Connect ArcSite and Meeting BaaS to Build Intelligent Automations

Choose a Trigger

ArcSite

When this happens...

Choose an Action

Meeting BaaS

Automatically do this!

Ready to use ArcSite and Meeting BaaS automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Project

New Project

runs when new project is created

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Do thisActions

Action is the task that follows automatically within your ArcSite integrations.

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.

Sending a bot

Sending a bot

Send AI bots to meetings

Removing a Bot

Removing a Bot

Remove a bot from an ongoing meeting using the API

Get Meetings

Get Meetings

Get meeting recording and metadata.

Request a new Action for ArcSite

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Frequently Asked Questions

How do I start an integration between ArcSite and Meeting BaaS?

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

Can we customize how data from ArcSite is recorded in Meeting BaaS?

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

How often does the data sync between ArcSite and Meeting BaaS?

The data sync between ArcSite and Meeting BaaS 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 Meeting BaaS?

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 Meeting BaaS?

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

About Meeting BaaS

Meeting BaaS is a comprehensive platform designed to streamline and enhance the process of organizing, scheduling, and conducting meetings. It offers a suite of tools to facilitate seamless communication, collaboration, and documentation, making it an ideal solution for businesses and teams looking to improve their meeting efficiency and productivity.

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