Connect ArcSite and EyeLevel AI to Build Intelligent Automations
Choose a Trigger
When this happens...
New Project Created
Choose an Action
Automatically do this!
Create Bucket
Update Bucket
Delete Bucket
Create Group
Update Group
Delete Group
Add Bucket
Remove Bucket
Crawl Website
Ingest Remote Document
Delete Ingest Document
Find Group by Name
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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.
Update Documet
Trigger when an existing Ingest document is updated.
New Ingest Document
Trigger when new Ingest document is created.
New Group
Trigger when new Group is created.
Update Bucket
Trigger when an existing bucket is updated.
New Bucket
Trigger when new bucket is created.
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.
Create Bucket
Creates a Bucket.
Update Bucket
Update an existing bucket.
Delete Bucket
Delete an existing bucket.
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Frequently Asked Questions
To start, connect both your ArcSite and EyeLevel AI accounts to viaSocket. Once connected, you can set up a workflow where an event in ArcSite triggers actions in EyeLevel AI (or vice versa).
Absolutely. You can customize how ArcSite data is recorded in EyeLevel AI. This includes choosing which data fields go into which fields of EyeLevel AI, setting up custom formats, and filtering out unwanted information.
The data sync between ArcSite and EyeLevel AI 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 EyeLevel AI. 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 EyeLevel AI
EyeLevel allows you to launch automated chats anywhere you advertise, including from your website, QR codes, paid social, paid search, email marketing, and more. Live chat with your customers using SMS text, Slack, or Microsoft Teams.
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