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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Project
runs when new project is created
Do thisActions
Action is the task that follows automatically within your Looker Studio integrations.
Search Asset
Search a user's Looker Studio assets.
List Asset Permissions
Retrieves a list of permissions for a given Looker Studio asset.
Add members to Looker Studio asset
Give one or more people, groups, or domains a Viewer, Editor, Owner, or link role on a Looker Studio asset.
Create Project
Create a New Project and also optionally set other information, such as customer info, sales rep info.
Update Project
Update a Project, such as name, information of customer, sales rep...
Project Add Collaborator
Add a collaborator to the specified project.
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Frequently Asked Questions
To start, connect both your Looker Studio and ArcSite accounts to viaSocket. Once connected, you can set up a workflow where an event in Looker Studio triggers actions in ArcSite (or vice versa).
Absolutely. You can customize how Looker Studio 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 Looker Studio 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 Looker Studio 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 Looker Studio
Looker is a powerful business intelligence and data analytics platform that helps organizations explore, analyze, and share real-time business insights. It provides a user-friendly interface for creating data-driven reports and dashboards, enabling data teams to collaborate effectively and make informed decisions.
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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