Connect ArcSite and Summary: Enhance Your Workflow Today to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for ArcSite
Choose an Action
Automatically do this!
- Request a new Action for Summary: Enhance Your Workflow Today
Enable Integrations or automations with these events of ArcSite and Summary: Enhance Your Workflow Today
Enable Integrations or automations with these events of ArcSite and Summary: Enhance Your Workflow Today
Actions
Create Project
Create a New Project and also optionally set other information, such as customer info, sales rep info.
Update Project
Update a Project, such as name, information of customer, sales rep...
Project Add Collaborator
Add a collaborator to the specified project.
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Frequently Asked Questions
To start, connect both your ArcSite and Summary: Enhance Your Workflow Today accounts to viaSocket. Once connected, you can set up a workflow where an event in ArcSite triggers actions in Summary: Enhance Your Workflow Today (or vice versa).
Absolutely. You can customize how ArcSite data is recorded in Summary: Enhance Your Workflow Today. This includes choosing which data fields go into which fields of Summary: Enhance Your Workflow Today, setting up custom formats, and filtering out unwanted information.
The data sync between ArcSite and Summary: Enhance Your Workflow Today 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 Summary: Enhance Your Workflow Today. 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.
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