Connect ArcSite and ISO Manager to Build Intelligent Automations
Choose a Trigger
When this happens...
New Project Created
Choose an Action
Automatically do this!
- Request a new Action for ISO Manager
Enable Integrations or automations with these events of ArcSite and ISO Manager
Enable Integrations or automations with these events of ArcSite and ISO Manager
Triggers
New Project Created
Runs when a new project is created in ArcSite.
Actions
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.
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Frequently Asked Questions
To start, connect both your ArcSite and ISO Manager accounts to viaSocket. Once connected, you can set up a workflow where an event in ArcSite triggers actions in ISO Manager (or vice versa).
Absolutely. You can customize how ArcSite data is recorded in ISO Manager. This includes choosing which data fields go into which fields of ISO Manager, setting up custom formats, and filtering out unwanted information.
The data sync between ArcSite and ISO Manager 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 ISO Manager. 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 ISO Manager
ISO Manager is an all-in-one digital command center designed specifically to manage ISO 27001 / Information Security Management.
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