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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Project
runs when new project is created
Do thisActions
Action is the task that follows automatically within your ArcSite integrations.
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.
Delay
Add a pause in your workflow by entering a condition below. This action will return a delay in minutes based on your input..
Flow in Flow
Run another workflow from your current workflow
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Frequently Asked Questions
To start, connect both your ArcSite and viaSocket utilities accounts to viaSocket. Once connected, you can set up a workflow where an event in ArcSite triggers actions in viaSocket utilities (or vice versa).
Absolutely. You can customize how ArcSite data is recorded in viaSocket utilities. This includes choosing which data fields go into which fields of viaSocket utilities, setting up custom formats, and filtering out unwanted information.
The data sync between ArcSite and viaSocket utilities 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 viaSocket utilities. 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 viaSocket utilities
Utility services for viasocket.com provide essential tools and functionalities to enhance and streamline workflow automation, enabling users to connect various applications and automate tasks efficiently.
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