
When this happens...
New Project Created
New ArcSite Event

Automatically do this!
Create Contact
Create Channel
Set WhatsApp About
Send WhatsApp Text Message
Check Phone Number On WhatsApp
Create WhatsApp Group
Add Participants to a WhatsApp Group
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When this happensTriggers
A trigger is an event that starts a workflow.
Runs when a new project is created in ArcSite.
Runs when new ArcSite event occurs
Runs when a new WhatsApp message is received in 2Chat.
Runs when a new WhatsApp message is sent in 2Chat.
Runs when a new WhatsApp message is sent or received.
Runs when a new WhatsApp call is received.
Action is the task that follows automatically within your ArcSite integrations.
Creates a new project in ArcSite and adds customer, sales rep, tags, and work site details.
Updates an existing project with a new name, customer information, sales rep, worksite address, tags, or job number.
Adds one or more people to the specified project and assigns their roles.
Creates a new contact in your system with the provided contact details.
The "Create Channel" action allows you to set up a new WhatsApp channel
Sets the About text on your 2Chat-connected WhatsApp number.

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To start, connect both your ArcSite and 2Chat accounts to viaSocket. Once connected, you can set up a workflow where an event in ArcSite triggers actions in 2Chat (or vice versa).
Absolutely. You can customize how ArcSite data is recorded in 2Chat. This includes choosing which data fields go into which fields of 2Chat, setting up custom formats, and filtering out unwanted information.
The data sync between ArcSite and 2Chat 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 2Chat. 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 is the all-in-one drawing & mobile sales platform for service professionals including mobile drawing, estimation, and takeoff tools.
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