
When this happens...

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Create Project
Update Project
Add Collaborators
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When this happensTriggers
A trigger is an event that starts a workflow.
Runs when a new project is created in ArcSite.
Action is the task that follows automatically within your Plecto integrations.
Creates New Registration in Plecto.
Delete a API Registration.
Add a new employee to the plecto
Creates a new project in ArcSite and adds customer, sales rep, tags, and work site details.
Updates an existing project’s details such as name, customer information, sales rep, worksite address, tags, and job number.
Adds one or more people with assigned roles to the specified project.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Plecto and ArcSite accounts to viaSocket. Once connected, you can set up a workflow where an event in Plecto triggers actions in ArcSite (or vice versa).
Absolutely. You can customize how Plecto 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 Plecto 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 Plecto 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.
Integrate with Plecto to enhance your data visualization and performance tracking. Seamlessly connect your applications to Plecto's powerful dashboard and reporting tools to monitor key metrics and drive business success.
Learn MoreArcSite is the all-in-one drawing & mobile sales platform for service professionals including mobile drawing, estimation, and takeoff tools.
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