Connect Pencil Spaces and ArcSite to Build Intelligent Automations

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Pencil Spaces

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ArcSite

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

User Joins or Leaves a Room

User Joins or Leaves a Room

Runs when a user joins or leaves a room in Pencil Spaces.

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

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Do thisActions

Action is the task that follows automatically within your Pencil Spaces integrations.

Create Space

Create Space

Creates a new collaborative space and invites the listed hosts and participants.

Invite User

Invite User

Sends an email inviting a user to join the institution.

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 Pencil Spaces and ArcSite?

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

Can we customize how data from Pencil Spaces is recorded in ArcSite?

Absolutely. You can customize how Pencil Spaces 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 Pencil Spaces and ArcSite?

The data sync between Pencil Spaces 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 Pencil Spaces 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 Pencil Spaces and ArcSite?

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

Pencil Spaces

About Pencil Spaces

Pencil Spaces is an innovative platform designed to enhance online collaboration and productivity. It offers a virtual workspace where teams can seamlessly interact, share ideas, and work together in real-time, making it ideal for remote work and education environments.

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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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