Connect ArcSite and Zoho Projects to Build Intelligent Automations
Choose a Trigger
When this happens...
New Project Created
Choose an Action
Automatically do this!
Create Task
Create Task List
Update Project
Create Milestone
Create Bug
Create Project
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Project Created
Runs when a new project is created in ArcSite.
New Task Created
Runs when a new task is created in a project.
New Bug Reported
Runs when a new bug is reported in a project.
Do thisActions
Action is the task that follows automatically within your ArcSite integrations.
Create Project
Creates a new project in ArcSite and adds customer, sales rep, tags, and work site details.
Update Project
Updates an existing project with new name, customer info, sales rep, worksite address, tags, or job number.
Add Collaborators
Adds one or more people to the specified project and assigns their roles.
Create Task
Creates a new task in a project.
Create Task List
Creates a new task list.
Update Project
Updates existing project.
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Frequently Asked Questions
To start, connect both your ArcSite and Zoho Projects accounts to viaSocket. Once connected, you can set up a workflow where an event in ArcSite triggers actions in Zoho Projects (or vice versa).
Absolutely. You can customize how ArcSite data is recorded in Zoho Projects. This includes choosing which data fields go into which fields of Zoho Projects, setting up custom formats, and filtering out unwanted information.
The data sync between ArcSite and Zoho Projects 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 ArcSite and Zoho Projects. 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 ArcSite
ArcSite is the all-in-one drawing & mobile sales platform for service professionals including mobile drawing, estimation, and takeoff tools.
Learn MoreAbout Zoho Projects
Integrate with Zoho Projects to manage your project tasks, milestones, and teams efficiently. Automate workflows, synchronize tasks, and enhance project collaboration.
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