Connect ArcSite and Cradl AI to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for ArcSite
Choose an Action
Automatically do this!
List Documents
Create Dataset
Create Document
List users
List Agent
Create agent
Update agent
Delete agent
Get Agent Run
Ready to use ArcSite and Cradl AI automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Document
Triggers when a new document is created.
New Dataset
Triggers when a new dataset is created.
Do thisActions
Action is the task that follows automatically within your ArcSite integrations.
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.
List Documents
Get all existing documents.
Create Dataset
Create a new dataset.
Create Document
Create a new document.
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Frequently Asked Questions
To start, connect both your ArcSite and Cradl AI accounts to viaSocket. Once connected, you can set up a workflow where an event in ArcSite triggers actions in Cradl AI (or vice versa).
Absolutely. You can customize how ArcSite data is recorded in Cradl AI. This includes choosing which data fields go into which fields of Cradl AI, setting up custom formats, and filtering out unwanted information.
The data sync between ArcSite and Cradl AI 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 Cradl 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.
About ArcSite
ArcSite is the all-in-one drawing & mobile sales platform for service professionals including mobile drawing, estimation, and takeoff tools.
Learn MoreAbout Cradl AI
Cradl AI is a no-code tool for automating document workflows using customized AI - fully automated or with human-in-the-loop validation.
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