Connect Document360 and ArcSite to Build Intelligent Automations

Choose a Trigger

Document360

When this happens...

Choose an Action

ArcSite

Automatically do this!

Ready to use Document360 and ArcSite 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

Request a new Trigger for Document360

Do thisActions

Action is the task that follows automatically within your Document360 integrations.

Create a Document

Create a Document

Creates a new document

Update a Document

Update a Document

Updates the details of the document by it's id.

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.

Request a new Action for Document360

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Frequently Asked Questions

How do I start an integration between Document360 and ArcSite?

To start, connect both your Document360 and ArcSite accounts to viaSocket. Once connected, you can set up a workflow where an event in Document360 triggers actions in ArcSite (or vice versa).

Can we customize how data from Document360 is recorded in ArcSite?

Absolutely. You can customize how Document360 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 Document360 and ArcSite?

The data sync between Document360 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 Document360 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 Document360 and ArcSite?

Yes, you can set conditional logic to control the flow of data between Document360 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.

Document360

About Document360

Document360 is a knowledge base software that helps to create, collaborate, and publish a self-service knowledge base for your products or services with ease.

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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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