Connect ArcSite and Scale to Build Intelligent Automations
Choose a Trigger
When this happens...
New Project Created
New ArcSite Event
Choose an Action
Automatically do this!
Get Tasks
Create Batch
Pause Batch
Resume Batch
Finalize a batch
Cancel Batch
Ready to use ArcSite and Scale automations
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.
New ArcSite Event
Runs when new ArcSite event occurs
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 a new name, customer information, sales rep, worksite address, tags, or job number.
Add Collaborators
Adds one or more people to the specified project and assigns their roles.
Get Tasks
Retrieve all the tasks for given project.
Create Batch
Create a new batch in a project to group related tasks for processing.
Pause Batch
Pause processing of an in-progress Batch. Only unstarted tasks will be paused.
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Frequently Asked Questions
To start, connect both your ArcSite and Scale accounts to viaSocket. Once connected, you can set up a workflow where an event in ArcSite triggers actions in Scale (or vice versa).
Absolutely. You can customize how ArcSite data is recorded in Scale. This includes choosing which data fields go into which fields of Scale, setting up custom formats, and filtering out unwanted information.
The data sync between ArcSite and Scale 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 Scale. 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 Scale
Scale provides advanced AI-driven solutions for data labeling and annotation, helping businesses streamline their machine learning workflows.
Learn More
