Connect ArcSite and Templated to Build Intelligent Automations

Choose a Trigger

ArcSite

When this happens...

Choose an Action

Templated

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Ready to use ArcSite and Templated automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Project Created

New Project Created

Runs when a new project is created in ArcSite.

New Template Created

New Template Created

Runs when New Template Created

Request a new Trigger for ArcSite

Do thisActions

Action is the task that follows automatically within your ArcSite integrations.

Create Project

Create Project

Creates a new project in ArcSite and adds customer, sales rep, tags, and work site details.

Update Project

Update Project

Updates an existing project with new name, customer info, sales rep, worksite address, tags, or job number.

Add Collaborators

Add Collaborators

Adds one or more people to the specified project and assigns their roles.

Create Render

Create Render

Creates a new image with Templated

Merge Renders

Merge Renders

Merge multiple renders into a single output

List Templates

List Templates

List all templates in your account

Request a new Action for ArcSite

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Frequently Asked Questions

How do I start an integration between ArcSite and Templated?

To start, connect both your ArcSite and Templated accounts to viaSocket. Once connected, you can set up a workflow where an event in ArcSite triggers actions in Templated (or vice versa).

Can we customize how data from ArcSite is recorded in Templated?

Absolutely. You can customize how ArcSite data is recorded in Templated. This includes choosing which data fields go into which fields of Templated, setting up custom formats, and filtering out unwanted information.

How often does the data sync between ArcSite and Templated?

The data sync between ArcSite and Templated typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from ArcSite to Templated?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between ArcSite and Templated?

Yes, you can set conditional logic to control the flow of data between ArcSite and Templated. 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

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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Templated

About Templated

Templated offers a wide range of customizable website templates to help you build stunning websites with ease. Perfect for designers, developers, and businesses looking to create a professional online presence.

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