
When this happens...
New Project Created
When an ArcSite event occurs

Automatically do this!
Create Agent
Send message to Letta agent
Save memory to Letta
Create Folder
Create Archive
Create identity
List Identities
Create Agents From Template
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when a new project is created in ArcSite.
Runs the workflow automatically whenever an event occurs in ArcSite, such as proposal status changed, proposal payment received, project created, drawing created, project updated, drawing updated, and other supported events.
Show agents created since a specified time, newest first.
Show folders created within a recent time window (default 15 minutes).
runs when new message arrives
Action is the task that follows automatically within your ArcSite integrations.
Create a new project with essential details like name, owner, and work site information.
Modify an existing project's information, including name, customer details, sales representative, worksite address, tags, and job number.
Add team members to your ArcSite project with roles and email addresses, ensuring all details are correct and complete.
Search projects by name or tags and return selected fields.
Get ArcSite project by ID
Generate a PDF proposal from a drawing using a selected proposal template.
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To start, connect both your ArcSite and Letta accounts to viaSocket. Once connected, you can set up a workflow where an event in ArcSite triggers actions in Letta (or vice versa).
Absolutely. You can customize how ArcSite data is recorded in Letta. This includes choosing which data fields go into which fields of Letta, setting up custom formats, and filtering out unwanted information.
The data sync between ArcSite and Letta 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 Letta. 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 MoreLetta is a comprehensive platform designed to streamline communication and enhance productivity for teams and businesses. With a focus on seamless collaboration, Letta offers tools for efficient messaging, file sharing, and project management, making it an ideal choice for organizations looking to improve their workflow and connectivity.
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