Connect Fluent Forms and ArcSite to Build Intelligent Automations

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Fluent Forms

When this happens...

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ArcSite

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Form Submission

New Form Submission

Triggered when a new form is submitted in Fluent Forms.

New Project Created

New Project Created

Runs when a new project is created in ArcSite.

New ArcSite Event

New ArcSite Event

Runs when new ArcSite event occurs

Request a new Trigger for Fluent Forms

Do thisActions

Action is the task that follows automatically within your Fluent Forms integrations.

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 a new name, customer information, sales rep, worksite address, tags, or job number.

Add Collaborators

Add Collaborators

Adds one or more people to the specified project and assigns their roles.

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Frequently Asked Questions

How do I start an integration between Fluent Forms and ArcSite?

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

Can we customize how data from Fluent Forms is recorded in ArcSite?

Absolutely. You can customize how Fluent Forms 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 Fluent Forms and ArcSite?

The data sync between Fluent Forms 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 Fluent Forms 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 Fluent Forms and ArcSite?

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

Fluent Forms

About Fluent Forms

Fluent Forms is a powerful and user-friendly form builder that allows users to create custom forms for their websites with ease. It offers a wide range of features including drag-and-drop form building, conditional logic, and integration with various third-party services, making it ideal for businesses and individuals looking to streamline their data collection processes.

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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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