Connect ArcSite and Eledo to Build Intelligent Automations

Choose a Trigger

ArcSite

When this happens...

Choose an Action

Eledo

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Project

New Project

runs when new project is created

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 and also optionally set other information, such as customer info, sales rep info.

Update Project

Update Project

Update a Project, such as name, information of customer, sales rep...

Project Add Collaborator

Project Add Collaborator

Add a collaborator to the specified project.

Generate PDF Document

Generate PDF Document

Create a PDF from an Eledo template and return a download link. Optionally make the file temporary for one-time download.

Request a new Action for ArcSite

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Frequently Asked Questions

How do I start an integration between ArcSite and Eledo?

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

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

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

How often does the data sync between ArcSite and Eledo?

The data sync between ArcSite and Eledo 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 Eledo?

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 Eledo?

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

About Eledo

Eledo is a PDF service that helps you with your automated document creation. Build your document template in Eledo online editor and include dynamic elements.

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