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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Project
runs when new project 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.
Create Verification Session
Create a verification session to verify a person or document and receive a completion callback.
Retrieve Verification Session
Get verification decision for a session
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Frequently Asked Questions
To start, connect both your ArcSite and Didit accounts to viaSocket. Once connected, you can set up a workflow where an event in ArcSite triggers actions in Didit (or vice versa).
Absolutely. You can customize how ArcSite data is recorded in Didit. This includes choosing which data fields go into which fields of Didit, setting up custom formats, and filtering out unwanted information.
The data sync between ArcSite and Didit 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 Didit. 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 Didit
Didit is a comprehensive platform designed to enhance productivity and streamline task management. It offers tools for organizing tasks, setting priorities, and tracking progress, making it ideal for individuals and teams looking to boost efficiency.
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