Connect ArcSite and Doclift PDF to Build Intelligent Automations
Choose a Trigger
When this happens...
New Project Created
New ArcSite Event
Choose an Action
Automatically do this!
List All Templates
Create Document From Template
Ready to use ArcSite and Doclift PDF automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Project Created
Runs when a new project is created in ArcSite.
New ArcSite Event
Runs when new ArcSite event occurs
Do thisActions
Action is the task that follows automatically within your ArcSite integrations.
Create Project
Creates a new project in ArcSite and adds customer, sales rep, tags, and work site details.
Update Project
Updates an existing project with a new name, customer information, sales rep, worksite address, tags, or job number.
Add Collaborators
Adds one or more people to the specified project and assigns their roles.
List All Templates
Show all available templates
Create Document From Template
Create document from template
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Frequently Asked Questions
To start, connect both your ArcSite and Doclift PDF accounts to viaSocket. Once connected, you can set up a workflow where an event in ArcSite triggers actions in Doclift PDF (or vice versa).
Absolutely. You can customize how ArcSite data is recorded in Doclift PDF. This includes choosing which data fields go into which fields of Doclift PDF, setting up custom formats, and filtering out unwanted information.
The data sync between ArcSite and Doclift PDF 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 Doclift PDF. 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 Doclift PDF
DocLift is a powerful platform designed to streamline document management and collaboration. It offers tools for creating, editing, and sharing documents seamlessly, making it ideal for teams and businesses looking to enhance productivity and efficiency.
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