Connect ArcSite and Botse to Build Intelligent Automations
Choose a Trigger
When this happens...
New Project Created
New ArcSite Event
Choose an Action
Automatically do this!
Send WhatsApp Template Message
Create Contact
Delete Contact
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Project Created
Runs when a new project is created in ArcSite.
New ArcSite Event
Runs when new ArcSite event occurs
New Message Arrives
Runs when new message arrives
Do thisActions
Action is the task that follows automatically within your ArcSite integrations.
Create Project
Creates a new project in ArcSite and adds customer, sales rep, tags, and work site details.
Update Project
Updates an existing project with a new name, customer information, sales rep, worksite address, tags, or job number.
Add Collaborators
Adds one or more people to the specified project and assigns their roles.
Send WhatsApp Template Message
Sends a WhatsApp template message with dynamic fields and optional media to an individual or group.
Create Contact
Create a new contact in Botse CRM using name, WhatsApp, email, and any custom fields.
Delete Contact
Delete a contact from your contacts list.
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Frequently Asked Questions
To start, connect both your ArcSite and Botse accounts to viaSocket. Once connected, you can set up a workflow where an event in ArcSite triggers actions in Botse (or vice versa).
Absolutely. You can customize how ArcSite data is recorded in Botse. This includes choosing which data fields go into which fields of Botse, setting up custom formats, and filtering out unwanted information.
The data sync between ArcSite and Botse 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 Botse. 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.
About ArcSite
ArcSite is the all-in-one drawing & mobile sales platform for service professionals including mobile drawing, estimation, and takeoff tools.
Learn MoreAbout Botse
Botse is a cutting-edge platform designed to enhance customer interactions through AI-driven chatbots and automation tools. It empowers businesses to streamline communication, improve customer support, and boost engagement by leveraging intelligent bots that can handle a variety of tasks efficiently.
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