Connect ArcSite and Memory to Build Intelligent Automations

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ArcSite

When this happens...

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Memory

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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

Request a new Trigger for ArcSite

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.

Create or Update Record

Create or Update Record

Add a new record to Memory or update an existing one.

Find record

Find record

Find items by ID or matching fields.

Update a record

Update a record

Modify specific records using the Update by ID action. This allows you to directly update a particular entry in your MongoDB storage by its unique identifier, ensuring precise changes to your stored data.

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Frequently Asked Questions

How do I start an integration between ArcSite and Memory?

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

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

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

How often does the data sync between ArcSite and Memory?

The data sync between ArcSite and Memory 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 Memory?

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 Memory?

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

About Memory

A seamless, secure vault for your crucial data. The "Memory" integration offers MongoDB-based storage, enabling Create, Read, Update, and Delete operations. Effortlessly manage and safeguard your data within your automation flows, ensuring easy access and precise control throughout the process.

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