Internal Operations and ReportingPurpose
1.2. Automating the integration of ERP, CRM, inventory, supply chain, procurement, and logistics systems to create a single consolidated source for decision data.
1.3. To enable automated, data-driven management meetings and audit-ready recordkeeping for construction material wholesalers.
Trigger Conditions
2.2. Webhook triggers activated by order updates, shipment confirmations, or new purchase entries.
2.3. Automated data change detection (database or cloud file changes).
2.4. Manual trigger by authorized users (e.g., management request).
Platform Variants
• Feature/Setting: Automate dataset refresh via Power BI REST API /gateway; configure hourly data pulls from SQL, Salesforce, or SharePoint.
3.2. Tableau
• Feature/Setting: Automate workbook refresh using Tableau Server API and Tableau Bridge; connect to cloud storage or ERP sources.
3.3. Google Data Studio
• Feature/Setting: Configure automated refresh using Google Sheets API with scheduled Apps Script triggers and BigQuery connectors.
3.4. SAP ERP
• Feature/Setting: Automate export to dashboard through SAP OData/RESTful API with automated extraction and sync routines.
3.5. Salesforce
• Feature/Setting: Automate Opportunity and Order updates using Salesforce Reports API, scheduled with PushTopic or Platform Events.
3.6. Zoho Analytics
• Feature/Setting: Automated data fetch from Zoho CRM or Creator with Data API triggers targeting updated entities.
3.7. QuickBooks Online
• Feature/Setting: Automate P&L and sales data into dashboards using QuickBooks Online API and scheduled fetches.
3.8. Oracle NetSuite
• Feature/Setting: Use SuiteTalk REST API for automating transaction extraction into central dashboard workflows.
3.9. HubSpot
• Feature/Setting: Automated data sync with HubSpot Reports API, triggered daily or with each Sales/Service event.
3.10. Smartsheet
• Feature/Setting: Configure automated sheet refresh with Smartsheet API, triggered by new row or sheet change events.
3.11. Amazon S3
• Feature/Setting: Serverless automation to pull inventory logs from S3 using AWS Lambda and update management dashboards.
3.12. Google BigQuery
• Feature/Setting: Automate data pipelines using BigQuery Scheduler and API, pushing new records into BI dashboards.
3.13. Monday.com
• Feature/Setting: Automate status tracker updates into dashboards via Monday.com API, event-triggered on item/device changes.
3.14. Asana
• Feature/Setting: Automate milestone and task data using Asana API, with webhook triggers for relevant updates.
3.15. Slack
• Feature/Setting: Automate dashboard update notifications using Slack API and Incoming Webhooks.
3.16. Trello
• Feature/Setting: Automate card activity feeds using Trello API, triggering dashboard change logs.
3.17. FreshBooks
• Feature/Setting: Automate invoice and expense reporting using FreshBooks API with batch data sync routines.
3.18. Odoo
• Feature/Setting: Automate sale, inventory, and accounting data exports to dashboards via Odoo JSON-RPC API.
3.19. Dropbox
• Feature/Setting: Scheduled pulls of updated financial or shipment sheets using Dropbox API, feeding dashboard automations.
3.20. Airtable
• Feature/Setting: Automated record pulls and dashboard embeds using Airtable API, triggered by base-level changes.
Benefits
4.2. Reduces manual labor, minimizes human error, and accelerates reporting with automation.
4.3. Enables automated exception alerts and KPI notifications for proactive decision-making.
4.4. Automates compliance and audit logging with immutable historical snapshots for management review.
4.5. Drives automatable, scalable operations as business volumes and data complexity increase in wholesale construction supply.