Connect ArcSite and Clearpoint Strategy to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for ArcSite
Choose an Action
Automatically do this!
- Request a new Action for Clearpoint Strategy
Enable Integrations or automations with these events of ArcSite and Clearpoint Strategy
Enable Integrations or automations with these events of ArcSite and Clearpoint Strategy
Actions
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.
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Frequently Asked Questions
To start, connect both your ArcSite and Clearpoint Strategy accounts to viaSocket. Once connected, you can set up a workflow where an event in ArcSite triggers actions in Clearpoint Strategy (or vice versa).
Absolutely. You can customize how ArcSite data is recorded in Clearpoint Strategy. This includes choosing which data fields go into which fields of Clearpoint Strategy, setting up custom formats, and filtering out unwanted information.
The data sync between ArcSite and Clearpoint Strategy 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 Clearpoint Strategy. 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 Clearpoint Strategy
Manage your strategy and create reports in less time. ClearPoint makes it simple for you to link and align goals, KPIs and projects, to integrate data from multiple sources, and to automatically generate and distribute reports.
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