Connect ArcSite and Chatlease to Build Intelligent Automations

Choose a Trigger

ArcSite

When this happens...

Choose an Action

Chatlease

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Ready to use ArcSite and Chatlease 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.

New ArcSite Event

New ArcSite Event

Runs when new ArcSite event occurs

New AI Agent Crawled URLs

New AI Agent Crawled URLs

Triggered when a new AI agent crawled URLs is added.

New Conversations of AI Agent

New Conversations of AI Agent

Triggered when a new conversations of AI agent is 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.

Message Chatbot

Message Chatbot

Message your Chatbot and Get a Response

Create User

Create User

Create a new user.

Add URLs

Add URLs

Add URLs to AI Agent.

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Frequently Asked Questions

How do I start an integration between ArcSite and Chatlease?

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

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

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

How often does the data sync between ArcSite and Chatlease?

The data sync between ArcSite and Chatlease 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 Chatlease?

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 Chatlease?

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

About Chatlease

Chatlease is an AI-powered platform designed to enhance communication and customer interaction through intelligent chat solutions. It leverages artificial intelligence to provide seamless and efficient chat experiences, making it ideal for businesses looking to improve customer support and engagement.

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