Connect ArcSite and Cakemail to Build Intelligent Automations
Choose a Trigger
When this happens...
New Project Created
New ArcSite Event
Choose an Action
Automatically do this!
Add a Contact
Update a Contact
Get Account Details
Shows All Lists
Validate Domains
Show Email Activity Logs
Ready to use ArcSite and Cakemail 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
New Contact
Trigger when a new contact is added.
Contact Updated
Triggers when a contact is updated.
Contact Deleted
Triggers when a contact is deleted.
Contact Tagged
Triggers when a contact is tagged.
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.
Add a Contact
Add a new contact in Cakemail
Update a Contact
Update a perticular contact
Get Account Details
Get the account details.
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Frequently Asked Questions
To start, connect both your ArcSite and Cakemail accounts to viaSocket. Once connected, you can set up a workflow where an event in ArcSite triggers actions in Cakemail (or vice versa).
Absolutely. You can customize how ArcSite data is recorded in Cakemail. This includes choosing which data fields go into which fields of Cakemail, setting up custom formats, and filtering out unwanted information.
The data sync between ArcSite and Cakemail 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 Cakemail. 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 Cakemail
Cake Mail provides an email marketing solution that helps businesses send promotional emails, automate tasks, and improve engagement with email campaigns.
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