
When this happens...
New Project Created
When an ArcSite event occurs

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When this happensTriggers
A trigger is an event that starts a workflow.
Runs when a new project is created in ArcSite.
Runs the workflow automatically whenever an event occurs in ArcSite, such as proposal status changed, proposal payment received, project created, drawing created, project updated, drawing updated, and other supported events.
Triggers when someone unsubscribes from a webinar.
Triggers when someone subscribes to a webinar.
Triggers when a viewer passes the assessment for a webinar.
Triggers after someone watches a live or automated webinar at the scheduled time (replays and on-demand webinars are excluded).
Action is the task that follows automatically within your ArcSite integrations.
Set up a new project by entering the project name, owner, and other key details.
Modify an existing project's information, including name, customer details, sales representative, worksite address, tags, and job number.
Add team members to your ArcSite project with roles and email addresses, ensuring all details are correct and complete.
Search projects by name or tags and return selected fields.
Get ArcSite project by ID
Generate a PDF proposal from a drawing using a selected proposal template.
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To start, connect both your ArcSite and Webinargeek accounts to viaSocket. Once connected, you can set up a workflow where an event in ArcSite triggers actions in Webinargeek (or vice versa).
Absolutely. You can customize how ArcSite data is recorded in Webinargeek. This includes choosing which data fields go into which fields of Webinargeek, setting up custom formats, and filtering out unwanted information.
The data sync between ArcSite and Webinargeek 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 Webinargeek. 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 MoreWebinargeek is a comprehensive platform designed to facilitate the creation, management, and delivery of webinars. It offers a range of features to enhance audience engagement, track performance, and ensure seamless communication during live events. With tools for registration, interaction, and analytics, Webinargeek is ideal for businesses and educators looking to connect with their audience through webinars.
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