Connect Vectara and ArcSite to Build Intelligent Automations

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Vectara

When this happens...

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ArcSite

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Corpora Created

New Corpora Created

Runs when new corpora are created within the last specified number of minutes.

New Project Created

New Project Created

Runs when a new project is created in ArcSite.

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Do thisActions

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

Create a Corpus

Create a Corpus

Create a new Vectara corpus to store and index documents for search and retrieval.

Create Project

Create Project

Creates a new project in ArcSite and adds customer, sales rep, tags, and work site details.

Update Project

Update Project

Updates an existing project with new name, customer info, sales rep, worksite address, tags, or job number.

Add Collaborators

Add Collaborators

Adds one or more people to the specified project and assigns their roles.

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Frequently Asked Questions

How do I start an integration between Vectara and ArcSite?

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

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

Absolutely. You can customize how Vectara 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 Vectara and ArcSite?

The data sync between Vectara 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 Vectara 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 Vectara and ArcSite?

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

Vectara

About Vectara

Vectara offers advanced AI-driven solutions for natural language processing and understanding, enabling businesses to enhance their customer interactions and data insights.

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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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