Overview

FlowSite Integrations Cloud is a no‑code automation and integrations platform developed by Sitemate. Designed for companies in the “built world” (e.g., construction, field operations), it connects Dashpivot (Sitemate’s field data capture platform) to external systems such as accounting, BI, spreadsheets, or ERP tools. FlowSite eliminates manual data entry, automates workflows through configurable triggers and actions, and enhances efficiency and data accuracy across business systems.

Features and Capabilities

• **Integration Flows: **View, manage and configure all active integrations in a user‑friendly interface; set up triggers and actions visually, without coding.
• **Flexible Editing: **Easily map and edit destinations for different data flows—such as creating invoices, pushing form data or exporting reports—tailored to operational needs.
• **Recurring Time Triggers: **Automations can be scheduled to run hourly, every 4, 12 or 24 hours for up‑to‑date syncing (frequency depends on plan tier).
• **Accounting Integrations: **Built‑in support for QuickBooks and Xero—enables automatic invoice, timesheet, or bill sync from Dashpivot to accounting systems, reducing manual work and errors.
• **Excel and BI connectors: **Native integrations with Microsoft Excel and Power BI allow desktop data export or BI dashboarding without manual transfers.
• **Run Logging and Error Logging: **Detailed logs of each automation run, with reporting on errors and successes for visibility and troubleshooting.
• **Unlimited Flows & Contributors: **Depending on plan, you can create unlimited automation flows and grant access to unlimited users or contributors across workspaces.
• **Enterprise‑grade IT & Security: **Options for SOC‑2 certification access, multi‑factor authentication (MFA), SSO, security questionnaires, custom agreements and geographic data residency controls.
• **Setup & Support: **Includes resources such as an online help centre, knowledge base, video tutorials, live chat, phone/video support and priority support tiers.