Connect ArcSite and Webengage to Build Intelligent Automations

Choose a Trigger

ArcSite

When this happens...

Choose an Action

Webengage

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Project Created

New Project Created

Runs when a new project is created in ArcSite.

Request a new Trigger for ArcSite

Do thisActions

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

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.

Add User

Add User

Adds a new user to your WebEngage account.

Request a new Action for ArcSite

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Frequently Asked Questions

How do I start an integration between ArcSite and Webengage?

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

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

Absolutely. You can customize how ArcSite data is recorded in Webengage. This includes choosing which data fields go into which fields of Webengage, setting up custom formats, and filtering out unwanted information.

How often does the data sync between ArcSite and Webengage?

The data sync between ArcSite and Webengage 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 ArcSite to Webengage?

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 ArcSite and Webengage?

Yes, you can set conditional logic to control the flow of data between ArcSite and Webengage. 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.

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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Webengage

About Webengage

Webengage is a comprehensive marketing automation platform that helps businesses engage with their customers through personalized communication across multiple channels. It offers tools for customer segmentation, journey mapping, and analytics to enhance customer retention and conversion rates.

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