Connect Docparser and ArcSite to Build Intelligent Automations

Choose a Trigger

Docparser

When this happens...

Choose an Action

ArcSite

Automatically do this!

Ready to use Docparser and ArcSite 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.

Request a new Trigger for Docparser

Do thisActions

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

Upload a Document

Upload a Document

Upload a new document to Docparser for immediate parsing; to receive results, ensure a separate Zap with the "New Parsed Data Available" Trigger is set up.

List Parser Model Layouts

List Parser Model Layouts

list of all the Model Layouts for a specific parser linked to your account.

Fetch Document From Url

Fetch Document From Url

get the document from the given url

Fetch Data Of a Document

Fetch Data Of a Document

get a document data from the document ID

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.

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Frequently Asked Questions

How do I start an integration between Docparser and ArcSite?

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

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

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

How often does the data sync between Docparser and ArcSite?

The data sync between Docparser and ArcSite 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 Docparser to ArcSite?

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 Docparser and ArcSite?

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

Docparser

About Docparser

Docparser is a cloud-based document data extraction tool which automates the process of converting PDFs, Microsoft Office documents, and other formatted files into structured data. Docparser can be used to automate various business processes by capturing data fields from your documents and feeding the parsed data into other software applications.

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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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