Connect SandeshChat and ArcSite to Build Intelligent Automations
Choose a Trigger
When this happens...
New Inbound Message Arrives
Message Delivery Status Changes
Choose an Action
Automatically do this!
Create Project
Update Project
Invite Team Members
Find Projects
Get Project
Export Proposal As PDF
Get Proposal Line Items
Get Proposal Payments
Ready to use SandeshChat and ArcSite automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Inbound Message Arrives
Runs when new inbound message arrives.
Message Delivery Status Changes
Runs when Message Delivery Status Changes
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 SandeshChat integrations.
Send Template Message
Send a SandeshChat template message to a recipient's phone number.
Send Session Message
Send a chat message (text, image, audio, video, document, or location) to a recipient via SandeshChat.
Create Project
Create a new project with essential details like name, owner, and work site information.
Update Project
Updates an existing project with a new name, customer information, sales rep, worksite address, tags, or 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.
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Frequently Asked Questions
To start, connect both your SandeshChat and ArcSite accounts to viaSocket. Once connected, you can set up a workflow where an event in SandeshChat triggers actions in ArcSite (or vice versa).
Absolutely. You can customize how SandeshChat 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 SandeshChat 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 SandeshChat 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 SandeshChat
SandeshChat is a dynamic communication platform designed to enhance team collaboration and streamline messaging. Ideal for businesses and teams looking to improve their internal communication, SandeshChat offers a range of features including instant messaging, file sharing, and group chats.
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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