Connect ArcSite and Skyvern to Build Intelligent Automations

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ArcSite

When this happens...

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Skyvern

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Ready to use ArcSite and Skyvern 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

New or Updated Skyvern Workflow

New or Updated Skyvern Workflow

Fetch Skyvern workflows created or updated within the specified recent time window and return them newest first.

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.

Run a Workflow

Run a Workflow

Launch a Skyvern workflow run using a workflow ID and optional title, proxy location, webhook, and browser address. Returns the run ID, status, and a link to view the run.

Create and Run Task

Create and Run Task

Create and start a Skyvern task for a URL and prompt, then return the task ID, initial status, and task link.

Get a Task

Get a Task

Fetch the full details of a specific task by its Task ID.

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Frequently Asked Questions

How do I start an integration between ArcSite and Skyvern?

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

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

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

How often does the data sync between ArcSite and Skyvern?

The data sync between ArcSite and Skyvern 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 Skyvern?

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 Skyvern?

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

About Skyvern

Skyvern is a cutting-edge platform designed to revolutionize the way businesses manage their operations and enhance productivity. With a focus on seamless integration and user-friendly interfaces, Skyvern offers a suite of tools that cater to various business needs, from project management to team collaboration. Its robust features are tailored to streamline workflows, improve communication, and drive efficiency across teams.

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