Enable Integrations or automations with these events of ArcSite and PDF Expert
runs when new project is created
Create a New Project and also optionally set other information, such as customer info, sales rep info.
Update a Project, such as name, information of customer, sales rep...
Add a collaborator to the specified project.
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your ArcSite and PDF Expert accounts to viaSocket. Once connected, you can set up a workflow where an event in ArcSite triggers actions in PDF Expert (or vice versa).
Absolutely. You can customize how ArcSite data is recorded in PDF Expert. This includes choosing which data fields go into which fields of PDF Expert, setting up custom formats, and filtering out unwanted information.
The data sync between ArcSite and PDF Expert 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 PDF Expert. 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 MorePDF Expert is a powerful tool designed for managing, editing, and annotating PDF documents. It offers a seamless experience for users who need to work with PDFs, providing features such as text editing, form filling, and document signing. Ideal for both personal and professional use, PDF Expert ensures that users can handle their PDF files with ease and efficiency.
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