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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Project
runs when new project is created
Do thisActions
Action is the task that follows automatically within your SimpleKPI integrations.
Add KPI entry
Add a KPI data entry with a date, actual and target values, and optional notes.
Update KPI entry
Update an existing KPI entry for a given date with new actual, target, or notes.
Create Project
Create a New Project and also optionally set other information, such as customer info, sales rep info.
Update Project
Update a Project, such as name, information of customer, sales rep...
Project Add Collaborator
Add a collaborator to the specified project.
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Frequently Asked Questions
To start, connect both your SimpleKPI and ArcSite accounts to viaSocket. Once connected, you can set up a workflow where an event in SimpleKPI triggers actions in ArcSite (or vice versa).
Absolutely. You can customize how SimpleKPI 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 SimpleKPI 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 SimpleKPI 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 SimpleKPI
SimpleKPI is KPI Software for companies of all sizes who track Key Performance Indicators and metrics - complete with easy to use tools for visualizing data on dashboards, building engaging reports and analyzing performance.
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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