
When this happens...

Automatically do this!
Create Channel
Create Idea
Create Message
Create Project
Create Task
Create Comment on Task
Delete Task
Update Task
Find Channel
Find Project
Find Task
Find Workspace
List Workspaces
List Teams
List Users
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new idea is posted on a specific channel.
Triggers when a new message is posted on a specific channel.
Triggers when a new comment is posted to a specific task.
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.
Creates a channel in a workspace you select.
Posts an idea on a channel you select.
Posts a message on a channel you select.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

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 Swit accounts to viaSocket. Once connected, you can set up a workflow where an event in ArcSite triggers actions in Swit (or vice versa).
Absolutely. You can customize how ArcSite data is recorded in Swit. This includes choosing which data fields go into which fields of Swit, setting up custom formats, and filtering out unwanted information.
The data sync between ArcSite and Swit 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 Swit. 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 MoreSwit is one work suite for Chat and Project Management. With Swit, you can replace other team collaboration tools.
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