Enable Integrations or automations with these events of ArcSite and Dealership Drive
runs when new project is created
Create a New Project and also optionally set other information, such as customer info, sales rep info.
Update a Project, such as name, information of customer, sales rep...
Add a collaborator to the specified project.
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your ArcSite and Dealership Drive accounts to viaSocket. Once connected, you can set up a workflow where an event in ArcSite triggers actions in Dealership Drive (or vice versa).
Absolutely. You can customize how ArcSite data is recorded in Dealership Drive. This includes choosing which data fields go into which fields of Dealership Drive, setting up custom formats, and filtering out unwanted information.
The data sync between ArcSite and Dealership Drive 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 Dealership Drive. 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 is the all-in-one drawing & mobile sales platform for service professionals including mobile drawing, estimation, and takeoff tools.
Learn MoreA solution that brings it all together--inventory, contacts, leads, sales, paperwork, while also providing your inventory exposure so you make more sales.
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