Salesforce to Bluebeam Studio Prime Integration Connector

With the Velosimo off-the-shelf integration for Salesforce to Bluebeam Studio Prime, Agencies deliver a modern, connected digital experience to citizens, contractors, developers, and engineers during the electronic plan review process while automating manual tasks, reducing errors and increasing efficiency and accuracy

Salesforce to Bluebeam Studio Prime Integration Connector

Automate document review and markup between Salesforce and Bluebeam.

• Bluebeam projects are automatically created upon Salesforce project initiation, and Salesforce project information and documents are automatically added to the Bluebeam project
• Bluebeam sessions are automatically created based on Salesforce workflow status updates
• Bluebeam reviewers are automatically assigned as per Salesforce project reviewers
• New Bluebeam sessions are automatically created for review cycles and include marked-up plans
• Automated plan documents,  corrections reports, data, and workflow updates between systems
• When reviewers are ready, Bluebeam is automatically launched from Salesforce, and the user is automatically authenticated and logged in
• Easily map Salesforce document groups and status to control document synchronization preferences
• Leverages Salesforce workflow status updates to pull marked-up documents and comment reports back to Salesforce for revisions and approvals
• Documents are versioned in Salesforce, allowing citizens using the online portal to resubmit plan revisions
• Quick and easy setup and maintenance designed for business users
• Insight into transactions, smart recovery activities, and connected system outages