Connect SignDesk and ArcSite to Build Intelligent Automations

Choose a Trigger

SignDesk

When this happens...

Choose an Action

ArcSite

Automatically do this!

Ready to use SignDesk and ArcSite automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Project

New Project

runs when new project is created

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Do thisActions

Action is the task that follows automatically within your SignDesk integrations.

Get request structure

Get request structure

Gets a request structure for a specific form.

Fetch Form Configuration

Fetch Form Configuration

Fetch a specific Form Configuration.

Create CLM Request

Create CLM Request

Creates a CLM request.

Create Project

Create Project

Create a New Project and also optionally set other information, such as customer info, sales rep info.

Update Project

Update Project

Update a Project, such as name, information of customer, sales rep...

Project Add Collaborator

Project Add Collaborator

Add a collaborator to the specified project.

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Frequently Asked Questions

How do I start an integration between SignDesk and ArcSite?

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

Can we customize how data from SignDesk is recorded in ArcSite?

Absolutely. You can customize how SignDesk 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 SignDesk and ArcSite?

The data sync between SignDesk 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 SignDesk 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 SignDesk and ArcSite?

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

SignDesk

About SignDesk

SignDesk is a comprehensive digital documentation platform that streamlines the process of document creation, signing, and management. It offers a secure and efficient way to handle contracts, agreements, and other important documents electronically, reducing the need for physical paperwork and enhancing productivity.

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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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