Purpose
1.2. Ensure regulatory, client, and audit requirements are met with timestamped, versioned, and structured data; seamless collaboration among project managers, technicians, and contractors.
Trigger Conditions
2.2. Email with attachments received to a monitored address or folder.
2.3. Scheduled batch uploads from legacy software.
2.4. API push from project management or compliance systems.
2.5. New document detected in local, cloud, or FTP directory.
2.6. Manual upload approval or automation request by supervisor.
Platform Variants
• Function: REST API / “Files” connector for document library upload, metadata mapping, and folder automation.
3.2. Google Drive
• Function: “Drive API – files.create” for creating new files and setting permissions; folder structure via file parents.
3.3. Dropbox
• Function: “/files/upload” endpoint for direct file storage and “/sharing/create_shared_link” for controlled access.
3.4. Box
• Feature: Upload API (files/upload endpoint); metadata API for tagging project files.
3.5. Egnyte
• Function: Files API “/v1/files” to upload and manage files in shared folders for project teams.
3.6. OneDrive
• Feature: Microsoft Graph “/me/drive/root:/path:/content” to store images and docs by project/task.
3.7. AWS S3
• Function: PutObject API; configure bucket/folder structure for each project and auto-tag metadata.
3.8. Google Cloud Storage
• Function: Storage JSON API “objects.insert” for pushing files to project-specific buckets.
3.9. Azure Blob Storage
• Feature: Blob Upload API to store files and manage access tiers, set by project status.
3.10. M-Files
• Feature: Web Service API for vault upload, custom property assignments per file.
3.11. Citrix ShareFile
• Feature: File upload API and workflow rules for project folders.
3.12. Zapier
• App connections: “Upload File” to cloud storage, using triggers from email or mobile input.
3.13. Slack
• API: “files.upload” endpoint to centralize photos/docs from team channels, route to storage.
3.14. Monday.com
• Feature: Files Column API to attach/upload docs/photos per project item.
3.15. Asana
• API: “attachments” endpoint; automate file upload on project milestones/tasks.
3.16. Trello
• API: “cards/{id}/attachments” – upload and relate to checklists or cards per install phase.
3.17. Smartsheet
• Feature: Attachments API to auto-store documents/photos from form or update triggers.
3.18. Salesforce
• API: “ContentVersion” upload for Lightning Files; assign to projects via record ID.
3.19. Notion
• API: File block creation in project pages; auto-embed uploads from field agents.
3.20. ServiceNow
• Feature: Attachment API to auto-upload files/photos tied to work order or incident records.
Benefits
4.2. Real-time access for distributed teams and clients.
4.3. Eliminate manual collation and sorting, reducing project delays.
4.4. Automated version and access control for compliance.
4.5. Enhanced audit, retrieval, and disaster recovery capabilities.
4.6. Standardized, error-resistant project documentation workflow.