Connect ArcSite and Signable to Build Intelligent Automations

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ArcSite

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Signable

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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.

When an ArcSite event occurs

When an ArcSite event occurs

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.

Send Envelope

Send Envelope

Triggers when a envelope is send.

Add Contact

Add Contact

Triggers when a new contact is add.

Cancel Envelope

Cancel Envelope

Triggers when an envelope is canceled

Envelope Opened

Envelope Opened

Triggers when an envelope is open.

Do thisActions

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

Create Project

Create Project

Create a new project with essential details like name, owner, and work site information.

Update Project

Update Project

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

Invite Team Members

Invite Team Members

Add team members to your ArcSite project with roles and email addresses, ensuring all details are correct and complete.

Find Projects

Find Projects

Search projects by name or tags and return selected fields.

Get Project

Get Project

Get ArcSite project by ID

Export Proposal As PDF

Export Proposal As PDF

Generate a PDF proposal from a drawing using a selected proposal template.

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Frequently Asked Questions

How do I start an integration between ArcSite and Signable?

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

Can we customize how data from ArcSite is recorded in Signable?

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

How often does the data sync between ArcSite and Signable?

The data sync between ArcSite and Signable 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 Signable?

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 Signable?

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

About Signable

Signable is a digital signature platform that allows users to send, sign, and manage documents online securely and efficiently. It simplifies the process of obtaining legally binding signatures, making it ideal for businesses and individuals who need to handle contracts, agreements, and other important documents.

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