
When this happens...

Automatically do this!
Create a Summary
When this happensTriggers
A trigger is an event that starts a workflow.
Triggered when you creates a summary and hit save, this will gets triggered.
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.
Creates a summary of a given url.

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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 inksprout accounts to viaSocket. Once connected, you can set up a workflow where an event in ArcSite triggers actions in inksprout (or vice versa).
Absolutely. You can customize how ArcSite data is recorded in inksprout. This includes choosing which data fields go into which fields of inksprout, setting up custom formats, and filtering out unwanted information.
The data sync between ArcSite and inksprout 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 inksprout. 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.
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