Connect ArcSite and Apollo to Build Intelligent Automations

Choose a Trigger

ArcSite

When this happens...

Choose an Action

Apollo

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Ready to use ArcSite and Apollo 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.

New ArcSite Event

New ArcSite Event

Runs when new ArcSite event occurs

New Account Created

New Account Created

Runs when a new account is created in Apollo.

New Contact

New Contact

Runs when a new contact is created in Apollo.

Contact Is Updated

Contact Is Updated

Runs when an existing contact is updated.

Request a new Trigger for ArcSite

Do thisActions

Action is the task that follows automatically within your ArcSite integrations.

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 a new name, customer information, 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.

Create Account

Create Account

Creates a new account in Apollo using the details you provide.

Create Contact

Create Contact

Creates a new contact in your team's Apollo account.

Create Deal

Create Deal

Creates a new deal in your Apollo account.

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Step by step guides to integrate ArcSite and Apollo

Frequently Asked Questions

How do I start an integration between ArcSite and Apollo?

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

Can we customize how data from ArcSite is recorded in Apollo?

Absolutely. You can customize how ArcSite data is recorded in Apollo. This includes choosing which data fields go into which fields of Apollo, setting up custom formats, and filtering out unwanted information.

How often does the data sync between ArcSite and Apollo?

The data sync between ArcSite and Apollo 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 ArcSite to Apollo?

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 ArcSite and Apollo?

Yes, you can set conditional logic to control the flow of data between ArcSite and Apollo. 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

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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Apollo

About Apollo

Apollo is a unified engagement platform that is the foundation for your entire end-to-end sales strategy. Teams get access to a database of over 200 million contacts, as well as a host of different engagement and analytics tools.

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