
When this happens...
New Project Created
When an ArcSite event occurs

Automatically do this!
Create Agent
Update Agent
Create External Function
Update External Function
Delete External Function
Create PlayNote
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when a new project is created in ArcSite.
Runs the workflow automatically whenever an event occurs in ArcSite, such as proposal status changed, proposal payment received, project created, drawing created, project updated, drawing updated, and other supported events.
Action is the task that follows automatically within your ArcSite integrations.
Create a new project with essential details like name, owner, and work site information.
Updates an existing project with a new name, customer information, sales rep, worksite address, tags, or job number.
Add team members to your ArcSite project with roles and email addresses, ensuring all details are correct and complete.
Search projects by name or tags and return selected fields.
Get ArcSite project by ID
Generate a PDF proposal from a drawing using a selected proposal template.
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To start, connect both your ArcSite and Play AI accounts to viaSocket. Once connected, you can set up a workflow where an event in ArcSite triggers actions in Play AI (or vice versa).
Absolutely. You can customize how ArcSite data is recorded in Play AI. This includes choosing which data fields go into which fields of Play AI, setting up custom formats, and filtering out unwanted information.
The data sync between ArcSite and Play AI 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 Play AI. 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.
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