Connect ArcSite and Swiftype to Build Intelligent Automations
Choose a Trigger
When this happens...
New Project Created
Choose an Action
Automatically do this!
Create Document
Ready to use ArcSite and Swiftype automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Project Created
Runs when a new project is created in ArcSite.
New Document
Triggered when a new document is added to the Swiftype index.
Do thisActions
Action is the task that follows automatically within your ArcSite integrations.
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.
Create Document
Adds a new document to the Swiftype index.
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Frequently Asked Questions
To start, connect both your ArcSite and Swiftype accounts to viaSocket. Once connected, you can set up a workflow where an event in ArcSite triggers actions in Swiftype (or vice versa).
Absolutely. You can customize how ArcSite data is recorded in Swiftype. This includes choosing which data fields go into which fields of Swiftype, setting up custom formats, and filtering out unwanted information.
The data sync between ArcSite and Swiftype 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 Swiftype. 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.
Learn MoreAbout Swiftype
Swiftype is a powerful search platform that provides advanced search capabilities for websites and applications. It offers customizable search solutions that enhance user experience by delivering relevant search results quickly and efficiently.
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