Connect ArcSite and Vectara to Build Intelligent Automations

Choose a Trigger

ArcSite

When this happens...

Choose an Action

Vectara

Automatically do this!

Ready to use ArcSite and Vectara automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Project

New Project

runs when new project is created

New Corpora

New Corpora

Retrieve corpora created within the last specified minutes.

Request a new Trigger for ArcSite

Do thisActions

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

Create Project

Create Project

Create a New Project and also optionally set other information, such as customer info, sales rep info.

Update Project

Update Project

Update a Project, such as name, information of customer, sales rep...

Project Add Collaborator

Project Add Collaborator

Add a collaborator to the specified project.

Create Corpus

Create Corpus

Create a new Vectara corpus to store and index documents for search and retrieval.

Request a new Action for ArcSite

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Frequently Asked Questions

How do I start an integration between ArcSite and Vectara?

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

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

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

How often does the data sync between ArcSite and Vectara?

The data sync between ArcSite and Vectara 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 Vectara?

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 Vectara?

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

About Vectara

Vectara offers advanced AI-driven solutions for natural language processing and understanding, enabling businesses to enhance their customer interactions and data insights.

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