Connect ArcSite and Contextual AI to Build Intelligent Automations

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ArcSite

When this happens...

Choose an Action

Contextual AI

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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.

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.

Create Datastore

Create Datastore

Create a new Datastore.

List Datastores

List Datastores

Retrieve a list of Datastores.

Get Datastore Metadata

Get Datastore Metadata

Get the details of a given Datastore, including its name, create time, and the list of Agents which are currently configured to use the Datastore.

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Frequently Asked Questions

How do I start an integration between ArcSite and Contextual AI?

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

Can we customize how data from ArcSite is recorded in Contextual AI?

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

How often does the data sync between ArcSite and Contextual AI?

The data sync between ArcSite and Contextual AI 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 Contextual AI?

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 Contextual AI?

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

About Contextual AI

Contextual AI is a cutting-edge platform that leverages artificial intelligence to provide context-aware solutions. It helps businesses and developers create applications that understand and respond to the context of user interactions, enhancing user experience and engagement.

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