Connect ArcSite and Pencil Spaces to Build Intelligent Automations
Choose a Trigger
When this happens...
New Project Created
Choose an Action
Automatically do this!
Create Space
Invite User
Ready to use ArcSite and Pencil Spaces automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Project Created
Runs when a new project is created in ArcSite.
User Joins or Leaves a Room
Runs when a user joins or leaves a room in Pencil Spaces.
Do thisActions
Action is the task that follows automatically within your ArcSite integrations.
Create Project
Creates a new project in ArcSite and adds customer, sales rep, tags, and work site details.
Update Project
Updates an existing project with new name, customer info, sales rep, worksite address, tags, or job number.
Add Collaborators
Adds one or more people to the specified project and assigns their roles.
Create Space
Creates a new collaborative space and invites the listed hosts and participants.
Invite User
Sends an email inviting a user to join the institution.
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Frequently Asked Questions
To start, connect both your ArcSite and Pencil Spaces accounts to viaSocket. Once connected, you can set up a workflow where an event in ArcSite triggers actions in Pencil Spaces (or vice versa).
Absolutely. You can customize how ArcSite data is recorded in Pencil Spaces. This includes choosing which data fields go into which fields of Pencil Spaces, setting up custom formats, and filtering out unwanted information.
The data sync between ArcSite and Pencil Spaces typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between ArcSite and Pencil Spaces. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About ArcSite
ArcSite is the all-in-one drawing & mobile sales platform for service professionals including mobile drawing, estimation, and takeoff tools.
Learn MoreAbout Pencil Spaces
Pencil Spaces is an innovative platform designed to enhance online collaboration and productivity. It offers a virtual workspace where teams can seamlessly interact, share ideas, and work together in real-time, making it ideal for remote work and education environments.
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