Connect ArcSite and Loom to Build Intelligent Automations

Choose a Trigger

ArcSite

When this happens...

Choose an Action

Loom

Automatically do this!

Enable Integrations or automations with these events of ArcSite and Loom

Enable Integrations or automations with these events of ArcSite and Loom

Actions

Create Project

Create Project

Create a New Project and also optionally set other information, such as customer info, sales rep info.

Update Project

Update Project

Update a Project, such as name, information of customer, sales rep...

Project Add Collaborator

Project Add Collaborator

Add a collaborator to the specified project.

Request a new Action for ArcSite

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Frequently Asked Questions

How do I start an integration between ArcSite and Loom?

To start, connect both your ArcSite and Loom accounts to viaSocket. Once connected, you can set up a workflow where an event in ArcSite triggers actions in Loom (or vice versa).

Can we customize how data from ArcSite is recorded in Loom?

Absolutely. You can customize how ArcSite data is recorded in Loom. This includes choosing which data fields go into which fields of Loom, setting up custom formats, and filtering out unwanted information.

How often does the data sync between ArcSite and Loom?

The data sync between ArcSite and Loom typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from ArcSite to Loom?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between ArcSite and Loom?

Yes, you can set conditional logic to control the flow of data between ArcSite and Loom. 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

About ArcSite

ArcSite is the all-in-one drawing & mobile sales platform for service professionals including mobile drawing, estimation, and takeoff tools.

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Loom

About Loom

Loom is a video messaging tool that helps you get your message across through instantly shareable videos. With Loom, you can record your screen, voice, and face to create an engaging video that can be shared with others. It's perfect for team collaboration, providing feedback, or communicating complex ideas in a more personal and effective way.

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