Connect HeySummit and ArcSite to Build Intelligent Automations

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HeySummit

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 Attendee

New Attendee

Triggers when a new attendee registers for your HeySummit event.

New Talk Attendeee

New Talk Attendeee

Triggers when a new attendee registers for a Talk within your HeySummit Event.

Ticket Purchased

Ticket Purchased

runs when new attendee registers

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 HeySummit

Do thisActions

Action is the task that follows automatically within your HeySummit 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 HeySummit and ArcSite?

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

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

Absolutely. You can customize how HeySummit 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 HeySummit and ArcSite?

The data sync between HeySummit 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 HeySummit 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 HeySummit and ArcSite?

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

HeySummit

About HeySummit

HeySummit is a platform to help you increase engagement, conversions and revenue for your online summits.

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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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