Connect ArcSite and Presenton to Build Intelligent Automations
Choose a Trigger
When this happens...
New Project Created
Choose an Action
Automatically do this!
Create presentation
Ready to use ArcSite and Presenton automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Project Created
Runs when a new project is created in ArcSite.
Do thisActions
Action is the task that follows automatically within your ArcSite integrations.
Create Project
Creates a new project in ArcSite and adds customer, sales rep, tags, and work site details.
Update Project
Updates an existing project with new name, customer info, sales rep, worksite address, tags, or job number.
Add Collaborators
Adds one or more people to the specified project and assigns their roles.
Create presentation
Generate a polished slide deck from your content and chosen settings.
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Frequently Asked Questions
To start, connect both your ArcSite and Presenton accounts to viaSocket. Once connected, you can set up a workflow where an event in ArcSite triggers actions in Presenton (or vice versa).
Absolutely. You can customize how ArcSite data is recorded in Presenton. This includes choosing which data fields go into which fields of Presenton, setting up custom formats, and filtering out unwanted information.
The data sync between ArcSite and Presenton 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 Presenton. 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 Presenton
Presenton is an AI-powered platform designed to enhance your presentation creation process. With advanced tools and features, it helps users craft engaging and professional presentations effortlessly.
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