
When this happens...

Automatically do this!
Enable Integrations or automations with these events of ArcSite and beau
Create a New Project and also optionally set other information, such as customer info, sales rep info.
Update a Project, such as name, information of customer, sales rep...
Add a collaborator to the specified project.
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your ArcSite and beau accounts to viaSocket. Once connected, you can set up a workflow where an event in ArcSite triggers actions in beau (or vice versa).
Absolutely. You can customize how ArcSite data is recorded in beau. This includes choosing which data fields go into which fields of beau, setting up custom formats, and filtering out unwanted information.
The data sync between ArcSite and beau 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 beau. 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 is the all-in-one drawing & mobile sales platform for service professionals including mobile drawing, estimation, and takeoff tools.
Learn MoreTurn client-facing workflows into client portals: collect form submissions, documents and files, accept payments, send messages and reminders, approve steps or request changes.
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