Integrations ArcSite decision journal
ArcSite + decision journal

Connect ArcSite and decision journal to Build Intelligent Automations

Choose a Trigger

ArcSite

When this happens...

Choose an Action

decision journal

Automatically do this!

Enable Integrations or automations with these events of ArcSite and decision journal

Enable Integrations or automations with these events of ArcSite and decision journal

Triggers

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

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Actions

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.

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Frequently Asked Questions

How do I start an integration between ArcSite and decision journal?

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

Can we customize how data from ArcSite is recorded in decision journal?

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

How often does the data sync between ArcSite and decision journal?

The data sync between ArcSite and decision journal 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 decision journal?

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 decision journal?

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

About decision journal

Decision Journal helps you to become a better decision maker by keeping track of your decisions and reviewing how they turn out.

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