Connect ArcSite and BuildBetter to Build Intelligent Automations

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ArcSite

When this happens...

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BuildBetter

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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.

New Call Is Added

New Call Is Added

Runs when new call is added

Request a new Trigger for ArcSite

Do thisActions

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

Create Project

Create Project

Creates a new project in ArcSite and adds customer, sales rep, tags, and work site details.

Update Project

Update Project

Updates an existing project with new name, customer info, sales rep, worksite address, tags, or job number.

Add Collaborators

Add Collaborators

Adds one or more people to the specified project and assigns their roles.

Get Call

Get Call

Get call details by Call ID.

Get Call Attendees

Get Call Attendees

Get the names and emails of people who attended a specific call.

Get Call Summaries

Get Call Summaries

Get full AI-generated summaries for a specific call.

Request a new Action for ArcSite

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Frequently Asked Questions

How do I start an integration between ArcSite and BuildBetter?

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

Can we customize how data from ArcSite is recorded in BuildBetter?

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

How often does the data sync between ArcSite and BuildBetter?

The data sync between ArcSite and BuildBetter 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 BuildBetter?

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 BuildBetter?

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

About BuildBetter

BuildBetter is an innovative AI-driven platform designed to enhance productivity and streamline project management processes. It leverages advanced artificial intelligence to provide insights, automate tasks, and improve team collaboration, making it an essential tool for modern businesses.

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