Connect ArcSite and Tavily to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for ArcSite
Choose an Action
Automatically do this!
Search the web
Enable Integrations or automations with these events of ArcSite and Tavily
Enable Integrations or automations with these events of ArcSite and Tavily
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.
Search the web
Search the web and return answers using Tavily.
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Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
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Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
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Frequently Asked Questions
To start, connect both your ArcSite and Tavily accounts to viaSocket. Once connected, you can set up a workflow where an event in ArcSite triggers actions in Tavily (or vice versa).
Absolutely. You can customize how ArcSite data is recorded in Tavily. This includes choosing which data fields go into which fields of Tavily, setting up custom formats, and filtering out unwanted information.
The data sync between ArcSite and Tavily 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 Tavily. 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 Tavily
Tavily is a comprehensive travel management platform designed to streamline the travel planning and booking process. It offers users a seamless experience in organizing trips, managing itineraries, and booking accommodations and transportation. With Tavily, users can access a wide range of travel options and services, ensuring a hassle-free travel experience.
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