Connect ArcSite and pipelyne to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for ArcSite
Choose an Action
Automatically do this!
- Request a new Action for pipelyne
Enable Integrations or automations with these events of ArcSite and pipelyne
Enable Integrations or automations with these events of ArcSite and pipelyne
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.
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Frequently Asked Questions
To start, connect both your ArcSite and pipelyne accounts to viaSocket. Once connected, you can set up a workflow where an event in ArcSite triggers actions in pipelyne (or vice versa).
Absolutely. You can customize how ArcSite data is recorded in pipelyne. This includes choosing which data fields go into which fields of pipelyne, setting up custom formats, and filtering out unwanted information.
The data sync between ArcSite and pipelyne 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 pipelyne. 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 pipelyne
Pipelyne allows you to create questionnaires that will provide your leads with instant estimates, allowing you to generate high quality leads for your business.
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