Automating PDF & Document Sync Between Salesforce and Dashpivot (FlowSite API in Action)
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 […]
