Connect Perplexity and ArcSite to Build Intelligent Automations
Choose a Trigger
When this happens...
New Async Chat Completion
Choose an Action
Automatically do this!
Create Project
Edit Project Details
Invite Team Members
Find Projects
Get Project Details
Export Proposal As PDF
Get Proposal Line Items
Get Proposal Payments
Ready to use Perplexity and ArcSite automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Async Chat Completion
Triggers when new asynchronus chat is completed.
New Project Created
Runs when a new project is created in ArcSite.
When an ArcSite event occurs
Runs the workflow automatically whenever an event occurs in ArcSite, such as proposal status changed, proposal payment received, project created, drawing created, project updated, drawing updated, and other supported events.
Do thisActions
Action is the task that follows automatically within your Perplexity integrations.
Chat Completion
Generates a model's response for the given chat conversation.
Create Project
Create a new project with essential details like name, owner, and work site information.
Edit Project Details
Modify an existing project's information, including name, customer details, sales representative, worksite address, tags, and job number.
Invite Team Members
Add team members to your ArcSite project with roles and email addresses, ensuring all details are correct and complete.
Find Projects
Search projects by name or tags and return selected fields.
Get Project Details
Get ArcSite project by ID
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Frequently Asked Questions
To start, connect both your Perplexity and ArcSite accounts to viaSocket. Once connected, you can set up a workflow where an event in Perplexity triggers actions in ArcSite (or vice versa).
Absolutely. You can customize how Perplexity 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 Perplexity 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 Perplexity 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 Perplexity
Perplexity is an AI-powered platform designed to provide users with advanced tools for data analysis, natural language processing, and machine learning. It offers a suite of features that enable businesses and developers to harness the power of artificial intelligence to gain insights, automate processes, and enhance decision-making capabilities.
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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