Connect ArcSite and ChatBot to Build Intelligent Automations

Choose a Trigger

ArcSite

When this happens...

Choose an Action

ChatBot

Automatically do this!

Ready to use ArcSite and ChatBot automations

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.

User Created

User Created

Trigger when a new user created.

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 a new name, customer information, 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.

Create a Story

Create a Story

Create new story.

Update Story

Update Story

Update existing story.

Search Story

Search Story

Search Story.

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Frequently Asked Questions

How do I start an integration between ArcSite and ChatBot?

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

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

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

How often does the data sync between ArcSite and ChatBot?

The data sync between ArcSite and ChatBot 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 ChatBot?

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 ChatBot?

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

About ChatBot

ChatBot.com is an AI-powered conversational platform designed to automate customer interactions across multiple channels, including websites, Facebook Messenger, Slack, and more. Developed by LiveChat Software, it enables businesses—particularly small to medium-sized enterprises—to deploy intelligent chatbots without the need for coding expertise.

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