Connect ArcSite and PDF Generator to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for ArcSite
Choose an Action
Automatically do this!
Convert HTML to PDF
Enable Integrations or automations with these events of ArcSite and PDF Generator
Enable Integrations or automations with these events of ArcSite and PDF Generator
Actions
Create Project
Create a New Project and also optionally set other information, such as customer info, sales rep info.
Update Project
Update a Project, such as name, information of customer, sales rep...
Project Add Collaborator
Add a collaborator to the specified project.
Convert HTML to PDF
Convert raw HTML content into a PDF and return the file URL and page count.
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your ArcSite and PDF Generator accounts to viaSocket. Once connected, you can set up a workflow where an event in ArcSite triggers actions in PDF Generator (or vice versa).
Absolutely. You can customize how ArcSite data is recorded in PDF Generator. This includes choosing which data fields go into which fields of PDF Generator, setting up custom formats, and filtering out unwanted information.
The data sync between ArcSite and PDF Generator 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 Generator. 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.
About ArcSite
ArcSite is the all-in-one drawing & mobile sales platform for service professionals including mobile drawing, estimation, and takeoff tools.
Learn MoreAbout PDF Generator
APDF.io is a powerful tool for creating and managing PDF documents with ease. It offers a range of features to convert, edit, and organize PDFs, making it ideal for businesses and individuals who need efficient document handling.
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