Connect ArcSite and paperless to Build Intelligent Automations

Choose a Trigger

ArcSite

When this happens...

Choose an Action

paperless

Automatically do this!

Enable Integrations or automations with these events of ArcSite and paperless

Enable Integrations or automations with these events of ArcSite and paperless

Triggers

New Project

New Project

runs when new project is created

Request a new Trigger for ArcSite

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 paperless?

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

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

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

How often does the data sync between ArcSite and paperless?

The data sync between ArcSite and paperless 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 paperless?

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 paperless?

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

About paperless

Paperless lets you create, sign, and manage intelligent documents on a single platform. For more productivity and a better experience for everyone involved.

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