
When this happens...
New Project Created
New ArcSite Event

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When this happensTriggers
A trigger is an event that starts a workflow.
Runs when a new project is created in ArcSite.
Runs when new ArcSite event occurs
Runs when new link is created
Action is the task that follows automatically within your ArcSite integrations.
Creates a new project in ArcSite and adds customer, sales rep, tags, and work site details.
Updates an existing project with a new name, customer information, sales rep, worksite address, tags, or job number.
Adds one or more people to the specified project and assigns their roles.
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To start, connect both your ArcSite and LC.CX accounts to viaSocket. Once connected, you can set up a workflow where an event in ArcSite triggers actions in LC.CX (or vice versa).
Absolutely. You can customize how ArcSite data is recorded in LC.CX. This includes choosing which data fields go into which fields of LC.CX, setting up custom formats, and filtering out unwanted information.
The data sync between ArcSite and LC.CX 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 LC.CX. 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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