Connect AidaForm and ArcSite to Build Intelligent Automations

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AidaForm

When this happens...

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ArcSite

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Response

New Response

Triggers when your specified form receives a new response.

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 AidaForm integrations.

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 AidaForm and ArcSite?

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

Can we customize how data from AidaForm is recorded in ArcSite?

Absolutely. You can customize how AidaForm 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 AidaForm and ArcSite?

The data sync between AidaForm 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 AidaForm 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 AidaForm and ArcSite?

Yes, you can set conditional logic to control the flow of data between AidaForm 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.

AidaForm

About AidaForm

AidaForm is a versatile online form builder that allows users to create engaging forms, surveys, and quizzes with ease. It offers a user-friendly interface and a variety of templates to streamline data collection and analysis.

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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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