Connect ArcSite and Jandi to Build Intelligent Automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Project
runs when new project is created
New Messsage Begins
Triggers when a new message begins with trigger word in Jandi.
Do thisActions
Action is the task that follows automatically within your ArcSite integrations.
Create Project
Create a New Project and also optionally set other information, such as customer info, sales rep info.
Update Project
Update a Project, such as name, information of customer, sales rep...
Project Add Collaborator
Add a collaborator to the specified project.
Send Incoming Webhook
Send an Incoming Webhook Message.
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Frequently Asked Questions
To start, connect both your ArcSite and Jandi accounts to viaSocket. Once connected, you can set up a workflow where an event in ArcSite triggers actions in Jandi (or vice versa).
Absolutely. You can customize how ArcSite data is recorded in Jandi. This includes choosing which data fields go into which fields of Jandi, setting up custom formats, and filtering out unwanted information.
The data sync between ArcSite and Jandi 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 Jandi. 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 Jandi
Jandi is a powerful team collaboration platform designed to enhance communication and productivity within organizations. It offers features like group messaging, file sharing, and task management, making it an ideal solution for teams looking to streamline their workflows and improve collaboration.
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