Connect exa.ai and ArcSite to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for exa.ai
Choose an Action
Automatically do this!
Create Project
Update Project
Add Collaborators
Ready to use exa.ai and ArcSite automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Project Created
Runs when a new project is created in ArcSite.
Do thisActions
Action is the task that follows automatically within your exa.ai integrations.
Find similar links
Find similar links to the link provided and optionally return the contents of the pages.
Generate Answer From Search
Get an LLM answer informed by search results
Create Project
Creates a new project in ArcSite and adds customer, sales rep, tags, and work site details.
Update Project
Updates an existing project’s details such as name, customer information, sales rep, worksite address, tags, and job number.
Add Collaborators
Adds one or more people with assigned roles to the specified project.
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Frequently Asked Questions
To start, connect both your exa.ai and ArcSite accounts to viaSocket. Once connected, you can set up a workflow where an event in exa.ai triggers actions in ArcSite (or vice versa).
Absolutely. You can customize how exa.ai 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.
The data sync between exa.ai and ArcSite 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 exa.ai 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.
About exa.ai
Exa.ai is a cutting-edge platform that leverages artificial intelligence to provide innovative solutions for various industries. It offers tools and services that enhance productivity, automate processes, and deliver insights through advanced AI algorithms.
Learn MoreAbout 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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