Connect ArcSite and Productlane to Build Intelligent Automations
Ready to use ArcSite and Productlane automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Project
runs when new project is created
New Company
Trigger when new company is add in your account.
New Contact
Triggers when a new contact is created.
Do thisActions
Action is the task that follows automatically within your ArcSite integrations.
Create Project
Create a New Project and also optionally set other information, such as customer info, sales rep info.
Update Project
Update a Project, such as name, information of customer, sales rep...
Project Add Collaborator
Add a collaborator to the specified project.
Create Note
Creates a new Note on Productlane.
Create Contact
Creates a new contact.
Create Company
Create's a new company in your account.
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Frequently Asked Questions
To start, connect both your ArcSite and Productlane accounts to viaSocket. Once connected, you can set up a workflow where an event in ArcSite triggers actions in Productlane (or vice versa).
Absolutely. You can customize how ArcSite data is recorded in Productlane. This includes choosing which data fields go into which fields of Productlane, setting up custom formats, and filtering out unwanted information.
The data sync between ArcSite and Productlane 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 Productlane. 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 Productlane
Productlane is a comprehensive platform designed to streamline product management and development processes. It offers tools for product roadmapping, feature prioritization, and team collaboration, making it an essential resource for product managers and development teams.
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