
When this happens...

Automatically do this!
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new form is submitted in a specified Formidable Form.
Action is the task that follows automatically within your ArcSite integrations.
Create a New Project and also optionally set other information, such as customer info, sales rep info.
Update a Project, such as name, information of customer, sales rep...
Add a collaborator to the specified project.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your ArcSite and Formidable Forms accounts to viaSocket. Once connected, you can set up a workflow where an event in ArcSite triggers actions in Formidable Forms (or vice versa).
Absolutely. You can customize how ArcSite data is recorded in Formidable Forms. This includes choosing which data fields go into which fields of Formidable Forms, setting up custom formats, and filtering out unwanted information.
The data sync between ArcSite and Formidable Forms 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 Formidable Forms. 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 is the all-in-one drawing & mobile sales platform for service professionals including mobile drawing, estimation, and takeoff tools.
Learn MoreFormidable Forms is a powerful WordPress form builder plugin that allows users to create complex forms with ease. It offers a drag-and-drop interface, making it simple to build forms for various purposes, including contact forms, surveys, quizzes, and more. With advanced features like conditional logic, calculations, and integrations with popular services, Formidable Forms is ideal for businesses and individuals looking to enhance their website's functionality.
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