Connect ArcSite and 36Blocks to Build Intelligent Automations
Choose a Trigger
When this happens...
New Project Created
Choose an Action
Automatically do this!
Get all Companies
List Client Users
Get Company Members
Get User Details
Log Out All Users
Ready to use ArcSite and 36Blocks automations
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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.
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.
Get all Companies
Gets all companies in a specified block.
List Client Users
Lists all users of the client.
Get Company Members
Retrieves all members of a company.
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Frequently Asked Questions
To start, connect both your ArcSite and 36Blocks accounts to viaSocket. Once connected, you can set up a workflow where an event in ArcSite triggers actions in 36Blocks (or vice versa).
Absolutely. You can customize how ArcSite data is recorded in 36Blocks. This includes choosing which data fields go into which fields of 36Blocks, setting up custom formats, and filtering out unwanted information.
The data sync between ArcSite and 36Blocks 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 36Blocks. 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 36Blocks
36Blocks is a robust communication platform that leverages the capabilities of MSG91 to provide seamless messaging solutions for businesses. It enables efficient and reliable SMS, voice, and email communication, enhancing customer engagement and operational efficiency.
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