
When this happens...
New Project Created

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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.
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 new name, customer info, 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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Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.

Webhook is like a real-time notification system between apps. Whenever something happens in one app—like a new comment or a purchase—a webhook sends a signal to another app, instantly letting it know about the event.
To start, connect both your ArcSite and mentortools accounts to viaSocket. Once connected, you can set up a workflow where an event in ArcSite triggers actions in mentortools (or vice versa).
Absolutely. You can customize how ArcSite data is recorded in mentortools. This includes choosing which data fields go into which fields of mentortools, setting up custom formats, and filtering out unwanted information.
The data sync between ArcSite and mentortools 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 mentortools. 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 MoreMentortools is a platform designed to facilitate online learning and mentorship programs. It provides tools for creating, managing, and delivering educational content, making it easier for mentors and educators to connect with learners and track their progress.
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