Connect 50 agents and ArcSite to Build Intelligent Automations

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50 agents

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ArcSite

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Work Item Is Created

Work Item Is Created

Runs when a work item is created in chat.walkover.in, allowing automatic meeting scheduling or team notifications.

New Project Created

New Project Created

Runs when a new project is created in ArcSite.

New ArcSite Event

New ArcSite Event

Runs when new ArcSite event occurs

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Do thisActions

Action is the task that follows automatically within your 50 agents integrations.

create meeting bot

create meeting bot

This action will create a bot in assistant and that bot will join the meeting and record the meeting and key points from the meeting

Create Work Item

Create Work Item

Creates a work item to schedule and manage meetings on chat.walkover.in.

Receive Data From Trigger

Receive Data From Trigger

Receive data from trigger

Create Project

Create Project

Creates a new project in ArcSite and adds customer, sales rep, tags, and work site details.

Update Project

Update Project

Updates an existing project with a new name, customer information, sales rep, worksite address, tags, or job number.

Add Collaborators

Add Collaborators

Adds one or more people to the specified project and assigns their roles.

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Frequently Asked Questions

How do I start an integration between 50 agents and ArcSite?

To start, connect both your 50 agents and ArcSite accounts to viaSocket. Once connected, you can set up a workflow where an event in 50 agents triggers actions in ArcSite (or vice versa).

Can we customize how data from 50 agents is recorded in ArcSite?

Absolutely. You can customize how 50 agents data is recorded in ArcSite. This includes choosing which data fields go into which fields of ArcSite, setting up custom formats, and filtering out unwanted information.

How often does the data sync between 50 agents and ArcSite?

The data sync between 50 agents and ArcSite typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from 50 agents to ArcSite?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between 50 agents and ArcSite?

Yes, you can set conditional logic to control the flow of data between 50 agents and ArcSite. 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.

50 agents

About 50 agents

Facilitate seamless scheduling and management of meetings through the chat.walkover.in platform, enhancing team collaboration and communication.

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ArcSite

About ArcSite

ArcSite is the all-in-one drawing & mobile sales platform for service professionals including mobile drawing, estimation, and takeoff tools.

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