Introduction
In industries like construction, energy, and asset management, documents are at the core of compliance and service workflows. Salesforce excels at managing customer interactions and cases, while Dashpivot helps teams capture checklists, safety forms, and site photos.
But when documents stay siloed in Dashpivot, service teams working in Salesforce lose visibility. The solution? Automating PDF and document sync between Salesforce and Dashpivot via FlowSite API.
At Perigeon, we’ve delivered integrations that allow organizations to sync documents, streamline compliance, and maintain a complete record of every work order inside Salesforce.
Why Document Sync Matters
- Compliance → Safety forms, inspection checklists, and compliance documents must be linked to customer records.
- Efficiency → Field teams upload once in Dashpivot; back-office sees it in Salesforce instantly.
- Customer Experience → Customers receive documented proof of service without delays.
- Audit Readiness → All service-related PDFs and attachments are stored centrally in Salesforce.
How PDF & Document Sync Works
- Field Team Action → Technician uploads a signed checklist or site photo in Dashpivot.
- FlowSite API Trigger → Document metadata is captured and synced.
- Salesforce Update → PDF or image is automatically attached to the corresponding Work Order, Case, or Asset.
- Customer Sharing → Teams can email or portal-share synced documents directly from Salesforce.
Real-World Scenarios
- Construction → Site supervisor uploads an inspection report → PDF auto-appears in Salesforce linked to project account.
- Utilities → Safety compliance checklist synced from Dashpivot → Customer receives proof-of-compliance instantly.
- Oil & Gas → Equipment maintenance photos → Centralized under Salesforce work orders.
Challenges in PDF Sync
- File Sizes: High-resolution images and large reports must be optimized.
- API Rate Limits: Batch handling is essential to avoid FlowSite API limits.
- Data Mapping: Linking the right document to the right Salesforce record requires precise mapping.
Perigeon addresses these challenges with error handling, middleware, and metadata-driven mapping.
Why Perigeon?
- Experience integrating FlowSite API with Salesforce for document-heavy industries.
- Expertise in Salesforce Files, Attachments, and Content Management.
- Delivered audit-ready document workflows for global enterprises.
Need automated document sync between Salesforce and Dashpivot?
📩 Talk to Perigeon — we can design and deliver robust integrations that keep your field and office teams aligned.
