1.Detects new completed report
Integrate SiteCapture and webhook workflows to capture the new completed report identifier and start the enrichment process.
Add completed site photos and data to service reports
Automatically monitor completed site reports across SiteCapture and Salesforce. Create and update when site report finishes, report URLs are generated, or photos are detected—so you can enrich service records, attach images, and preserve one authoritative report without manual reporting.
How this automation protects your service report records
When jobsite completion evidence arrives scattered across tools, delays can slow reporting and billing. This automation monitors completed report webhooks, enriches Salesforce records with field values and a report URL, and attaches all photos—so your team can trust one file.
SiteCaptureor swap with your favorite app
2.Fetches project fields and report URL
Integrate SiteCapture and data mapping tools to retrieve configured project fields and the report URL for the jobsite.
3.Finds service report record
Integrate Salesforce and CRM lookup tools to search for a matching service report by service or project identifier.
Salesforceor swap with your favorite app
4.Updates service report with completion data
Integrate Salesforce and CRM field updates to map counts, progress percentages, notes, and the report URL into the record.
5.Creates loop for image uploads
Integrate Looping by Zapier and image list handling to iterate over image URLs and titles returned by SiteCapture.
Looping par Zapieror swap with your favorite app
6.Creates photo file attachments
Integrate Salesforce and file storage tools to upload each image URL as a file attachment on the found service record.
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Improve field service visibility with automated report collection, job updates, and record logging
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