarity and trust around the data which is being used to inform critical business and financial decisions.
Now there is a solution to build seamlessly integrated data flows and free up your team to work on more important and impactful projects and tasks.
INTEGRATIONS
Flexible integrations with your most critical business systems
Off-the-shelf integrations with the Microsoft Suite
Excel
Integrate with Excel so that your form data automatically flows into your Excel tracking sheets, charts and dashboards.
Power BI
Send and sync form data and records straight into PowerBI to get faster and more accurate reporting and insights on your key metrics and KPIs.
SharePoint
Integrate with SharePoint to seamlessly transfer data and saved forms (PDFs) between your doc storage systems.
Dataverse (Coming Soon)
Automatically sync and keep your lists in your workspace up to date between Dashpivot and Dataverse.
Teams (Coming soon)
Improve communication and collaboration between your workers and teams.
Off-the-shelf integrations with other common built world tools:
Xero
Automate the repetitive transfer of information such as timesheets and dockets into Xero with flexible and precise mapping.
QuickBooks
Automatically transfer dockets as soon as they're signed off into QuickBooks. No more manual transfers.
Custom integrations with any software or system
via Flowsite Open API
Open API gives you full flexibility to connect to any of your other software tools, while we continue to build more off-the-shelf integrations so that you don't need to do custom development.
Common integrations:
TRUSTED TECHNOLOGY
Plug and play, easy to use, and instant benefits
It's like having an additional staff member!
Flowsite removes hours of data entry, eliminates data entry error, was easy to set up, straight forward to use and makes a previously laborious task quick and easy. β
Source:Β Capterra
EXCEL
Automatically push/pull your latest data into Excel and track whatever is important to you
Automate data transfer
Avoid manual data entry errors and save time by completely automating data transfer from your forms into your excel sheets, reports and dashboards
Simplify timesheets and invoicing
Get the total sum of your hours and costs across all forms and breakdown the data directly in Excel
Track costs, quantities, and safety
Manage and track different KPIs in one place by automating the import of your data, from safety checklists to purchase requests
POWER BI
Almost real-time site, project and business intelligence straight into Power BI
Automated data syncing
Transfer the data you care about from the field into Power BI with zero admin. Use the off-the-shelf integration to set and forget, and then watch your data get updated automatically
Real-time insights
Review important data such as costs and quantities collected from your field reporting on the same day it's captured vs. days of weeks later
KPI monitoring
Measure and monitor your critical KPIs across quality, safety, and other functions from your forms
SharePoint
Automatically sync and save your forms to SharePoint
Eliminate manual processes
Seamlessly transfer data between systems upon workflow completion with automated PDFs upload into SharePoint
Template integration
Integrate as many templates as needed to ensure that completed documents are available in your SharePoint archive
Automated update syncing
Automatically sync updates made to forms whether by overwriting or creating a new PDF file, ensuring latest data is always there
XERO
Automate the transfer of data into Xero to save time and ensure there are never errors in your accounting system
Timesheets
Connect and map all types of timesheets with Xero, from personal daily timesheets to weekly crew timesheets, and keep everything in check with approval signatures before data is passed into Xero
Invoices
Flowsite can create a new invoice or add to an existing invoice, and setup importing schedules. Create or update a single invoice from a single docket, or create more complex automations like combining multiple dockets into a single Xero invoice
Bills
Keep track of things you will be invoiced for such as materials, labour, plant and more, with the ability to automatically create Xero Bills at your desired trigger event. Track against 2 tracking categories to run profit and loss calculations
QUICKBOOKS
Send Dashpivot dockets into QuickBooks invoices automatically
Docket transfer
Transfer dockets data as soon as theyβre signed off into QuickBooks
Save time across teams
Eliminate manual data entry and reduce errors, saving valuable time for your teams
Direct form-to-invoice
Remove back-and-forth communication with direct mapping between Dashpivot dockets and QuickBooks invoice
CUSTOM INTEGRATIONS
Our powerful Open API gives you full control to automate exactly what you need
Create or update lists
Keep critical lists and 'databases' in sync and up-to-date (of people, plant, cost codes and more), so you know that when people select an item when capturing data, they are selecting from your source of truth
Add or remove users
Keep users and access synced across your systems to ensure everyone has access to what they need
Create new jobs and job folders
Create new projects or folders as you need to fit your job structure without any manual steps, perfect for companies with a high volume of jobs, or those creating their jobs within a job management system
Deploy templates and more...
Distribute individual or sets of templates/processes across teams and projects instantly so everyone have access to the latest forms without delays
Some common integrations: