Connect SMS Partner and ArcSite to Build Intelligent Automations

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SMS Partner

When this happens...

Choose an Action

ArcSite

Automatically do this!

Ready to use SMS Partner and ArcSite automations

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.

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Do thisActions

Action is the task that follows automatically within your SMS Partner integrations.

Send SMS

Send SMS

Send SMS messages to one or more phone numbers immediately or at a scheduled time.

Cancel Scheduled SMS

Cancel Scheduled SMS

Cancel a previously scheduled SMS using its Message ID.

Create Contact

Create Contact

Create a new contact within a group.

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 SMS Partner and ArcSite?

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

Can we customize how data from SMS Partner is recorded in ArcSite?

Absolutely. You can customize how SMS Partner 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 SMS Partner and ArcSite?

The data sync between SMS Partner 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 SMS Partner 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 SMS Partner and ArcSite?

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

SMS Partner

About SMS Partner

SMS Partner is a robust platform for managing and sending SMS communications, ideal for businesses looking to enhance their customer engagement and communication strategies.

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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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