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When this happensTriggers
A trigger is an event that starts a workflow.
runs when new project is created
Triggers when a New Survey is Created.
Triggers when a respondent completes a survey response.
Action is the task that follows automatically within your ArcSite integrations.
Create a New Project and also optionally set other information, such as customer info, sales rep info.
Update a Project, such as name, information of customer, sales rep...
Add a collaborator to the specified project.
Create a new email list in a SurveyMethods account.
Add a contact to an existing email list in SurveyMethods.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your ArcSite and SurveyMethods accounts to viaSocket. Once connected, you can set up a workflow where an event in ArcSite triggers actions in SurveyMethods (or vice versa).
Absolutely. You can customize how ArcSite data is recorded in SurveyMethods. This includes choosing which data fields go into which fields of SurveyMethods, setting up custom formats, and filtering out unwanted information.
The data sync between ArcSite and SurveyMethods 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 SurveyMethods. 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 is the all-in-one drawing & mobile sales platform for service professionals including mobile drawing, estimation, and takeoff tools.
Learn MoreSurveyMethods is a comprehensive online survey tool designed to help businesses and organizations create, distribute, and analyze surveys efficiently. It offers a range of features including customizable survey templates, advanced analytics, and integration capabilities to enhance data collection and decision-making processes.
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