Integration Use Cases (INT)¶

Module Purpose: Connect PebbleDMS+ with external systems (CRM, ERP, custom APIs). This module contains 4 use cases for Phase 2.

Use Case Quick Reference¶

ID	Title	Priority
INT-001	Connect to CRM (Salesforce)	P1
INT-002	Connect to ERP (SAP)	P1
INT-003	Sync Documents with External System	P1
INT-004	Webhook Notifications	P2

Supported Integrations¶

System	Type	Protocol
Salesforce	CRM	REST API, OAuth 2.0
SAP	ERP	RFC, OData
Oracle	ERP	REST API
Microsoft Dynamics	CRM/ERP	REST API
Custom	Any	Webhooks, REST

UC-INT-001: Connect to CRM (Salesforce)¶

Overview¶

Field	Value
ID	INT-001
Title	Connect to CRM (Salesforce)
Actor	Admin
Priority	P1 (Phase 2)

Description¶

Integrate with Salesforce to sync documents with accounts, opportunities, and contacts.

Integration Capabilities¶

Feature	Description
Account linking	Link documents to Salesforce accounts
Opportunity docs	Attach proposals, contracts to opportunities
Auto-sync	Sync documents on record changes
Search from SF	Search PebbleDMS from Salesforce UI

Configuration¶

{
  "integration": "salesforce",
  "auth": {
    "type": "oauth2",
    "client_id": "...",
    "client_secret": "...",
    "environment": "production"
  },
  "sync_rules": [
    {
      "object": "Opportunity",
      "folder": "/sales/opportunities/{Id}",
      "trigger": "on_close"
    }
  ]
}

Acceptance Criteria¶

OAuth connection to Salesforce
Document linking to SF records
Bi-directional sync

UC-INT-002: Connect to ERP (SAP)¶

Overview¶

Field	Value
ID	INT-002
Title	Connect to ERP (SAP)
Actor	Admin
Priority	P1 (Phase 2)

Description¶

Integrate with SAP for invoice, PO, and vendor document management.

Integration Capabilities¶

Feature	Description
Invoice archival	Archive invoices from SAP
PO documents	Link purchase orders
Vendor docs	Manage vendor contracts
Compliance	Maintain audit trails

Acceptance Criteria¶

RFC/OData connection to SAP
Document archival from SAP
Metadata mapping

UC-INT-003: Sync Documents with External System¶

Overview¶

Field	Value
ID	INT-003
Title	Sync Documents with External System
Actor	System
Priority	P1 (Phase 2)

Description¶

Automatically sync documents between PebbleDMS and connected systems.

Sync Modes¶

Mode	Description
Push	Send documents to external system
Pull	Import documents from external system
Bi-directional	Sync both ways
Scheduled	Periodic batch sync
Real-time	Immediate sync on changes

Sync Configuration¶

{
  "source": "pebbledms",
  "target": "salesforce",
  "mode": "bi-directional",
  "schedule": "*/15 * * * *",
  "filters": {
    "type": "contract",
    "status": "approved"
  }
}

Acceptance Criteria¶

Scheduled sync works
Real-time sync on document events
Conflict resolution

UC-INT-004: Webhook Notifications¶

Overview¶

Field	Value
ID	INT-004
Title	Webhook Notifications
Actor	Admin, External System
Priority	P2 (Phase 2)

Description¶

Send webhook notifications to external systems on document events.

Supported Events¶

Event	Trigger
document.created	New document uploaded
document.updated	Document metadata changed
document.deleted	Document removed
workflow.completed	Workflow finished
signature.completed	All signatures collected

Webhook Payload¶

{
  "event": "document.created",
  "timestamp": "2024-01-15T10:30:00Z",
  "data": {
    "document_id": "doc_abc",
    "filename": "contract.pdf",
    "type": "contract",
    "created_by": "user@example.com"
  },
  "signature": "sha256=..."
}

Acceptance Criteria¶

Webhook registration
Event filtering
Retry on failure
Signature verification

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