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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Project
runs when new project is created
New Project
Triggers when a new project is created.
New File
Triggers when a new file is added.
New Task
Triggers when a new task is created.
Do thisActions
Action is the task that follows automatically within your ArcSite integrations.
Create Project
Create a New Project and also optionally set other information, such as customer info, sales rep info.
Update Project
Update a Project, such as name, information of customer, sales rep...
Project Add Collaborator
Add a collaborator to the specified project.
Create New Project
Creates a new project.
Create New Task
Creates a new task.
Create Workspace
Creates a new workspace.
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Frequently Asked Questions
To start, connect both your ArcSite and Breeze accounts to viaSocket. Once connected, you can set up a workflow where an event in ArcSite triggers actions in Breeze (or vice versa).
Absolutely. You can customize how ArcSite data is recorded in Breeze. This includes choosing which data fields go into which fields of Breeze, setting up custom formats, and filtering out unwanted information.
The data sync between ArcSite and Breeze 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 Breeze. 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 Breeze
Breeze is a project management tool designed to help teams streamline their workflows, manage tasks, and collaborate effectively. It offers features such as task tracking, time tracking, and project planning to ensure that projects are completed on time and within budget.
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