Connect ArcSite and SignNow to Build Intelligent Automations

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ArcSite

When this happens...

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SignNow

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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.

New ArcSite Event

New ArcSite Event

Runs when new ArcSite event occurs

User Document Delete

User Document Delete

Trigger when a user document delete.

User Document Create

User Document Create

Trigger when user document create.

User Document Open

User Document Open

Trigger when user document open.

User Document Update

User Document Update

Trigger when a user document update.

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.

Create Organization

Create Organization

This action create New Organization.

Rename Organization

Rename Organization

This action rename the Organization name.

Delete organization

Delete organization

This action delete an organization.

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Frequently Asked Questions

How do I start an integration between ArcSite and SignNow?

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

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

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

How often does the data sync between ArcSite and SignNow?

The data sync between ArcSite and SignNow 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 SignNow?

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 SignNow?

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

About SignNow

SignNow provides a secure and easy electronic signature solution that enables you to sign, send and manage documents anywhere while using any device.

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