Connect ArcSite and Summary: Enhance Your Workflow Today to Build Intelligent Automations
Choose a Trigger
When this happens...
New Project Created
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
Triggers
New Project Created
Runs when a new project is created in ArcSite.
Actions
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 new name, customer info, sales rep, worksite address, tags, or job number.
Add Collaborators
Adds one or more people to the specified project and assigns their roles.
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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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