Connect ArcSite and Docparser to Build Intelligent Automations

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ArcSite

When this happens...

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Docparser

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Ready to use ArcSite and Docparser automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Project Created

New Project Created

Runs when a new project is created in ArcSite.

When an ArcSite event occurs

When an ArcSite event occurs

Runs the workflow automatically whenever an event occurs in ArcSite, such as proposal status changed, proposal payment received, project created, drawing created, project updated, drawing updated, and other supported events.

Request a new Trigger for ArcSite

Do thisActions

Action is the task that follows automatically within your ArcSite integrations.

Create Project

Create Project

Create a new project with essential details like name, owner, and work site information.

Edit Project Details

Edit Project Details

Modify an existing project's information, including name, customer details, sales representative, worksite address, tags, and job number.

Invite Team Members

Invite Team Members

Add team members to your ArcSite project with roles and email addresses, ensuring all details are correct and complete.

Find Projects

Find Projects

Search projects by name or tags and return selected fields.

Get Project Details

Get Project Details

Get ArcSite project by ID

Export Proposal As PDF

Export Proposal As PDF

Generate a PDF proposal from a drawing using a selected proposal template.

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Frequently Asked Questions

How do I start an integration between ArcSite and Docparser?

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

Can we customize how data from ArcSite is recorded in Docparser?

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

How often does the data sync between ArcSite and Docparser?

The data sync between ArcSite and Docparser 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 Docparser?

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 Docparser?

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

About Docparser

Docparser is a cloud-based document data extraction tool which automates the process of converting PDFs, Microsoft Office documents, and other formatted files into structured data. Docparser can be used to automate various business processes by capturing data fields from your documents and feeding the parsed data into other software applications.

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