Connect Preset Cloud and ArcSite to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Preset Cloud
Choose an Action
Automatically do this!
Create Project
Update Project
Add Collaborators
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Project Created
Runs when a new project is created in ArcSite.
New ArcSite Event
Runs when new ArcSite event occurs
Do thisActions
Action is the task that follows automatically within your Preset Cloud integrations.
List All Teams
Retrieve all teams in the connected Preset Cloud account.
Get Team Members
Retrieve the members of a Preset Cloud team.
Delete a Team Member
Remove a specified user from a Preset Cloud team. Returns success data or a clear error if removal is blocked (e.g., last admin, already removed, or assigned via a group).
Create Project
Creates a new project in ArcSite and adds customer, sales rep, tags, and work site details.
Update Project
Updates an existing project with a new name, customer information, sales rep, worksite address, tags, or job number.
Add Collaborators
Adds one or more people to the specified project and assigns their roles.
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Frequently Asked Questions
To start, connect both your Preset Cloud and ArcSite accounts to viaSocket. Once connected, you can set up a workflow where an event in Preset Cloud triggers actions in ArcSite (or vice versa).
Absolutely. You can customize how Preset Cloud 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 Preset Cloud 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 Preset Cloud 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 Preset Cloud
Preset Cloud is a powerful platform for data exploration and visualization, enabling users to create interactive dashboards and gain insights from their data effortlessly.
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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