Connect ArcSite and Intercorp BAS to Build Intelligent Automations

Choose a Trigger

ArcSite

When this happens...

Choose an Action

Intercorp BAS

Automatically do this!

Ready to use ArcSite and Intercorp BAS automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Project

New Project

runs when new project is created

Request a new Trigger for ArcSite

Do thisActions

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

Create Project

Create Project

Create a New Project and also optionally set other information, such as customer info, sales rep info.

Update Project

Update Project

Update a Project, such as name, information of customer, sales rep...

Project Add Collaborator

Project Add Collaborator

Add a collaborator to the specified project.

Search Client

Search Client

Retrieve client records filtered by client code, creation/modified date range, and active status.

Search Profile

Search Profile

Retrieve client profiles.

Request a new Action for ArcSite

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Frequently Asked Questions

How do I start an integration between ArcSite and Intercorp BAS?

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

Can we customize how data from ArcSite is recorded in Intercorp BAS?

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

How often does the data sync between ArcSite and Intercorp BAS?

The data sync between ArcSite and Intercorp BAS 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 Intercorp BAS?

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 Intercorp BAS?

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

About Intercorp BAS

Intercorp BAS offers innovative business automation solutions designed to streamline operations and enhance productivity. With a focus on integrating cutting-edge technology, Intercorp BAS provides tools for efficient business management and process optimization.

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