Connect ArcSite and Cast AI to Build Intelligent Automations

Choose a Trigger

ArcSite

When this happens...

Choose an Action

Cast AI

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Ready to use ArcSite and Cast AI automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Project Created

New Project Created

Runs when a new project is created in ArcSite.

When an ArcSite event occurs

When an ArcSite event occurs

Runs the workflow automatically whenever an event occurs in ArcSite, such as proposal status changed, proposal payment received, project created, drawing created, project updated, drawing updated, and other supported events.

Request a new Trigger for ArcSite

Do thisActions

Action is the task that follows automatically within your ArcSite integrations.

Start a New Project

Start a New Project

Create a new project with essential details like name, owner, and work site information.

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

Add collaborators to an ArcSite project with validation and error handling fixes

Find Projects

Find Projects

Search projects by name or tags and return selected fields.

Get Project

Get Project

Get ArcSite project by ID

Export Proposal As PDF

Export Proposal As PDF

Generate a PDF proposal from a drawing using a selected proposal template.

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Frequently Asked Questions

How do I start an integration between ArcSite and Cast AI?

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

Can we customize how data from ArcSite is recorded in Cast AI?

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

How often does the data sync between ArcSite and Cast AI?

The data sync between ArcSite and Cast AI 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 ArcSite to Cast AI?

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 ArcSite and Cast AI?

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

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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Cast AI

About Cast AI

Cast AI is a platform that provides automated cloud optimization solutions, helping businesses manage and optimize their cloud resources efficiently. It leverages AI to reduce cloud costs, enhance performance, and ensure high availability of applications.

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