Connect ArcSite and Retell AI to Build Intelligent Automations

Choose a Trigger

ArcSite

When this happens...

Choose an Action

Retell AI

Automatically do this!

Ready to use ArcSite and Retell AI automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Project Created

New Project Created

Runs when a new project is created in ArcSite.

New ArcSite Event

New ArcSite Event

Runs when new ArcSite event occurs

Request a new Trigger for ArcSite

Do thisActions

Action is the task that follows automatically within your ArcSite integrations.

Create Project

Create Project

Creates a new project in ArcSite and adds customer, sales rep, tags, and work site details.

Update Project

Update Project

Updates an existing project with a new name, customer information, sales rep, worksite address, tags, or job number.

Add Collaborators

Add Collaborators

Adds one or more people to the specified project and assigns their roles.

Get an Agent

Get an Agent

Retrieve details of a specific agent.

Create a Phone Number

Create a Phone Number

Buys a new phone number and binds agents.

Make a Phone Call

Make a Phone Call

Create a new outbound phone call

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Frequently Asked Questions

How do I start an integration between ArcSite and Retell AI?

To start, connect both your ArcSite and Retell AI accounts to viaSocket. Once connected, you can set up a workflow where an event in ArcSite triggers actions in Retell AI (or vice versa).

Can we customize how data from ArcSite is recorded in Retell AI?

Absolutely. You can customize how ArcSite data is recorded in Retell AI. This includes choosing which data fields go into which fields of Retell AI, setting up custom formats, and filtering out unwanted information.

How often does the data sync between ArcSite and Retell AI?

The data sync between ArcSite and Retell AI typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from ArcSite to Retell AI?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between ArcSite and Retell AI?

Yes, you can set conditional logic to control the flow of data between ArcSite and Retell 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

About ArcSite

ArcSite is the all-in-one drawing & mobile sales platform for service professionals including mobile drawing, estimation, and takeoff tools.

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Retell AI

About Retell AI

Retell AI is a cutting-edge platform that leverages artificial intelligence to transform and enhance storytelling experiences. It offers tools and features that allow users to create, edit, and optimize narratives, making it ideal for content creators, marketers, and educators looking to engage their audience with compelling stories.

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