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

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PLATFORM

Flowsite is Sitemate’s 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€œ

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 they’re 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:

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