Connect ArcSite and Aero Workflow to Build Intelligent Automations
Choose a Trigger
When this happens...
New Project Created
New ArcSite Event
Choose an Action
Automatically do this!
Get all Contacts
Find Aero Type Names
Find All Task Aero
Find All Team Members
Create Task
Create Email Aero
Create Contact
Create Appointment
Create Company
Get all Companies
Get a Company
Ready to use ArcSite and Aero Workflow automations
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 ArcSite Event
Runs when new ArcSite event occurs
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 a new name, customer information, 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 Contacts
Gets a list of all Contact Names.
Find Aero Type Names
Gets a list of Aero Type Names.
Find All Task Aero
Gets a list of Task Aeros.
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Frequently Asked Questions
To start, connect both your ArcSite and Aero Workflow accounts to viaSocket. Once connected, you can set up a workflow where an event in ArcSite triggers actions in Aero Workflow (or vice versa).
Absolutely. You can customize how ArcSite data is recorded in Aero Workflow. This includes choosing which data fields go into which fields of Aero Workflow, setting up custom formats, and filtering out unwanted information.
The data sync between ArcSite and Aero Workflow 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 Aero Workflow. 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 Aero Workflow
Aero Workflow management designed by accountants for accountants. It is a robust and flexible automation platform designed to streamline business processes across various domains.
Learn More
